Job(s) 1 to 10 of 10
DateJob TitleRelevanceCompanyJob LocationSalary
9/29/2014Client Relationship AssociateFinancial Wealth Management, L...Madison, WI$32,000-$40,000 p/y
Financial Wealth Management, LLC an investment advisory firm located on the west side of Madison is seeking a full-time Client Relationship Associate.  Candidate must be extremely professional in appearance and manner, willing to accept direction, quick to learn, customer service oriented, and computer savvy. Working h ...
 Related:  Admin - Secretarial and Office Mgmt,  Investment - Operations/Admin,  Finance - Operations/Admin
9/27/2014Head of Residential Property ManagementBrickman Real EstateFranklin, WI; Milwaukee, WI$45,000-$60,000 p/yr
Innovative and rapidly growing company
Property Manager Job Purpose: Maintains property rentals by advertising and filling vacancies; negotiating and enforcing leases; designing and implementing processes; and overseeing the maintenance team. Company and Position Overview: Brickman Real Estate is a rapidly growing residential investment company that uses t ...
 Related:  Real Estate and Property Mgmt,  Investment - Operations/Admin,  Business Ops - Business Development
9/24/2014Investment Sales AssistantThe Benefit Companies, Inc.Brookfield, WINot Provided
 Recognized as one of Wisconsin’s premier financial services firms, BeneVest, a member of The Benefit Companies, Inc., assists clients with achieving their financial goals.  We provide comprehensive, individualized service focused on understanding and achieving clients’ unique needs and objectives.   ...
 Related:  Investment - Operations/Admin,  Finance - Operations/Admin,  Finance - Advisor/Services
9/12/2014Senior Operations/Compliance SpecialistWaukesha State BankOconomowoc, WINot Provided
 Senior Operations/Compliance Specialist Prairie Financial Group® A Division of Waukesha State Bank   Prairie Financial Group® Profile: Prairie Financial Group®, Waukesha State Bank's wealth management division, is committed to delivering exceptional customer service in an environment that is transpa ...
 Related:  Investment - Operations/Admin,  Finance - Operations/Admin
9/19/2014Wealth Investment AnalystJohnson Financial GroupRacine, WINot Provided
 Tracking Code7887Job Description Job Purpose The primary role of the Investment Analyst is to conduct fundamental research and due diligence on mutual funds and money managers. The Investment Analyst is responsible for developing and maintaining the Approved List of mutual funds for use by Relationship Managers and Portfol ...
 Related:  Investment - Consultant,  Investment - Operations/Admin,  Finance - Operations/Admin
9/19/2014Wealth Investment EconomistJohnson Financial GroupRacine, WINot Provided
 Tracking Code7888Job Description The Investment Economist provides expert advice and forecasts on the impact of economic events on investment portfolios managed by Johnson Bank. The Investment Economist will be responsible for asset allocation recommendations, writing position papers on the impact current events will or mi ...
 Related:  Investment - Consultant,  Investment - Operations/Admin,  Finance - Operations/Admin
9/19/2014Investment Closing CoordinatorNorthwestern MutualMilwaukee, WINot Provided
 Job ID: 14-0947 Description: BASIC FUNCTION: Under the direction of the Director - Investment Closing and the general guidance of the Investment Closing Specialists, responsible for the initial preparation of the loan closing documentation on selected investments. Provides legal and general administrative assistant supp ...
 Related:  Admin - Secretarial and Office Mgmt,  Investment - Operations/Admin
9/11/2014Experienced Investment Banking Associate - Industrial TeamRobert W. Baird & Co.Milwaukee, WINot Provided
 Baird Position Title:Experienced Investment Banking Associate - Industrial TeamDepartmentInvestment BankingReq TypeExemptLocationWI - MilwaukeeJob DescriptionFor nearly 95 years, Baird has provided high-quality financial advice and services with clients' best interests in mind. Employee owned and independent, Baird serves i ...
 Related:  Investment - Operations/Admin,  Finance - Operations/Admin
9/4/2014Operations SpecialistAnnex Wealth Management, LLCElm Grove, WINot Provided
 We are seeking a talented professional to assist in the management of the day-to-day investment operations of our wealth management firm.  The Specialist will develop and demonstrate an in-depth knowledge of the investment management and/or securities brokerage industry including a detailed understanding of custodians, ...
 Related:  Investment - Operations/Admin,  Finance - Operations/Admin
9/30/2014Sr. Relationship Manager (Wealth Mgt.)PNC Financial Services Group,...Milwaukee, WINot Provided
Auto req ID 194490BR Position Title Sr. Relationship Manager (Wealth Mgt.) Line of Business Asset Management Group Position City WI - Milwaukee Location(s) WI - Milwaukee Building Location Code WI033 - Milwaukee - 411 E Wisconsin Job Type Regular Job Status Full Time Job Description As a Relationsh ...
 Related:  Investment - Operations/Admin

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