Private Wealth Program Director

Overview:

Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.

We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.

Responsibilities:

The Private Wealth Program Manager is responsible for overseeing the operational infrastructure and day-to-day program management of the Private Wealth advisory platform. This role serves as the central point of coordination between advisors, LPL Financial, product partners, and internal stakeholders to ensure seamless execution of advisor onboarding, compensation processes, client servicing, and platform initiatives.

The Program Manager combines strong operational leadership, relationship management, and problem-solving capabilities to enhance advisor experience, support client outcomes, and drive strategic business initiatives across the Private Wealth organization.

The annual salary range for this position is $127,900-$258,600 plus incentive bonus. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate’s relevant skills and professional experience, educational qualifications, and geographic location.

Key Accountabilities

LPL Platform Oversight & Governance

Serve as primary liaison with LPL Financial on operational, contractual, and administrative matters

Maintain oversight of LPL contract items and act as an authorized signer as required

Escalate issues to LPL and ensure timely resolution of advisor and client-related matters

Manage participation in LPL pilot programs and coordinate conference access, benefits, and sponsorship engagement

Submit compensation and structural changes to LPL for approval

Advisor Lifecycle Management

Oversee end-to-end advisor lifecycle, including onboarding, onboarding support, and terminations

Conduct initial calls with prospective recruits and support recruiting and integration efforts

Lead new advisor onboarding and training program (including structured multi-session curriculum)

Provide ongoing guidance on professional designations and advisor development processes

Compensation & Revenue Administration

Review and approve monthly advisor commission payouts

Resolve commission-related issues and escalate discrepancies as needed

Oversee compensation plan administration, including changes and interpretation

Submit and manage payments for advisors in sunset or transitional compensation plans

Ensure all compensation processes are accurate, timely, and compliant

Advisor Support & Practice Management

Partner with advisors on client case discussions, providing operational and strategic guidance

Support account transfers and key operational workflows impacting client accounts

Manage rep code setup, split arrangements, and compensation structure updates

Coordinate product partner engagement to support advisor solutions and client needs

Deliver consistent advisor communications regarding platform updates, policies, and initiatives

Client Experience & Issue Resolution

Review and approve client accommodation requests in alignment with firm standards

Oversee and resolve client complaints, ensuring timely, professional outcomes

Maintain high standards for client experience across operational touchpoints

Compliance, Controls & Approvals

Approve advisor client marketing expenses in accordance with policy and budget guidelines

Ensure appropriate access is granted to advisor systems and rep IDs

Coordinate P-Card allocation processes with internal finance partners

Support adherence to regulatory requirements and internal risk management protocols

Business Operations & Strategic Initiatives

Lead and support key projects that enhance advisor experience, platform scalability, and operational efficiency

Coordinate speakers, sponsors, and logistics for in-person advisor meetings and events

Partner with internal teams and product partners to execute strategic initiatives

Identify opportunities to improve workflows, reduce friction, and enhance program effectiveness

Key Competencies for the Position

Execution Excellence – Drives operational efficiency and ensures consistent, high-quality outcomes

Strategic Thinking – Aligns day-to-day activities with broader organizational priorities

Relationship Management – Builds strong partnerships across advisors, product partners, and external vendors

Problem Solving & Decision Making – Identifies issues quickly and delivers effective, timely solutions

Communication – Clearly and effectively communicates across diverse stakeholder groups

Adaptability – Thrives in a dynamic environment with evolving priorities and initiatives

Culture Champion – Demonstrates Old National’s values and commitment to client and community success

Qualifications and Education Requirements

Bachelor’s degree in Finance, Business, or related field required

5–10+ years of experience in wealth management, advisor platform operations, or financial services

Experience working with LPL Financial or similar broker-dealer platform preferred

Strong understanding of advisor compensation structures, onboarding processes, and operational workflows

Proven ability to manage multiple priorities, deadlines, and complex processes simultaneously

Strong communication, organizational, and stakeholder management skills

Ability to work effectively across teams and functions in both in-person and virtual environments

Knowledge of regulatory and compliance considerations within wealth management

Willingness to travel as needed

We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.

Our culture is firmly rooted in our core values.

We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.

We are Old National Bank. Join our team!