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Our client, a full service advisory and wealth management company recently voted as one of Milwaukee’s Fastest Growing Firms, is searching for a Client Service Manager. This position acts as one of the primary points of contact for wealth management clients and works closely with a Financial Advisor to assist with administration and organization of all responsibilities. Duties include but ar
Posted Today
The Private Equity Analyst is responsible for creating and performing real estate financial and market analysis for the Company’s real estate acquisition, development and investment activities. This position will create pro formas, collect and analyze due diligence information, marketing analysis, draft investment update reports, and other related duties. Principal Duties and Responsibilitie
Posted 9 days ago
Pegasus Partners Ltd.
- Mequon, WI
First and foremost, employees of Pegasus Partners Ltd. are expected to adhere to the firm mission statement Our first responsibility is to the individuals, families and foundations who seek our advice and use our services. Their long term interests shall be paramount. Our second responsibility is to each other. All employees will be fully accountable and respectful to one another. Our third respon
Posted 14 days ago
Provides daily servicing of loans guaranteed by U.S. Small Business Administration (SBA) to ensure compliance with SBA regulatory guidelines and bank lending policies and practices. Essential Duties and Responsibilities To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Essential duties and responsibilities include the following Reviews loan
Posted 6 days ago
Change people's lives - in this key administrative role!!
Posted Today
Have you ever wondered what it would feel like to be a part of an entrepreneurial company where your unique abilities are celebrated, you increase your creative energy and your role adds value every day? Sound impossible? It's not. La Macchia Enterprises (LME) has a unique story of being family owned for over 40 years. We turn vacation dreams into long lasting memories by focusing on our customers
Posted Today
The Manager of Technical Services oversees the broadcast/digital media operations within the college and maintains network infrastructure, servers, and systems unique to the college. He/she also works to meet the technology needs of the curriculum, the faculty, and Student Media. The position not only requires technical expertise but also the ability to solve problems creatively and to work collab
Posted 22 days ago
The Administrative Coordinator Alternative Investments provides administrative support for the department and may also perform customer prospecting activities in support of the Investment Consultants. Balances applicable general ledgers and daily deposits to reported sales; completes wire transmittals, and; corresponds with Cetera regarding sales paperwork and wires. Communicates with insurance an
Posted Today
Responsible for accurate servicing and maintenance of loans within the asset backed facility and on the Alliance balance sheet. Monitor all accounts using reporting provided by loan software system(s). Contact delinquent accounts to investigate and help resolve the reasons for late payments and obtain current payments in the future. Perform credit analysis on new and existing guarantors. Collect a
Posted Today
PRUDENTIAL MARKETING ASSISTANT Position Summary Support the Managing Director in general administrative functions. Specific duties and functions are determined by the Managing Director in accordance with company policy. Skills, Knowledge and Experience Needed Client Service skills Initiative Organizational and time management skills Interpersonal and communications skills Ability to prioritize wor
Posted 1 month ago
Investment Associate (1711029) Equal Opportunity Employer Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation,
Posted Today
We are seeking a detail oriented individual who understands the importance of providing exceptional client service and thrives in a fast paced, dynamic environment. This individual will work alongside a team of Investment Bankers on the Global Technology and Services Team to construct marketing materials, organize databases, and assist the team in cultivating relationships with companies and inves
Posted 30 days ago
For nearly 95 years, Baird has provided high quality financial advice and services with clients' best interests in mind. Employee owned and independent, Baird serves individuals, foundations, organizations and municipalities across the country as well as corporations and institutions around the world from more than 100 offices in the U.S., Europe and Asia. Baird has more than $171 billion in clien
Posted 30 days ago
American Family Insurance - Corporate Headquarters
- Madison, WI
This position works closely with the Chief Investment Officer, Portfolio Managers, and corporate enterprise Compliance, Internal Control and Audit groups to assess and monitor Compliance in the American Family Insurance portfolio of investments. Responsible for leading all Compliance efforts, including but not limited to, daily compliance monitoring, audits, examinations, inquiries, reporting/cert
Posted Today
American Family Insurance - Corporate Headquarters
- Madison, WI
Leads identification and analysis of strategic, operational, compliance, and financial risks audits across American Family Insurance. Uses data analysis and sampling techniques to develop and execute the more challenging assessments of the adequacy of management's internal controls to effectively manage those risks and enable the achievement of business objectives. Reports audit findings objective
Posted Today
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