Senior Investment Portfolio Manager
$165.55k - $283.8kAssociated 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.
- 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
- CFA (Chartered Financial Analyst) designation
- Experience mentoring investment professionals
- 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.
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 days ago
Similar jobs that could be interesting for youBased on the Senior Investment Portfolio Manager in Milwaukee, WI vacancy
$63k - $108k
...conducts a thorough background check on all new hires. As a Portfolio Manager, AVP, you will help manage and grow a portfolio of Commercial... ..., military benefits and much more. Personal banking, loan, investment and insurance benefits. Compliance Statement Associated Bank...Suggested$132.5k - $338.3k
...experts with access to the most robust portfolio of capabilities and ecosystem relationships... ...mindset doesn’t happen by chance. We invest in training and development in a big... ...responsibilities of the Investment Banking Consulting Senior Manager may include: Lead the design,...SeniorLive inWork at officeLocal area$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...SuggestedWork at office$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...Suggested$22 - $28 per hour
Levi, Ray & Shoup, Inc. is seeking an Investment Operations Senior Specialist for a contract opportunity in Milwaukee. This role focuses on analyzing financial plans and collaborating with advisor teams to deliver effective retirement solutions. The candidate should have...SeniorHourly payContract work$141k - $213k
Sr Risk Manager Job Locations US-RI-Providence | US-WI-Milwaukee | US-OH-Columbus | US... ...complex projects? Gilbane is seeking a Senior Risk Manager to be responsible for all insurance... ...a generous profit-sharing/401k plan. We invest in our employees' education and have...SeniorContract workFor contractorsFor subcontractorWork at officeLocal areaRemote work- Ogden is GROWING! We are seeking a Commercial Portfolio Manager to join our expanding team. The Commercial Portfolio Manager is responsible for the day-to-day management and long-term performance of a commercial real estate portfolio. Duties include: Maintaining regular...Work at office
$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...- ...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
$95k - $120k
...Overview The Senior Investment Operations Analyst is a member of the team responsible for the critical function of ensuring the accuracy,... ...possess a deep understanding of financial instruments and data management best practices, and the ability to collaborate effectively...SeniorWork at office$98.18k - $115.5k
...member for the role of Fund Accounting Manager to support our Fund Accounting team.... ...exchange-traded fund, local government investment pools and closed-end funds of varying complexity... .../bank cash reconciliations, advisor/portfolio management processing, corporate action...Temporary workWork experience placementWork at officeLocal areaMonday to Friday3 days per week- ...Ernst & Young Oman is seeking a Real Estate Tax Senior Manager to lead tax planning projects and deliver advisory services across the real estate, hospitality, and construction sectors. The role requires extensive experience in partnership taxation, REITs, and management...Senior
- ...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
- ...across multiple private equity funds and investment vehicles. The ideal candidate will bring... ...exposure to complex fund structures, portfolio company activity, and institutional investors... ..., and communication skills Ability to manage multiple deadlines in a fast-paced...Flexible hours
- ...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...SeniorLocal area
$53.3k - $71.1k
...records of mutual funds, exchange-traded fund, local government investment pools and closed-end funds of varying complexity and... ...accounting, prime broker/bank cash reconciliations, advisor/portfolio management processing, corporate action application, expense accrual/payment...Temporary workWork experience placementWork at officeLocal areaMonday to FridayShift work3 days per week- ...Job Description Job Description Major Milwaukee Area General Contractor needs a Sr Project Manager with the ability to manage projects from $3-40 million+ in Wisconsin. If you are a proven leader who can mentor managers, you will paid for your experience! Excellent...SeniorFor contractors
$132.5k - $338.3k
...among blockchains for regulated financial services use cases. Manage all parts of projects, from client buy‑in to planning, budgeting... ...approach in an executable manner. Ability to communicate with senior executives, producing polished, clear recommendations and narratives...SeniorLocal area- Jacobs is seeking a Mid-Career Architectural Historian to work on diverse projects throughout the United States, primarily focusing on the Great Lakes Region. This role involves providing cultural resources support for planning and engineering projects, complying with ...Senior
- ...Resident Financial Counselor (Senior Living) We are seeking a dedicated and detail-oriented Resident Financial Counselor (Senior... ...this vital role, you will support residents and their families in managing their financial obligations while facilitating the Medical...SeniorFull timeTemporary workPart timeReliefFlexible hours
- ...Langan Engineering & Environmental Services is seeking a Project Surveyor/ Project Manager to join its team in Milwaukee, WI. This role blends technical surveying knowledge with project leadership to deliver accurate mapping and geospatial solutions. The position requires...Senior
- ...Spencer's - - Responsibilities: Establish and maintain Guest Services; Support the Store Manager in the various tasks involved in the overall operation of a store; Develop staff and drive sales and profitability; Control expenses and shrinkage; Oversee merchandising and...Senior
- Spencer's - - Responsibilities: Establish and maintain guest services; Support the Store Manager in daily store operations; Develop staff to maximize sales and profitability; Control expenses and shrinkage; Oversee merchandising and inventory controlsSenior
- Briggs & Stratton in Milwaukee, Wisconsin, is seeking a Senior Financial Analyst to support the Energy Solutions business unit. This role involves leading complex accounting and finance functions such as month-end closing and financial reporting. You will develop financial...Senior
$119k - $200k
...Bank of America is hiring a Credit Officer II in Milwaukee, WI. This role involves delivering credit solutions and managing risks for a portfolio of asset-based lending clients. Responsibilities include negotiating loan documents, driving approval processes, and leading...Senior- ...Base pay range: $23.00/yr - $29.00/yr Location: Milwaukee, WI Seniority level: Entry level Job function: General Business,... ...as mentor, working with trainers, new specialists, and their managers to help transition from the training room to their team. Participate...Contract workWork experience placement
- The Society of Behavioral Medicine (SBM) seeks a Senior Meetings Manager to lead planning and execution of the Annual Meeting (1,800 attendees) and related events in Milwaukee, WI. You will collaborate with the Executive Director and Meetings Manager, manage budgets, timelines...SeniorFull time
- ...A manufacturing and quality assurance company in Wisconsin seeks a Quality Manager to enforce quality standards and improve processes. The ideal candidate has over 7 years of experience in a manufacturing quality environment, particularly with electrical components. Responsibilities...Senior
- Accenture is seeking a Product Design Lead in Milwaukee, WI, to drive product experiences from concept to delivery. You will lead client programs and establish strategic directions while mentoring team members in their design practices. The ideal candidate should have ...Senior
$80k - $108k
...career-defining opportunity. Job Summary We are seeking a? Senior Consultant? to deliver financial advisory services to?Federally... ...and Sage, MIP, Great Plains, Quickbooks is a plus ~ Ability to manage multiple priorities, think critically, and solve problems in a...SeniorTemporary workWork experience placementLocal areaRemote workFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Investment Portfolio Manager. Be the first to apply!
Related searches
- investment executive Milwaukee, WI
- investment manager Milwaukee, WI
- director investment banking Milwaukee, WI
- investment director Milwaukee, WI
- investment accounting manager Milwaukee, WI
- funding manager Milwaukee, WI
- fund accounting manager Milwaukee, WI
- fixed income portfolio manager Milwaukee, WI
- portfolio manager Milwaukee, WI
- hedge fund manager Milwaukee, WI


