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

Dormont Manufacturing Company

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. Benefits 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 #J-18808-Ljbffr

Vacancy posted 7 days ago
Similar jobs that could be interesting for youBased on the Senior Investment Portfolio Manager in Milwaukee, WI vacancy
  • $165.55k - $283.8k

     ...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... 
    Senior

    Associated Trust Company, NA

    Milwaukee, WI
    3 days ago
  • $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 presence...  .... Makes recommendations to senior leaders on strategy and new... 
    Senior
    Contract work
    Part time
    Local area
    Shift work

    Hispanic Alliance for Career Enhancement

    Milwaukee, WI
    3 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
    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... 
    Suggested
    Full time
    Work at office
    Weekend work
    Afternoon shift

    Cristoreymilwaukee

    Milwaukee, WI
    5 days ago
  • $115k

     ...About the Job 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 the very best... 
    Suggested

    The Symicor Group

    Brookfield, WI
    5 days ago
  • $88.06k - $150.96k

     ...background check on all new hires. Associated Bank is seeking a Portfolio Manager, VP to support Middle Market and Corporate Banking...  ...growth. You'll partner closely with Relationship Managers and senior leaders while expanding your expertise in complex credit and... 

    Associated Banc-Corp

    Brookfield, WI
    5 days ago
  •  ...Overview 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 closely with the Director... 
    Full time
    Work experience placement
    Work at office
    Local area
    Flexible hours
    Weekend work

    Wangard Companies

    Wauwatosa, WI
    1 day ago
  • $95k - $120k

     ...Senior Investment Operations Analyst Location US-WI-Milwaukee ID...  ...possess a deep understanding of financial instruments and data management best practices, and the ability to collaborate effectively with... 
    Senior
    Full time
    Work at office

    Allspring Global Investments

    West Allis, WI
    5 days 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
    4 days ago
  •  ...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

    Ernst & Young Oman

    Milwaukee, WI
    1 day ago
  • $98.18k - $115.5k

     ...Fund Accounting Manager U.S. Bank Global Fund Services is seeking a future team member...  ...exchange-traded fund, 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. Bancorp

    Milwaukee, WI
    5 days ago
  • $132.5k - $338.3k

     ...tradeoffs 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... 
    Senior
    Local area

    Accenture

    Milwaukee, WI
    2 days ago
  •  ...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
    Local area

    Wipfli Advisory LLC

    Wauwatosa, WI
    4 days ago
  •  ...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

    LHH

    Milwaukee, WI
    2 days ago
  • $35.71 per hour

     ...Reconciliations: Prepare daily accounting entries, execute prime broker/bank cash and portfolio reconciliations, apply corporate actions, and process advisor/portfolio management trading activity. NAV & Mill Rate Determination: Produce accurate, timely end-of-day... 
    Hourly pay
    Permanent employment
    Temporary work
    Work experience placement
    Shift work

    Randstad

    Milwaukee, WI
    4 days ago
  •  ...Base pay range: $23.00/yr - $29.00/yr Location: Milwaukee, WI Seniority level: Entry level Job function: General Business, Administrative...  ...as mentor, working with trainers, new specialists, and their managers to help transition from the training room to their team.... 
    Contract work
    Work experience placement

    Russell Tobin

    Milwaukee, WI
    4 days 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
    1 day ago
  • $132.5k - $338.3k

     ...You areDigital Assets Senior ManagerManagement Consulting?professionals design and implement...  ...& Capital Markets Digital Assets Senior Manager will be focused on supporting the...  ...driven?design. Accenture will continually invest in your learning and growth. You'll learn... 
    Senior
    Live in
    Work at office
    Local area

    Accenture

    Milwaukee, WI
    3 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
    1 day ago
  • $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 work
    Work experience placement
    Work at office
    Local area
    Monday to Friday
    Shift work
    3 days per week

    U.S. Bancorp

    Milwaukee, WI
    2 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
    3 days ago
  •  ...leader in innovative wealth management, asset servicing, asset management...  ...service. The Investment Associate will be...  ...administrative aspects of a portfolio. This includes file set up on...  ...organization is encouraged, senior leaders are accessible, and... 
    Senior
    H1b
    Worldwide
    Flexible hours

    Northern Trust

    Milwaukee, WI
    1 day ago
  •  ...accounting, prime broker/bank cash reconciliations, advisor/portfolio management processing, corporate action application, expense accrual/...  ...education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs.... 
    Hourly pay
    Contract work
    Work experience placement
    Work at office

    Kforce

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

    Illuminus

    Milwaukee, WI
    5 days ago
  •  ...Job Description Senior Administrative Assistant Join a collaborative and fast-paced team where organization, technology, and...  ...Administrative Assistant will support leadership through complex calendar management, meeting coordination, reporting, and day-to-day operational... 
    Senior

    Hatch Staffing

    Brookfield, WI
    4 days ago
  •  ...Sun Life is looking for a Senior UiPath Developer in Milwaukee, Wisconsin. This hands-on role involves designing, building, and supporting enterprise-grade automations, focusing particularly on UiPath. The successful candidate will work closely with various teams and... 
    Senior

    Sun Life

    Milwaukee, WI
    1 day ago
  •  ...A reputable financial institution in Milwaukee is hiring a Business Banking Relationship Manager II. This role involves managing strategic relationships with business clients, generating new business, and overseeing credit quality. Ideal candidates will have at least 5... 
    Senior

    UMB Financial Corporation

    Milwaukee, WI
    4 days ago
  •  ...The Bartolotta Restaurants is looking for a Sous Chef to manage daily kitchen operations and ensure the highest quality of food preparation. You'll be responsible for creating innovative menu items based on seasonal availability and food trends while overseeing inventory... 
    Senior

    The Bartolotta Restaurants

    Milwaukee, WI
    5 days ago
  • $130k - $140k

     ...impact, and long-term growth. We're hiring multiple experienced Senior Tax Managers to lead client engagements, provide strategic tax guidance, and mentor staff across a diverse portfolio of closely held businesses. Why This Role? ~$130K-$140K base +... 
    Senior

    Educated Solutions Corp

    Brookfield, WI
    4 days ago
  •  ...A leading consulting firm is seeking a Senior Manager in Oracle Services to drive engagements and manage client relationships. The ideal candidate will have a strong technical background, accounting knowledge, and the ability to lead technology implementations. You'll... 
    Senior

    Ernst & Young Oman

    Milwaukee, WI
    5 days ago

Do you want to receive more vacancies?

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