Portfolio Manager IV - Investment Mgmt

associatedbank· Associated Trust Company, NA
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📍 Milwaukee 815 WaterFull time💰 USD 166K–284K
Full timeOn-SiteAssociated Trust Company, NA

About this role

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.

Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.

As an Investment Portfolio Manager, you will develop and manage customized investment strategies for high-net-worth individuals, families, foundations, and endowments. In this highly visible role, you will partner directly with clients to help them achieve their financial goals while contributing to the evolution of our investment platform and processes. This position offers the opportunity to influence portfolio strategy, mentor team members, and make a meaningful impact across the organization.
  • Develop tailored investment strategies aligned with clients' objectives, risk tolerance, and financial circumstances.
  • Manage complex client relationships, including multi-generational families, foundations, endowments, and external advisors.
  • Communicate portfolio performance, market insights, and investment recommendations to clients and stakeholders.
  • Execute portfolio strategies within established investment guidelines and compliance standards.
  • Analyze market trends, economic conditions, and asset allocation opportunities to support investment decisions.
  • Contribute to investment research, including securities, external managers, funds, and portfolio solutions.
  • Lead or participate in initiatives that enhance investment processes, products, and risk management practices.
  • Mentor and provide guidance to junior portfolio managers and investment professionals.

Education & Experience

Required

  • Bachelor's degree in Finance, Economics, or a related field.
  • 12+ years of investment management, portfolio management, or related financial services experience.
  • Strong experience managing client investment relationships and portfolio strategy.
  • Access to reliable transportation and the ability to travel as needed.

Preferred

  • Chartered Financial Analyst (CFA) designation.
  • Experience working with high-net-worth clients, trusts, foundations, or endowments.
  • Experience mentoring investment professionals or leading investment initiatives.

Why You'll Love Working Here

At Associated Bank, you'll join a collaborative team that values expertise, innovation, and strong client relationships. We invest in your professional growth through ongoing development opportunities while empowering you to make a meaningful impact on our clients, colleagues, and communities. Apply today to make an impact.

We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience.

In addition to core traditional benefits, we take pride in offering benefits for every stage of life. 

  • Retirement savings including both 401(k) and Pension plans. 

  • Paid time off to volunteer in your community. 

  • Opportunities to connect with others through our diversity-focused Colleague Resource Groups. 

  • Competitive salaries with professional development and advancement opportunities. 

  • Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.  

  • Personal banking, loan, investment and insurance benefits. 

Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X.

Compliance Statement

Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.

Responsible to report ethical concerns as needed to Associated Bank’s anonymous Ethics Hotline.

Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process.

Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish.

Associated Bank is Pay Transparency compliant.


The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.


For certain positions, total compensation may also include incentive, commission, or bonus opportunities not reflected in the posted base pay range.


$165,550.00 - $283,800.00 per year

Frequently Asked Questions

What is the salary for the Portfolio Manager IV - Investment Mgmt role at associatedbank?
The listed salary for this Portfolio Manager IV - Investment Mgmt position at associatedbank is USD 166K–284K. This is an Full time role.
Where is the Portfolio Manager IV - Investment Mgmt position at associatedbank located?
This Portfolio Manager IV - Investment Mgmt role at associatedbank is based in Milwaukee 815 Water. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Portfolio Manager IV - Investment Mgmt role at associatedbank full-time or part-time?
This is listed as a Full time position. It is posted as a Portfolio Manager IV - Investment Mgmt role in the Associated Trust Company, NA department at associatedbank.
Which team or department does the Portfolio Manager IV - Investment Mgmt at associatedbank belong to?
This Portfolio Manager IV - Investment Mgmt position is part of the Associated Trust Company, NA department at associatedbank. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Portfolio Manager IV - Investment Mgmt position at associatedbank?
Click the "Apply Now" button on this page. You will be redirected to associatedbank's official application portal hosted on workday where you can submit your application directly.
When was the Portfolio Manager IV - Investment Mgmt job at associatedbank posted?
This Portfolio Manager IV - Investment Mgmt position at associatedbank was posted on Aug 25, 2026. Apply as soon as possible — early applications are often reviewed first.
Portfolio Manager IV - Investment Mgmt
associatedbank · 💰 USD 166K–284K
Apply for this role ↗

You'll be redirected to associatedbank's official application page on Workday.