FULL_TIME

FEED

OTHER

Vitu has offices in California, Florida, Georgia, Illinois, Indiana, Minnesota, Montana, North Carolina, New Hampshire, New Jersey, New York, Ohio, Oregon, Pennsylvania, and Virginia. With the mission of expanding and automating Vehicle-to-Government (V2Gov) transactions, the Vitu platform is reimagining how drivers, businesses and governments interact with vehicles.

Vitu Inc

3300 - Client Services - Account Executive

equestftpin

UNKNOWN

YEAR

Motor Vehicle Software Corporation

Account Executive (Field: Northwest Wisconsin)

linkup_via_bold

In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. As a Fund Administration Closed-End Fund Supervisor, you will lead and oversee the day-to-day compliance operations for closed-end funds and/or business development company clients.

U.S. Bank

Fund Administration Closed-End Supervisor

ea_via_bold

Basic Qualifications - Bachelor's degree in Accounting, Finance or a business-related field, or equivalent work experience- Five or more years of related experience, preferably in portfolio/partnership accounting, finance or portfolio management Preferred Skills/Experience - Thorough knowledge in accounting, reporting, and analysis- Ability to identify and resolve/escalate complex problems with minimal guidance- Ability to manage multiple tasks/projects and deadlines simultaneously- Effective interpersonal, verbal and written communication skills- Proficient computer navigation skills using a variety of software packages including Microsoft Office applications. Alternative Investments Associates and Accountants work as part of a team responsible for providing accounting, administration and investor servicing for hedge funds, private equity funds and closed-end registered products.

Financial & Regulator Reporting Senior Associate

Responsible for primary contact with fund clients including coordination of activities and communications of fund operations and service providers such as investment advisor, custodian, transfer agent, fund accountant, attorneys and auditors. The position serves as a primary contact for fund clients and coordinates activities and communications with investment advisors, custodians, transfer agents, fund accountants, attorneys, and auditors.

US Bank

Mutual Funds Administrator

We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Through a collaborative team of banking, investment, trust, lending, insurance and planning professionals, Wintrust Private Client delivers integrated wealth management solutions designed to help clients build, preserve and transfer wealth.

Wintrust Financial Corporation

Private Client Banker III

Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird, and establishing an ongoing communication/client service plan. Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.

Baird

CRT Client Specialist Training Program

The analyst also contributes to continuous improvement efforts, embraces new technology, and educates clients and field partners on digital/self-service capabilities—helping strengthen relationships and support client retention. Customer Support (NM): Captures customer information for inquiry and analysis in an organized, clear, and consistent manner; uses customer intelligence to solve problems, support informed decisions, communicate with customers and the field, and resolve complaints efficiently.

<h1>Who We Are</h1>
 What we believe. 
 We believe relationships are built on trust. That our lives and our work matter. And that doing what’s right is good for everyone — our clients, our employees, our financial representatives and our communities. 
 These beliefs launched our company nearly 160 years ago. Today, they’re just a few of the reasons why people choose to build careers at Northwestern Mutual.
 
 
 We’re known for our financial strength. 
 That means we’ll be here for the millions of people who are counting on us—our clients, our employees, our financial representatives and our communities. 
 
 We care.
 We make a positive difference in our communities. Nationally, thousands have benefited from our support of research and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they’re passionate about. 
 

<h1>Why Work Here</h1>
 We’re strong and growing. 
 In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We’re strong, innovative and growing. And we want you to grow with us.
 
 
 We invest in our people. 
 We provide opportunities for employees to grow themselves, their careers, and, in turn, our business. Movement around the company is encouraged and we help our people build meaningful, long-term careers.
 
 Be part of building our future.
 We’re expanding our campus in downtown Milwaukee overlooking Lake Michigan. The Northwestern Mutual Tower and Commons will include a state-of-the-art employee Learning Institute, and will feature a natural light-filled, 21st century work environment. This signature development reinforces our commitment to job growth, attracting top talent and drawing new business to Milwaukee. 
 
 Enjoy Milwaukee. 
 Located on beautiful Lake Michigan, Milwaukee offers a perfect balance of big city and small town living. Home to Summerfest, the world’s largest music festival, Milwaukee has a thriving music scene, a celebrated annual film festival and vibrant performing arts community. Professional sports teams include the Milwaukee Brewers, Milwaukee Bucks and other major teams. And outdoor family fun is easy here. An extensive urban bike path network links our lakefront parks, beaches and other recreational hotspots. 
 
 <h1>Our Culture</h1>
 We are always evolving. 
 At Northwestern Mutual, our employees, and our business, are always evolving. We are agile and continuously learning and improving. We have a work environment that empowers problem solving and encourages innovation—you will make an impact here.
 
 
 We do what’s right. 
 Our “do-what’s-right” value is pervasive. We ask ourselves: “Is this in the best interest of our clients? Our employees? Our financial representatives?” Acting on this value improves our clients’ experience, and makes Northwestern Mutual a better place to work. 
 
 We recognize and develop possibilities in our people.
 Onsite training and leadership development programs help employees succeed and grow. We also sponsor learning opportunities outside the company to help employees stay current in their fields, network with peers and gain external perspective. 
 
 Diversity makes us better. 
 We believe diversity and inclusion cultivate creativity, innovation and a better experience for our clients. That’s why we recruit and grow people who bring unique perspectives, ideas, beliefs and cultural backgrounds.

Northwestern Mutual

Brokerage Services Registered Analyst - Series 7/63

sourcestack_via_bold

The analyst also contributes to continuous improvement efforts, embraces new technology, and educates clients and field partners on digital/self-service capabilities-helping strengthen relationships and support client retention. Customer Support (NM): Captures customer information for inquiry and analysis in an organized, clear, and consistent manner; uses customer intelligence to solve problems, support informed decisions, communicate with customers and the field, and resolve complaints efficiently.

The Northwestern Mutual Life Insurance Co

Brokerage Services Registered Analyst - Series 7/63 - Remote

As a Fund Administrator 3, you will help lead a servicing team who supports the day-to-day financial and compliance operations of an exchange-traded fund (“ETF”), mutual fund, closed end fund and/or business development company client. As a Fund Administrator 4 , you will help lead a servicing team who supports the day-to-day financial and compliance operations of an exchange-traded fund (“ETF”), mutual fund, closed end fund and/or business development company client.

Fund Administration Senior Analyst

As a Senior Manager on our Family Office team, you'll serve as a trusted advisor to successful individuals, multi-generational families, family offices, and closely held businesses with complex tax, financial, and wealth planning needs. 8+ years of progressive public accounting tax experience, including significant experience serving high-net-worth individuals, family offices, trusts, estates, and closely held businesses.

Cohen &amp; Company was founded in 1977 on the belief that there had to be a better way to help businesses succeed. Now ranked as one of the top accounting, tax and consulting firms in the country, our more than 400 team members serve entrepreneurs; private companies in a variety of industries; and registered and non-registered funds in the investment industry. The firm remains rooted in technical excellence, and is a member of the American Institute of Certified Public Accountants (AICPA) and registered with the Public Company Accounting Oversight Board (PCAOB). Cohen &amp; Company continues to experience consistent growth and serves clients throughout the U.S. from offices in Ohio, Michigan, New York, Pennsylvania and Wisconsin. Learn more at cohencpa.com.

Cohen & Company

Tax Senior Manager, Private Client Services

Grant funding supports humanitarian, educational, cultural, and civic initiatives that promote community well-being, encourage artistic expression, preserve local heritage, and strengthen public life. This is a hands-on executive role requiring a sophisticated blend of strategic leadership, governance partnership, philanthropic expertise, and authentic community engagement.

Spano Pratt

Executive Director (part-time) - West Foundation

[AW]-iCims

The CFO leads Financial Services and is responsible for financial planning, accounting and reporting, treasury and investment management, budgeting, audit oversight, risk management, legal coordination, nonprofit compliance, internal controls, and strategic financial counsel and decision support. The Chief Financial Officer serves as the chief financial steward of the Wisconsin Evangelical Lutheran Synod, providing executive leadership for the financial management, stewardship, and administrative support of WELS and its affiliated ministries and organizations.

Martin Lucter College

Chief Financial Officer

Martin Luther College

Provides financial information to meet the needs of internal and external customers, including preparing regulatory filings for the Securities and Exchange Commission, performance calculations and marketing information. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.

Mutual Fund Administration Specialist

Duties include but are not limited to, driving local and cross-country trips in large vehicles, using directions to ensure efficient vehicle operation and on-time arrival, providing impeccable customer service, and driving multiple different vehicle types depending on customers' preferences. Drivers must possess and maintain a valid cdl with passenger endorsement with air brake restriction lifted.

GO Riteway Transportation Group

Motor Coach Driver (Full Time)

Duties include but are not limited to providing safe transportation that is efficient and on-time to identified destinations, preparing documents, paperwork and reports accurately and on-time, and delivering customer service that reflects professionalism in communication and actions. Drivers must possess and maintain a valid Wisconsin Driver's License and have a good driving record.

HOUR

Shuttle Driver

Drivers must be able to obtain and maintain a valid Commercial Driver's License (CDL) with school bus (S ) and passenger endorsements (P ) with the Airbrake restriction lifted. When you join GO Riteway Transportation Group, you become part of our family-owned company that has put people first for over 65 years, and has grown to become an industry leader in the transportation business.

School Bus Driver (Full Time)

making it ideal for parents, retirees, career changers, veterans, or anyone looking for meaningful, community-focused work. GO Riteway Transportation Group is hiring Part-Time and Full-Time School Bus Drivers to safely transport.

School Bus Driver

Duties include but are not limited to preventative maintenance on fleet vehicles including brakes, tires, oil changes, inspections, etc. When you join GO Riteway Transportation Group, you become part of our family-owned company that has put people first for over 65 years, and has grown to become an industry leader in the transportation business.

Investment Advisor Jobs in Wisconsin

3300 - Client Services - Account Executive Vitu Inc

Account Executive (Field: Northwest Wisconsin) Motor Vehicle Software Corporation

Fund Administration Closed-End Supervisor U.S. Bank

Financial & Regulator Reporting Senior Associate U.S. Bank

Mutual Funds Administrator US Bank

Private Client Banker III Wintrust Financial Corporation

CRT Client Specialist Training Program Baird

Brokerage Services Registered Analyst - Series 7/63 Northwestern Mutual

Brokerage Services Registered Analyst - Series 7/63 - Remote The Northwestern Mutual Life Insurance Co

Fund Administration Senior Analyst U.S. Bank

Tax Senior Manager, Private Client Services Cohen & Company

Executive Director (part-time) - West Foundation Spano Pratt

Chief Financial Officer Martin Lucter College

Chief Financial Officer Martin Luther College

Mutual Fund Administration Specialist The Northwestern Mutual Life Insurance Co

Motor Coach Driver (Full Time) GO Riteway Transportation Group

Shuttle Driver GO Riteway Transportation Group

School Bus Driver (Full Time) GO Riteway Transportation Group

School Bus Driver GO Riteway Transportation Group

Diesel Technician GO Riteway Transportation Group

Similar Job Searches

Stand out to leading employers.