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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
Full Time / High School or Equivalent Required
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 degr
Full Time / Bachelor's Degree Required
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
Full Time / Bachelor's Degree Required
Posted Today
The Fund Development Coordinator will Identify, cultivate, solicit and steward donors for the Fundraising and Communications Department. This position will manage and maintain the fundraising database. And will be responsible as the project lead on planning and executing IF fundraising events with the help of the Fund Development and Marketing Team. Staff is expected to be in the office during reg
Full Time / Bachelor's Degree Required
Posted 2 days ago
Bankers’ Bank, Madison, WI Client Service Associate Full Tim, Non Exempt, M F, 8am 5pm Join the team of professionals at Bankers’ Bank and become part of company that is built on excellence, dedicated to our customers, and supports local community banks. At Bankers' Bank, you'll find a rewarding career that will allow you to grow as a professional while gaining insight as to ho
Full Time / High School or Equivalent Required
Posted 7 days ago
At Real Property Management Greater Madison, our proven experience and industry leadership have given us the edge in developing top tier property management professionals. As one of the largest residential management corporations in the United States and Canada, we have the training and support to take you from a job to a career. Property Manager is responsible for providing clients with top tier
Full Time
Posted 12 days ago
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
Full Time / Bachelor's Degree Required
Posted 7 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
Full Time / Bachelor's Degree Required
Posted 7 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
Full Time
Posted 10 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 $157 billion in clien
Full Time
Posted 6 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
Full Time / Bachelor's Degree Required
Posted 5 days ago
Assist in department Marketing Reconcile commissions Update Jack Henry System Referral management Assist with department charts and reports Assist with Medallion program support Critical Competencies Accuracy Customer Service Excellence Teamwork Requirements High school diploma or GED 2 3 years of experience in a clerical or administrative role Experience within the Investment industry preferred
Part Time / High School or Equivalent Required
Posted 6 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
Full Time
Posted 13 days ago
UMB Financial Corporation - 
Kansas City, MO / Milwaukee, WI
Perform transfer agent accounting functions and review completed work for private equity, alternative investment and dividend reinvestment clients. Verify and reconcile all investor cash and share activity Verify monthly valuations Create share sheets, deal boards and cash letters Meet daily fund deadlines and other fund related time requirements Respond to any questions or inquiries from internal
Full Time / Bachelor's Degree Required
Posted 18 days ago
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
Full Time / Bachelor's Degree Required
Posted 18 days ago
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