NewBrokerage Operations Manager SchneiderBrokerage Operations ManagerGreen Bay, WIThis diversity and openness ensures all associates have equal access to opportunities and resources to contribute fully to the organization's success, and it fuels innovation, improves strategic thinking and cultivates leadership. Schneider is seeking a Brokerage Operations Manager in Green Bay, WI to provide leadership to a team of logistics brokers.
NewBrokerage Specialist SchneiderBrokerage SpecialistGreen Bay, WIThis diversity and openness ensures all associates have equal access to opportunities and resources to contribute fully to the organization's success, and it fuels innovation, improves strategic thinking and cultivates leadership. Schneider is seeking a Brokerage Specialist in Green Bay to take on support shift brokerage duties within Schneider's Transportation Management (STM) division.
Brokerage Operations Manager Schneider National IncBrokerage Operations ManagerGreen Bay, WIThis diversity and openness ensures all associates have equal access to opportunities and resources to contribute fully to the organization's success, and it fuels innovation, improves strategic thinking and cultivates leadership. Job overview: Schneider is seeking a Brokerage Operations Manager in Green Bay, WI to provide leadership to a team of logistics brokers.
Marina Sales & Brokerage Specialist The Boat HouseMarina Sales & Brokerage SpecialistSister Bay, WI$125,000–$250,000 / yearFull timeLocated in beautiful Door County, Wisconsin, The Boat House offers the opportunity to work in one of the Midwest's premier boating destinations with an established customer base, strong seasonal traffic, and a passionate boating community. The Boat House of Door County is searching for a passionate and energetic Marine Sales & Brokerage Specialist to join our dynamic team of customer-focused professionals.
Director of Brokerage / RIA Operations and Controls Associated Banc-CorpDirector of Brokerage / RIA Operations and ControlsGreen Bay, WI$137,200–$235,200 / yearWe welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience. Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success.
NewBrokerage Specialist Schneider National IncBrokerage SpecialistGreen Bay, WIThis diversity and openness ensures all associates have equal access to opportunities and resources to contribute fully to the organization's success, and it fuels innovation, improves strategic thinking and cultivates leadership. Job overview: Schneider is seeking a Brokerage Specialist in Green Bay to handle support shift brokerage duties for Schneider's Sales Team.
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 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 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.
NewCorporate Financial Analyst Marsh & McLennan Companies IncCorporate Financial AnalystAppleton, WI$69,400–$121,400 / yearWith offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh (NYSE: MRSH). Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities.
AIS Operations Processing Specialist Associated Banc-CorpAIS Operations Processing SpecialistGreen Bay, WI$19.96–$34.21 / hourEducation Associate''s Degree or equivalent combination of education and experience Financial Services Required Bachelor''s Degree Finance Preferred Bachelor''s Degree Accounting Preferred Bachelor''s Degree Economics Preferred Experience 1-3 years Financial Services Required 3-5 years Brokerage Preferred Licenses and Certifcations Series 7-Stockbroker Exam within 2 years Preferred Other Series 66 License within 2 years Preferred. • Provide exceptional and timely support and service to front-office colleagues specific to operational procedures and processes, general broker/dealer product offerings, broker/dealer systems, and broker/dealer policies and procedures by working directly with product and system vendors resolve/trouble issues.
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 ManagerFond du Lac, 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. 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.