Senior Financial Analyst - IT UlineSenior Financial Analyst - ITPleasant Prairie, WIJoin Uline as a Senior Financial Analyst, where you’ll oversee IT financial performance, manage budgets, and deliver actionable insights that inform leadership decisions and support our enterprise-scale IT portfolio. Uline, a family-owned company, is North America’s leading distributor of shipping, industrial, and packaging materials with over 9,800 employees across 14 locations.
Managing Director, Investment Banking - Capital Advisors bdo consultingManaging Director, Investment Banking - Capital AdvisorsMilwaukee, WI$250,000–$350,000 / yearAnalyzes client’s data to identify historical and projected financial and operating trends, reviews quality of earnings, and assesses working capital considerations, potential liabilities, and risks to assist and guide decision-makers in transactions. Performs as the lead professional on engagements and serves as a principal contact for managing client deliverables, overseeing engagement colleagues, and providing real time feedback and guidance to client and diligence providers to ensure timely and efficient product delivery.
Financial Analyst UlineFinancial AnalystPleasant Prairie, WIUline, a family-owned company, is North America’s leading distributor of shipping, industrial, and packaging materials with over 9,800 employees across 14 locations. As a Uline Financial Analyst, you’ll evaluate financial data to deliver insights that inform executives and improve our business operations.
NewSenior Supply Chain Financial Analyst UlineSenior Supply Chain Financial AnalystPleasant Prairie, WIUline, a family-owned company, is North America’s leading distributor of shipping, industrial, and packaging materials with over 9,800 employees across 14 locations. Analyze logistics spending using data mining tools to identify trends, variances and opportunities for improvement.
Supply Chain Financial Analyst UlineSupply Chain Financial AnalystPleasant Prairie, WIDevelop and review logistics spending using data mining tools to identify trends, variances and opportunities to present to leadership. Uline, a family-owned company, is North America’s leading distributor of shipping, industrial, and packaging materials with over 9,800 employees across 14 locations.
Leveraged Finance Research Director Northwestern MutualLeveraged Finance Research DirectorMilwaukee, WIThe individual will work closely with the Head of Leveraged Finance Research, the Credit Research team, Portfolio Managers, and Traders, while also collaborating with Investment Strategy, Investment Risk & Operations, Compliance, and Law. Experience: Minimum of eight years of experience in leveraged finance, fixed income investments, or a closely related field, with a demonstrated record of progressive responsibility and sustained success.
Wealth Planning & Investment Analyst Nicolet National BankWealth Planning & Investment AnalystGreen Bay, WisconsinAs a POSITION, you will: Analytical Work closely with Managing Director, Wealth Advisors, and Trust Administrative Officers to help maintain appropriate investment strategies and asset allocations for client portfolios based on individual client circumstances, objectives, and risk tolerance. The Wealth Planning & Investment Analyst is responsible for planning, and client service support to the Managing Director of Wealth Management in delivering comprehensive financial planning and investment strategies for ultra high net worth clients.
NewInvestment Analyst Intern - Private Debt & Equity, Summer 2027 Northwestern MutualInvestment Analyst Intern - Private Debt & Equity, Summer 2027Milwaukee, WisconsinAs analysts develop in the role, they are expected to take on more responsibility within the organization by coordinating and communicating directly with corporate executives and presenting investment opportunities directly to the senior members of Northwestern Mutual Capital. The Pre-MBA NMC analyst program provides a unique opportunity to engage with NMC’s Private Equity partners, develop a strong analytical framework, and succeed in a high-volume, lean deal team environment.
Investment Data Analyst Continuus Technologies LLCInvestment Data AnalystGermantown, WIFull timeWe are seeking a highly analytical Investment Data Analyst with strong financial services and capital markets experience to support investment operations, portfolio analytics, and data-driven decision-making across public markets portfolios. This role sits at the intersection of investment management, finance, and data analytics, working closely with portfolio managers, operations teams, and technology partners to ensure the accuracy, integrity, and usability of investment data.
Investment Analyst - Private Debt & Equity Northwestern MutualInvestment Analyst - Private Debt & EquityMilwaukee, WisconsinNorthwestern Mutual Capital (NMC) is a committed investor in the private credit (senior & mezzanine) and equity co-investment (common & structured) markets and a leading player in the investment grade privately placed debt market. A broad knowledge of investments, an understanding of economic forces affecting a wide range of industries, proficiency in accounting, and strong computer modeling skills, and intellectual curiosity.
Investment Operations Analyst State of Wisconsin Investment BoardInvestment Operations AnalystMadison, WisconsinThe City of Madison, the state capitol and home of Wisconsin’s flagship university, makes regular appearances on lists of best places to live, eat, and play. Pursuant to our Hybrid Remote Work Policy, all staff have the flexibility to work remotely, but are required to have a weekly presence in our offices, the frequency of which is dependent on their distance from office.
Treasury Services/Investment Accounting-Associate Financial Analyst or Financial Analyst Sentry Insurance GroupTreasury Services/Investment Accounting-Associate Financial Analyst or Financial AnalystStevens Point, WIRemoteAs a member of our Treasury Services team, you will play an integral role to the continued success of our team by: Completing the accounting, processing, and reconciliations for various integrated systems for investments and separate accounts. Preparing reports and financial statements, completing analysis and communicating results to internal and external stakeholders related to our investments and separate accounts.
Investment Banking Analyst Robert W Baird & Co IncInvestment Banking AnalystWIProvide analytical support across mergers and acquisitions, public offerings, and other financial advisory services • Work with your team to prepare company valuations, build financial models, and create marketing materials • Contribute to business development efforts through research, analysis, and preparation for client meetings and pitches • Work side-by-side with both junior and senior investment bankers, gaining hands-on experience across every stage of a deal • Use AI tools like Rogo and auxi to streamline the creation of pitch books and models, and employ data visualization software like Power BI to generate data-driven insights and reports for client materials. • A candidate energized by learning, teamwork, and real responsibility • 12-24 months of full-time work experience (investment banking preferred) • A proven academic record and a passion for finance (a finance degree is helpful, but not required) • Drive, resilience, and a strong work ethic • Ability to work independently and thrive in a collaborative setting • Strong mathematical, writing, and verbal skills; relevant software proficiency • SIE and Series 79 licensing preferred (or the ability to obtain them quickly) • Experience with AI tools such as Rogo, CoPilot, and auxi is preferred • Familiarity with data visualization tools such as Power BI, Tableau, or similar.
Investment Data Operations Analyst Allspring Global Investments Holdings, LLCInvestment Data Operations AnalystMilwaukee, Wisconsin$75,000–$125,000 / yearFull timeIn addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary bonus programs, or other annual or non-annual incentive or sales plans.). Overview: As an Analyst on the Investment Data Operations team, you will play a critical role in managing and validating pricing and security master data for a diverse range of investment products.
Investment Operations Analyst Allspring Global Investments Holdings, LLCInvestment Operations AnalystMilwaukee, Wisconsin$75,000–$95,000 / yearFull timeIn addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary bonus programs, or other annual or non-annual incentive or sales plans.). Overview: The Senior Investment Operations Analyst is a member of the team responsible for the critical function of ensuring the accuracy, integrity, and timely delivery of investment data across the organization.
Senior Investment Operations Analyst Allspring Global Investments Holdings, LLCSenior Investment Operations AnalystMilwaukee, Wisconsin$95,000–$120,000 / yearFull timeIn addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary bonus programs, or other annual or non-annual incentive or sales plans.). Overview: The Senior Investment Operations Analyst is a member of the team responsible for the critical function of ensuring the accuracy, integrity, and timely delivery of investment data across the organization.
Director, Investment Business Analyst Reinsurance Group of America IncDirector, Investment Business AnalystWI$107,060–$159,390 / yearThe Director, Investment Business Analysis is responsible for leading day-to-day business analysis delivery across investment initiatives and owning execution quality within assigned programs or portfolios. The Director partners closely with Investment stakeholders and Technology delivery teams to drive clear outcomes, manage delivery risk, and support successful adoption.
NM Capital - Investment Data Analyst Northwestern MutualNM Capital - Investment Data AnalystMilwaukee, WisconsinIndustry Knowledge: Demonstrates extensive knowledge of common practices, regulatory considerations, market trends and the competitive landscape within a particular industry / sector to better understand and address unique client requirements, challenges, and context. Financial Market Monitoring: Consistently tracks and analyzes financial market data and news, evaluates trends and events that may impact investment portfolios or financial decisions, and makes informed decisions based on this information.
Senior Investment Portfolio Manager Associated Banc-CorpSenior Investment Portfolio ManagerMilwaukee, WI$165,550–$283,800 / yearEducation & 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. Lead the management of complex investment portfolios for high-net-worth and institutional clients, delivering disciplined, risk-aware strategies.
Private Equity Analyst State of Wisconsin Investment BoardPrivate Equity AnalystMadison, WisconsinThe Investment Analyst will collaborate with the Head of Private Equity, Portfolio Managers and Investment Analysts to source, review and evaluate prospective investments for the Private Equity and Current Return (i.e. private debt) Portfolios. SWIB invests across the private equity spectrum with a current focus on U.S. and Western European small and middle-market buyout funds and growth equity funds.
NewSenior Investment Associate Northern Trust CorpSenior Investment AssociateMilwaukee, WIResponsible for supporting risk and compliance requirements for the team, including working diligently to mitigate losses due to error and being mindful of possible contingencies Coordinating and/or supporting investment or client service teams' monthly compliance (REV) and New Account Review processes and documentation (as directed by supervisor). As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions.
Investment Management / Financial Services Veracity Software IncInvestment Management / Financial ServicesMadison, WIYes/No – Details): Motivation / Reason for interest in this position: Contact Number: Email ID: LinkedIn Profile URL: Full Address (Street, City, State, Zip Code): Notice Period: Current Work Authorization Status: Expected Salary / Hourly Rates on W2: Are you able to relocate on your own expenses and work in Madison, Wisconsin (100% Onsite)?. The ideal candidate will understand both business and technology, possess excellent stakeholder communication skills, and have hands-on experience supporting investment management applications, trading platforms, portfolio management systems, or investment accounting solutions.
Financial Analyst Timothy Jon & AssociatesFinancial AnalystMilwaukee, WIThe Financial Analyst is responsible for conducting financial analysis, modeling, and market research to support real estate investment, development, and asset management decisions. This role involves evaluating financial performance, assessing risks, and providing insights to maximize profitability and efficiency in real estate transactions.
Managing Director, Investment Banking - BDO Capital Advisors BDO USA PCManaging Director, Investment Banking - BDO Capital AdvisorsWI$250,000–$350,000 / yearAnalyzes client's data to identify historical and projected financial and operating trends, reviews quality of earnings, and assesses working capital considerations, potential liabilities, and risks to assist and guide decision-makers in transactions. Performs as the lead professional on engagements and serves as a principal contact for managing client deliverables, overseeing engagement colleagues, and providing real time feedback and guidance to client and diligence providers to ensure timely and efficient product delivery.
Director, Investments, Derivatives Management and Trading (Hybrid) TruStage Financial Group IncDirector, Investments, Derivatives Management and Trading (Hybrid)Madison, WICore Functional Responsibilities: Lead design, execution, and governance of derivative strategies in close partnership with ALM and Product, including: RILA hedging programs (primary focus; options-based strategies supporting buffers, caps, GLWBs, and crediting structures). This role serves as a market-facing leader and thought leader in derivatives, actively engaging with external counterparties and industry participants to inform strategy, drive best practices, and ensure the organization remains at the forefront of evolving market dynamics and regulatory developments.
Senior Financial Analyst Charter SteelSenior Financial AnalystSaukville, WIFull timeServe as a financial resource for Operations Technology and digital initiatives by working with IT, Operations, Engineering, site leaders, and OT/digital leaders to evaluate project scope, financial benefits, ROI, and long-term operational impact. The role is expected to bring insights to Operations, Supply Chain, Metallics, Procurement, Engineering, IT, and Finance partners and help operationalize those insights through actions, KPIs, controls, dashboards, process changes, and recurring management routines.
Financial Analyst SPX Flow IncFinancial AnalystWIPrepare and deliver recurring site-level financial reporting (weekly, monthly, quarterly), ensuring consistency and clear messaging and providing actionable insights to support cost reduction initiatives and sourcing decisions, including labor efficiency, absorption, and manufacturing variances (PPV/OMV). Analytical thinking and decisive judgment: Analyzes issues and problems systematically; gathers broad and balanced input on issues; draws sound, well-supported conclusions and translates those into timely decisions and actions.
Commercial Financial Analyst Bank of MontrealCommercial Financial AnalystMilwaukee, WI$54,000–$99,600 / yearPerform Income Statement, Balance Sheet, and Cash Flow analysis, including cash flow/debt service coverage and operating leverage analysis. In this role, the Commercial Financial Analyst analyzes financial and credit information to support lending decisions for new and existing commercial banking relationships.
NewSenior Financial Analyst Burlington Stores IncSenior Financial AnalystWauwatosa, WI$65,000–$80,000 / yearThe Senior Financial Analyst - Facilities Capital & Projects is a key member of the Facilities Finance & Data Analytics team, responsible for providing end to end financial support for major capital initiatives, including the Downsize/Remodel Program and Distribution Center Construction Program. The Senior Financial Analyst will lead detailed financial analysis, budgeting, forecasting, and project closeout activities while proactively identifying risks, trends, and opportunities to optimize capital spend and project outcomes.
Investment Accounting Senior Manager (Hybrid) TruStage Financial Group IncInvestment Accounting Senior Manager (Hybrid)Madison, WI$121,500–$182,300 / yearThis role is responsible for GAAP and statutory accounting across fixed income, structured securities, derivatives/hedging programs, commercial and residential mortgage loans and alternative investments (private credit and real estate), and serves as the primary technical accounting resource for investment-related matters across Finance, Treasury, and the Investment Management team. Direct accounting for the company's derivative and hedging programs, including hedge designation, documentation, and effectiveness testing for programs supporting embedded derivative liabilities (e.g., FIA/index-linked products) and other risk management activities.
Senior Emerging Markets Credit Analyst (open to remote) Reinsurance Group of America IncSenior Emerging Markets Credit Analyst (open to remote)WIRemote$150,770–$224,640 / yearUnderstand complicated nuances of regulatory frameworks for multiple industry sectors in various countries and regions, maintaining detailed and current knowledge of credit securities pricing and relative value with conviction in valuation views. Demonstrate extensive financial modeling capabilities including the ability to model and explain earnings and balance sheet expectations as well as ratings trajectories for financial and non-financial issuers and sovereigns under primary coverage.
Financial Analyst, Business Support Burlington Stores IncFinancial Analyst, Business SupportWauwatosa, WI$50,000–$65,000 / yearThe responsibilities of this role include working with the operational departments in developing accurate capex budgets and monthly capex forecasts; preparing capital expenditure requisitions (CERs) and return on investment (ROI) calculations for capex projects; overseeing the procurement process (Purchase Order creation and invoice matching) for capital projects; leading month-end close accrual entries; preparing detailed variance analyses and presenting forecast updates to senior leadership. Reporting to the Manager of Business Support, the Financial Analyst, Business Support - Capex, is a key member of the Finance organization, providing financial support to Store Operations, Marketing, Strategy, Human Resources, Merchandising, Real Estate, and Legal.
Program Financial Analyst Leonardo DRS IncProgram Financial AnalystMenomonee Falls, WIThe Leonardo DRS Naval Power Systems business is a trusted provider of innovative naval gas and hybrid power systems, control technology and support solutions for the U.S. Navy and navies around the world. This role works closely with our program leaders to understand and analyze program bookings, revenue, operating profit, investements, and cash flow data.
Equity Research Analyst (Summer 2027 Start) BairdEquity Research Analyst (Summer 2027 Start)Milwaukee, WisconsinBaird connects institutional investors with industry-leading companies across the globe; Our focus on delivering unique relationships, resources and sector expertise garnered a No. 1 ranking for “access to small-/mid-cap companies’ management.”. Discuss research findings with Sales & Trading associates and institutional clients (e.g., analysts and portfolio managers at top mutual funds and hedge funds).
Sr. Financial Planning Analyst U.S. Venture IncSr. Financial Planning AnalystAppleton, WIThis role serves as a trusted finance business partner to senior leadership, translating complex financial data into clear, actionable insights and providing the objective challenge needed to drive sound business decisions. Identify and champion opportunities to transform processes by evaluating current workflows, recommending automation or AI-driven solutions, and leading implementation efforts that reduce manual effort and improve turnaround times.
Senior Credit Analyst State of Wisconsin Investment BoardSenior Credit AnalystMadison, WisconsinEstablish and maintain working relationships and dialogue with sell-side analysts, company management, industry experts and rating agencies, Lead, mentor, and develop less seasoned credit analysts. The Fixed Income Strategies team manages over seventeen billion across five portfolios spanning rates, investment grade and leveraged credit, and structured products.
Senior Financial Analyst Batteries Plus BulbsSenior Financial AnalystWIServe as a finance business partner to leaders across the organization, including Sales, Operations, Marketing, IT, and Supply Chain, translating complex financial models, analyses, and calculations into plain, actionable language that supports decision-making at all levels. Assist with the development, consolidation, and maintenance of financial forecasts, budgets, and strategic plans across multiple business channels, including corporate stores, franchisees, retail, commercial, support functions, and supply chain.
Sr. Financial Analyst - CAM Operations Carlisle Companies IncSr. Financial Analyst - CAM OperationsWaukesha, WIJob Summary: The Senior Financial Analyst, FP&A will play a critical role in supporting Carlisle Architectural Metals (CAM) Operations, Supply Chain, and plant leadership teams through financial planning, analysis, and reporting. Partner with plant managers to understand financial performance, understand drivers of performance, and highlight actions for continuous improvements that drives improved results.
Senior Financial Analyst Charter ManufacturingSenior Financial AnalystCleveland, WisconsinServe as a financial resource for Operations Technology and digital initiatives by working with IT, Operations, Engineering, site leaders, and OT/digital leaders to evaluate project scope, financial benefits, ROI, and long-term operational impact. The role is expected to bring insights to Operations, Supply Chain, Metallics, Procurement, Engineering, IT, and Finance partners and help operationalize those insights through actions, KPIs, controls, dashboards, process changes, and recurring management routines.
Financial Analyst II Plexus CorpFinancial Analyst IINeenah, WI$63,900–$95,900 / yearDriven by a passion for excellence, we partner with leading Aerospace/Defense, Healthcare/Life Sciences and Industrial companies to design, manufacture and service some of the world's most transformative products, including advanced surgical systems, diagnostic instruments, healthcare imaging equipment, mission critical aerospace systems, and electric vehicle (EV) charging solutions. Follow the financial month-end close processes; work with corporate accounting, Global Technology management and supporting teams to ensure functional financial results are correctly stated in accordance with corporate procedures and that we meet all audit and control requirements.
Research Analyst Allspring Global Investments Holdings, LLCResearch AnalystMilwaukee, Wisconsin$140,000–$160,000 / yearFull timeIn addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary bonus programs, or other annual or non-annual incentive or sales plans.). Overview: We are seeking a US Municipal Credit Research Analyst to join our Global Fixed Income Research team, supporting our municipal bond portfolio management teams.
Oliver Wyman Actuarial - Full-Time Consultant and Analyst Roles - 2027 Marsh & McLennan Companies IncOliver Wyman Actuarial - Full-Time Consultant and Analyst Roles - 2027WI$65,000–$110,000 / yearWe bring a combination of broad-based expertise with specialized knowledge of specific risks, allowing us to provide independent, objective advice in the three primary areas of risk: healthcare, life and annuity, and property and casualty. If interested in the ICG, feel free to check out our ICG job simulation here, Oliver Wyman Integrated Consulting Group - Forage, for an immersive experience designed to introduce you to the high-impact work of the strategy, risk, and transformation work we do.*.
Financial Analyst (SEC Reporting/Technical Accounting) Molson Coors Beverage CoFinancial Analyst (SEC Reporting/Technical Accounting)Milwaukee, WI$69,800–$91,600 / yearCrafted Highlights: In the role of Financial Analyst (SEC Reporting/Technical Accounting), working in Milwaukee, Wisconsin, you will be part of the overall technical accounting & SEC reporting team, responsible for leading and supporting the organization in the filing of periodic reports with the US Securities and Exchange Commission, including the quality and timely delivery of the quarterly 10-Q and annual 10-K as well as 8-K, 1933 Act registration statements and other required reporting. Job Posting Total Rewards Offerings: $69,800.00 - $91,600.00 (posting salary range) + 10% target short term incentive + $23,000 on average spent on benefits per employee, including but not limited to health, dental, vision, retirement with above market employer match, wellness incentives and EAP + paid time off (including holidays, vacation days and sick days).
NewSr Financial Analyst Rite-HiteSr Financial AnalystWisconsinWorking cross-functionally with Sales, Service, Finance, HR, IT, and Business Leadership, you will partner with stakeholders to forecast compensation expense, model plan changes, validate performance data, ensure accurate and timely incentive calculations, and identify opportunities to improve processes, controls, and reporting. You will develop financial models, performs scenario and sensitivity analyses, and evaluate the financial impact of compensation strategies to support business planning, incentive plan design, and executive decision-making.
Senior Financial Analyst Echo Lake Foods, Inc.Senior Financial AnalystBurlington, WisconsinFull timeEcho Lake Foods is a leading manufacturer of ready-to-eat egg products and breakfast foods, including waffles, pancakes, French toast, scrambled eggs, omelets, and egg patties, serving major retail, foodservice, and national restaurant customers across the United States. In 2025, Echo Lake Foods was acquired by Cal-Maine Foods, Inc., the largest producer and distributor of fresh shell eggs in the United States, marking an exciting new chapter of growth.
Senior Analyst, FP&A Regal Rexnord CorpSenior Analyst, FP&AMilwaukee, WIThe Company's end markets benefit from meaningful secular demand tailwinds, and include factory automation, food & beverage, aerospace, medical, data center, warehouse, alternative energy, residential and commercial buildings, general industrial, construction, metals and mining, and agriculture. This high‑visibility role partners closely with IT and Finance leadership to drive financial discipline, influence decision‑making, and design scalable, repeatable finance processes that support Regal Rexnord's long‑term growth.
Senior Finance Analyst Versiti, Inc.Senior Finance AnalystMilwaukee, WisconsinFull timeFinancial Systems * Participates in the development, enhancement, and maintenance of the organization’s financial systems including assisting in product selection decisions, working on design and implementation of projects, performing ongoing upgrades and troubleshooting, and creating/modifying system generated reports and inquiries. This combination of skill and knowledge results in improved patient outcomes, higher quality services and reduced cost of care for hospitals, blood centers, hospital systems, research and educational institutions, and other health care providers.
Financial Analyst (SEC Reporting/Technical Accounting) Molson CoorsFinancial Analyst (SEC Reporting/Technical Accounting)Milwaukee, WI$69,800–$91,600 / yearCrafted Highlights: In the role of Financial Analyst (SEC Reporting/Technical Accounting), working in Milwaukee, Wisconsin, you will be part of the overall technical accounting & SEC reporting team, responsible for leading and supporting the organization in the filing of periodic reports with the US Securities and Exchange Commission, including the quality and timely delivery of the quarterly 10-Q and annual 10-K as well as 8-K, 1933 Act registration statements and other required reporting. Job Posting Total Rewards Offerings : $69,800.00 - $91,600.00 (posting salary range) + 10 % target short term incentive + $23,000 on average spent on benefits per employee, including but not limited to health, dental, vision, retirement with above market employer match, wellness incentives and EAP + paid time off (including holidays, vacation days and sick days).
Market Research Analyst- Real Estate Timothy Jon & AssociatesMarket Research Analyst- Real EstateMilwaukee, WIAnalyze target regions and neighborhoods, focusing on local economic factors, business climate, labor market dynamics, and infrastructure quality. Exceptional company culture that fosters innovation and empowers all team members to act as leaders by providing the opportunities, training, and tools vital to achieving a successful and meaningful career.
Investment Products Consultant Robert W Baird & Co IncInvestment Products ConsultantMilwaukee, WIThe candidate that fills this role will work alongside the Investment Products Manager and will also be responsible for partnering across the Wealth Solutions Group (WSG), other teams within PWM, and Corporate Resource Groups (CRGs) that support the organic and acquisitive growth strategies of the business, as effective collaboration is key to driving progress across IS&C's strategic priorities: Clients - Deliver solutions aligned with Baird's Wealth Management Experience. About The Role: The Investment Strategy & Consulting (IS&C) team within Baird Private Wealth Management (PWM) plays a key role in ensuring that Baird Financial Advisors have the tools and capabilities across our investment, liquidity, retirement plans, and insurance platforms necessary for delivering great outcomes for our clients.