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Assist with processing support functions within area of responsibility by providing customer service to key stakeholders, providing accurate and timely delivery of products and ensuring alignment with productivity and company standards. Primary Responsibilities Assist with delivery of timely and accurate reports and identifying and recommending changes for operational improvements Interpret and ex
Posted Today
The Financial Services Consultant produces additional revenue for the dealership by selling finance and insurance programs and other appropriate after sale items to new and used vehicle customers. Works directly with our employees and customers to develop relationships and help bridge disconnects in the sales process. Essential Functions Sells finance & insurance products to customers Builds rappo
Posted 1 day ago
Ongoing development and execution of an individual business plan to achieve new business development, client referral and retention objectives. Responsible for significant new business and revenue growth. Deliver a distinctive client experience that leverages our unique value proposition through investment management, financial planning and advisory services. Understand client's financial objectiv
Posted Today
Position at First Business Join our winning team as an Investment Associate II First Business Financial Services (NASDAQ FBIZ) is a Wisconsin based bank holding company and is the parent of the First Business family of companies, managing shareholder relations and providing access to capital for our operating entities. At First Business, we've built a team whose expertise extends to specific typ
Posted Today
UMB Financial Corporation
- Kansas City, MO / Milwaukee, WI
Responsibilities The AI Operations Specialist will be responsible for reviewing, inputting, and recording investment related documents for hedge and alternative fund issuers, administrators and their investors. Key functions include Ensure that all transactions are processed accurately, timely, and completed in their entirety Participate in projects/project teams and client conversions Test new sy
Posted Today
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 1 day ago
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 5 days ago
Wisconsin Bank & Trust is a growing dynamic organization with many locations offering uniquely different banking and financial solutions for businesses and personal clients. As a performance driven company, we strive to create a culture of excellence with high standards, and high values while providing outstanding growth and involvement opportunities for employees. Join a team that makes "Great Th
Posted 9 days ago
Primary duties Assessing defaulted loan situation to determine involvement and interest of related parties (landlord, counsel, distributor) and making determination of collateral value to design alternative proposals for our secured position Select course of action and facilitate commercial lease negotiations, coordinate efforts of local distribution to support course of action, and negotiate purc
Posted Today
Provide guidance to analysts and project teams Collaborate with the Finance organization to provide Accounting and Finance guidance to customers Help communicate and explain financial concepts and methods to individuals throughout the assigned area The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time. Job Requirements Bachelor's deg
Posted Today
Bank Investment Sales & Trading Full Time Exempt M F 8 00 – 5 00 Job Summary Sales and trading of fixed income, bank eligible securities for community banks; analysis of bank portfolios and fixed income security analysis; marketing of Investment Department products and services. Job Duties & Responsibilities Essential functions are in bold Buy and sell bank eligible fixed income secu
Posted 6 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 12 days ago
Wealth Advisory Services Sales a. Becomes the trusted advisor for prospective clients, including establishing rapport, developing a strong partnership, providing financial planning services, accurately describing Wealth Advisory services, and securing new relationships. b.Identifies and secures additional revenue potential with existing clients, business relationships and other sources. c.Seeks to
Posted 12 days ago
Preparing and/or reviewing all necessary work papers, status documents and reports related to our internal audit engagements, with an eye on quality, thoroughness and accuracy Taking the role as selected on certain audit engagements as the In charge Senior which will entail leading the team through the entire internal audit process Monitoring and reporting regarding the productivity of staff, and
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 15 days ago
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