Employee Benefits / Employment Law Attorney Northwestern MutualEmployee Benefits / Employment Law AttorneyMilwaukee, WI$158,400–$237,600 / yearWith more than $780 billion of total assets managed across the company's institutional portfolio as well as retail investment client portfolios, more than $40 billion in revenues, and $2.5 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than five million people with life insurance, disability income insurance, long-term care insurance, annuities, and brokerage and advisory services. Risk Assessment & Identification: Leverages industry knowledge to determine and seek hazards that could potentially prevent the program, enterprise, or investment from achieving their objectives; designs systematic processes of identifying severity of hazards and evaluating the scale and impacts of any associated risk on the business.
Real Estate Attorney Northwestern MutualReal Estate AttorneyBrookfield, WI$144,000–$216,000 / yearprovide legal support for a wide range of asset management and loan servicing activities for the Company’s real estate investment portfolio including development matters, joint venture amendments, consents to loan transfers, leasing and management agreements, and other asset management and loan servicing needs. Specifically: serve as primary legal counsel to the Company's real estate investment professionals in structuring, negotiating and documenting complex, commercial mortgage loans (floating, fixed, permanent and construction), real estate acquisitions and joint venture and development transactions; and.
NewCounsel Northwestern MutualCounselMilwaukee, WIRisk Assessment & Identification: Leverages industry knowledge to determine and seek hazards that could potentially prevent the program, enterprise, or investment from achieving their objectives; designs systematic processes of identifying severity of hazards and evaluating the scale and impacts of any associated risk on the business. Policy & Procedure (NM) - Expert, Business Influence (NM) - Expert, Decision Making (NM) - Expert, Accountability (NM) - Expert, Cross Functional Partnering & Planning (NM) - Expert, Risk Assessment & Identification (NM) - Expert, Continuous Improvement (NM) - Expert, Project Management (NM) - Expert, Attention to Detail (NM) - Expert.
Assistant General Counsel & Assistant Secretary - Institutional Investments Northwestern MutualAssistant General Counsel & Assistant Secretary - Institutional InvestmentsMilwaukee, WI$193,600–$290,400 / yearAs a member of the Institutional Investments legal team, and working collaboratively with other Department members, this attorney will: Provide legal support for the 720 East CLO platform including reviewing offering memorandums, indentures, engagement letters, warehouse agreements, collateral management agreements, control agreements, and other investment related documents; and. Provide legal support for a wide range of asset management activities for the 720 East CLO platform and general account investment portfolio including amendments and waivers, restructurings, bankruptcies, realizations, and regulatory matters, as well as manage the CLO platform’s participation in liability management exercises.
Program Attorney - Legal Service Department UMOSProgram Attorney - Legal Service DepartmentMilwaukee, WisconsinWhether you are passionate about facilitating early childhood development; providing training and career planning for a parent; aiding a farmworker in accessing basic needs and new opportunities; educating at-risk individuals in HIV prevention; or supporting those fleeing domestic violence or human trafficking, UMOS is the place where you can fulfill your passion for helping families, businesses, and communities build better futures. 3. Experience advocating on behalf of diverse clients, including victims of domestic violence, sexual assault, human trafficking, limited English speakers, racial/ethnic minority groups, etc.
Program Attorney - Legal Service Department United Migrant Opportunity Services (UMOS)Program Attorney - Legal Service DepartmentMilwaukee, WIFull timeWhether you are passionate about facilitating early childhood development; providing training and career planning for a parent; aiding a farmworker in accessing basic needs and new opportunities; educating at-risk individuals in HIV prevention; or supporting those fleeing domestic violence or human trafficking, UMOS is the place where you can fulfill your passion for helping families, businesses, and communities build better futures. 3. Experience advocating on behalf of diverse clients, including victims of domestic violence, sexual assault, human trafficking, limited English speakers, racial/ethnic minority groups, etc.
Senior Corporate Counsel - Wealth Management - Personal Trust And Investments Attorney US BankSenior Corporate Counsel - Wealth Management - Personal Trust And Investments AttorneyMilwaukee, WI$133,365–$156,900 / yearThis posting is for an in-house attorney who will serve as a trusted advisor, providing legal support related to fiduciary administration and investment management services offered by a national bank, sitting at the intersection of fiduciary law, banking regulation, and business strategy. The Law Division has received several awards for its pro bono contributions, including the Minnesota Corporate Pro Bono Council's "Excellence in Pro Bono Award," and we encourage our legal professionals to contribute time and expertise to pro bono work as part of their role.
Managing Attorney, Advocacy and Investigations Disability Rights WisconsinManaging Attorney, Advocacy and InvestigationsMilwaukee, WisconsinBuild and maintain effective working relationships with team members by: o Providing individualized supervision that balances support, accountability, and autonomy; o Ensuring compliance with state and federal grant requirements; o Supporting ongoing training and professional development; o Supervising and supporting advocates, attorneys, students, and volunteers. Communication Skills : Proven ability to communicate effectively in professional settings, demonstrated through: Clear and concise written work (e.g., reports, legal documents); Effective verbal communication (e.g., presentations, meetings); Strong listening skills.
NewEstate Planning Attorney Orion PlacementEstate Planning AttorneyAppleton, Wisconsin$110,000–$165,000 / yearGood fit job titles/keywords for candidates: Estate Planning Attorney, Estate Planning Lawyer, Elder Law Attorney, Trusts & Estates Attorney, Probate Attorney, Estate Planning Associate. Our team takes a highly personalized, education-driven approach to estate planning, asset protection, elder law, Medicaid planning, business planning, probate, and trust administration.
Senior Attorney, Commercial Contracts Eaton Corporation PlcSenior Attorney, Commercial ContractsWaukesha, WI$130,000–$190,000 / yearYou will be successful in this role by bringing a proven track record of efficiently and effectively negotiating sell‑side contracts while navigating a wide range of commercial and legal risks across diverse markets and industries. The Senior Attorney will ensure all contractual terms are comprehensively addressed by the appropriate functions-credit, engineering, finance, operations, product management, risk management, supply chain, etc.-and approved in accordance with corporate policies.
NewSpecial Prosecutor in District Attorney's Office (Full Time) Outagamie County, WISpecial Prosecutor in District Attorney's Office (Full Time)Appleton, WI$75,566.40–$98,592 / yearMonthly annuity payments at retirement are calculated using years of creditable service, average earnings (based on three highest years of earnings), formula factors, age at retirement and selected annuity option. Ability to comprehend and interpret a variety of documents including case files, motions, legal briefs, investigative reports, case law, statute books, administrative codes, etc.
Claims Attorney (Municipal Entities) HCC Life Insurance CompanyClaims Attorney (Municipal Entities)WIRemoteThe Company will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable federal, state and local laws, such as the Violent Crime Control and Law Enforcement Act of 1994 (18 USC § 1033(e))(the "VCCLEA"), which restricts financial institutions and insurers such as TMHCC from employing individuals with certain types of criminal convictions. The Tokio Marine HCC - Public Risk Group is seeking a self-motivated Claims Attorney to join our growing Claims Department and handle litigated and non-litigated claims primarily arising under Auto and General Liability, as well as potentially some Law Enforcement, Public Officials, and Employment Practices liability policies in various jurisdictions.
Human Service Worker - Adult Protective Services Milwaukee County, WIHuman Service Worker - Adult Protective ServicesMilwaukee, WI$25.37–$38.03 / hourMilwaukee County oversees operations from our Airport, Behavioral Health, Child Support, Combined Court Operations, Sheriffs Department, Community Reintegration Center, Human Services, Parks, Public Safety, Public Works, Fleet Operations, Transportation, and at the Zoo. JOB SUMMARY: The Human Service Worker (HSW) for Adult Protective Services (APS) is responsible for assessing and evaluating the allegations of abuse, neglect, and financial exploitation of individuals with intellectual, developmental, and physical disabilities ages 18 and up.
Tax Senior, Legal Business Services - Technology Deloitte Touche Tohmatsu LtdTax Senior, Legal Business Services - TechnologyMilwaukee, WI$100,350–$205,000 / yearTTC's business services help clients with operating model evaluation, roadmap development for a desired future state, data management solutions, automation opportunities, tax portal, cloud for enterprise systems, agile resourcing models, risk, provision and compliance. At Deloitte Tax LLP, our Tax Technology Consulting (TTC) practice helps tax departments pursue a streamlined, transparent, and efficient tax function that enhances the core responsibilities of compliance, reporting and planning, while also positioning tax as a strategic business advisor for the digital era.
FAMILY COURT SERVICES MEDIATOR Winnebago County WisconsinFAMILY COURT SERVICES MEDIATORWI$68,895–$76,549 / yearPURPOSE AND SUMMARY: Mediates custody, physical placement and move disputes; conducts custody and physical placement evaluations; provides testimony in court as an expert witness; presents parent education programs and provides intake services for the Family Court system. REQUIRED EDUCATION, EXPERIENCE, TRAINING, AND CERTIFICATION: A Master's Degree or higher from an accredited institution of higher learning, preferably in a behavioral science or related field such as social work, psychology, or marriage and family therapy.
Human Services Professional I- Childrens Long Term Support and Service Coordinator Rock County WisconsinHuman Services Professional I- Childrens Long Term Support and Service CoordinatorJanesville, WI$29.35–$32.46 / hourHolidays: Most employees receive the following holidays: 1) New Years Day; 2) Spring Holiday to be observed the Friday immediately preceding Easter; 3) Memorial Day; 4) July 4th; 5) Labor Day; 6) Thanksgiving Day; 7) Friday after Thanksgiving Day; 8) Day before Christmas; 9) Christmas Day; and l0) one Floating Holiday of the Employees choice. Health Insurance including our Wellness component: The County is self-insured and offers a network of health care providers through the Alliance Network, which includes: 90 hospitals; 7,000 medical doctors; 13,500 total professional service providers; 3,400 medical clinic sites; 420 chiropractic clinic sites; 580 mental health clinic sites; and 1000 home care agency locations.
Tax Senior Manager, Core Tax Services bdo consultingTax Senior Manager, Core Tax ServicesMadison, WI$146,000–$200,000 / yearSignificant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
Family Law Attorney Orion PlacementFamily Law AttorneyGreen Bay, WisconsinRemote$100,000–$150,000 / yearExperience: 2. Good fit job titles/keywords for candidates: Family Law Attorney, Divorce Attorney, Domestic Relations Attorney, Matrimonial Attorney, Family Law Associate, Divorce and Custody Attorney, Child Support Attorney, Family Litigation Attorney, Domestic Litigation Attorney, Wisconsin Family Law Attorney. Join a boutique, client-centered family law practice where your work will directly impact clients during some of the most important moments of their lives.
Tax Managing Director, Private Client Services BDO USA PCTax Managing Director, Private Client ServicesMadison, WI$215,000–$270,000 / yearA Tax Managing Director, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits; May be required to present complex strategies to clients and prospective clients.
Tax Manager, Private Client Services BDO USA PCTax Manager, Private Client ServicesMadison, WI$112,000–$150,000 / yearA Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.
Tax Senior, Core Tax Services BDO USA PCTax Senior, Core Tax ServicesMilwaukee, WI$84,000–$110,000 / yearManages projects by planning the tax process and the procedures to be performed with quality; Answers preparer questions, and coordinates engagement from onset by communicating expectations and procedures with preparers; Conducts detailed reviews on all returns and appropriate review notes for preparers; raises potential tax issues; Meets internal deadlines to match the client expectations for timely delivery of service; Identifies book-to-tax differences. Identifies consulting opportunities to reduce client's tax liability; Provides efficient and effective support for client consulting projects; Gathers relevant information for controversy work, efficiently and effectively; Documents all significant tax positions, clearly, correctly, and in accordance with Firm and office policies (by creating memorandums to the files - Tax issues Memos) and ensures that proper documentation is archived to GoFileRoom.
Tax Senior, Private Client Services BDO USA PCTax Senior, Private Client ServicesMilwaukee, WI$84,000–$110,000 / yearA Tax Senior, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.
Partnership Tax Managing Director, Core Tax Services BDO International LtdPartnership Tax Managing Director, Core Tax ServicesMadison, WI$190,000–$335,000 / yearJob Summary: The Tax Managing Director is responsible for applying industry specific knowledge to advise clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.
Tax Senior Manager, Core Tax Services BDO USA PCTax Senior Manager, Core Tax ServicesMilwaukee, WI$146,000–$200,000 / yearSignificant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.
Tax Managing Director, Core Tax Services BDO USA PCTax Managing Director, Core Tax ServicesMadison, WI$190,000–$335,000 / yearJob Summary: The Tax Managing Director is responsible for applying industry specific knowledge to advise clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.
Partnership Tax Managing Director, Core Tax Services BDO USA PCPartnership Tax Managing Director, Core Tax ServicesMadison, WI$190,000–$335,000 / yearJob Summary: The Tax Managing Director is responsible for applying industry specific knowledge to advise clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.
Corporate Tax Senior Manager, Core Tax Services BDO USA PCCorporate Tax Senior Manager, Core Tax ServicesMadison, WI$146,000–$200,000 / yearJob Summary: The Core Tax Services Senior Manager is responsible for advising clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In addition, the Core Tax Services Senior Manager will be critical member of the office / region leadership team and actively participate in the marketing, networking and business development within an area of expertise and specialization while maintaining client relationships and acting as the primary contact for complex questions.
Tax Senior Manager, Private Client Services BDO USA PCTax Senior Manager, Private Client ServicesMilwaukee, WI$146,000–$200,000 / yearA Tax Senior Manager, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
Business Service Rep Bank First National CorporationBusiness Service RepAppleton, WIThe BSR plays an integral role in delivering the Bank First Guest Experience to the bank's commercial and agricultural clients, which is centered on responsiveness and elevating the customer experience by providing seamless, personalized, and innovative banking solutions through every touchpoint. Serve as a trusted point-of-contact for the bank's commercial customers, managing inquiries regarding loans, deposit accounts, digital banking, and business banking products and services, among others.
Business Service Rep Bank First NABusiness Service RepAppleton, WIThe BSR plays an integral role in delivering the Bank First Guest Experience to the bank's commercial and agricultural clients, which is centered on responsiveness and elevating the customer experience by providing seamless, personalized, and innovative banking solutions through every touchpoint. Serve as a trusted point-of-contact for the bank's commercial customers, managing inquiries regarding loans, deposit accounts, digital banking, and business banking products and services, among others.
Wealth Associate Relationship Manager Johnson Financial GroupWealth Associate Relationship ManagerRacine, WISupport financial planning work, including reviewing, preparing and updating client-based plans, financial and estate planning primers, estate planning attorney searches, goal reviews and planning-related follow-up. At JFG, you'll be part of a privately owned, Wisconsin-based financial services company with a long-term mindset, strong community roots and a culture that values relationships, development and doing what is right for clients.
Tax Manager - Federal / Corporate Tax Deloitte Touche Tohmatsu LtdTax Manager - Federal / Corporate TaxMilwaukee, WI$100,350–$205,000 / yearAt Deloitte Tax LLP, our Business Tax Services team is a dynamic team with professionals of varying backgrounds and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles. Our spectrum of business tax services is relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized services including research and development, government incentives, and tax management consulting.
NewTax Manager - Banking & Capital Markets Deloitte Touche Tohmatsu LtdTax Manager - Banking & Capital MarketsMilwaukee, WI$100,350–$205,000 / yearAt Deloitte Tax LLP, our Business Tax Services team is a dynamic team with professionals of varying backgrounds and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles. Our spectrum of business tax services is relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized services including research and development, government incentives, and tax management consulting.
Tax Senior - Federal / Corporate Tax Deloitte Touche Tohmatsu LtdTax Senior - Federal / Corporate TaxMilwaukee, WI$74,925–$134,250 / yearAs a Tax Senior Consultant within the Business Tax Services group, you will be a valuable member of tax engagement teams, providing and assisting with a variety of tax services that are relevant for public and private companies, including tax compliance, tax planning, tax controversy, and tax research. At Deloitte Tax LLP, our Business Tax Services team is a dynamic team with professionals of varying backgrounds and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles.
Credit Monitoring Analyst II First Busey CorpCredit Monitoring Analyst IITomahawk, WI$69,000–$96,000 / yearThe Credit Monitoring Analyst II supports the commercial credit monitoring and portfolio management for the Bank through the review and analysis of borrower and guarantor financial information, testing of financial covenants, and post-closing loan review to ensure alignment between loan approval, documentation, and tracking system. Completes post booking reviews on commercial loans to ensure accuracy of loan documents as outlined in the credit approval and ensure internal tracking of covenants are accurately built for internal tracking purposes.
NewTax Manager - Banking & Capital Markets DeloitteTax Manager - Banking & Capital MarketsMilwaukee, WI$100,350–$205,000 / yearAt Deloitte Tax LLP, our Business Tax Services team is a dynamic team with professionals of varying backgrounds and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles. Our spectrum of business tax services is relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized services including research and development, government incentives, and tax management consulting.
PFS Specialty Group Representative -Day Shift MercyhealthPFS Specialty Group Representative -Day ShiftJanesville, WisconsinResponds to inquiries regarding credit balances on Workers Compensation, Third Party Liability, Hospice, Skilled Nursing Facilities and Occupational Health accounts and initiates the refund process in the event monies are due back to the payer or patient. Learn and create in-depth knowledge of all applications used by Patient Financial Services partners such as: Epic, Agility, Connex, Kronos, OneSource, Microsoft Word, Microsoft Outlook, Claim source, On-Base, etc.
Counsel (Hybrid) TruStage Financial Group IncCounsel (Hybrid)Madison, WI$111,800–$167,700 / yearAs Counsel you will develop legal expertise and establish primary responsibility and accountability for identified projects and/or legal work mainly related to the legal needs of TruStage Investment Management, TruStage's internal SEC-register investment adviser. Manages own workload and provides informal guidance to colleagues with less experience; may lead small projects with manageable risks and resource requirements.
Paralegal, Subpoena Team Fiserv IncParalegal, Subpoena TeamMilwaukee, WIExperience you'll need to have: 3+ years of experience in paralegal, legal operations, or legal analyst work supporting litigation, small claims matters, third-party requests, or similar legal processes. It will include research on merchants, preparing and sending out responses, updating matter management database, recording, processing, monitoring and various requests, filings and orders we receive.
Senior Legal Counsel Wolters KluwerSenior Legal CounselMadison, WI$118,300–$207,400 / yearKey Tasks: Structure, draft and negotiate (i) customer agreements (including preparation of Software as a Service ("SaaS"), enterprise licensing, subscription and/or implementation or services agreements covering offerings or services from a single or multiple businesses within Wolters Kluwer Health (WKH)) with private and public organizations, (ii) business development, co-development/co-marketing, innovation lab and other strategic alliance arrangements, (iii) reseller and distribution arrangements, (v) content licensing agreements for use in retrieval augmented generation ("RAG") models, large language model ("LLM") model training, and/or other emerging artificial intelligence ("AI") technologies, and (v) business associate agreements and/or data processing agreements. Counsel business on (i) key healthcare information technology ("HIT") and intellectual property legal concepts, including those relating to SaaS subscriptions, software licensing, and e-commerce transactions, (ii) HIPAA/HITECH Act and GDPR compliance, and (iii) health care laws and regulations applicable to healthcare providers, payers, pharmacies, the pharmaceutical industry and HIT suppliers, including but not limited to medical device regulations applicable to clinical/pharmacy decision support.
Disability Benefit Specialist Portage County, WisconsinDisability Benefit SpecialistStevens Point, WICoordinate with agencies such as the Social Security Administration, District Attorney's Office, Health and Human Services, Department of Vocational Rehabilitation, Independent Living Centers and other service providers, and relevant local/state offices. Assist potential applicants for Medical Assistance, Supplemental Security Income, Social Security Disability Insurance, Food Share and Family Care in locating and verifying data (financial and non-financial).
NewDisability Benefit Specialist Portage CountyDisability Benefit SpecialistStevens Point, WICoordinate with agencies such as the Social Security Administration, District Attorney’s Office, Health and Human Services, Department of Vocational Rehabilitation, Independent Living Centers and other service providers, and relevant local/state offices. Assist potential applicants for Medical Assistance, Supplemental Security Income, Social Security Disability Insurance, Food Share and Family Care in locating and verifying data (financial and non-financial).
Default Specialist Waukesha State BankDefault SpecialistWaukesha, WIFull timeJoin our Loan Servicing Team as a Default Specialist and play an important role in helping Waukesha State Bank's mortgage customers navigate challenging financial circumstances. This is an onsite position in Waukesha County, WIMust have the ability to obtain an active NMLS RecordEmployment with Waukesha State Bank is contingent upon the successful completion of a criminal background check and drug screen.
Trust Officer GpacTrust OfficerLa Crosse, WI80000–150000Work with advisers, internal trust team, attorneys, accountants, and family members to ensure timely and accurate estate settlement including review documents to assist in figuring out dis-positive provisions, review/approve payment of final expenses, a coordinate gathering of material/documents for the final income tax return and estate tax return, assist in settling other asset flow into trust/estate, ensure proper distributions made to beneficiaries, ongoing communication with beneficiaries and advisers, etc. Responsible for trust account servicing, including ongoing account reviews, discretionary distribution reviews, relationship building with advisers, clients, and attorneys, assisting in researching legal issues, knowledge of state and federal statutes governing trust administration, and assisting in interpreting and executing actions as advised by governing documents including Wills, Trusts, Codicils, Amendments, FLP, Contracts, etc.
Case Manager - Social Worker (full-time) - Prairie Clinic Sauk Prairie HealthcareCase Manager - Social Worker (full-time) - Prairie ClinicSauk City, WisconsinComplete assessment of all patients referred or identified as having complex psychosocial concerns and/or as needing discharge planning services, including data related to home environment, support systems, community agency involvement and psychosocial concerns to determine post-hospital/clinic visit needs. Coordinate the integration of social services/case management functions into the patient care, discharge, and home planning processes with other SPH departments, external service organizations, agencies, healthcare facilities and providing resources to patients as needed.
NewCorporate Counsel Baker Tilly Advisory Group, LPCorporate CounselMadison, WisconsinBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Senior Corporate Counsel - Commercial Lending US BankSenior Corporate Counsel - Commercial LendingMilwaukee, WI$133,365–$156,900 / yearPreferred candidates will be experienced in drafting commercial loan documentation, commercial real estate lending, the Uniform Commercial Code, organizational structures involved in commercial lending, and due diligence required for closing commercial loans. The Law Division has received several awards for its pro bono contributions, including the Minnesota Corporate Pro Bono Council's "Excellence in Pro Bono Award," and we encourage our legal professionals to contribute time and expertise to pro bono work as part of their role.
Fiduciary Advisor - Wisconsin - 100K Base + Uncapped Performance-Based Upside Trajan Wealth LLCFiduciary Advisor - Wisconsin - 100K Base + Uncapped Performance-Based UpsideMilwaukee, WI$300,000–$600,000 / yearFull timeEducate prospective clients on retirement income strategies, investment management, annuities, trusts, and estate planning Build trust and credibility through a consultative, education-first approach aligned with Trajan's fiduciary philosophy Convert seminar attendees into long-term client relationships through a proven and repeatable process Expand and Grow the MarketServe as a lead representative of Trajan Wealth in Wisconsin, building brand presence and trust locally Expand a client base through seminars, referrals, and strategic community engagement Scale a local advisory practice as part of Trajan's national growth strategy Establish yourself as a trusted resource for retirement, investment, tax, and estate planning within the community Conduct in-depth meetings with clients and prospective clients to understand their financial goals and overall financial picture Design and implement customized financial strategies integrating investment management, tax planning, and estate considerations Help clients make informed decisions and remain confident in their financial future across all market environments Collaborate with Internal TeamsYou're supported by a platform built to help you win. Leverage Trajan's CRM and operational infrastructure to manage client relationships and track opportunities Partner with internal teams across planning, client service, investment, and marketing to deliver a seamless, high-quality client experience Utilize firm resources and support systems to enhance productivity, improve client outcomes, and scale your practice QualificationsClean BrokerCheck / U4 recordBachelor's degree or equivalent experienceSecurities licenses/Certification - Series 65 or (7&66) or Professional Designation: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), and Chartered Investment Counselor (CIC).WI Life and Annuity license5+ years of financial advisory or investment experienceStrong presentation skillsExperience working with retirement planning clientsMinimum 3 years of experience using a CRM systemProficiency in Microsoft OfficeExcellent written and verbal communication abilitiesProactive work style and strong personal ethics aligned with fiduciary responsibilityBenefitsW2 position with a $100K base salary plus uncapped variable compensation.
NewMortgage Lending Officer - Outside Sales Ent Credit UnionMortgage Lending Officer - Outside SalesWindsor, WIThe Loan Officer will independently source mortgage loan referrals and production from realtors, builders, financial professionals, and other nontraditional sources. Strong understanding of compliance requirements including state specific lending requirements for those states that Wings Credit Union offers financing, including attorney requirements and community property laws.
Member Solutions Specialist (Collections) Prospera Credit UnionMember Solutions Specialist (Collections)Appleton, WIFull timePurpose:The Member Solutions Specialist is responsible for collecting delinquent accounts including consumer loans, mortgages, credit cards, and negative deposit accounts by identifying options and pursing alternative arrangements to reduce the risk and minimize losses to the credit union. The Member Solutions Specialist will demonstrate strong self-management and time management abilities while working closely with the Member Solutions Department and other Prospera Credit Union departments and employees in a collaborative, team-oriented, and fast-paced environment.