Job(s) 1 to 20 of 26
DateJob TitleRelevanceCompanyJob LocationSalary
4/16/2014Marketing AdministratorReinhart Partners, Inc.Mequon, WI$30,000-35,000
 
 
Firm Description Reinhart Partners, Inc. is a Registered Investment Advisor headquartered in Mequon, WI.  Our mission is to employ a highly skilled team of professionals dedicated to one goal: to exceed our clients’ investment objectives through the active management of equity and fixed income portfolios.  ...
 Related:  Marketing - General,  Investment - Operations/Admin,  Sales - Representatives/Service
4/16/2014Registered Client Service Represent...Maureen McCabe LLCGlendale, WI40,000+
 
 
  Registered Client Service Representative SUMMARY: Excellent opportunity for a Series 6 or 7 licensed individual who is interested in pursuing a challenging career in Financial Services in a small North Shore Office working closely with a CFP® professional. The Registered Client Service Re ...
 Related:  Investment - Management,  Investment - Operations/Admin,  Finance - Operations/Admin
4/16/2014Retirement & Investment Services Of...First Business Financial Servi...Madison, WINot Provided
 
 
Exciting opportunity with the preferred business bank in Madison in our Trust & Investments divisionJoin the winning team at First Business Trust & Investments as a Retirement & Investment Services Officer! First Business is a locally managed, Wisconsin-based, successful, entrepreneurial, and growth-oriented financial services company that specializes in focused financial solutions for businesses, key executive ...
 Related:  Banking - General,  Investment - Management,  Investment - Operations/Admin
4/16/2014Wealth Advisor I - IV (Investment,...Johnson Financial GroupMadison, WINot Provided
 
 
Tracking Code7517Job DescriptionThe Wealth Advisor is responsible for developing new relationships by delivering exceptional advice to high net worth client relationships. The ability to balance new business activities and servicing of existing relationships will be critical in this role. Key Responsibilities Ongoing devel ...
 Related:  Investment - Consultant,  Investment - Operations/Admin,  Finance - Advisor/Services
4/4/2014Investment OperationsReinhart Partners, Inc.Mequon, WINot Provided
 Reinhart Partners, Inc. a Wisconsin based investment advisor focused on active management of equity and fixed income portfolios, is looking for an organized, professional, and motivated Account Administrator to join our team. Responsibilities include; opening and closing accounts, balancing accounts, client reporting, month ...
 Related:  Accounting - Bookkeeping/Clerical,  Investment - Operations/Admin
4/16/2014Investment AnalystCorporate Central Credit UnionMuskego, WINot Provided
 
 
Investment Analyst   Investment analyst needed to perform research, analysis and other functions to support the management of the fixed income and loan portfolios of a unique wholesale financial institution. The qualified candidate will be a college graduate with at least two-years experience in investment or credit ...
 Related:  Investment - Operations/Admin,  Finance - Operations/Admin,  Finance - Analysis
4/11/2014Associate Financial ConsultantSVABrookfield, WINot Provided
 
 
Job Description: SVA Plumb Wealth Management, Inc. provides individual clients with comprehensive financial planning, investment advisory and portfolio management services. We also provide services to business clients to include all aspects of qualified and non-qualified retirement plans. All services are provided on a fee- ...
 Related:  Investment - Consultant,  Investment - Operations/Admin,  Finance - Operations/Admin
4/13/2014Solutions ArchitectBeacon Hill Staffing Group, Te...Madison, WI100,000 - 135,000 per year
 
 
Solutions Architect The solution architect candidate should have experience designing and implementing large corporate technical projects; likely, as a senior developer or technical lead.  The candidate should have a strong working understanding of the latest technologies, the ability to work with and influence both ...
 Related:  IT - Software Development,  Investment - Operations/Admin,  IT - Analysis/Project Mgmt
4/11/2014Middle Office Support - SettlementsFinancial ServicesMilwaukee, WINot Provided
 
 
Financial services company in Milwaukee is looking to hire a consultant in their Settlements Department.  Individual will be responsible for handling all international trade settlement activity by coordinating with brokers, banks, and internal business associates.  This will include handling the following end of d ...
 Related:  Accounting - General,  Investment - Operations/Admin,  Finance - Operations/Admin
4/3/2014Investment Operations Director JobAmerican Family Insurance - Co...Madison, WINot Provided
 Job Title: Investment Operations DirectorJob ID: 05349Division: InvestmentsWork Location(s): United States-Wisconsin-MadisonFull/Part Time: Full-TimePosition Details:Preferred candidates should have an extensive investment management or financial services background with experience leading teams that perform operational ...
 Related:  Investment - Operations/Admin,  Finance - Operations/Admin
3/30/2014Global Portfolio ManagerSealed Air CorporationRacine, WINot Provided
 Global Portfolio ManagerJob Location US-WI-RacinePosted Date 1/20/2014More information about this job: Overview: Sealed Air Corporation creates a world that feels, tastes and works better. In 2012, the Company generated revenue of approximately $7.6 billion by helping our customers achieve their sustainability goals in the ...
 Related:  Management and Supervision,  Investment - Operations/Admin
3/23/2014Portfolio Lead - Personal LinesQBE The AmericasSun Prairie, WI; Madison, WINot Provided
 Job Title: Portfolio Lead - Personal Lines Job ID: 24449 Location: WI-Madison \ Sun Prairie Full/Part Time: Full-Time Regular/Temporary: Regular Essential Job Responsibilities Contribute to the development and execution of the annual business plan and its context to drive agency performance in assigned geography Contribute ...
 Related:  Investment - Operations/Admin,  Business Ops - Business Development
4/3/2014Insurance & Investment Compliance I...Northwestern MutualMilwaukee, WINot Provided
 Job ID: 14-0304 Description: Northwestern Mutual is a financial services firm that helps clients protect against financial risk and achieve financial security. The company, together with its subsidiaries, offers insurance and security products and services that address client needs for financial protection, wealth accumu ...
 Related:  Investment - Operations/Admin,  College and Internships
3/18/2014Billing SupervisorUnity Health InsuranceMiddleton, WINot Provided
 Billing Supervisor Employment Term: Employment Type: Location: RegularFull TimeMiddleton, WI Unity Health Insurance is looking for a Billing Supervisor to supervise the day-to-day operations of the Billing department in our Middleton location. Duties to include:Training and development of the billing staff for current and ...
 Related:  Investment - Operations/Admin
3/14/2014Investment Sales Assistant/Executiv...Wangard Investment Consulting...Milwaukee, WI; Brookfield, WI; Menomonee Falls, WINot Provided
 Wangard Investment Management (a Wells Fargo Advisor Financial Network independent firm) is an independent investment management practice in Brookfield, WI.  The partners are accredited investment professionals focusing on providing institutional level investment management services to middle market orga ...
 Related:  Investment - Trading,  Investment - Operations/Admin,  Finance - Operations/Admin
3/19/2014Operations AdministratorThe QTI GroupMadison, WINot Provided
 Located in Madison, Wisconsin, Madison Investment Advisors, a registered investment adviser, has carved out a strong national reputation as a premier provider of equity and fixed income investment strategies for its clients that include individuals, corporations, foundations, endowments, public funds, unions, financial inst ...
 Related:  Customer Service - General,  Investment - Operations/Admin,  Sales - Representatives/Service
3/19/2014Relationship AssociateThe QTI GroupMadison, WINot Provided
 Located in Madison, Wisconsin, Madison Investment Advisors, a registered investment adviser, has carved out a strong national reputation as a premier provider of equity and fixed income investment strategies for its clients that include individuals, corporations, foundations, endowments, public funds, unions, financial inst ...
 Related:  Marketing - General,  Customer Service - General,  Investment - Operations/Admin
3/28/2014Senior Trust AdministratorBMO Harris BankMadison, WINot Provided
 MANDATE Responsible for providing administration of complex trust, investment and custody account relationships. Provides leadership, resolves problems, and motivates team in order to accomplish the business unit's profit plan. Relationship manager to assigned clients and effectively interacts with others assigned to client ...
 Related:  Investment - Consultant,  Investment - Operations/Admin,  Finance - Operations/Admin
3/18/2014Investment Associate IBMO Harris BankBrookfield, WINot Provided
 The Investment Associate I is accountable to provide sales and administrative support to assigned Financial Advisor(s) to support the achievement of sales objectives, client service objectives and overall business growth. This role will provide specialized support related to investment client services issues, addressing da ...
 Related:  Investment - Consultant,  Investment - Operations/Admin,  Finance - Management
4/16/2014USBII Region Manager 2U.S. BankMilwaukee, WINot Provided
 
 
USBII Region Manager 2Directs assigned region's sales efforts, and the compliance/administrative duties regarding the sale of investment services through U.S. Bancorp Investments. Achieves sales and net production budget for assigned region. Directs hiring responsibility for Financial Consultants, Sales Assistants and ...
 Related:  Investment - Operations/Admin

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