NewManufacturing Production Manager Manpower EngineeringManufacturing Production ManagerMilwaukee, WIOur client is a well-established manufacturer seeking a Manufacturing Operations Manager to help lead a large, complex manufacturing operation during a period of significant operational investment, modernization, and organizational transformation. The Manufacturing Operations Manager will provide leadership for a high-volume production operation consisting of multiple departments, a large hourly workforce, and a team of frontline supervisors responsible for day-to-day execution.
NewHospice Patient Care Team Manager (RN)-MIlwaukee, WI Vitas HealthcareHospice Patient Care Team Manager (RN)-MIlwaukee, WIMilwaukee, WIJob DescriptionThe Team Manager is the leader of the Patient Care Team and that member of the team whose function is to: supervise, evaluate and coordinate the various component members of the interdisciplinary team; assure continuity of care from admission to discharge or transfer to bereavement; serve as patient advocate and coordinator for other social service and health care providers in the community who are involved in the care of the team’s patients; assume responsibility for the maintenance of patient records from intake through discharge or transfer to bereavement. Our video about the Employee Promise features our staff, whose firsthand experience offers useful insight into the five key areas that define VITAS culture: Purpose: A mission-driven and fulfilling career caring for patients with advanced illness.NewSenior Director of Product, Wealth Management Northwestern MutualSenior Director of Product, Wealth ManagementMilwaukee, WIWith a 165-year legacy and the urgency of a company investing boldly in its future, we are executing an ambitious multi-year transformation in our Field and Wealth area — reimagining the advisor and large teams experience, modernizing our technology platform, and building next-generation Data and AI capabilities spanning across client onboarding, financial planning, Investment management and advisor enablement. The director will possess and apply their wealth business domain expertise while working in close partnership with wealth business leaders to co-develop innovative technology strategies and ensure technology initiatives closely align with business goals.NewFixed Income Trader Consultant - Remote Northwestern MutualFixed Income Trader Consultant - RemoteFranklin, WIRemoteJoin the General Trading team within Northwestern Mutual's Investment Client Services division, where you'll serve as a trusted advisor to clients and Financial Representatives on securities transactions across equities, fixed income, and options. Manage the transition and ongoing servicing of advisory and retirement accounts when a local advisor is no longer available, including annual reviews, investment guidance, suitability determinations, and administrative coordination.Investment Management - Business Strategy Manager Deloitte Touche Tohmatsu LtdInvestment Management - Business Strategy ManagerWI$155,600–$306,800 / yearAs a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.Investment Banking Manager Accenture PlcInvestment Banking ManagerMilwaukee, WIli>Synthesize client business and technology needs by evaluating a broad range of solutions, architectures, and operating models, selecting the most appropriate approaches to meet specific client requirements. You'll get to work with an amazing mix of world-class experts with access to the most robust portfolio of capabilities and ecosystem relationships in the industry, all while having unrestricted client access.Mgr Investment Client Srvcs (S7/S24) - Application Support The Northwestern Mutual Life Insurance CoMgr Investment Client Srvcs (S7/S24) - Application SupportFranklin, WI$98,320–$147,480 / yearThis role leads an Investment Client Service Operations team that supports financial representatives and home office partners by ensuring reliable access, support, and oversight of investment-related systems and processes. Improve field productivity, support growth, and help retain customer assets by identifying system issues and enhancement opportunities, increasing operational efficiency, and coordinating with service providers.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.VP, Investments Compliance Operations (open to remote) Reinsurance Group of America IncVP, Investments Compliance Operations (open to remote)WIRemote$180,220–$268,400 / yearServe as the primary operational partner to Legal and Compliance, influencing the design of practical and effective control environments, supporting audits and regulatory examinations, maintaining clear separation of policy ownership and control execution, and leading a scalable, technology-enabled Compliance Operations function and team. The role is responsible for building and leading a dedicated Investment Compliance Operations function, including the design and institutionalization of a scalable operating model, team structure, and governance framework aligned with the continued growth and increasing complexity of RGA's global investment platform.PWM Investment Partner U.S. BancorpPWM Investment PartnerMilwaukee, WI$86,360–$101,600 / yearp>• Thorough knowledge of departmental operations/policies and U.S. Bank products and services • Effective interpersonal, verbal and written communication skills • Strong client facing skills • Ability to identify and resolve exceptions, interpret data and resolve complex problems with minimal guidance • Proficient computer navigation skills using a variety of software packages including Microsoft Office applications • Well-developed analytical skills • Pursuit of professional credentials (CFP, CFA, etc.) a plus. 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.Investment Compliance Consultant Northwestern MutualInvestment Compliance ConsultantMilwaukee, WisconsinRisk 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. Supports the development and administration of all aspects of the regulatory compliance programs as assigned, including compliance policies and procedures, portfolio compliance, compliance training, testing and risk management, vendor due diligence and oversight, violations management, regulatory filings and reporting.Investment Data Analyst Continuus Technologies LLCInvestment Data AnalystGermantown, WIFull timep>We 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 Client Services Specialist - Top Advisor The Northwestern Mutual Life Insurance CoInvestment Client Services Specialist - Top AdvisorFranklin, WI$54,530–$101,270 / yearDemonstrated leadership and interpersonal skills • Demonstrated analytical skills and confidence to make judgments and decisions involving ambiguity • Strong interpersonal and written communication skills • Demonstrated ability to positively influence and work cooperatively with employees at all levels • Demonstrated ability to proactively react to change • Self-motivated and self-directed with the ability to manage multiple assignments with minimal guidance or direction • Strong technical knowledge of the operational aspects related to brokerage and advisory services/products. • Researches and responds to client issues including but is not limited to placing trades, assisting clients with system access and navigation, assisting clients with account maintenance and inquiries, discussing the latest market trends responding to research requests and providing investment education to our clients.Director, Investment Business Analyst Reinsurance Group of America IncDirector, Investment Business AnalystWI$107,060–$159,390 / yearp>The 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.Investment Innovation Strategist (AI & Bloomberg) Allspring Global Investments Holdings, LLCInvestment Innovation Strategist (AI & Bloomberg)Milwaukee, Wisconsin$135,000–$175,000 / yearOverview: We are seeking an experienced investment professional to lead Allspring’s partnership with Bloomberg focused on advancing agentic AI–powered workflows for our investment teams. In 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.).Alternative Investments Operations Specialist l UMB Financial CorpAlternative Investments Operations Specialist lMilwaukee, WI$33,920–$65,380 / yearThe Fund Services team at UMB is a nationally respected investment services provider offering a broad array of services for mutual funds and alternative investments to a wide range of investment advisors, independent money managers, broker-dealers, banks, third-party administrators, insurance companies and other financial services providers. As you grow your skills and become more proficient in your work, the funds will become more complex.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.Global Investment Services - Head of Public Funds U.S. BancorpGlobal Investment Services - Head of Public FundsWI$238,765–$280,900 / yearThis role is a commercially oriented operations and product leader who aligns operating strategy to business priorities, partners across the enterprise to enable new client acquisition and expansion, and drives disciplined financial management (forecasting, productivity, and resource allocation). The successful executive will set a clear vision, influence adoption of large-scale transformation across process and technology, embed a strong risk-and-control culture, and build a high-performing organization that consistently delivers client service excellence, regulatory readiness, and sustainable efficiency.Managing Director, Investment Banking - BDO Capital Advisors BDO USA PCManaging Director, Investment Banking - BDO Capital AdvisorsWI$250,000–$350,000 / yearli>Analyzes 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.2026 Analyst I, Investment Banking - US Middle Market Canadian Imperial Bank of Commerce2026 Analyst I, Investment Banking - US Middle MarketMilwaukee, WIAnalytical Thinking, Capital Markets, Financial Markets Analysis, Investment Banking, Investment Valuation, Mergers and Acquisitions (M&A), Research Analysis, Wealth Management, Work Collaboratively. Well-developed written and verbal communication skills sufficient to supply detailed explanation and interpretation of factual and conceptual information and ideas related to complicated technical and conceptual issues.Director, Investment Sales Marcus & Millichap IncDirector, Investment SalesMilwaukee, WIp>Founded in 1971, Marcus & Millichap (NYSE: MMI) is a premier commercial real estate brokerage firm specializing in investment sales, financing, research, and advisory services. Compensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions.VP, Head of Investment Accounting (open to remote) Reinsurance Group of America IncVP, Head of Investment Accounting (open to remote)WIRemote$180,220–$268,400 / yearOwns accurate and timely month-end, quarter-end, and annual close and reporting for invested assets and related income and expenses across GAAP, statutory/regulatory, tax, and management reporting bases. Leads investment accounting policy, interpretation, and application for complex transactions and instruments (including derivatives and hedge-related strategies, as applicable), and provides guidance to portfolio management and business development teams.NewInvestment Principal - Private Debt & Equity Northwestern MutualInvestment Principal - 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. The stability of our capital base has led private equity firms and corporations around the world to rely on NMC for strategic funding to support leveraged transactions and capital investments.Investment Associate - Private Debt & Equity Northwestern MutualInvestment Associate - 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. The Pre-MBA NMC Associate position provides an outstanding 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 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.Global Investment Services - Head of Public Funds U.S. BankGlobal Investment Services - Head of Public FundsMilwaukee, WisconsinThis role is a commercially oriented operations and product leader who aligns operating strategy to business priorities, partners across the enterprise to enable new client acquisition and expansion, and drives disciplined financial management (forecasting, productivity, and resource allocation). The successful executive will set a clear vision, influence adoption of large-scale transformation across process and technology, embed a strong risk-and-control culture, and build a high-performing organization that consistently delivers client service excellence, regulatory readiness, and sustainable efficiency.NewManaging 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.Private Equity Mergers & Acquisitions Strategy & Diligence Senior Manager Deloitte Touche Tohmatsu LtdPrivate Equity Mergers & Acquisitions Strategy & Diligence Senior ManagerWI$189,200–$372,900 / yearThe team combines strategic advisory (M&A strategy, deal thesis, growth pathways, buy/build/partner, portfolio rationalization, and buy-/sell-side readiness) with diligence capabilities across commercial and operational lenses to pressure-test forecasts, quantify synergies, and surface value drivers and deal risks that can affect price or structure. Our clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers.Assistant Community Manager 333 Water Hines Interests Limited PartnershipAssistant Community Manager 333 WaterMilwaukee, WI$24–$30 / hourResponsibilities include, but are not limited to: Completes the daily transactions and tasks related to the financial operation of the community by collecting and posting rent, fees, and other payments, preparing daily bank deposits and reconciling bank accounts, preparing financial reports, and processing invoices and payables. As an Assistant Community Manager at 333 Water with Hines, you will be responsible for supporting and assisting the Community Manager in overseeing and managing the financial and operational facets of the community by completing accounting and bookkeeping tasks, preparing monthly close-out and financial reports.Assistant Community Manager - 333 Water HinesAssistant Community Manager - 333 WaterMilwaukee, Wisconsin$24–$30 / hourp style="margin:0px">As an Assistant Community Manager at 333 Water with Hines, you will be responsible for supporting and assisting the Community Manager in overseeing and managing the financial and operational facets of the community by completing accounting and bookkeeping tasks, preparing monthly close-out and financial reports. Completes the daily transactions and tasks related to the financial operation of the community by collecting and posting rent, fees, and other payments, preparing daily bank deposits and reconciling bank accounts, preparing financial reports, and processing invoices and payables.Project Manager Continuus Technologies LLCProject ManagerGermantown, WIFull timep>We are seeking an experienced Scrum or Project Manager with a strong background in financial services to lead cross-functional initiatives that support investment operations, technology delivery, and enterprise transformation. This role will manage Agile or hybrid project environments, partner with business and technical stakeholders, and ensure projects are delivered on time, within scope, and aligned with strategic objectives.Assistant Maintenance Manager Jones Lang LaSalle IncAssistant Maintenance ManagerKenosha, WIWhat this job involves: The Assistant Maintenance Manager leverages leadership skills and technical knowledge to lead a team of maintenance mechanics, working in conjunction with robotics, and controls systems technicians, in a fast-paced atmosphere while ensuring a safe working environment for all. Working conditions may include working at elevated heights, small spaces, dust, fumes/odors, hot/cold temperatures, inside/outside noise, vibration, standing on concrete for long hours and wet or uneven surfaces.Product Manager, Wireless Controls Columbus McKinnon CorpProduct Manager, Wireless ControlsMenomonee Falls, WISubmit Product Development Proposals (PDP), and Product Development Proposal Checklist (F-PDPC) considered feasible to the business unit leaders (President, General Manager) for consideration and allocation of funds during the strategic planning process. Act as a technical expert for the product, providing assistance to the sales organization, application engineers, aftermarket, operations, and quality assurance teams to address and resolve inquiries concerning the product(s).Assistant General Manager First Hospitality Group IncAssistant General ManagerMilwaukee, WISuccessful Assistant General Managers will lead a well-functioning hotel operation, meet revenue budgets, proactively address guest concerns, inspire associates to deliver on expectations, and promote a diverse and inclusive environment for all hotel guests and associates. First Hospitality seeks to attract and retain a high-performing and diverse workforce in which employee's differences are respected and valued to better meet the varying needs of the customers we serve.NewRestaurant General Manager First Hospitality Group IncRestaurant General ManagerMilwaukee, WIFirst Hospitality seeks to attract and retain a high-performing and diverse workforce in which employee's differences are respected and valued to better meet the varying needs of the customers we serve. We are seeking an experienced, energetic, and hands-on Restaurant General Manager to lead the daily operations of our restaurant while delivering exceptional guest experiences and driving financial performance.Oracle Tech Cloud Manager Deloitte Touche Tohmatsu LtdOracle Tech Cloud ManagerWI$134,500–$265,100 / yearExperience leading reports, integrations, conversions, and extensions (RICE) delivery for Oracle Enterprise Resource Planning (ERP) Cloud implementations, including use of the Oracle ERP Cloud build framework for RICE objects. Preferred: Experience designing or implementing artificial intelligence (AI) agents in Oracle Cloud, including Oracle AI Agent Studio, Fusion embedded agents, or Oracle Cloud Infrastructure (OCI) Generative AI services.Senior Portfolio Manager Bank of MontrealSenior Portfolio ManagerMilwaukee, WI$91,800–$171,000 / yearli>Provides administrative support to team members and relationship managers that includes regular communication with clients, investigating and responding to customer inquiries, preparing customized client reports, implementing portfolio re-optimizations, and verifying performance measurement reports. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards.Private Equity Mergers & Acquisitions Strategy & Diligence Manager Deloitte Touche Tohmatsu LtdPrivate Equity Mergers & Acquisitions Strategy & Diligence ManagerMilwaukee, WI$155,600–$306,800 / yearThe team combines strategic advisory (M&A strategy, deal thesis, growth pathways, buy/build/partner, portfolio rationalization, and buy-/sell-side readiness) with diligence capabilities across commercial and operational lenses to pressure-test forecasts, quantify synergies, and surface value drivers and deal risks that can affect price or structure. Our clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers.IT Enterprise Project Manager Advocate Aurora Health IncIT Enterprise Project ManagerMilwaukee, WI$41.10–$61.65 / hourAdvocate Health offers a comprehensive suite of Total Rewards: benefits and well-being programs, competitive compensation, generous retirement offerings, programs that invest in your career development and so much more - so you can live fully at and away from work, including: • Compensation • Premium pay such as shift, on call, and more based on a teammates job • Incentive pay for select positions • Opportunity for annual increases based on performance • Benefits and more • Paid Time Off programs • Health and welfare benefits such as medical, dental, vision, life, and • Short- and Long-Term Disability • Flexible Spending Accounts for eligible health care and dependent care expenses • Family benefits such as adoption assistance and paid parental leave • Defined contribution retirement plans with employer match and other financial wellness programs • Educational Assistance Program. Providing care under the names Advocate Health Care in Illinois; Atrium Health in the Carolinas, Georgia and Alabama; and Aurora Health Care in Wisconsin, Advocate Health is a national leader in clinical innovation, health outcomes, consumer experience and value-based care.Portfolio Strategy Manager - Transfusion Medicine Versiti, Inc.Portfolio Strategy Manager - Transfusion MedicineMilwaukee, WisconsinThis role owns portfolio planning, lifecycle governance, and commercial enablement in partnership with cross-functional leaders (Operations, Clinical/Lab, Quality/Regulatory, Finance, IT, Client Services, Sales/Account Management, and Research/Medical). 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.Wealth Portfolio Manager Johnson Financial GroupWealth Portfolio ManagerMilwaukee, WIThis role manages moderately complex client relationships with increasing independence and accountability, emphasizing investment strategy development, disciplined portfolio construction, proactive client engagement, and integration with broader financial planning. The Wealth Portfolio Manager is responsible for delivering high-quality investment advice and portfolio management for high-net-worth (HNW) client relationships, in close partnership with a Wealth Advisor.NewSenior Client Success & Renewals Manager Harris Computer SystemsSenior Client Success & Renewals ManagerWIli>Facilitate the renewal process for your portfolio by proactively identifying renewal risks, maintaining accurate forecasts, partnering with Sales and Leadership on renewal strategy, and ensuring renewals are completed on time. Proactively manage client health throughout the entire lifecycle by conducting impactful QBRs, tracking key success metrics, and identifying opportunities to deliver deeper value.Manager, Strategic Services Derse IncManager, Strategic ServicesMilwaukee, WIThe Manager, Strategic Services focuses on providing account planning and program development for existing clients and Derse's targeted new acquisition accounts. Partner with VP of Client Strategy to provide account planning and program development for existing priority growth accounts and targeted new acquisition accounts.Business Development Manager H-O-H Water Technology IncBusiness Development ManagerWI$110,000–$150,000 / yearli>Develop key relationships with customers by identifying key decision makers, research prospects, conduct cold calls, and follow up to drive solutions for to assist customers in determining root issues to identify customers' needs. Main responsibilities of this Sales position include: Prospect new potential business while driving sales growth by continuously creating and selling customer value proposition for accounts that focus on our competitive advantage.Relationship Manager - Private Wealth Canadian Imperial Bank of CommerceRelationship Manager - Private WealthMilwaukee, WI$160,000–$215,000 / yearYou bring wealth management expertise, with 10-15+ years of experience in portfolio management, wealth management, personal tax, or financial planning, and possess a comprehensive understanding of investment products and strategies to address the needs of sophisticated high-net-worth clients. Youll align with clients sophisticated financial needs, investment objectives, and the organizations strategies, while actively building the client base through networking, community involvement, and exceptional relationship management.Asset & Wealth Management - Renewable Energy Tax Senior Manager PricewaterhouseCoopers LLPAsset & Wealth Management - Renewable Energy Tax Senior ManagerMilwaukee, WI$124,000–$335,000 / yearInnovating through new and existing technologies, along with experimenting with digitization solutions: • Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; • Utilizing digitization tools to reduce hours and optimize engagements; • Advancing pricing strategy through the use of pricing tools and influence a shift to alternative fee arrangements; • Building, maintaining, and utilizing networks of client relationships and community involvement; • Demonstrating success as tax technical business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset. Demonstrates in-depth knowledge of automation & digitization and leads by example in a professional services environment including, but not limited to: • Building, maintaining, and utilizing networks of client relationships and community involvement; • Communicating value propositions; • Managing resource requirements, project workflow, budgets, billing and collections; • Preparing and/or coordinating complex written and verbal materials; • Possessing considerable experience as a team leader by supervising teams to create an atmosphere of trust; • Seeking diverse views to encourage improvement and innovation; • Coaching staff including providing timely meaningful written and verbal feedback.RN Field Case Manager I CorVel Healthcare CorporationRN Field Case Manager IWaukesha, WIRemote$62,306–$93,123 / yearPart timeIn addition, Medical Case Managers are eligible for bonus and will be provided state-of-the-art technological devices to ensure ready access to CorVel’s proprietary Case Management application, enabling staff to retrieve documents on the go and log activities as they occur. Pay rates are established taking into account the following factors: federal, state, and local minimum wage requirements, the geographic location differential, job-related skills, experience, qualifications, internal employee equity, and market conditions.Regulator Reporting Manager Deloitte Touche Tohmatsu LtdRegulator Reporting ManagerMilwaukee, WI$135,000–$150,000 / yearul>Manage end to end regulatory reporting activities covering 40 Act and non-40 Act funds in the investment management space (e.g., Form PF, TIC, CPO-PQR, Form 16, Form 13, N-PX, BEA reports), ensuring compliance with applicable regulatory requirements across various regulators such as SEC, CFTC, BEA, NFA, Treasury. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.Regulatory Reporting Manager Deloitte Touche Tohmatsu LtdRegulatory Reporting ManagerWI$82,600–$162,800 / yearul>Manage end to end regulatory reporting activities covering 40 Act and non-40 Act funds in the investment management space (e.g., Form PF, TIC, CPO-PQR, Form 16, Form 13, N-PX, BEA reports), ensuring compliance with applicable regulatory requirements across various regulators such as SEC, CFTC, BEA, NFA, Treasury. We "embed continuous advantage" through domain, industry, technology and transformation skills to perform client business functions that manage risk and deliver value-added outcomes, all while driving predictable long-term revenue, profitability, and growth.Corporate Access Relationship Manager Robert W Baird & Co IncCorporate Access Relationship ManagerMilwaukee, WIThe Impact You'll Make: • Build and maintain strong relationships with corporate leadership teams, including CEOs, CFOs, and Investor Relations professionals, through regular in-person meetings, calls, and written correspondence. As a Corporate Relationship Manager on the Corporate Access Team, you will partner closely with public company leadership teams to become a trusted resource in helping companies access and better understand their shareholder base.12345678910Similar Job SearchesFinancial Manager Jobs in Milwaukee, WIFinancial Systems Manager Jobs in Milwaukee, WIFinancial Reporting Manager Jobs in Milwaukee, WIRisk Manager Jobs in Milwaukee, WIRevenue Manager Jobs in Milwaukee, WIFinancial Assistant Jobs in Milwaukee, WIPortfolio Manager Jobs in Milwaukee, WIFinance Manager Jobs in Milwaukee, WIReimbursement Manager Jobs in Milwaukee, WICash Manager Jobs in Milwaukee, WI
NewSenior Director of Product, Wealth Management Northwestern MutualSenior Director of Product, Wealth ManagementMilwaukee, WIWith a 165-year legacy and the urgency of a company investing boldly in its future, we are executing an ambitious multi-year transformation in our Field and Wealth area — reimagining the advisor and large teams experience, modernizing our technology platform, and building next-generation Data and AI capabilities spanning across client onboarding, financial planning, Investment management and advisor enablement. The director will possess and apply their wealth business domain expertise while working in close partnership with wealth business leaders to co-develop innovative technology strategies and ensure technology initiatives closely align with business goals.
NewFixed Income Trader Consultant - Remote Northwestern MutualFixed Income Trader Consultant - RemoteFranklin, WIRemoteJoin the General Trading team within Northwestern Mutual's Investment Client Services division, where you'll serve as a trusted advisor to clients and Financial Representatives on securities transactions across equities, fixed income, and options. Manage the transition and ongoing servicing of advisory and retirement accounts when a local advisor is no longer available, including annual reviews, investment guidance, suitability determinations, and administrative coordination.
Investment Management - Business Strategy Manager Deloitte Touche Tohmatsu LtdInvestment Management - Business Strategy ManagerWI$155,600–$306,800 / yearAs a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.
Investment Banking Manager Accenture PlcInvestment Banking ManagerMilwaukee, WIli>Synthesize client business and technology needs by evaluating a broad range of solutions, architectures, and operating models, selecting the most appropriate approaches to meet specific client requirements. You'll get to work with an amazing mix of world-class experts with access to the most robust portfolio of capabilities and ecosystem relationships in the industry, all while having unrestricted client access.
Mgr Investment Client Srvcs (S7/S24) - Application Support The Northwestern Mutual Life Insurance CoMgr Investment Client Srvcs (S7/S24) - Application SupportFranklin, WI$98,320–$147,480 / yearThis role leads an Investment Client Service Operations team that supports financial representatives and home office partners by ensuring reliable access, support, and oversight of investment-related systems and processes. Improve field productivity, support growth, and help retain customer assets by identifying system issues and enhancement opportunities, increasing operational efficiency, and coordinating with service providers.
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.
VP, Investments Compliance Operations (open to remote) Reinsurance Group of America IncVP, Investments Compliance Operations (open to remote)WIRemote$180,220–$268,400 / yearServe as the primary operational partner to Legal and Compliance, influencing the design of practical and effective control environments, supporting audits and regulatory examinations, maintaining clear separation of policy ownership and control execution, and leading a scalable, technology-enabled Compliance Operations function and team. The role is responsible for building and leading a dedicated Investment Compliance Operations function, including the design and institutionalization of a scalable operating model, team structure, and governance framework aligned with the continued growth and increasing complexity of RGA's global investment platform.
PWM Investment Partner U.S. BancorpPWM Investment PartnerMilwaukee, WI$86,360–$101,600 / yearp>• Thorough knowledge of departmental operations/policies and U.S. Bank products and services • Effective interpersonal, verbal and written communication skills • Strong client facing skills • Ability to identify and resolve exceptions, interpret data and resolve complex problems with minimal guidance • Proficient computer navigation skills using a variety of software packages including Microsoft Office applications • Well-developed analytical skills • Pursuit of professional credentials (CFP, CFA, etc.) a plus. 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.
Investment Compliance Consultant Northwestern MutualInvestment Compliance ConsultantMilwaukee, WisconsinRisk 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. Supports the development and administration of all aspects of the regulatory compliance programs as assigned, including compliance policies and procedures, portfolio compliance, compliance training, testing and risk management, vendor due diligence and oversight, violations management, regulatory filings and reporting.
Investment Data Analyst Continuus Technologies LLCInvestment Data AnalystGermantown, WIFull timep>We 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 Client Services Specialist - Top Advisor The Northwestern Mutual Life Insurance CoInvestment Client Services Specialist - Top AdvisorFranklin, WI$54,530–$101,270 / yearDemonstrated leadership and interpersonal skills • Demonstrated analytical skills and confidence to make judgments and decisions involving ambiguity • Strong interpersonal and written communication skills • Demonstrated ability to positively influence and work cooperatively with employees at all levels • Demonstrated ability to proactively react to change • Self-motivated and self-directed with the ability to manage multiple assignments with minimal guidance or direction • Strong technical knowledge of the operational aspects related to brokerage and advisory services/products. • Researches and responds to client issues including but is not limited to placing trades, assisting clients with system access and navigation, assisting clients with account maintenance and inquiries, discussing the latest market trends responding to research requests and providing investment education to our clients.
Director, Investment Business Analyst Reinsurance Group of America IncDirector, Investment Business AnalystWI$107,060–$159,390 / yearp>The 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.
Investment Innovation Strategist (AI & Bloomberg) Allspring Global Investments Holdings, LLCInvestment Innovation Strategist (AI & Bloomberg)Milwaukee, Wisconsin$135,000–$175,000 / yearOverview: We are seeking an experienced investment professional to lead Allspring’s partnership with Bloomberg focused on advancing agentic AI–powered workflows for our investment teams. In 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.).
Alternative Investments Operations Specialist l UMB Financial CorpAlternative Investments Operations Specialist lMilwaukee, WI$33,920–$65,380 / yearThe Fund Services team at UMB is a nationally respected investment services provider offering a broad array of services for mutual funds and alternative investments to a wide range of investment advisors, independent money managers, broker-dealers, banks, third-party administrators, insurance companies and other financial services providers. As you grow your skills and become more proficient in your work, the funds will become more complex.
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.
Global Investment Services - Head of Public Funds U.S. BancorpGlobal Investment Services - Head of Public FundsWI$238,765–$280,900 / yearThis role is a commercially oriented operations and product leader who aligns operating strategy to business priorities, partners across the enterprise to enable new client acquisition and expansion, and drives disciplined financial management (forecasting, productivity, and resource allocation). The successful executive will set a clear vision, influence adoption of large-scale transformation across process and technology, embed a strong risk-and-control culture, and build a high-performing organization that consistently delivers client service excellence, regulatory readiness, and sustainable efficiency.
Managing Director, Investment Banking - BDO Capital Advisors BDO USA PCManaging Director, Investment Banking - BDO Capital AdvisorsWI$250,000–$350,000 / yearli>Analyzes 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.
2026 Analyst I, Investment Banking - US Middle Market Canadian Imperial Bank of Commerce2026 Analyst I, Investment Banking - US Middle MarketMilwaukee, WIAnalytical Thinking, Capital Markets, Financial Markets Analysis, Investment Banking, Investment Valuation, Mergers and Acquisitions (M&A), Research Analysis, Wealth Management, Work Collaboratively. Well-developed written and verbal communication skills sufficient to supply detailed explanation and interpretation of factual and conceptual information and ideas related to complicated technical and conceptual issues.
Director, Investment Sales Marcus & Millichap IncDirector, Investment SalesMilwaukee, WIp>Founded in 1971, Marcus & Millichap (NYSE: MMI) is a premier commercial real estate brokerage firm specializing in investment sales, financing, research, and advisory services. Compensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions.
VP, Head of Investment Accounting (open to remote) Reinsurance Group of America IncVP, Head of Investment Accounting (open to remote)WIRemote$180,220–$268,400 / yearOwns accurate and timely month-end, quarter-end, and annual close and reporting for invested assets and related income and expenses across GAAP, statutory/regulatory, tax, and management reporting bases. Leads investment accounting policy, interpretation, and application for complex transactions and instruments (including derivatives and hedge-related strategies, as applicable), and provides guidance to portfolio management and business development teams.
NewInvestment Principal - Private Debt & Equity Northwestern MutualInvestment Principal - 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. The stability of our capital base has led private equity firms and corporations around the world to rely on NMC for strategic funding to support leveraged transactions and capital investments.
Investment Associate - Private Debt & Equity Northwestern MutualInvestment Associate - 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. The Pre-MBA NMC Associate position provides an outstanding 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 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.
Global Investment Services - Head of Public Funds U.S. BankGlobal Investment Services - Head of Public FundsMilwaukee, WisconsinThis role is a commercially oriented operations and product leader who aligns operating strategy to business priorities, partners across the enterprise to enable new client acquisition and expansion, and drives disciplined financial management (forecasting, productivity, and resource allocation). The successful executive will set a clear vision, influence adoption of large-scale transformation across process and technology, embed a strong risk-and-control culture, and build a high-performing organization that consistently delivers client service excellence, regulatory readiness, and sustainable efficiency.
NewManaging 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.
Private Equity Mergers & Acquisitions Strategy & Diligence Senior Manager Deloitte Touche Tohmatsu LtdPrivate Equity Mergers & Acquisitions Strategy & Diligence Senior ManagerWI$189,200–$372,900 / yearThe team combines strategic advisory (M&A strategy, deal thesis, growth pathways, buy/build/partner, portfolio rationalization, and buy-/sell-side readiness) with diligence capabilities across commercial and operational lenses to pressure-test forecasts, quantify synergies, and surface value drivers and deal risks that can affect price or structure. Our clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers.
Assistant Community Manager 333 Water Hines Interests Limited PartnershipAssistant Community Manager 333 WaterMilwaukee, WI$24–$30 / hourResponsibilities include, but are not limited to: Completes the daily transactions and tasks related to the financial operation of the community by collecting and posting rent, fees, and other payments, preparing daily bank deposits and reconciling bank accounts, preparing financial reports, and processing invoices and payables. As an Assistant Community Manager at 333 Water with Hines, you will be responsible for supporting and assisting the Community Manager in overseeing and managing the financial and operational facets of the community by completing accounting and bookkeeping tasks, preparing monthly close-out and financial reports.
Assistant Community Manager - 333 Water HinesAssistant Community Manager - 333 WaterMilwaukee, Wisconsin$24–$30 / hourp style="margin:0px">As an Assistant Community Manager at 333 Water with Hines, you will be responsible for supporting and assisting the Community Manager in overseeing and managing the financial and operational facets of the community by completing accounting and bookkeeping tasks, preparing monthly close-out and financial reports. Completes the daily transactions and tasks related to the financial operation of the community by collecting and posting rent, fees, and other payments, preparing daily bank deposits and reconciling bank accounts, preparing financial reports, and processing invoices and payables.
Project Manager Continuus Technologies LLCProject ManagerGermantown, WIFull timep>We are seeking an experienced Scrum or Project Manager with a strong background in financial services to lead cross-functional initiatives that support investment operations, technology delivery, and enterprise transformation. This role will manage Agile or hybrid project environments, partner with business and technical stakeholders, and ensure projects are delivered on time, within scope, and aligned with strategic objectives.
Assistant Maintenance Manager Jones Lang LaSalle IncAssistant Maintenance ManagerKenosha, WIWhat this job involves: The Assistant Maintenance Manager leverages leadership skills and technical knowledge to lead a team of maintenance mechanics, working in conjunction with robotics, and controls systems technicians, in a fast-paced atmosphere while ensuring a safe working environment for all. Working conditions may include working at elevated heights, small spaces, dust, fumes/odors, hot/cold temperatures, inside/outside noise, vibration, standing on concrete for long hours and wet or uneven surfaces.
Product Manager, Wireless Controls Columbus McKinnon CorpProduct Manager, Wireless ControlsMenomonee Falls, WISubmit Product Development Proposals (PDP), and Product Development Proposal Checklist (F-PDPC) considered feasible to the business unit leaders (President, General Manager) for consideration and allocation of funds during the strategic planning process. Act as a technical expert for the product, providing assistance to the sales organization, application engineers, aftermarket, operations, and quality assurance teams to address and resolve inquiries concerning the product(s).
Assistant General Manager First Hospitality Group IncAssistant General ManagerMilwaukee, WISuccessful Assistant General Managers will lead a well-functioning hotel operation, meet revenue budgets, proactively address guest concerns, inspire associates to deliver on expectations, and promote a diverse and inclusive environment for all hotel guests and associates. First Hospitality seeks to attract and retain a high-performing and diverse workforce in which employee's differences are respected and valued to better meet the varying needs of the customers we serve.
NewRestaurant General Manager First Hospitality Group IncRestaurant General ManagerMilwaukee, WIFirst Hospitality seeks to attract and retain a high-performing and diverse workforce in which employee's differences are respected and valued to better meet the varying needs of the customers we serve. We are seeking an experienced, energetic, and hands-on Restaurant General Manager to lead the daily operations of our restaurant while delivering exceptional guest experiences and driving financial performance.
Oracle Tech Cloud Manager Deloitte Touche Tohmatsu LtdOracle Tech Cloud ManagerWI$134,500–$265,100 / yearExperience leading reports, integrations, conversions, and extensions (RICE) delivery for Oracle Enterprise Resource Planning (ERP) Cloud implementations, including use of the Oracle ERP Cloud build framework for RICE objects. Preferred: Experience designing or implementing artificial intelligence (AI) agents in Oracle Cloud, including Oracle AI Agent Studio, Fusion embedded agents, or Oracle Cloud Infrastructure (OCI) Generative AI services.
Senior Portfolio Manager Bank of MontrealSenior Portfolio ManagerMilwaukee, WI$91,800–$171,000 / yearli>Provides administrative support to team members and relationship managers that includes regular communication with clients, investigating and responding to customer inquiries, preparing customized client reports, implementing portfolio re-optimizations, and verifying performance measurement reports. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards.
Private Equity Mergers & Acquisitions Strategy & Diligence Manager Deloitte Touche Tohmatsu LtdPrivate Equity Mergers & Acquisitions Strategy & Diligence ManagerMilwaukee, WI$155,600–$306,800 / yearThe team combines strategic advisory (M&A strategy, deal thesis, growth pathways, buy/build/partner, portfolio rationalization, and buy-/sell-side readiness) with diligence capabilities across commercial and operational lenses to pressure-test forecasts, quantify synergies, and surface value drivers and deal risks that can affect price or structure. Our clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers.
IT Enterprise Project Manager Advocate Aurora Health IncIT Enterprise Project ManagerMilwaukee, WI$41.10–$61.65 / hourAdvocate Health offers a comprehensive suite of Total Rewards: benefits and well-being programs, competitive compensation, generous retirement offerings, programs that invest in your career development and so much more - so you can live fully at and away from work, including: • Compensation • Premium pay such as shift, on call, and more based on a teammates job • Incentive pay for select positions • Opportunity for annual increases based on performance • Benefits and more • Paid Time Off programs • Health and welfare benefits such as medical, dental, vision, life, and • Short- and Long-Term Disability • Flexible Spending Accounts for eligible health care and dependent care expenses • Family benefits such as adoption assistance and paid parental leave • Defined contribution retirement plans with employer match and other financial wellness programs • Educational Assistance Program. Providing care under the names Advocate Health Care in Illinois; Atrium Health in the Carolinas, Georgia and Alabama; and Aurora Health Care in Wisconsin, Advocate Health is a national leader in clinical innovation, health outcomes, consumer experience and value-based care.
Portfolio Strategy Manager - Transfusion Medicine Versiti, Inc.Portfolio Strategy Manager - Transfusion MedicineMilwaukee, WisconsinThis role owns portfolio planning, lifecycle governance, and commercial enablement in partnership with cross-functional leaders (Operations, Clinical/Lab, Quality/Regulatory, Finance, IT, Client Services, Sales/Account Management, and Research/Medical). 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.
Wealth Portfolio Manager Johnson Financial GroupWealth Portfolio ManagerMilwaukee, WIThis role manages moderately complex client relationships with increasing independence and accountability, emphasizing investment strategy development, disciplined portfolio construction, proactive client engagement, and integration with broader financial planning. The Wealth Portfolio Manager is responsible for delivering high-quality investment advice and portfolio management for high-net-worth (HNW) client relationships, in close partnership with a Wealth Advisor.
NewSenior Client Success & Renewals Manager Harris Computer SystemsSenior Client Success & Renewals ManagerWIli>Facilitate the renewal process for your portfolio by proactively identifying renewal risks, maintaining accurate forecasts, partnering with Sales and Leadership on renewal strategy, and ensuring renewals are completed on time. Proactively manage client health throughout the entire lifecycle by conducting impactful QBRs, tracking key success metrics, and identifying opportunities to deliver deeper value.
Manager, Strategic Services Derse IncManager, Strategic ServicesMilwaukee, WIThe Manager, Strategic Services focuses on providing account planning and program development for existing clients and Derse's targeted new acquisition accounts. Partner with VP of Client Strategy to provide account planning and program development for existing priority growth accounts and targeted new acquisition accounts.
Business Development Manager H-O-H Water Technology IncBusiness Development ManagerWI$110,000–$150,000 / yearli>Develop key relationships with customers by identifying key decision makers, research prospects, conduct cold calls, and follow up to drive solutions for to assist customers in determining root issues to identify customers' needs. Main responsibilities of this Sales position include: Prospect new potential business while driving sales growth by continuously creating and selling customer value proposition for accounts that focus on our competitive advantage.
Relationship Manager - Private Wealth Canadian Imperial Bank of CommerceRelationship Manager - Private WealthMilwaukee, WI$160,000–$215,000 / yearYou bring wealth management expertise, with 10-15+ years of experience in portfolio management, wealth management, personal tax, or financial planning, and possess a comprehensive understanding of investment products and strategies to address the needs of sophisticated high-net-worth clients. Youll align with clients sophisticated financial needs, investment objectives, and the organizations strategies, while actively building the client base through networking, community involvement, and exceptional relationship management.
Asset & Wealth Management - Renewable Energy Tax Senior Manager PricewaterhouseCoopers LLPAsset & Wealth Management - Renewable Energy Tax Senior ManagerMilwaukee, WI$124,000–$335,000 / yearInnovating through new and existing technologies, along with experimenting with digitization solutions: • Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; • Utilizing digitization tools to reduce hours and optimize engagements; • Advancing pricing strategy through the use of pricing tools and influence a shift to alternative fee arrangements; • Building, maintaining, and utilizing networks of client relationships and community involvement; • Demonstrating success as tax technical business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset. Demonstrates in-depth knowledge of automation & digitization and leads by example in a professional services environment including, but not limited to: • Building, maintaining, and utilizing networks of client relationships and community involvement; • Communicating value propositions; • Managing resource requirements, project workflow, budgets, billing and collections; • Preparing and/or coordinating complex written and verbal materials; • Possessing considerable experience as a team leader by supervising teams to create an atmosphere of trust; • Seeking diverse views to encourage improvement and innovation; • Coaching staff including providing timely meaningful written and verbal feedback.
RN Field Case Manager I CorVel Healthcare CorporationRN Field Case Manager IWaukesha, WIRemote$62,306–$93,123 / yearPart timeIn addition, Medical Case Managers are eligible for bonus and will be provided state-of-the-art technological devices to ensure ready access to CorVel’s proprietary Case Management application, enabling staff to retrieve documents on the go and log activities as they occur. Pay rates are established taking into account the following factors: federal, state, and local minimum wage requirements, the geographic location differential, job-related skills, experience, qualifications, internal employee equity, and market conditions.
Regulator Reporting Manager Deloitte Touche Tohmatsu LtdRegulator Reporting ManagerMilwaukee, WI$135,000–$150,000 / yearul>Manage end to end regulatory reporting activities covering 40 Act and non-40 Act funds in the investment management space (e.g., Form PF, TIC, CPO-PQR, Form 16, Form 13, N-PX, BEA reports), ensuring compliance with applicable regulatory requirements across various regulators such as SEC, CFTC, BEA, NFA, Treasury. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Regulatory Reporting Manager Deloitte Touche Tohmatsu LtdRegulatory Reporting ManagerWI$82,600–$162,800 / yearul>Manage end to end regulatory reporting activities covering 40 Act and non-40 Act funds in the investment management space (e.g., Form PF, TIC, CPO-PQR, Form 16, Form 13, N-PX, BEA reports), ensuring compliance with applicable regulatory requirements across various regulators such as SEC, CFTC, BEA, NFA, Treasury. We "embed continuous advantage" through domain, industry, technology and transformation skills to perform client business functions that manage risk and deliver value-added outcomes, all while driving predictable long-term revenue, profitability, and growth.
Corporate Access Relationship Manager Robert W Baird & Co IncCorporate Access Relationship ManagerMilwaukee, WIThe Impact You'll Make: • Build and maintain strong relationships with corporate leadership teams, including CEOs, CFOs, and Investor Relations professionals, through regular in-person meetings, calls, and written correspondence. As a Corporate Relationship Manager on the Corporate Access Team, you will partner closely with public company leadership teams to become a trusted resource in helping companies access and better understand their shareholder base.