Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Investment Portfolio Manager

$165.55k - $283.8k

Associated Banc-Corp

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.

Lead the management of complex investment portfolios for high-net-worth and institutional clients, delivering disciplined, risk-aware strategies. This role offers the opportunity to influence investment direction, mentor talent, and contribute to firm-wide portfolio innovation. You'll play a key role in driving client outcomes and supporting business growth.

Key Accountabilities
  • Manage and oversee large, complex investment portfolios aligned to client goals, risk tolerance, and long-term strategy.
  • Build and maintain strong client relationships through clear communication of performance, strategy, and market insights.
  • Develop and implement investment strategies in collaboration with internal teams and in alignment with CIO guidance.
  • Lead or contribute to research efforts including security selection, asset allocation, and external manager evaluation.
  • Ensure portfolios adhere to compliance policies, risk controls, and fiduciary standards.
  • Partner with market leaders to support sales growth and client retention efforts.
  • Guide and mentor junior portfolio managers and analysts to strengthen team capabilities.
Education & Experience

Required:
  • Bachelor's degree in Finance, Economics, or related field
  • 7-12+ years of relevant investment or portfolio management experience
  • Proven experience managing complex client relationships and large portfolios
Preferred:
  • CFA (Chartered Financial Analyst) designation
  • Experience mentoring investment professionals
Why You'll Love Working Here

Join a collaborative environment where your expertise directly impacts clients, colleagues, and the broader investment strategy. You'll have opportunities to grow as a leader, contribute to innovative investment solutions, and work alongside experienced professionals. 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 View email address on click.appcast.io 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.

$165,550.00 - $283,800.00 per year
Vacancy posted 4 hours ago
Similar jobs that could be interesting for youBased on the Senior Investment Portfolio Manager in Milwaukee, WI vacancy
  • $91.8k - $171k

     ...quality sales and service to investment clients to deliver an...  ...for all aspects of investment management and administration to ensure...  ...grow business in the assigned portfolio / jurisdiction. Enhances...  ...Makes recommendations to senior leaders on strategy and new... 
    Senior
    Contract work
    Part time
    Local area
    Shift work

    Bank of Montreal

    Milwaukee, WI
    3 days ago
  • $60 - $70 per hour

     ...We are looking for a Portfolio Manager to assit in a onsite role *Top Skills' Details* *1. Portfolio governance + PMO leadership* 2. IT + Sales Tech / Salesforce / CPQ exposure 3. 10+ years, strong personality, willing to work onsite in Milwaukee, WI. * Coordinate... 
    Suggested
    Contract work
    Temporary work

    TEKsystems

    Milwaukee, WI
    4 days ago
  • $88.8k - $165.6k

     ...loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and...  ...allocation strategies that optimize returns with investment objectives. Leads proposal...  ...performance in collaboration with Relationship Manager and business partners. Structures and... 
    Suggested
    Contract work
    Part time
    Work experience placement
    Work at office
    Local area

    BMO Financial Group

    Milwaukee, WI
    4 days ago
  • $65.1k - $113k

     ...Senior Fund Administrator CLA is a top 10 national professional services firm where...  ...business/organization operations. Competent in management of multiple clients, software, and chart...  ...complex account reconciliations (investments, debt, industry specific, etc.) Prepares... 
    Senior
    Work at office

    CliftonLarsonAllen

    Milwaukee, WI
    6 days ago
  • $120k

     ...About the Job Commercial Portfolio Manager - To $120K - Greenfield, WI - Job # 3763 Who We Are The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing... 
    Suggested
    Work at office

    The Symicor Group

    Milwaukee, WI
    3 days ago
  • $117k - $165k

     ...Description Confidential Opportunity: Portfolio Manager Team Lead - Commercial Banking...  ...Present during Loan Committee meetings and senior credit discussions Qualifications:...  ...Family-friendly work culture with investment in professional development Access... 
    Full time
    Relocation

    gpac

    Milwaukee, WI
    2 days ago
  • $69.92k - $109.46k

    Fund Administrator Review the work of a group of Fund Administrators (I, II and III). Reviewing responsibilities primarily includes financial statements, board materials, compliance tests and other functions of Fund Administration. Key Functions: Coordinate with...
    Senior
    Work at office
    Local area
    Flexible hours

    UMB

    Milwaukee, WI
    4 days ago
  •  ...POSITION: Annual Fund & Grants Manager REPORTS TO: Senior Advancement Director CLASSIFICATION: Exempt, salaried SCHEDULE: Full Time; 12-month...  ...participation, dollars raised, and donors engaged. Manage a portfolio of annual donors: identify, cultivate, and maintain relationships... 
    Full time
    Work at office
    Weekend work
    Afternoon shift

    Cristoreymilwaukee

    Milwaukee, WI
    4 days ago
  • $88.06k - $150.96k

     ...hires. Associated Bank is seeking a Portfolio Manager, VP to support Middle Market and...  ...closely with Relationship Managers and senior leaders while expanding your expertise...  ...much more. Personal banking, loan, investment and insurance benefits. Associated... 

    Associated Banc-Corp

    Milwaukee, WI
    4 days ago
  •  ...Portfolio Operations Manager The Portfolio Operations Manager is a hands-on, service-driven professional responsible for driving operational consistency, leasing performance, and resident experience across Wangard's multifamily portfolio. This mobile role partners... 
    Full time
    Work experience placement
    Work at office
    Local area
    Flexible hours
    Weekend work

    Wangard Companies

    Milwaukee, WI
    4 hours ago
  • $72.1k - $123.6k

     ...Portfolio Manager At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as...  ...military benefits and much more. Personal banking, loan, investment and insurance benefits. Associated Bank serves more than... 

    Associated Bank

    Milwaukee, WI
    1 day ago
  •  ...A property management company in Mequon, Wisconsin is seeking an experienced Commercial Property Manager. The role focuses on managing client relationships, overseeing building operations, and ensuring compliance with regulations. Candidates should have a minimum of 5... 
    Senior

    BGSF

    Milwaukee, WI
    3 days ago
  •  ...engine in the communities we serve. The Company is seeking qualified, professional, and high-energy Senior Property Managers to oversee our growing commercial portfolio, which today totals 83 million square feet across 27 states and is comprised of warehouses and other... 
    Senior

    Phoenix Investors

    Milwaukee, WI
    3 days ago
  • $98.18k - $115.5k

     ...member for the role of Fund Accounting Manager to support our Fund Accounting team. This...  ...exchange‑traded funds, local government investment pools and closed‑end funds of varying complexity...  .../ bank cash reconciliations, advisor / portfolio management processing, corporate action... 
    Temporary work
    Work experience placement
    Work at office
    Local area
    Monday to Friday
    3 days per week

    U.S. Bank

    Milwaukee, WI
    3 days ago
  • $92.82k - $109.2k

     ...U.S. Bank is searching for an experienced credit professional to join our dedicated Insurance Premium Finance (IPF) Credit Portfolio Management team. Job Description The Credit Portfolio Manager partners with Relationship Managers to successfully manage and grow... 
    Temporary work
    Work experience placement
    Local area

    US Bank

    Milwaukee, WI
    1 day ago
  •  ...leading program and project management practices and methodologies...  ...also serving as a Business Portfolio Lead supporting one of Deloitte...  ..., program status, and investment priorities. In this role, you...  ...varied audience, including senior DT-US leaders and PxE partners... 
    Work at office
    Remote work
    Visa sponsorship

    Deloitte

    Milwaukee, WI
    6 days ago
  •  ...Credit Portfolio Manager At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring... 
    Temporary work
    Work experience placement

    U.S. Bank

    Butler, WI
    2 days ago
  •  ...vertically integrated real estate solutions platform. Our capabilities include real estate strategy and planning, project management, development, investment and property management for healthcare clients and other leading institutions. Hammes is consistently ranked as one... 
    Work at office

    Hammes Company

    Milwaukee, WI
    15 hours ago
  • Mutual Funds Accountant Are you ready to launch your career in finance? Randstad is supporting a financial firm who is looking for mutual funds accountants to join their expanding team in Milwaukee! If you have a bachelor's degree in accounting or finance and a solid...

    Randstad

    Milwaukee, WI
    15 hours ago
  •  ...Senior Portfolio Analyst The Senior Portfolio Analyst position provides the opportunity to join a well-established real estate investment firm with 38 years of industry experience. The role works...  ...departments including asset management, investor relations, and fund... 
    Senior
    Temporary work
    Casual work
    Work at office

    MLG Capital

    Brookfield, WI
    1 day ago
  •  ...Investment Operations Specialist Our client in Milwaukee, WI is seeking an Investment Operations Specialist. This will be a hybrid position...  ...and financial operations. Ability to establish and manage repeatable operational processes as well as an ability to identify... 
    Senior
    Contract work

    Apex Systems

    Milwaukee, WI
    3 days ago
  • $142k - $192k

     ...it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. As a Senior Tax Manager specializing in Real Estate, you will serve as a strategic advisor to clients, leading complex tax engagements and driving... 
    Senior
    Temporary work
    Local area
    Remote work
    Flexible hours

    Wipfli

    Milwaukee, WI
    2 days ago
  •  ...center of every interaction. As the face of the bank, the Senior Relationship Banker's primary goal is providing a highly personalized...  ...with individually customized solutions. You will manage an existing portfolio of clients and are responsible for opening deposit and... 
    Senior

    Johnson Financial Group LLC

    Milwaukee, WI
    17 days ago
  •  ...Resident Financial Counselor (Senior Living) We are seeking a dedicated and detail-oriented Resident Financial Counselor (Senior Living...  ...vital role, you will support residents and their families in managing their financial obligations while facilitating the Medical Assistance... 
    Senior
    Full time
    Temporary work
    Part time
    Relief
    Flexible hours

    Illuminus

    Milwaukee, WI
    2 days ago
  •  ...day net asset value calculation. Prepares daily general ledger accounting, prime broker/bank cash reconciliations, advisor/portfolio management processing, corporate action application, expense accrual/payment postings, daily net asset value and mill rate determinations... 

    eTeam

    Milwaukee, WI
    2 days ago
  • $115k

     ...Job Description Job Description Portfolio Manager – To $115K – Brookfield, WI – Job # 3757 Who We Are: The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing... 

    BritePros Medical Staffing

    Brookfield, WI
    2 days ago
  •  ...Job Description Job Description We are seeing an experienced Portfolio Manager who will be actively involved in all aspects and functions of the property and will provide the leadership expertise that ensures effective and efficient operation of the property, including... 
    For contractors
    Work at office
    Local area
    Flexible hours

    Ogden & Company, Inc.

    Milwaukee, WI
    2 days ago
  • $47.1k - $68.6k

     ...Position The UMB Registered Fund team manages the daily accounting, tax, audit,...  ...brokers, transfer agency, advisor, and/or portfolio managers/traders Review and resolve trade...  ...one of the following Accounting, Finance, Investment Banking, Economics, or International... 
    Local area
    Flexible hours

    UMB

    Milwaukee, WI
    2 days ago
  •  ...Job Description Job Description We are seeking a motivated and experienced Senior Project Engineer I to lead the technical execution and management of complex civil engineer projects. The Senior Project Engineer I provides direction to project teams, delivers high... 
    Senior
    Contract work

    Pinnacle Engineering Group

    Milwaukee, WI
    9 days ago
  • $56.89k - $109.27k

     ...to buy in or sell out of funds they are invested in. As a Fund Accountant, you will c alculate...  ...types. Associates can expect to manage 5-7 funds daily while moving toward a Sr...  ...when needed. An inclusive environment where senior leaders go out of their way to meet new associates... 
    Local area
    Flexible hours

    UMB

    Milwaukee, WI
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Investment Portfolio Manager. Be the first to apply!