Job(s) 1 to 15 of 16
DateJob TitleRelevanceCompanyJob LocationSalary
1/27/2015Client Relationship AssociateFinancial Wealth Management, L...Madison, WI$35,000-$45,000 p/y
 Featured PositionFinancial 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
1/27/2015Participant Services CoordinatorFrancis Investment Counsel LLCBrookfield, WINot Provided
 Recently PostedSummary A highly motivated professional and master multi-tasker, the Participant Services Coordinator coordinates the delivery of workplace financial education programs for a team of financial advisors.  The Coordinator designs and prepares education materials, plan special events, and is an integral part of an invest ...
 Related:  Investment - Operations/Admin,  Finance - Operations/Admin,  Finance - Advisor/Services
1/23/2015Entry Level Paralegal - Recent College Graduates Encouraged...GROUP IIMilwaukee, WINot Provided
 Recently PostedAre you a recent college graduate looking to establish yourself one of the most reputable law firms in the state?  If so, this outstanding position could be for you!   Corporate Milwaukee law firm is currently searching for a Trust Services Paralegal to complement their team. Responsibilities will include p ...
 Related:  Legal - Paralegal and Support Staff,  Investment - Operations/Admin,  Finance - Operations/Admin
1/23/2015Back Office Operations AnalystCrabel Capital Management, LLCMilwaukee, WINot Provided
 Recently PostedOutstanding Career Opportunity with Hedge Fund
Crabel Capital Management, LLC is an investment firm managing approximately $1.5 billion in assets.  We specialize in trading short term systematic strategies across multiple asset classes including futures, currencies and equities.   We are seeking two detail oriented, hardworking individuals with the skills an ...
 Related:  Accounting - General,  Investment - Operations/Admin,  Finance - Operations/Admin
1/21/2015Senior Manager, Credit Union Investment Product Management J... Application on Employer's WebsiteCUNA MutualMadison, WINot Provided
 Recently PostedWork Location: Madison, WIWe are seeking an uncommon professional to join our team as a Senior Manager, Credit Union Investment Product ManagementJob Purpose:The Senior Manager - Product and Business Management role is a critical leadership role with accountability for managing the P&L of an insurance and/or wealth manageme ...
 Related:  Investment - Operations/Admin
1/5/2015ParaplannerAmeriprise FinancialMadison, WI$41K-$54K
 Madison, WI - Financial Advisor is seeking a fulltime (40 hours/week), Paraplanner.  Key responsibilities include financial plan case preparation, including detailed analysis and recommendations; Assistance with case strategy and investment management, and trades/transactions. Successful candidates will be highly de ...
 Related:  Investment - Operations/Admin,  Finance - Operations/Admin,  Finance - Advisor/Services
1/14/2015Investment Banking Recruiter Application on Employer's WebsiteRobert W. Baird & Co.Milwaukee, WINot Provided
 Baird Position Title:Investment Banking RecruiterDepartmentInvestment BankingReq TypeExemptLocationIL - ChicagoWI - MilwaukeeJob DescriptionSUMMARY: We are seeking an experienced recruiting professional to support the US Investment Banking department's recruiting efforts for undergraduate and graduate school-related full-ti ...
 Related:  Investment - Operations/Admin,  Finance - Advisor/Services,  HR - Recruiting
1/11/2015Processing Technician (LTE) Application on Employer's WebsiteQ.B.E North AmericaWeatogue, CT; Sun Prairie, WINot Provided
 Federal ContractorJob Title: Processing Technician (LTE) Job ID: 26196 Location: CT-Simsbury;Nationwide Full/Part Time: Full-Time Regular/Temporary: Regular Job Summary Support efficient and effective processing operations by ensuring quality customer service and providing accurate and timely delivery of reports to meet business needs. Essen ...
 Related:  Professional and Technical,  Investment - Operations/Admin
1/13/2015Life/AD&D Product Manager Job Application on Employer's WebsiteCUNA MutualMadison, WINot Provided
 Work Location: Madison, WIWe are seeking an uncommon professional to join our team as a Life/AD&D Product ManagerThe Product Manager role is a critical leadership role with accountability for managing the Life and/or AD&D product or programs, or for managing a component of a larger, more complex product or program. The per ...
 Related:  Investment - Operations/Admin
1/12/2015Manager, Strategic Change Office Application on Employer's WebsiteRobert W. Baird & Co.Milwaukee, WINot Provided
 Baird Position Title:Manager, Strategic Change OfficeDepartmentFirm AdministrationReq TypeExemptLocationWI - MilwaukeeJob DescriptionSUMMARY:A Manager in the Strategic Change Office will work with leaders and other change agents across the firm to effectively implement strategic corporate change. Day-to-day responsibilitie ...
 Related:  Management and Supervision,  Environmental and Natural Resources,  Investment - Operations/Admin
12/28/2014Wealth Investment Analyst Application on Employer's WebsiteJohnson Financial GroupRacine, WINot Provided
 Federal ContractorTracking Code7887Job Description 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 Portfolio Managers ...
 Related:  Investment - Consultant,  Investment - Operations/Admin,  Finance - Operations/Admin
1/8/2015Business Process Analyst, Securities Lending Application on Employer's WebsiteBMO Harris BankMilwaukee, WINot Provided
 Federal ContractorThe BMO GAMSecurities Lending group acts as an agent lender for some of the firm's majorinstitutional trust and custody clients. This position is responsible for project implementations and support ofvarious applications for Securities Lending including coordination of projects, account conversions/de-conversions,upgrades ...
 Related:  Banking - General,  Investment - Operations/Admin,  Finance - Advisor/Services
12/29/2014Client Services AssociateWFA StaffingMilwaukee, WI; Wauwatosa, WI$45-$55K
 Career oportunity with Industry Leader
Prestigious Milwaukee area investment firm is in need of a experienced Client Services Associate.  This  person will assist the Financial Planners by preparing for client meetings, process securities,applications and transfers.   This position requires excellent communication (oral and written) and good c ...
 Related:  Investment - Trading,  Investment - Operations/Admin,  Finance - Advisor/Services
1/13/2015Examiner,Title,Sr Application on Employer's WebsiteFirst American Financial Corpo...Manitowoc, WINot Provided
 Examiner,Title,Sr Job Family: Title Requisition Number: 29055BR Work Location: Manitowoc, WI Employment Category: ...
 Related:  Insurance - Management,  Insurance - Broker,  Investment - Operations/Admin
1/2/2015Sr. Relationship Manager (Wealth Mgt.) Application on Employer's WebsitePNC Financial Services Group,...Milwaukee, WINot Provided
 Federal ContractorAuto 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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