Investment Operations Senior Specialist StratAcuity Staffing Partners IncInvestment Operations Senior SpecialistMilwaukee, WI$26–$30 / hourExperience consulting to sophisticated advisors/practices (ensembles, Fee-Based Planners, Private Client Group and Forum advisors/firms) with the ability to assess and understand how services and solutions may increase efficiencies and allow them to better serve clients. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA.
Investment Operations Senior Specialist (46165) Levi, Ray & Shoup IncInvestment Operations Senior Specialist (46165)Milwaukee, WI$22–$28 / hourThis role contributes to evaluating advisor needs, implementing service strategies, and ensuring retirement distribution plans are executed in alignment with client financial plans and internal retirement algorithms. Establish and maintain servicing instructions, monitor daily cash activity, and proactively follow up with advisors when distribution cash levels fall below targets.
Investment Operations Senior Specialist LRSInvestment Operations Senior SpecialistMilwaukee, WI$22–$28 / hourThis role contributes to evaluating advisor needs, implementing service strategies, and ensuring retirement distribution plans are executed in alignment with client financial plans and internal retirement algorithms. Establish and maintain servicing instructions, monitor daily cash activity, and proactively follow up with advisors when distribution cash levels fall below targets.
NewSr Audit Specialist FairygodbossSr Audit SpecialistMilwaukee, WI$72,000–$108,000 / yearFocuses on audits of the Company's public, private, and real estate investment operations, retail brokerage operations, as well as shared services such as Human Resources, Actuarial, and Third Party Risk Management. Cross Functional Partnering & Planning: Facilitates collaboration, communication, coordination, and planning with individuals and teams from different functions within the organization, and who have different areas of expertise, to achieve common goals.
Marketing & Communications Specialist R&R Insurance Services IncMarketing & Communications SpecialistWaukesha, WIHere's what will help you thrive in this role: 3-5 years of professional marketing, communications, business development, or sales support experience; Commercial Lines insurance agency or brokerage experience highly preferred. Responsibilities include: Coordinate marketing campaigns and communications, including CRM initiatives, producer communications, seminar invitations, direct mail, and sales collateral.
Property & Casualty Operations Manager M3 Insurance Solutions IncProperty & Casualty Operations ManagerWauwatosa, WIThis role offers an exciting combination of strategic leadership, team development, and client service excellence, making it an ideal opportunity for ambitious managers looking to make a transformative impact in a growing organization. Champion M3s Vision, Strategies, Values, and Goals, creating an environment that supports employee growth and empowers team members to contribute meaningfully to organizational success.
Trading Srvcs Cons The Northwestern Mutual Life Insurance CoTrading Srvcs ConsFranklin, WI$98,320–$147,480 / yearJoin the General Trading team within Northwestern Mutual's Investment Client Services division, where you'll serve as a trusted advisor to clients and Financial Representatives on securities transactions across equities, fixed income, and options. Manage the transition and ongoing servicing of advisory and retirement accounts when a local advisor is no longer available, including annual reviews, investment guidance, suitability determinations, and administrative coordination.
Mutual Fund Relationship Manager 3 U.S. BankMutual Fund Relationship Manager 3Milwaukee, WisconsinU.S. Bank Global Fund Services offers fund administration, compliance, legal administration, fund accounting, fulfillment, distribution and marketing, custody, securities lending, transfer agent and shareholder services and alternative investment product services. We have numerous opportunities for individuals, with excellent multitasking abilities to provide a superior level of service within the mutual fund industry to our growing group of high-profile clients and their shareholders.
Mutual Fund Relationship Manager 3 U.S. BancorpMutual Fund Relationship Manager 3Milwaukee, WI$75,820–$89,200 / yearU.S. Bank Global Fund Services offers fund administration, compliance, legal administration, fund accounting, fulfillment, distribution and marketing, custody, securities lending, transfer agent and shareholder services and alternative investment product services. Job Descriptions: Act as the primary liaison for clients regarding transfer agent (TA) services, providing professional, timely support to mutual fund clients, shareholders, auditors, and internal partners.