Average salary: $184,137 /yearly
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- ...review reporting. Drive annual budgeting and periodic forecasting for all supported facilities. Support capital planning, investment analysis, and post‑implementation reviews for manufacturing projects. Monitor key performance indicators (KPIs) and operational...SuggestedTemporary workRelocationRelocation package
Marvin
Madison, WI17 hours ago - The Annual Fund & Grants Manager is a 12-month, full-time position primarily responsible for developing and managing a comprehensive, strategic, and integrated effort to build a base of individual and foundation donors and increase philanthropic support through the annual...SuggestedFull timeWork at officeWeekend workAfternoon shift
CRISTO REY JESUIT HIGH SCHOOL MILWAUKEE
Milwaukee, WI1 day ago - ...We are seeking a Senior Business Analyst with strong investment operations experience to support process design, data mapping, and platform modernization initiatives. This role partners across business, operations, and technology teams to analyze workflows, improve processes...Suggested
Continuus Technologies
Germantown, WI17 hours ago $56.64k
...variety of inquiries from internal teams related to fee and billing processes. Monitors, reconciles, and executes events in the investment advisory fee cycle to ensure proper billing and adjustments impacting client accounts and advisor compensation. Participates in...SuggestedHome officeFlexible hours- The Annual Fund & Grants Manager is a 12-month, full-time position primarily responsible for developing and managing a comprehensive, strategic, and integrated effort to build a base of individual and foundation donors and increase philanthropic support through the annual...SuggestedFull timeWork at officeWeekend workAfternoon shift
Cristo Rey Jesuit High School Milwaukee
Milwaukee, WI1 day ago $165.55k - $283.8k
Associated Bank is seeking a skilled investment portfolio manager in Milwaukee, Wisconsin. In this role, you will manage complex investment portfolios for high-net-worth and institutional clients and influence investment strategies. With 7-12+ years of experience and a...Suggested$175k - $200k
...Investment Banking Associate Complex deals, real ownership, and career momentum. Grow further at Baird. Baird is where investment banking careers gain real traction. Associates take on meaningful responsibility, work closely with senior bankers and clients, and...SuggestedFull timeCurrently hiringWork visaNight shiftBaird
Milwaukee, WI3 days ago$110k - $140k
...development and product management leaders to create and implement product and process analytics that measure impact of activity and investment in order to influence new ways of thinking for key stakeholders in all geographies and levels of the organization. This...SuggestedTemporary workWork experience placementRelocationRelocation packageMarvin
Green Bay, WI17 hours ago$70k - $100k
...complex financial models for various purposes, including scenario and sensitivity analysis, profitability analysis and return on investment (ROI) calculations. Communicate and present financial results and forecasts, ensuring reports are clear and understood, including...SuggestedDaily paidFull timeTemporary workWork experience placementCasual workWork at officeWork from homeMonday to ThursdayFlexible hoursDuluth Trading Company
Mount Horeb, WI17 hours ago- ...Reimbursement program can help you obtain one The Skills You Bring ~ Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions ~ Being...SuggestedWork at office
Fidelity Investments
Belleville, WI1 day ago $118k - $255.7k
...concepts through lifecycle optimization. In this highly visible, strategic individual contributor role, you will influence portfolio investment decisions, platform evolution, and competitive positioning while partnering closely with world class surgeons, R&D, and cross...SuggestedTemporary workRemote workFlexible hoursPowerToFly
Wausau, WI2 days ago$160,000 per week
...economic growth. The ideal candidate will manage and grow a portfolio of middle-market commercial clients, offering robust financial strategies, lending services, and investment solutions that align with our client's objectives and the community's broader economic goals.SuggestedLocal areaWintrust Financial
Benet Lake, WImore than 2 months ago- 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...Suggested
$172.8k - $197.2k
...opportunities, and driving innovative and sustainable customer experiences through technology. We believe our portfolio of businesses and investments in growth and transformation will result in a company with the scale, brand, capabilities, talent, and values to succeed as the...SuggestedFull timePart timeLocal areaRemote workCapital One
Madison, WI2 days ago- ...clients achieve financial success. Our team provides a full range of services - including tax preparation, small business accounting, investment planning and insurance services - all designed to meet your unique financial goals with integrity and expertise. TMS Financial...SuggestedFull timeCurrently hiringWork at office
TMS Financial
Green Bay, WI1 day ago $49.56k - $92.04k
A leading financial services company in Milwaukee seeks a professional for an investment operations role focused on transaction execution across various asset classes. This position involves collaborating with senior staff, maintaining investment data, and responding to...- ...Reimbursement program can help you obtain one**The Skills You Bring*** Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions* Being coachable,...Work at office
- ...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 experience,...Remote jobWork at officeFlexible hours
- ...Modern Woodmen is an equal opportunity employer. Seniority level Associate Employment type Full-time Job function Finance, Business Development, and Sales Industries Financial Services, Insurance, and Investment Management #J-18808-Ljbffr Modern Woodmen of AmericaFull timeLocal area
- ...financial services firm in Waukesha, WI is seeking a Financial Advisor to prepare and implement customized financial plans, provide investment and retirement advice, and build strong client relationships. The ideal candidate will have 3+ years of sales experience in...Full time
- A private lending firm is seeking a motivated loans originator specializing in real estate investment solutions. The ideal candidate will have a minimum of 2 years' experience in private lending with a strong understanding of DSCR metrics. Responsibilities include building...Remote jobFull time
- ...savings products, IRA/HSA products, and service requests. Cross sells accounts and loans, including making referrals to Landmark Investment Center. Consistently sells GAP and Payment Protection to members. Provides required disclosures to applicants. Resolves member...Work at officeMonday to ThursdayWeekday work
- ...plan. What You’ll Be Doing: Serve as the lead advisor for a group of UHNW/HNW clients, providing tailored financial planning and investment guidance. Develop strategies across retirement, estate, tax, and generational wealth planning. Collaborate closely with in-...Relocation package
- ...individuals achieve their financial goals. The role involves creating tailored financial plans, providing guidance on insurance and investment products, and offering support to members. Candidates should demonstrate integrity, leadership, and a passion for helping others....
- ...Financial Consultant to engage clients in personalized planning and relationship building. You will guide clients using extensive investment knowledge while working with an existing client base, supported by a strong company framework. The position offers a hybrid work...
- ...Financial Advisor to provide specialized services. The ideal candidate will have a finance-related degree and a minimum of 3 years of investment experience. Responsibilities include creating financial plans, engaging clients, and supporting the Financial Advisory Team. A...
$51.8k - $95.9k
A financial services organization located in Madison, WI, is seeking a Financial Advisor to provide financial and investment planning and advice. Responsibilities include supporting sales targets, implementing business strategies, and developing comprehensive solutions...- ...Milwaukee is seeking a motivated Junior Financial Advisor to provide support in delivering comprehensive financial planning and investment services. This role includes gathering client information, assisting in financial recommendations, and being actively involved in...
- ...training materials and delivering stakeholder education sessions. Knowledge / Skills / Abilities Knowledge of strategic planning and investment prioritization frameworks. Familiarity with customer data platforms (CDPs) and integration tools like MuleSoft. Ability to...Work experience placementWork at office
- A state investment management board in Madison, Wisconsin, seeks a Project Assistant to support investment-related projects. The role involves planning, monitoring, and communication among stakeholders while maintaining project documentation. Ideal candidates will have...
