Wealth Management Business Associate

Hills Bank • North Liberty, IA • 18h ago

590 West Forevergreen Road, North Liberty, IA, USA | Full-Time

SCHEDULE: Full-time; Monday through Friday 8:00 am - 4:30 pm. Average of 40 hours/week. Additional hours as needed.

BENEFITS: Our employees are our most valuable assets, so we invest in them with a comprehensive and competitive benefits package. Our philosophy of taking care of the customer extends to taking care of our employees so that they, in turn, can take good care of themselves and their families. Join Hills Bank and let us surprise you with even more perks!

SCOPE:

This position will develop, oversee, and lead multiple wealth management project management and analytical initiatives. The role works with minimal supervision and reports to the SVP, Director of Wealth Management to ensure the strategic goals of the Wealth Management Department are met. This position will identify, create, and vet information from production, compliance, audit, investment, and performance reporting necessary for department scorecard management and to help guide the behaviors of Wealth Advisors, Trust Officers, Portfolio Managers, and support staff. This position will directly manage confidential employee production and compensation data, develop and enhance performance metrics, and identify opportunities to improve productivity and profitability in alignment with bank and wealth management goals. In addition, this role will create, track, and monitor client profitability models, fee income analytics, asset growth trends, and investment-related reporting for management, compliance, and overall portfolio performance. This position will actively serve on various Wealth Management committees.

ACCOUNTABILITIES:

Manage and support analytical and project-based initiatives that advance Wealth Management department strategies and objectives.

Develop, maintain, and enhance performance dashboards and scorecards for wealth advisors, trust officers, and support staff.

Analyze and manage confidential production, revenue, and compensation data to support performance management and decision-making.

Create and maintain client, household, and product profitability models, including fee income and asset-based revenue analytics.

Monitor and report trends related to Assets Under Management (AUM) growth, client onboarding, retention, and overall department performance.

Prepare management and Board-level reports summarizing department results, trends, and key metrics.

Support business development efforts through analysis of referral trends, pipelines, and prospecting opportunities.

Collaborate with Wealth Management leadership and internal partners to improve processes, reporting, and operational efficiency.

Serve on departmental and cross-functional committees as an analytical and reporting resource.

Maintain and enhance department documentation, tools, and internal resources to support consistent execution and knowledge sharing.

Identify and compile prospecting and referral data for wealth management growth opportunities, including internal bank referrals, life event triggers, business owner transitions, and trust and estate planning opportunities.

Create and maintain department resources and reference materials on internal knowledge platforms. Act as a point person for creating and uploading content relevant to wealth management staff. Develop, troubleshoot and oversee multiple commercial project management initiatives.

Perform other duties and special projects as assigned.

Community Involvement:

As part of the overall team of bank employees, this position will be requested to help support and participate in other bank activities.

EDUCATION and/or EXPERIENCE:

Bachelor's degree (B.A.) from a four-year college or university in the field of business, including specific courses in accounting, finance, and economics; and 3-4 years banking experience and/or training; or equivalent combination of education and experience.

Ability to read, analyze and create complex financial scorecards and reports required.

This job requires skills needed in a typical office environment. This includes computer skills, communications skills, as well as utilization of office equipment.

EQUAL OPPORTUNITY EMPLOYER/VETERANS/DISABILITY

Similar Jobs

Manager Trainee

Menards, Inc. • Iowa City, IA • 5h ago

Management & Administrative

Make BIG Money at Menards! Extra $3 per hour on Sat/Sun Store Discount Profit Sharing Exclusive Discounts for gyms, car dealerships, cell phone plans, and more! Flexible Scheduling Medical Insurance and Dental Plans On-t...

5h ago

Go to Apply

Management & Sales Training Program (Iowa)

Sherwin-Williams • Cedar Rapids, IA • 12h ago

Management & Administrative

The Sherwin-Williams Management & Sales Training Program is an accelerated, entry-level position designed to prepare you for a Store Management role in 18-24 months. With Sherwin-Williams' promote-from-within philoso...

12h ago

Go to Apply

Part Sales Manager - Part Time

AutoZone, Inc. • Kalona, IA • 15h ago

Management & Administrative

Job Description AutoZone's Store Management team drives store performance, fosters a productive team, and ensures exceptional customer service. Managers and MITs play a key leadership role, expected to Live The Pledge an...

15h ago

Go to Apply

Market Grille Clerk

Hy-Vee Food Stores • Cedar Rapids, IA • 20h ago

Management & Administrative

Additional Considerations (if any): - At Hy-Vee our people are our strength. We promise "a helpful smile in every aisle" and those smiles can only come from a workforce that is fully engaged and committed to supporting o...

20h ago

Go to Apply

Traveling Manager

Kinseth Hospitality Companies • Coralville, IA • 1d ago

Management & Administrative

In addition to the duties listed below, this person will also be overseeing the Travel Department. What we offer: Health, Dental, Vision and other benefits available after 60 days DailyPay 401k Paid Training Paid PTO Ref...

1d ago

Go to Apply

customer service representative

U-Haul • Cedar Rapids, IA • 1d ago

Management & Administrative

Location: 2800 Edgewood Rd SW, Cedar Rapids, Iowa 52404 United States of America Are you a people person? Do you love helping others? U-Haul is in search of friendly, motivated people for the position of Customer Service...

1d ago

Go to Apply

Part Sales Manager - Full Time

AutoZone, Inc. • Kalona, IA • 1d ago

Management & Administrative

1d ago

Go to Apply

Aisles Online Service Lead

Hy-Vee Food Stores • Cedar Rapids, IA • 1d ago

Management & Administrative

Additional Considerations (if any): Night & Weekend Shifts Required - At Hy-Vee our people are our strength. We promise "a helpful smile in every aisle" and those smiles can only come from a workforce that is fully e...

1d ago

Go to Apply

Customer Service Representative

U-Haul • Cedar Rapids, IA • 2d ago

Management & Administrative

Location: 1550 16th Ave SW, Cedar Rapids, Iowa 52404 United States of America Are you a people person? Do you love helping others? U-Haul is in search of friendly, motivated people for the position of Customer Service Re...

2d ago

Go to Apply

Part Time Receptionist

Dave Wright Nissan Subaru • Hiawatha, IA • 2d ago

Management & Administrative

2026 TIME DEALER OF THE YEAR AWARD WINNER! VOTED 'BEST DEALERSHIP TO WORK FOR' 12 TIMES! IMMEDIATE OPENING! WE PROMOTE FROM WITHIN! Dave Wright Nissan Subaru Core Values: We Solve It We Are All One Team We Do What We Say...

2d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)