Job(s) 1 to 15 of 76
DateJob TitleRelevanceCompanyJob LocationSalary
9/1/2014Operations 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
8/29/2014Client Service Assoc -2Bremer Financial Corp.Amery, WINot Provided
 
 
Job Description Job Title: Client Service Assoc -2 Job ID: 3429 Location: Amery, WI Full/Part Time: Full-Time Regular/Temporary: Regular Job Description Support clients' banking needs by completing a variety of teller transactions in compliance with all applicable standards, policies, procedures and regulatory requireme ...
 Related:  Investment - Consultant,  Finance - Advisor/Services
9/1/2014Head 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
8/29/2014Client Relationship ManagerGreat-West FinancialMadison, WI; Glendale, WINot Provided
 
 
Client Relationship ManagerJob ID 10220# Positions 1Location US-WI-MadisonUS-WI-MilwaukeePosted Date 8/28/2014Category Relationship Management Share this job on LinkedIn.Position HighlightsGreat-West Retirement Services, a division of Great-West Life & Annuity is currently seeking a Client Relationship Manager to support ...
 Related:  Investment - Management,  Investment - Consultant
8/28/2014Client Service Assoc -1Bremer Financial Corp.Elk Mound, WINot Provided
 
 
Job Description Job Title: Client Service Assoc -1 Job ID: 3425 Location: Eau Claire, WI Full/Part Time: Full-Time Regular/Temporary: Regular Application Deadline Application Deadline:Job Description Support clients' banking needs by completing a variety of teller transactions in compliance with all applicable standards ...
 Related:  Investment - Consultant,  Finance - Advisor/Services
8/29/2014Research AnalystAssociated BankGreen Bay, WINot Provided
 
 
Research AnalystResearch Analyst-1411761Description The senior analyst works independently to monitor an assigned portion of the equity and/or fixed income market, performs detailed research on industries and companies, discerns among available investments which are most attractive, and communicates recommendations, comment ...
 Related:  Investment - Consultant
8/28/2014Client Service Assoc -1Bremer Financial Corp.Elk Mound, WINot Provided
 
 
Job Description Job Title: Client Service Assoc -1 Job ID: 3426 Location: Eau Claire, WI Full/Part Time: Part-Time Regular/Temporary: Regular Application Deadline Application Deadline:Job Description Support clients' banking needs by completing a variety of teller transactions in compliance with all applicable standards ...
 Related:  Investment - Consultant,  Finance - Advisor/Services
9/1/2014Wealth Advisor I - IV (Fiduciary)Johnson Financial GroupMequon, WINot Provided
 
 
Tracking Code7679Job Description The Wealth Advisor is responsible for developing new relationships by delivering exceptional advice to high net worth client relationships. The ability to balance new business activities and servicing of existing relationships will be critical in this role. Key Responsibilities Ongoing de ...
 Related:  Investment - Consultant,  Finance - Operations/Admin,  Finance - Advisor/Services
8/26/2014Client 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
8/25/2014Senior Account AdministratorDivision 10 PersonnelMilwaukee, WINot Provided
 Our client, a top Milwaukee area SEC registered investment management firm, is interviewing qualified individuals for a key role as the Senior Account Administrator. This individual will join the team that supports the investment management process by providing the portfolio managers with specific account and market informa ...
 Related:  Investment - Operations/Admin,  Finance - Operations/Admin
8/27/2014Project Manager- Financial ServicesIntegral Recruiting Services,...Milwaukee, WI$85,000- $95,000
 
 
Project Manager- financial Services- Pension Division Permanent Opportunity for experienced individual who has worked in Financial Services or with Pension Plans. Management experience necessary running a team of individuals, handling problems, changes or technical upgrades to the system. ...
 Related:  Investment - Operations/Admin,  Finance - Management,  Finance - Advisor/Services
8/27/2014Wealth Portfolio ManagerJohnson Financial GroupMequon, WINot Provided
 
 
Tracking Code7736Job Description The Wealth Portfolio Manager is responsible for developing new relationships by delivering exceptional advice to high net worth client relationships. The ability to balance new business activities and servicing of existing relationships will be critical in this role. Key Responsibilities ...
 Related:  Investment - Consultant,  Finance - Operations/Admin,  Finance - Advisor/Services
8/27/2014Investment 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
8/20/2014Business Development Officer - Wealth ManagementWaukesha State BankOconomowoc, WINot Provided
   Business Development Officer - Wealth Management Prairie Financial Group  A Division of Waukesha State Bank    Position Summary: Business Development Officers identify individuals and businesses with fiduciary and investment management needs to be serviced through Prairie Financial Group, a d ...
 Related:  Investment - Consultant
8/28/2014Investment 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

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