Investment Banking Analyst Robert W. Baird & Co. IncorporatedInvestment Banking AnalystMilwaukee, WIUse AI tools like Rogo and auxi to streamline the creation of pitch books and models, and employ data visualization software like Power BI to generate data-driven insights and reports for client materials. Note to External Recruiters / Search Firms: Baird does not accept unsolicited resumes and will not compensate for any placement resulting from such submissions.
NewInvestment Banking Analyst Selby Jennings LtdInvestment Banking AnalystMilwaukee, WIThis role offers the opportunity to work closely with senior bankers and gain hands-on exposure across all aspects of the transaction process, including sell-side M&A, acquisitions, divestitures, and recapitalizations. 1+ years of experience in investment banking, transaction advisory, valuation, accounting, corporate finance, or a related field.
Investment Analyst - Private Debt & Equity Northwestern MutualInvestment Analyst - Private Debt & EquityMilwaukee, WisconsinNorthwestern Mutual Capital (NMC) is a committed investor in the private credit (senior & mezzanine) and equity co-investment (common & structured) markets and a leading player in the investment grade privately placed debt market. A broad knowledge of investments, an understanding of economic forces affecting a wide range of industries, proficiency in accounting, and strong computer modeling skills, and intellectual curiosity.
NewInvestment Banking Buy Side Analyst Selby Jennings LtdInvestment Banking Buy Side AnalystMilwaukee, WI1+ years of experience in investment banking, transaction advisory, valuation, accounting, corporate finance, or a related field. Our client is a boutique investment banking and M&A advisory firm seeking an Analyst to join its growing team.
Universal Banker The RiverbankUniversal BankerLa Crosse, WIPosition Summary: A Universal Banker is responsible for meeting customer needs by opening new deposit accounts and maintaining existing deposit account services as well as assisting with customer inquiries. Knowledge in the differentiating account structures: including IRAs, HSAs, Revocable and Irrevocable Trusts, Fiduciary Accounts, general account titling and personal and business account structures.
Investment Principal - Private Debt & Equity Northwestern MutualInvestment Principal - Private Debt & EquityMilwaukee, WINorthwestern Mutual Capital (NMC) is a committed investor in the private credit (senior & mezzanine) and equity co-investment (common & structured) markets and a leading player in the investment grade privately placed debt market. The stability of our capital base has led private equity firms and corporations around the world to rely on NMC for strategic funding to support leveraged transactions and capital investments.
Investment Associate - Private Debt & Equity Northwestern MutualInvestment Associate - Private Debt & EquityMilwaukee, WisconsinNorthwestern Mutual Capital (NMC) is a committed investor in the private credit (senior & mezzanine) and equity co-investment (common & structured) markets and a leading player in the investment grade privately placed debt market. The Pre-MBA NMC Associate position provides an outstanding opportunity to engage with NMC’s Private Equity partners, develop a strong analytical framework, and succeed in a high-volume, lean deal team environment.
Investment Analyst Intern - Private Debt & Equity, Summer 2027 Northwestern MutualInvestment Analyst Intern - Private Debt & Equity, Summer 2027Milwaukee, WisconsinAs analysts develop in the role, they are expected to take on more responsibility within the organization by coordinating and communicating directly with corporate executives and presenting investment opportunities directly to the senior members of Northwestern Mutual Capital. The Pre-MBA NMC analyst program provides a unique opportunity to engage with NMC’s Private Equity partners, develop a strong analytical framework, and succeed in a high-volume, lean deal team environment.
Wealth Planning & Investment Analyst Nicolet National BankWealth Planning & Investment AnalystGreen Bay, WisconsinAs a Wealth Planning & Investment Analyst, you will: Analytical Work closely with Managing Director, Wealth Advisors, and Trust Administrative Officers to help maintain appropriate investment strategies and asset allocations for client portfolios based on individual client circumstances, objectives, and risk tolerance. The Wealth Planning & Investment Analyst is responsible for planning, and client service support to the Managing Director of Wealth Management in delivering comprehensive financial planning and investment strategies for ultra high net worth clients.
Commercial Leasing Banker (Title Commensurate with Experience) Bankers' BankCommercial Leasing Banker (Title Commensurate with Experience)Madison, WIFull timeBankers' Bank has offices in Madison, WI, Des Moines, IA, Chicago, IL, Columbus, OH and Indianapolis, IN.The Commercial Leasing Banking Officer is a sales, revenue-generating role responsible for driving portfolio growth through new business development, relationship expansion, and strategic channel management. We deliver a full suite of correspondent banking and financial solutions, including leasing, commercial lending, bank holding company financing, payments, mortgage, investment and risk management services.
Universal Banker II Nicolet National BankUniversal Banker IIAppleton, WisconsinThe Universal Banker II will play a key role in driving new customers and business while expanding existing relationships for Nicolet and your branch, serving as a trusted frontline advisor who reflects Nicolet’s culture, values, and commitment to an exceptional customer experience. You perform all responsibilities of a Universal Banker I—including teller operations, digital support, and needs‑based referrals—with the added capability of opening and servicing consumer deposit accounts.
U.S. Private Bank - Private Banker - Vice President or Executive Director JPMorgan Chase Bank, N.A.U.S. Private Bank - Private Banker - Vice President or Executive DirectorMilwaukee, WIFull timeOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Private Banker Morgan StanleyPrivate BankerMilwaukee, WIStrong understanding of the suite of all cash management and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial credit products. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
NewPersonal Banker Associate I - Milwaukee (Chicago, IL) - Preferred Polish/Spanish Speaking Fifth Third BankPersonal Banker Associate I - Milwaukee (Chicago, IL) - Preferred Polish/Spanish SpeakingMilwaukee, IllinoisThe Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
Universal Banker - Floater Forte BankUniversal Banker - FloaterHubertus, WIFull timeResponsibilities include:Welcoming customers with warmth, professionalism, and a genuine smileAccurately processing banking transactionsBuilding and deepening customer relationships by identifying needs and offering personalized financial solutionsPromoting bank products and services through meaningful conversations (no quotas!)Opening, servicing, and maintaining customer accountsEducating customers on digital banking tools that make banking safer, easier, and more convenientConnecting customers with internal business partners, including lenders, business bankers, and investment servicesDelivering service experiences that exceed expectations every customer, every timeWho Thrives at Forte Bank? SharingEmployee Stock Ownership Program (ESOP)Employee Celebrations & EventsLogo ApparelSupportive, relationship-focused cultureOpportunities for professional growth and community involvementLearn more about our organization and culture by visiting Forte Bank or following us on Facebook.
Universal Banker - Floater HARTFORD Forte BankUniversal Banker - Floater HARTFORDHartford, WIFull timeResponsibilities include:Welcoming customers with warmth, professionalism, and a genuine smileAccurately processing banking transactionsBuilding and deepening customer relationships by identifying needs and offering personalized financial solutionsPromoting bank products and services through meaningful conversations (no quotas!)Opening, servicing, and maintaining customer accountsEducating customers on digital banking tools that make banking safer, easier, and more convenientConnecting customers with internal business partners, including lenders, business bankers, and investment servicesDelivering service experiences that exceed expectations every customer, every timeWho Thrives at Forte Bank? SharingEmployee Stock Ownership Program (ESOP)Employee Celebrations & EventsLogo ApparelSupportive, relationship-focused cultureOpportunities for professional growth and community involvementLearn more about our organization and culture by visiting Forte Bank or following us on Facebook.
Universal Banker - Floater WB Forte BankUniversal Banker - Floater WBWest Bend, WIFull timeResponsibilities include:Welcoming customers with warmth, professionalism, and a genuine smileAccurately processing banking transactionsBuilding and deepening customer relationships by identifying needs and offering personalized financial solutionsPromoting bank products and services through meaningful conversations (no quotas!)Opening, servicing, and maintaining customer accountsEducating customers on digital banking tools that make banking safer, easier, and more convenientConnecting customers with internal business partners, including lenders, business bankers, and investment servicesDelivering service experiences that exceed expectations every customer, every timeWho Thrives at Forte Bank? SharingEmployee Stock Ownership Program (ESOP)Employee Celebrations & EventsLogo ApparelSupportive, relationship-focused cultureOpportunities for professional growth and community involvementLearn more about our organization and culture by visiting Forte Bank or following us on Facebook.
Relationship Banker (Senior) Johnson Financial GroupRelationship Banker (Senior)Kenosha, WisconsinFull time3 + years financial services experience; minimum 3 year banking/lending experience required; strong lending experience required; proven sales track record with sales and referrals; ability to build strong relationships with business partners to meet referral expectations; regularly refer across all business lines (insurance, treasury management, mortgage, commercial, etc); possesses and utilizes the most advanced knowledge of all core products, loans, and investments; has highest authority levels and approvals; ability to process the most complex interactions; coaches/mentors other associates; may provide back up to manager. Act as primary point of contact for assigned portfolio of clients and work proactively to deepen relationships and ensure client retention; proactively work to acquire new clients.
Relationship Banker - Milwaukee, WI Bank of America CorpRelationship Banker - Milwaukee, WIOak Creek, WIThis includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Relationship Banker Mayfair Wells Fargo & CoRelationship Banker MayfairWauwatosa, WIThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Lead discovery‑driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments.