Director Investor Relations Badger Meter IncDirector Investor RelationsMilwaukee, WIAs a key partner to the CEO, CFO, and executive team, you will lead investor relations strategy, oversee ESG communications, and help position Badger Meter with analysts, investors, and other stakeholders. What You Will Contribute: Badger Meter is seeking a strategic and highly visible Director, Investor Relations to lead the company's engagement with the investment community and serve as a trusted advisor to executive leadership.
NewClient Service Associate Russell Investments Group, LLCClient Service AssociateMilwaukee, WI$50,000–$60,000 / yearWork with financial advisors, sponsors and account administrators to coordinate the account opening process and transactions of Russell Personalized Managed Accounts (PMA). Job Description: The primary purpose of this position is to be the first point of contact for existing and potential clients by answering inbound telephone calls and providing client service for products within US Advisor & Intermediary Solutions (AIS).
Wealth Portfolio Manager Johnson Financial GroupWealth Portfolio ManagerMilwaukee, WIThis role manages moderately complex client relationships with increasing independence and accountability, emphasizing investment strategy development, disciplined portfolio construction, proactive client engagement, and integration with broader financial planning. The Wealth Portfolio Manager is responsible for delivering high-quality investment advice and portfolio management for high-net-worth (HNW) client relationships, in close partnership with a Wealth Advisor.
Director of Disability Underwriting – Large Case Unit MassMutualDirector of Disability Underwriting – Large Case UnitMilwaukee, WisconsinRemoteLead the Disability Large Case Unit underwriting team, providing efficient, proactive and exceptional service experience to our field offices and advisors, while ensuring staffing and variable capacity meet growing demands. This is a “player-coach” leadership role, combining hands-on underwriting expertise with day-to-day leadership, enabling strong risk discipline, execution, and advisor partnership.
Insurance Agent with Training Wisconsin Region - Modern Woodmen of AmericaInsurance Agent with TrainingMilwaukee, WIFull timeThe Frey Region at Modern Woodmen of America is seeking driven professionals who want to build a career as holistic financial planners, individuals passionate about helping others achieve both financial protection and financial growth. Danny Frey II is Regional Director for Modern Woodmen of America, where he focuses on helping members and advisors create lasting impact through financial guidance and community involvement.
NewWealth Trust Officer AllianceStaff, LLCWealth Trust OfficerMilwaukee, WIOperating within South Dakota’s highly favorable regulatory banking environment, YOU will protect, grow, and smoothly transition client legacies with the highest level of professionalism. Legacy Administration : Manage the day-to-day operations of a complex book of personal and pooled trust accounts, ensuring seamless asset and cash distributions.
Registered Operations Leader Ameriprise Financial IncRegistered Operations LeaderMilwaukee, WILeverage your strong leadership skills by managing branch staff (including Registered Client Service Associates and non-registered Client Service Associates), working directly with employee advisors, and partnering with additional branch leaders. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and create a positive impact on a client's overall experience, we invite you to take your career to the next level by applying to join our team today!
Office Coordinator and Administrative Assistant Curi CapitalOffice Coordinator and Administrative AssistantMilwaukee, Wisconsin$20–$25 / hourIncoming Mail: Return client physical tax documents, mail out paper tax returns, prep certified mail packages, document/track outgoing certified mail via USPS. Technical Savvy: Proficiency with Microsoft Office Suite (Outlook, Excel, Word) and comfort learning new digital document management platforms.
Associate Regional Director (Hybrid Wholesaler) Russell Investments Group, LLCAssociate Regional Director (Hybrid Wholesaler)Milwaukee, WI$60,000–$65,000 / yearThrough many relationships across a broad group of distribution partners, the Associate Regional Director assists financial professionals in the positioning of Russell Investments products to build stronger investment outcomes for their clients along with helping advisors in creating a more consistent investment practice/business. The Associate Regional Director works in close partnership with the Regional Director(s) and other Russell Investment teams, ultimately creating a unified and highly targeted approach to provide a consistent, elite client experience.
PMA Services Associate Russell Investments Group, LLCPMA Services AssociateMilwaukee, WI$55,000–$60,000 / yearAs a PMA Operational & Service Associate (PMA Services Associate), you will play a crucial role in maintaining the relationship between Russell Investments, various financial sponsors, and our partnering platform provider regarding the Personalized Managed Accounts (PMA) program. Support Russell Investments' sales team and/or advisors regarding client onboarding functions, including but not limited to: Reviewing client documentation to ensure completeness.
PWM Wealth Strategist US BankPWM Wealth StrategistMilwaukee, WI$159,970–$188,200 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Leverages thorough knowledge of all Wealth products offered by U.S. Bank, including fiduciary products, to identify and implement strategies working with client's external and internal advisors.
Alternative Invest Supv 2 US BankAlternative Invest Supv 2Milwaukee, WI$111,095–$130,700 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Reviews the accounting and financial statement information provided for audit and tax reviews, documentation and set-up of the accounting principles for unusual investment types, and set-up/processing of complex expense and incentive fee calculations and reconciliation items.
Mutual Funds Relationship Manager US BankMutual Funds Relationship ManagerMilwaukee, WI$134,280–$164,120 / yearU.S. Bancorp Fund Services (USBFS) Relationship Managers are viewed as trusted advisors and we work with our clients to continually assess the rapidly changing business environment to provide expertise and guidance so our clients can focus on growing their firm's assets. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Payroll Director - Managed HR Services Baker Tilly Virchow KrauseLLPPayroll Director - Managed HR ServicesMilwaukee, WI$116,000–$345,330 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
NewAlternative Invest Supv 1 U.S. BankAlternative Invest Supv 1Milwaukee, WisconsinIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Reviews the accounting and financial statement information provided for audit and tax reviews, documentation and set-up of the accounting principles for unusual investment types, and set-up/processing of complex expense and incentive fee calculations and reconciliation items.
Tax Manager Baker Tilly Virchow KrauseLLPTax ManagerMilwaukee, WI$90,000–$126,390 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects.
Lead Threat Hunter US BankLead Threat HunterBrookfield, WI$126,820–$149,200 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. U.S. Bank is looking for an experienced Lead Threat Hunter to join our existing security incident response program and help us ensure the security of the enterprise by finding and responding to advanced threats in our environment.
Senior Corporate Counsel - Wealth Management - Personal Trust And Investments Attorney US BankSenior Corporate Counsel - Wealth Management - Personal Trust And Investments AttorneyMilwaukee, WI$133,365–$156,900 / yearThis posting is for an in-house attorney who will serve as a trusted advisor, providing legal support related to fiduciary administration and investment management services offered by a national bank, sitting at the intersection of fiduciary law, banking regulation, and business strategy. The Law Division has received several awards for its pro bono contributions, including the Minnesota Corporate Pro Bono Council's "Excellence in Pro Bono Award," and we encourage our legal professionals to contribute time and expertise to pro bono work as part of their role.
New["Service Advisor","Service Advisor"] DBHW Wealth Partners["Service Advisor","Service Advisor"]South MilwaukeeDuties / ResponsibilitiesGeneral SupportCarries out planning, analysis, investment and other decisions that affect client relationships, consulting with the Lead Advisor/Managing Director on complex decisions as neededGrows existing client relationships by adding more assets under management, identifying opportunities for additional services and seeking referralsLeverages the time and expertise of Lead Advisors/Managing Directors by assisting them and at times replacing them in the execution of steps in the client service processPrepares and updates financial plans, working with clients to obtain the necessary information and ensuring that it is accurately entered into the firm's financial planning systemsWorks with Lead Advisors/Managing Directors to discuss, review and finalize financial planning assumptions and design decisionsWorks with clients, under the supervision of Lead Advisors/Managing Directors, to obtain information and prepare risk profiles and investment policy statementsCoordinates the transfer of client assets to the firm during new client onboarding, working closely with the Operations GroupDevelops asset allocation strategies and works independently or with the Investment Group to implement (in firms without an Investment Department, may be responsible for all or most of the initial portfolio creation)Rebalances portfolios as directed by the Investment Committee and the Lead Advisor/Managing Director working with the clientParticipates in all client meetings and adds value to meetings by delivering presentations, facilitating discussions and preparing informationCreates custom worksheets and analyses where needed to answer client questions or research investment opportunitiesResearches new investment products and vendorsFacilitates the adoption of new technology by client service teams and trains others as necessaryFrequently supervises and trains entry‑level positions and the Operations GroupAdvises clients on appropriate financial products in the context of their plansRequired Skills / AbilitiesService Advisors are expected to have expertise in the following skill areas:Financial planning and financial adviceClient serviceCompliance processProject/time managementClient and internal communicationsService Advisors typically work to develop their skills in the following areas:Relationship managementNetworkingManagement and leadershipCoaching and mentorshipEducation, Experience, and Licensing5‑9 years of experience in an advisor role required. DBHW Wealth Partners is a leading investment management, financial, and tax planning firm dedicated to providing exceptional financial direction for those who dedicate their lives to educating and serving the public.
Strategic Account Advisor Elevance HealthStrategic Account AdvisorWaukesha, WisconsinWe are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve. Location: This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance.