Senior Institutional Investment Consultant
Baird
A financial services firm seeks an experienced Institutional Consultant to provide investment advice to institutional clients, including endowments and foundations. The role requires a minimum of 10 years in investment consulting and the CFA designation or similar credentials. You will be responsible for building client relationships, conducting performance reviews, and advising on investment strategies. The position may be based in Milwaukee or Chicago and offers the opportunity for significant client interaction and leadership in investment governance. #J-18808-Ljbffr Baird
$43k - $82.59k
Mutual Fund Institutional Specialist II page is loaded## Mutual Fund Institutional Specialist IIremote type: Hybridlocations: Milwaukee WItime type: Full timeposted on: Posted Todayjob requisition id: R-8629The **UMB Registered Fund team** manages the daily accounting,...SuggestedLocal areaFlexible hours$165.55k - $283.8k
.... 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...Senior- A financial institution is seeking a Model Risk Manager to lead the Model Risk Management Program. Responsibilities include enhancing compliance, establishing partnerships for effective communication, and performing risk analytics. Candidates should have 8+ years in financial...SeniorRemote job
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$132.5k - $338.3k
...and assets across Strategy & Consulting, Technology, Operations,... ...Are: The candidate will be a Senior Manager within the Commercial... ...Large wholesale lenders are investing heavily in modernizing their... ...models for Wholesale credit institutions. Lead Wholesale credit systems...SeniorLive inWork at officeLocal area$88.8k - $165.6k
BMO is looking for a Credit Analyst in Milwaukee, Wisconsin to analyze credit information, support lending decisions, and manage a portfolio of Commercial Banking clients. Responsibilities include negotiating loan structures, assessing repayment capacities, and monitoring...Senior$250k - $320k
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$81.28k - $121.92k
...advice and support departmental projects. Responsibilities include consulting with clients and completing projects efficiently while... ...qualifications, along with relevant geolocation pay structures as applicable. #J-18808-Ljbffr Northwestern Mutual Investment Services, LLCSenior- Associated Trust Company, NA in Milwaukee, Wisconsin is seeking an experienced banking professional to manage a portfolio of private and commercial relationships. The successful candidate will analyze financial statements, prepare credit presentations, and conduct annual...Senior
$91.8k - $171k
...Wealth Sales & Service Provides high quality sales and service to investment clients to deliver an exceptional client experience. Provides... ...assigned portfolio / jurisdiction. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding...SeniorContract workPart timeLocal areaShift work- Johnson Financial Group in Milwaukee, WI, seeks a Relationship Banker for their Consumer Banking team. This role involves managing a portfolio of clients, advising on deposit accounts and loans, and fostering client relationships through personalized service. Candidates...Senior
- ...relationships and deliver exceptional financial services. This position requires a robust sales background and strong understanding of investments and wealth planning. Ideal candidates will possess over six years in financial services and hold necessary licenses. The role...Senior
$81.28k - $121.92k
A financial services company in Milwaukee, Wisconsin, seeks an experienced Actuarial Consultant to provide professional advice and services. The role involves using sound actuarial principles in project design, consulting for internal and external clients, and efficiently...Senior- A leading energy resilience provider in Milwaukee seeks a Senior Associate for Business Development to drive strategic initiatives. Responsibilities include data analysis, supporting mergers and acquisitions, and aiding in sustainability partnerships. Candidates should...Senior
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$215k - $355k
...role: Wells Fargo is seeking a Senior Lead Equipment Finance Syndication Consultant. In this job, you will be responsible... ...Credit, Legal, Risk, and Institutions in the secondary market Strong analytical... ...outside activities or personal investing; affected employees will be...SeniorFull timeWork experience placementWork at office- ...business loans, preparing credit analysis packages, and requires a Bachelor's degree along with a minimum of two years in a financial institution. Join a team where you can develop professionally and be part of a dynamic environment with excellent benefits. #J-18808-Ljbffr...
$75k
...: Bachelor’s degree in business or related field and at least two years of experience in a credit-based environment or financial institution. Course work or experience within accounting or financial analysis. Knowledge of business credit documentation and business collateral...- ...are precious. We are home to the world-renowned Blood Research Institute, we enable life saving gifts from our donors, and provide the science... ...Versiti's overall financial health and growth strategies. The Senior Financial Analyst - Financial Planning & Analysis is...SeniorFull timeTemporary work
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$91.8k - $171k
Hispanic Alliance for Career Enhancement seeks an experienced Relationship Manager for high-net-worth clients in Milwaukee. The role involves developing personalized wealth management strategies, driving business growth through relationship management, and collaborating...Senior$70k - $79k
The University of Wisconsin Colleges is seeking an Accountant III in Milwaukee, responsible for complex accounting duties including financial reporting and budget management. Applicants should have an associate's degree or higher in a related field with at least three years...Senior- A leading organization is seeking a Senior Financial Compliance Auditor to support SOX compliance and Oracle ERP controls. This remote role requires 5-8 years of experience and advanced Excel skills. Responsibilities include assisting with compliance policies, communicating...SeniorRemote work
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BMO is looking for a seasoned wealth management professional in Milwaukee, WI, to manage high-net-worth and ultra-high-net-worth clients. The role involves delivering integrated financial planning, developing growth strategies, and ensuring compliance with regulations. ...Senior- A leading financial services company in Elm Grove seeks a Financial Advisor Senior to forge lasting relationships with clients, offering tailored investment solutions based on their individual goals. The successful candidate will have at least one year of investment sales...SeniorRemote jobWork at officeFlexible hours
$47 per hour
...Our client, a leading organization, is seeking a hands-on Senior Financial Compliance Auditor with 5–8 years of experience to support... ...policies and procedures.Upon completion of waiting period consultants are eligible for:Medical and Prescription Drug PlansDental PlanVision...SeniorHourly payRemote workFlexible hours$91.8k - $171k
Wisconsin Psychiatric Association Inc is seeking a skilled Relationship Manager to deliver comprehensive wealth management services for high-net-worth clients. The candidate will leverage advanced skills in financial planning and business development to foster deep client...Senior
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