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Portfolio manager jobs in Milwaukee, WI

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  • Business Banking Portfolio Manager

    Citizens Bank-Wi 4.2company rating

    Portfolio manager job in Mukwonago, WI

    Job Description This position is responsible for retention and expansion of existing commercial customer relationships. Primary responsibilities include: cultivating relationships within the existing, assigned, portfolio; analyzing new and maturing loan requests (including adherence to loan policy); recommending loan structure; collecting financial statements; and identifying cross selling/referral opportunities of deposits, Treasury Management, Insurance, Investments, mortgage loans, and consumer loans. Hours: Monday - Friday 8am-5pm, flexibility required to meet customer needs. *Hours may vary based on business needs. Essential Duties and Responsibilities: Cultivate relationships within an existing, assigned, portfolio of business banking customers focusing on retention and expansion of the relationships. Manage due diligence and communication with new and existing customer loan requests. Conduct a high-level analysis of commercial loan requests and recommend structure. Manage the maturing loans by working with the customer and the credit department. Ensure the portfolio administration and risk management of each customer relationship within assigned portfolio is in compliance with established Citizens Bank policies, procedures, and business strategy as well as regulatory guidelines. Provide advice to customers regarding trends and conditions of the business environment, capital markets, and general banking trends, when necessary. Monitor loan repayment activities and financial condition of borrowing customers. Take preliminary steps to collect past due payments. Assume overall responsibility for the credit quality of the assigned loan portfolio. Participate in the bank's loan approval process, presenting to Loan Committee and/or the Board of Directors. Responsible for identifying cross-selling opportunities for all bank products including deposits, Treasury Management, Insurance, Investments, mortgage loans, and consumer loans. Participate in networking activities within community, trade organizations and business functions to ensure a positive image for the bank. Any other duties as assigned. Requirements: High school diploma or GED required. Bachelor's degree in finance, Accounting or Business Administration preferred. A minimum of 2 years of experience in a bank and/or lending setting. Knowledge of standard corporate structures and commercial underwriting and lending practices preferred. Strong analytical and financial modeling skills. Ability to cross-sell banking and other financial services products. Ability to make decisions with little supervision. Effective presentation skills. High level of professionalism. Strong verbal and written communication skills. Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act and the requirements of the Office of Foreign Assets Control. Additionally, must follow policies and procedures to minimize risk by exercising good judgment, raising questions to management, and adhering to policy guidelines. Critical Competencies: Customer Service Excellence Relationship Selling Communication Organization ****Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities**** Our company is an equal opportunity/affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster at ********************************************************************************************
    $77k-138k yearly est. 3d ago
  • Treasury & Payment Solution - Treasury Portfolio Manager

    Bank of Montreal

    Portfolio manager job in Milwaukee, WI

    Application Deadline: 01/02/2026 Address: 790 N Water Street Job Family Group: Commercial Sales & Service Applies consultative sales and relationship management practices to generate leads and close sales of treasury management and payment solutions for new and existing clients while ensuring regulatory compliance. Monitors implementation activities to ensure alignment with timelines. Provides tailored treasury management solutions and optimizes sales processes through continuous process improvements to enhance client experiences and business outcomes. Manages sales processes, client engagement and outcomes. Manages client sales inquiries related to product offerings, pricing, and implementation, ensuring clear communication and timely responses to facilitate the sales process. Conducts sales discussions, introducing innovative products and services, sharing insights on industry trends, and fostering proactive client engagement. Handles the Client Management Process (CMP) by identifying client needs, building relationships, and driving acquisition strategies to grow the client portfolio. Analyses trends in overdrawn accounts to identify compliance risks, implementing escalation procedures in line with company directives. Resolves document exceptions and maturity report discrepancies, ensuring record accuracy and addressing potential issues. Coordinates client implementation activities ensuring implementation activities are aligned with timelines and outcomes. Provides guidance on treasury management solutions, helping clients optimize cash flow and enhance liquidity management. Attends industry forums and community events, enhancing the Bank's brand, staying updated on market trends, and leveraging insights to support sales strategies. Builds and maintains strong long-term relationships with the bank's high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership. Analyzes client and industry data to inform customized client solution strategies that includes optimizing management of working capital. Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients' needs. Builds advocacy and adoption of the suite of industry leading NA TPS digital products & solutions. Supports implementation activities, including documentation, pricing, and project timelines ensuring timely delivery and continuous process improvements. Ensures adherence to regulatory requirements, internal controls, and compliance, mitigating risk and maintaining service standards. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently on a range of complex tasks, which may include unique situations. Broader work or accountabilities may be assigned as needed. Qualifications: 4 - 6 years of relevant experience in treasury management, financial operations or risk management in a corporate or banking environment is preferred. Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered. Technical proficiency gained through education and/or business experience. Advanced level of proficiency: Treasury Management Cash Management Payment Technologies Financial Analysis Risk Assessment Quality Assurance Auditing Regulatory Compliance Data Analysis Reporting Problem Solving Time Management Detail-Oriented Salary: $51,800.00 - $95,900.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $51.8k-95.9k yearly Auto-Apply 60d+ ago
  • Senior Manager, Portfolio Execution

    RWE Clean Energy

    Portfolio manager job in Milwaukee, WI

    **RWE Clean Energy, LLC** **To start as soon as possible, full time, permanent** **Functional area:** Project Development **Remuneration:** Exempt The **Senior Manager, Portfolio Execution** is responsible for all commercial activities related to build transfer contracting of utility scale renewable assets. This role will work alongside other members of the Portfolio Execution team to identify, respond and negotiate build transfer contracts. Additionally, this role will be responsible for deeply understanding the market and developing customer relationships to enable RWE to be well positioned to support our customers. **Role Responsibilities:** + Lead the outreach, response, engagement and contracting with potential Offtakers around specific projects + Provide financial optimization and leadership in driving projects to successful leadership and financial approval + Manage multiple projects and engage with internal teams including technical, financial, legal, etc **.** + Develop and deliver of leadership presentations (including to Executive Leadership Team), seeking approval for major investments + Identify business priorities, project strategy, commercial opportunities and overall risks to help guide projects appropriately through the development process + Identify key drivers for project economics + Coordinate with multidisciplinary internal and external teams to develop and assess risks to project pipeline **Job Requirements and Experiences:** + Bachelor's degree required with MBA preferred + Minimum 7 years of experience in renewables, energy efficiency, clean-tech, utilities sector and/or related fields + Strong renewable market knowledge growth including offtake opportunities, offtake contact requirements, market comps, supplier engagement, etc **.** + Strong creativity and problem solving skills + Proven analytical skills and presentation skills + Strong interpersonal skills, with ability to manage customer relationships + Demonstrated desire to learn about the Company and the renewables space + Excellent proficiency with Microsoft Office (Excel, Word, PowerPoint, Outlook) and Teams + Strong leadership and communication, and ability to meet deadlines + Strong organization skills and ability to coordinate multiple tasks and deliverables + Ability to multi-task, while working independently and as part of a team + Motivated self-starter, goal-oriented, and strong problem-solving abilities + Proven performance with strategy, market development and/or business development with a focus on large project development in the renewables / energy market + Ability to assess renewable project financials + Strong, proven commercial acumen and ability to apply it across the development lifecycle + Utility market project development experience including complex financial offers + Ability to oversee complex projects with customer facing elements + Proven ability to empathize, build relationships, and effectively communicate with people from a diverse set of backgrounds + Responds well to direction, is easy to challenge and develop, and is coachable + Detail-oriented, has strong business acumen, and a sound understanding of business concepts + This position is an office-based role with some travel and visits to other RWECE office and field locations + Must be able to sit, walk, or stand for long durations of time _Applicants must be legally authorized to work in the United States. RWE Clean Energy is unable to sponsor or take over sponsorship of employment visas at this time._ **Pay range:** The annual base salary range for this position in California or Illinois is $145,000 - $218,000. The listed salary range represents our good faith estimate for this position and represents the range for new hire salaries across all U.S locations. Please note that the salary information is a general guideline only. RWE considers factors such as (but not limited to) scope and responsibilities of the position, candidate's education & work experience, training & certifications, and key skills as well as market and business considerations at the time of the offer. **Benefits offered:** Medical, Dental, Vision, Life Insurance, Short-Term Disability, Long-Term Disability, 401(k) match, Flexible Spending Accounts, EAP, Education Assistance, Parental Leave, Paid time off, and Holidays. Eligible employees also participate in short-term incentives, in addition to salary. **Apply with just a few clicks:** ad code **90949** . **Any questions?** Contact HR: **rwece_******************** We look forward to meeting you. Of course, you can find us on LinkedIn, Instagram, Facebook, YouTube and Xing, too. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. Through its subsidiary RWE Clean Energy, RWE is the third largest renewable energy company in the United States, with a presence in most U.S. states from coast to coast. RWE's team of about 2,000 employees in the U.S. stands ready to help meet the nation's growing energy needs. With its homegrown and fastest-to-market product, RWE supports the goal of American Energy dominance and independence. To that end, RWE Clean Energy is committed to increasing its already strong asset base of over 10 gigawatts of operating wind, solar and battery projects, focusing on providing high-quality jobs. RWE invests in local and rural communities while strengthening domestic manufacturing supporting the renaissance of American industry. This is complemented by RWE's energy trading business. RWE is also a major offtaker of American liquified natural gas (LNG). As an energy company with a successful history spanning more than 125 years, RWE has an extensive knowledge of the energy markets and an excellent expertise in all major power generation and storage technologies, from nuclear, coal and gas to hydro, batteries, wind and solar. Every project brings constantly-evolving technical, practical and social challenges - and drives a culture where everybody thrives, has fun and feels excited by each day. As the third largest renewable energy company in the U.S., you'll also have the freedom to act with conviction and courage as we pivot to new technologies - and continuously improve, together.
    $145k-218k yearly Easy Apply 59d ago
  • Senior Manager, Portfolio Execution

    RWE

    Portfolio manager job in Milwaukee, WI

    RWE Clean Energy, LLC To start as soon as possible, full time, permanent Functional area: Project Development Remuneration: Exempt The Senior Manager, Portfolio Execution is responsible for all commercial activities related to build transfer contracting of utility scale renewable assets. This role will work alongside other members of the Portfolio Execution team to identify, respond and negotiate build transfer contracts. Additionally, this role will be responsible for deeply understanding the market and developing customer relationships to enable RWE to be well positioned to support our customers. Role Responsibilities: * Lead the outreach, response, engagement and contracting with potential Offtakers around specific projects * Provide financial optimization and leadership in driving projects to successful leadership and financial approval * Manage multiple projects and engage with internal teams including technical, financial, legal, etc. * Develop and deliver of leadership presentations (including to Executive Leadership Team), seeking approval for major investments * Identify business priorities, project strategy, commercial opportunities and overall risks to help guide projects appropriately through the development process * Identify key drivers for project economics * Coordinate with multidisciplinary internal and external teams to develop and assess risks to project pipeline Job Requirements and Experiences: * Bachelor's degree required with MBA preferred * Minimum 7 years of experience in renewables, energy efficiency, clean-tech, utilities sector and/or related fields * Strong renewable market knowledge growth including offtake opportunities, offtake contact requirements, market comps, supplier engagement, etc. * Strong creativity and problem solving skills * Proven analytical skills and presentation skills * Strong interpersonal skills, with ability to manage customer relationships * Demonstrated desire to learn about the Company and the renewables space * Excellent proficiency with Microsoft Office (Excel, Word, PowerPoint, Outlook) and Teams * Strong leadership and communication, and ability to meet deadlines * Strong organization skills and ability to coordinate multiple tasks and deliverables * Ability to multi-task, while working independently and as part of a team * Motivated self-starter, goal-oriented, and strong problem-solving abilities * Proven performance with strategy, market development and/or business development with a focus on large project development in the renewables / energy market * Ability to assess renewable project financials * Strong, proven commercial acumen and ability to apply it across the development lifecycle * Utility market project development experience including complex financial offers * Ability to oversee complex projects with customer facing elements * Proven ability to empathize, build relationships, and effectively communicate with people from a diverse set of backgrounds * Responds well to direction, is easy to challenge and develop, and is coachable * Detail-oriented, has strong business acumen, and a sound understanding of business concepts * This position is an office-based role with some travel and visits to other RWECE office and field locations * Must be able to sit, walk, or stand for long durations of time Applicants must be legally authorized to work in the United States. RWE Clean Energy is unable to sponsor or take over sponsorship of employment visas at this time. Pay range: The annual base salary range for this position in California or Illinois is $145,000 - $218,000. The listed salary range represents our good faith estimate for this position and represents the range for new hire salaries across all U.S locations. Please note that the salary information is a general guideline only. RWE considers factors such as (but not limited to) scope and responsibilities of the position, candidate's education & work experience, training & certifications, and key skills as well as market and business considerations at the time of the offer. Benefits offered: Medical, Dental, Vision, Life Insurance, Short-Term Disability, Long-Term Disability, 401(k) match, Flexible Spending Accounts, EAP, Education Assistance, Parental Leave, Paid time off, and Holidays. Eligible employees also participate in short-term incentives, in addition to salary. Apply with just a few clicks: ad code 90949. Any questions? Contact HR: rwece_****************** We look forward to meeting you. Of course, you can find us on LinkedIn, Instagram, Facebook, YouTube and Xing, too. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. Through its subsidiary RWE Clean Energy, RWE is the third largest renewable energy company in the United States, with a presence in most U.S. states from coast to coast. RWE's team of about 2,000 employees in the U.S. stands ready to help meet the nation's growing energy needs. With its homegrown and fastest-to-market product, RWE supports the goal of American Energy dominance and independence. To that end, RWE Clean Energy is committed to increasing its already strong asset base of over 10 gigawatts of operating wind, solar and battery projects, focusing on providing high-quality jobs. RWE invests in local and rural communities while strengthening domestic manufacturing supporting the renaissance of American industry. This is complemented by RWE's energy trading business. RWE is also a major offtaker of American liquified natural gas (LNG). As an energy company with a successful history spanning more than 125 years, RWE has an extensive knowledge of the energy markets and an excellent expertise in all major power generation and storage technologies, from nuclear, coal and gas to hydro, batteries, wind and solar. Every project brings constantly-evolving technical, practical and social challenges - and drives a culture where everybody thrives, has fun and feels excited by each day. As the third largest renewable energy company in the U.S., you'll also have the freedom to act with conviction and courage as we pivot to new technologies - and continuously improve, together. Yes Nearest Major Market: Chicago Job Segment: Pipeline, Environmental Engineering, MBA, Nuclear, Social Media, Energy, Engineering, Management, Marketing
    $145k-218k yearly Easy Apply 38d ago
  • Investment/Portfolio Manager

    Robert Half 4.5company rating

    Portfolio manager job in Lake Geneva, WI

    We are looking for an experienced Investment/Portfolio Manager to join a boutique law firm located in Lake Geneva, Wisconsin. In this role, you will oversee equity portfolios for high-net-worth and ultra-high-net-worth clients, including personal trusts, partnerships, and foundations. This position offers a unique opportunity to coordinate with external investment managers and brokers while ensuring tailored financial solutions for sensitive client relationships. For immediate consideration call Bill Johannes at 414-662-3416 or connect on Linked-In . All conversations will be confidential. If you or someone you know would qualify for any of the positions listed below feel free to have them call me as well. Thanks for any consideration and I look forward to helping you. God Bless. Responsibilities: - Manage and optimize equity portfolios for personal trusts, partnerships, and foundations, ensuring alignment with client goals. - Oversee cash flow requirements and manage cash investments for trust accounts, foundations, and partnerships. - Monitor portfolio holdings and provide updates on market trends, news, and relevant financial insights to trustees. - Collaborate with external brokers to implement investment decisions, handle trust funding, distributions, and charitable donations. - Establish and maintain strong relationships with external investment managers, ensuring seamless coordination. - Prepare detailed investment performance reports and present findings to clients and stakeholders. - Actively contribute to meeting client needs by adapting to various responsibilities within a small and dynamic team. - Ensure compliance with relevant regulations and tax laws governing trust investments and accounting. - Utilize niche software tools and platforms, including Bloomberg and Morningstar, to support portfolio management efforts. Requirements - Minimum of 5-10 years of experience managing equity portfolios for high-net-worth clients, with preference for additional experience. - Bachelor's degree in Finance, Economics, or a related field; advanced certifications are highly desirable. - Strong expertise in investment management theory, financial principles, portfolio strategies, and market instruments. - Thorough knowledge of laws and regulations pertaining to trust investments, estate taxation, and trust accounting. - Exceptional communication skills, both written and verbal, with attention to detail. - Proficiency in Microsoft Office suite, particularly Excel, along with familiarity with investment tools like Bloomberg and Morningstar. - Ability to work independently and collaboratively in a team-focused environment. - Strong analytical skills and a meticulous approach to managing sensitive financial relationships. Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) .
    $69k-119k yearly est. 60d+ ago
  • Portfolio Manager

    BMO (Bank of Montreal 4.7company rating

    Portfolio manager job in Milwaukee, WI

    Application Deadline: 01/01/2026 Address: 320 S Canal Street Job Family Group: Commercial Sales & Service Analyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in compliance with bank policies and procedures while maintaining an exceptional client service environment. * Negotiates loan structures and terms and conditions that align client requirements with the bank risk appetite and policies. * Assesses client repayment capacity by utilizing financial models and analytical tools to recommend appropriate loan structures and collateral requirements. * Signs off on new, renewal and extension loans within delegated authority. * Monitors portfolio to identify deteriorating credit conditions and compliance, analyses metrics, and assesses broader industry trends to spot risks and opportunities. * Evaluates portfolio performance and recommends capital allocation strategies that optimize returns with investment objectives. * Leads proposal development and delivers presentations to capture new business and expand client relationships. * Networks with industry contacts to gather competitive insights and best practices. * Develops and executes business development plans focused on enhancing client relationships and growth opportunities within the portfolio. * Builds and maintains client relationships to ensure long-term financial performance in collaboration with Relationship Manager and business partners. * Structures and supports new, renewal and extension loans aligned with client needs and bank & risk policies * Conducts financial analysis and risk assessments of clients' credit information, for an assigned portfolio, to provide insights and make informed decisions * Monitors the portfolio performance for assigned portfolio of Commercial Banking clients on an ongoing basis, taking corrective action when required. * Minimizes BMO's risk exposure by adhering to credit policies, regulatory standards, and operational guidelines. * Serves as a point of contact for service requests, ensuring expectations are consistently met or exceeded. Escalates issues when needed. * Supports and implements initiatives to enhance service quality, acquire new business and expand client relationships. * Identifies revenue and cross-selling opportunities to enhance portfolio growth. * Identifies share of wallet opportunities. * Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis. * Manages timely and accurate data entry into BMO's systems and leverages the data to support decision-making. * Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. * Provides specialized consulting, analytical and technical support. * Exercises judgment to identify, diagnose, and solve problems within given rules. * Works independently and regularly handles non-routine situations. * Broader work or accountabilities may be assigned as needed. Qualifications: * Preferred 5 - 7 years of relevant experience in credit or lending instruments or financial operations in a corporate or banking environment. * If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. * Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered. * Deep knowledge and technical proficiency gained through extensive education and business experience. Foundational level of proficiency: * Structuring Deals Advanced level of proficiency: * Problem Solving * Collaboration * Detail-Oriented * Customer Service * Loan Structuring * Regulatory Compliance * Portfolio Management * Credit Risk Assessment * Banking Operations * Microsoft Office Expert level of proficiency: * Financial analysis Salary: $88,800.00 - $165,600.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $88.8k-165.6k yearly Auto-Apply 11d ago
  • Senior Commercial Portfolio Manager

    Waukesha State Bank 3.9company rating

    Portfolio manager job in Waukesha, WI

    Job Description Waukesha State Bank is seeking a skilled and relationship-focused Senior Portfolio Manager to join our Commercial Banking Team. In this pivotal role, you'll serve as a trusted advisor to a diverse portfolio of business clients-ranging from small enterprises to large, complex organizations across multiple industries. You'll conduct proactive check-ins, identify future needs, cross-sell meaningful financial solutions, and ensure a smooth experience throughout the loan lifecycle, from renewals to new loan processing. Acting as a salesperson, analyst, and advocate, you'll play a vital role in helping local businesses thrive while strengthening WSB's presence in the community. As a Senior Portfolio Manager, you'll independently oversee portfolio credit quality, respond quickly to emerging risks, prepare or partner on credit presentations, and collaborate closely with internal teams to deliver timely, accurate, and professional service. You'll be the primary point of contact for your customers, ensuring their satisfaction and retention while also mentoring junior banking staff and supporting the Bank's ongoing commitment to excellence. This role is ideal for an experienced commercial banking professional who thrives in a fast-paced, relationship-driven environment and is excited to grow with one of the area's strongest community banks. Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with 14 full-service offices located throughout Waukesha County. Our strength as a successful and growing financial services provider is rooted in a long-standing commitment to serving the community with a personalized, one-on-one approach to banking and an emphasis on customer service. This is an onsite position in Waukesha County, WI Employment with Waukesha State Bank is contingent upon the successful completion of a criminal background check and drug screen. EOE Disability/Vet
    $142k-240k yearly est. 7d ago
  • SAP Enterprise Asset Management (EAM) Manager

    PwC 4.8company rating

    Portfolio manager job in Milwaukee, WI

    Industry/Sector Not Applicable Specialism SAP Management Level Manager At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives. In SAP supply chain and operations at PwC, you will specialise in providing consulting services for SAP supply chain and operations applications. You will analyse client needs, implement software solutions, and offer training and support for seamless integration and utilisation of SAP supply chain and operations applications. Working in this area, you will enable clients to optimise their supply chain processes, improve operational efficiency, and achieve their strategic objectives. Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: * Analyse and identify the linkages and interactions between the component parts of an entire system. * Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion. * Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables. * Develop skills outside your comfort zone, and encourage others to do the same. * Effectively mentor others. * Use the review of work as an opportunity to deepen the expertise of team members. * Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate. * Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the SAP Supply Chain and Operations team you are expected to lead the creation and implementation of impactful enterprise asset management solutions. As a Manager you are responsible for supervising, developing, and coaching teams, managing client service accounts, and driving assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. You are responsible for leading every aspect of complex Generation and/or Utility engagements using the SAP Enterprise Asset Management (EAM) suite. Responsibilities * Lead the creation and implementation of enterprise asset management solutions * Supervise, develop, and coach teams to achieve top-quality deliverables * Manage client service accounts and drive client engagement workstreams * Oversee every aspect of complex Generation and Utility engagements * Independently analyze and solve complex problems * Assure successful planning, budgeting, and execution of projects * Foster a culture of continuous improvement and innovation * Utilize technology to enhance service delivery What You Must Have * Bachelor's Degree * 5 years of experience What Sets You Apart * Leading SAP EAM suite engagements * Experience with SAP S4 Hana and SAP ECC * Designing and deploying SAP EAM solutions * Leading large-scale transformation deployments * Practice development in EAM talent recruiting * Sales lifecycle and client relationship management * Proposal management and presentation skills * Functional implementations in various management areas * Industry knowledge in power generation and renewables Travel Requirements Up to 80% Job Posting End Date Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $99,000 - $232,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
    $99k-232k yearly Auto-Apply 60d+ ago
  • Greater Delafield - Northwestern Mutual

    Producifyx

    Portfolio manager job in Milwaukee, WI

    At Northwestern Mutual - Greater Delafield, we're looking for driven individuals to join our mission of helping clients achieve financial security and peace of mind. We have current openings for entry-level applicants, as well as experienced insurance/financial services leaders. Our advisors offer personalized wealth management solutions, and our supportive, people-first culture ensures every team member grows both professionally and personally. If you're passionate about making an impact and being part of something bigger, this is the place for you. We are a growing team passionate about building strong future leaders who share our mission to empower individuals to live their life by design. In addition to supporting clients, we are deeply committed to giving back to the community through partnerships with Alex's Lemonade Stand Foundation and the Carbone Cancer Research Center. If you're driven, community-focused, and looking to grow within a dynamic and supportive environment, with a vision to become the premier wealth management firm in Lake Country by expanding to 50 advisors by 2035, we'd love to meet with you! Our supportive district office is located: 3960 Hillside Dr. Suite 101, Delafield, WI 53018 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners-not Wall Street. We began in Wisconsin in 1857, and today we're one of America's top companies, with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Mike Scher, Managing Director How long with NM? 24 years Previous experience? Started as a college intern with NM. Passionate about? Married with five kids, huge Packers fan, loves camping and traveling with family and friends. Collects sports cards and memorabilia. Todd Bowditch, Financial Planner How long with NM? 12 years Previous experience? Sold health insurance to small business owners. Passionate about? Big bourbon collector, loves golfing, struggles with Fantasy Football, and adores his dog, Bonny. Lindsey Swain, Chief Recruiting Officer How long with NM? 4.5 years Previous experience? Stay-at-home mom, ran a personal business, raised puppies, substitute teacher, and military wife for 16+ years. Passionate about? Raising her kids, involved in youth sports, and enjoys traveling, boating, and reading. Tim Fraedrich, Financial Representative How long with NM? 1 year Previous experience? Owned and operated a property and casualty insurance firm. Passionate about? Traveling with his daughter for club soccer, coaching high school football, and is a big Wisconsin sports fan. Danielle Plagge, Director of Operations How long with NM? 17 years Previous experience? Worked at a bank and ran a small business. Passionate about? Loves traveling, excited for next visit to Europe, enjoys new experiences with her husband and friends, and plays volleyball in rec leagues. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is preferred. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, with training and sponsorship available. Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Michael Scher is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries.
    $43k-87k yearly est. 60d+ ago
  • Manager-Tax and Asset Accounting

    American Transmission Co 4.5company rating

    Portfolio manager job in Pewaukee, WI

    Summary of Responsibilities: Join a Great Place to Work! We're adding a Manager- Tax & Asset Accounting position to collaborate with executive leadership on tax policy, strategic tax planning, and identification, communication, and options for addressing tax risk. You'll lead the teams responsible for tax and project accounting support and oversee federal and state audits for income and indirect tax, as well as any FERC audits. Essential Responsibilities: You'll use your bachelor's degree in accounting, seven years' experience of tax planning, research and compliance along with at least four years of leadership experience to: Lead and develop the Tax and Asset Accounting teams Lead technology system and tool enhancements Ensure compliance in accordance with generally accepted accounting principles; FERC Regulation; and ATC Operating Agreement. This includes maintenance of the tax provision for GAAP reporting purposes, FERC reporting andfor rate-making purposes, and reporting of tax basis items Responsible for asset classification criteria and assisting with project forecasting Act as ATC's tax liaison between our company's owners and senior leadership regarding any tax issues. If you are looking to energize your career, we want you to bring your positive energy to ATC! The targeted base pay for this position is $144,600 to $168,700 annually.* Base pay is one component of our comprehensive total rewards package which includes an annual incentive bonus, employer-sponsored pension plan, 401(k) match, HSA contribution, life & disability insurance, health care benefits, generous time off plans, flexible work arrangements, and much more. *The pay range is a general guideline. Employment offers are evaluated individually and consider qualifications, experience, academic achievements, internal equity, and business needs. Pay exceeding the posted range is considered for uniquely qualified candidates. Interested internal candidates, with questions, please consult your Human Resources Business Partner. Number of Openings Available: 1 Posting Date: 2025-09-24 Time Type: Full time Equal Opportunity Employer: Applicants have rights under employment laws. ATC is an equal opportunity employer that seeks to foster diverse teams of talented people working safely together. We respect and embrace diversity of all aspects and hire, train and promote employees without regard to race, color, religion, sex, age, national origin, sexual orientation, disability, genetics, protected veteran status, or any other characteristic protected by law. We encourage women, minorities, veterans and individuals with a disability to apply. All qualified applicants will receive consideration for employment without regard to any characteristic protected by law. Family and Medical Leave Act (FMLA) Poster | U.S. Department of Labor Family and Medical Leave Act Poster Employee Polygraph Protection Act (EPPA) Poster | U.S. Department of Labor ERD-10861 Poster Honesty Testing poster WISCONSIN FAIR EMPLOYMENT LAW
    $144.6k-168.7k yearly Auto-Apply 30d ago
  • Manager, State & Local Income Tax - Asset Management

    KPMG 4.8company rating

    Portfolio manager job in Milwaukee, WI

    At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm KPMG is currently seeking a Manager to join our State and Local Tax (SALT) practice. Responsibilities: * Participate in compliance and consulting projects for multi-state alternative investment clients (hedge fund, fund of funds, private equity, real estate) * Work as part of a multi-disciplinary team helping to provide subject matter/alternative investment industry knowledge and experience * Review tax calculations and information presented on state income tax returns * Build and manage client relationships, and supervise, mentor, and develop staff Qualifications: * Minimum five years of recent experience preparing and/or reviewing state income tax returns for pass-through and corporate entities, providing technical advice on multi-state tax issues * Bachelor's degree from an accredited college or university; licensed CPA, EA, JD/LLM or MTX, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list * Experience providing services to pass-through entities and a solid knowledge of relevant state tax concepts * Able to foster relationships both internally as well as with clients * Strong ability and desire to perform in a high-energy team environment * Exceptional writing, communication, project and team management and tax research skills KPMG complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, the firm is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year the firm publishes a calendar of holidays to be observed during the year and provides two firmwide breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work. Follow this link to obtain salary ranges by city outside of CA: ###************************************************************************** KPMG LLP (the U.S. member firm of KPMG International) offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG does not currently require partners or employees to be fully vaccinated or test negative for COVID-19 in order to go to KPMG offices, client sites or KPMG events, except when mandated by federal, state or local law. In some circumstances, clients also may require proof of vaccination or testing (e.g., to go to the client site). KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
    $61k-82k yearly est. 60d ago
  • Manager IT Asset Management

    Advocate Health and Hospitals Corporation 4.6company rating

    Portfolio manager job in Milwaukee, WI

    Department: 12219 Advocate Aurora Health Corporate - Endpoint and IT Field Tech Central Operations Status: Full time Benefits Eligible: Yes Hours Per Week: 40 Schedule Details/Additional Information: Regular business hours, 40 hours a week minimum. Some travel to office. Pay Range $62.15 - $93.25 The IT Asset Management team is responsible for managing the full lifecycle of IT assets, from procurement to disposal. This includes defining and optimizing processes, policies, and workflows; maintaining asset databases; and providing stockroom and logistical support. The team leverages the ServiceNow Hardware Asset Module and various endpoint tools to ensure comprehensive control, visibility, and security over the entire hardware lifecycle; optimizing asset usage, enhancing security, and ensuring cost-effective management. Major Responsibilities Responsible for the compliance, communication, implementation and the deployment of Advocate Health's system-wide endpoint, both client and mobile, management standards and technologies. Provides analytical, technical, and problem resolution services, in conjunction with the standard management solutions provide to the enterprise Provides business services to assigned facilities and core service lines, to provide optimal business value, and lead complex system selections, and product evaluations Responsible for providing technical and functional knowledge of Advocate Health's standard, client and mobile, management solutions as well as standard hardware and software products. Performs human resources responsibilities for staff which include interviewing and selection of new employees, promotions, staff development, performance evaluations, compensation changes, resolution of employee concerns, corrective actions, terminations, and overall employee morale. Develops and recommends operating and capital budgets and controls expenditures within approved budget objectives. Responsible for understanding and adhering to the organization's Code of Ethical Conduct and for ensuring that personal actions, and the actions of employees supervised, comply with the policies, regulations, and laws applicable to the organization's business. Minimum Job Requirements Education Bachelor's Degree in Information Technology or related field Work Experience 3 years in progressive information technology. Includes 1 year of supervisory experience in managing staff and budgets in an Information Technology environment Knowledge / Skills / Abilities Demonstrated project management skills Knowledgeable of performance management and improvement techniques. Excellent verbal and written communication skills and the demonstrated ability to communicate well with all levels of the organization. Good presentation skills Proven experience working in a team oriented, collaborative environment. Excellent team player Excellent organizational, analytical, interpersonal skill; technical and problem-solving abilities Self-motivated, able to work independently to complete tasks and respond to department requests and to collaborate with others to utilize their resources and knowledge to identify high quality solutions Strong decision-making abilities Physical Requirements and Working Conditions This position requires travel, therefore, will be exposed to weather and road conditions. Operates all equipment necessary to perform the job. Exposed to a normal office environment. #Remote #LI-Remote DISCLAIMER All responsibilities and requirements are subject to possible modification to reasonably accommodate individuals with disabilities. This job description in no way states or implies that these are the only responsibilities to be performed by an employee occupying this job or position. Employees must follow any other job-related instructions and perform any other job-related duties requested by their leaders. Our Commitment to You: Advocate Health offers a comprehensive suite of Total Rewards: benefits and well-being programs, competitive compensation, generous retirement offerings, programs that invest in your career development and so much more - so you can live fully at and away from work, including: Compensation Base compensation listed within the listed pay range based on factors such as qualifications, skills, relevant experience, and/or training Premium pay such as shift, on call, and more based on a teammate's job Incentive pay for select positions Opportunity for annual increases based on performance Benefits and more Paid Time Off programs Health and welfare benefits such as medical, dental, vision, life, and Short- and Long-Term Disability Flexible Spending Accounts for eligible health care and dependent care expenses Family benefits such as adoption assistance and paid parental leave Defined contribution retirement plans with employer match and other financial wellness programs Educational Assistance Program About Advocate Health Advocate Health is the third-largest nonprofit, integrated health system in the United States, created from the combination of Advocate Aurora Health and Atrium Health. Providing care under the names Advocate Health Care in Illinois; Atrium Health in the Carolinas, Georgia and Alabama; and Aurora Health Care in Wisconsin, Advocate Health is a national leader in clinical innovation, health outcomes, consumer experience and value-based care. Headquartered in Charlotte, North Carolina, Advocate Health services nearly 6 million patients and is engaged in hundreds of clinical trials and research studies, with Wake Forest University School of Medicine serving as the academic core of the enterprise. It is nationally recognized for its expertise in cardiology, neurosciences, oncology, pediatrics and rehabilitation, as well as organ transplants, burn treatments and specialized musculoskeletal programs. Advocate Health employs 155,000 teammates across 69 hospitals and over 1,000 care locations, and offers one of the nation's largest graduate medical education programs with over 2,000 residents and fellows across more than 200 programs. Committed to providing equitable care for all, Advocate Health provides more than $6 billion in annual community benefits.
    $51k-94k yearly est. Auto-Apply 11d ago
  • Automotive Finance Manager

    Russ Darrow Group 4.3company rating

    Portfolio manager job in Menomonee Falls, WI

    The Russ Darrow Group is looking for motivated individuals to join our team! Our passion for our products, loyalty to our customers and dedication to our communities inspires us to be the best. The Darrow Difference is the foundation of our success - and we want you to be a part of it! Are you outgoing, enjoy meeting new people, and have a passion for the latest technology? Are you looking for a fulfilling career and not just another job? At the Russ Darrow Group, we share the same commitment to our employees as we do our customers - after all, a great customer experience is only possible with great employees. What We Offer We believe in investing in our employees' growth and well-being, that's why we provide continuous training, advancement opportunities, competitive compensation, flexible schedules, comprehensive benefits, and employee assistance programs. Our culture emphasizes family values, diversity, and teamwork, ensuring exceptional service through empowered and dedicated team members. No experience? No problem! We're eager to train the right candidates from the ground up. Our top-notch tools and resources will help you succeed! With over five decades of success, our experienced management teams will provide comprehensive training and support from day one. If you're ready to join a team that values community involvement, career development, and a legacy of excellence, we'd love to hear from you! Summary The Finance Manager is responsible for producing additional revenue for the dealership by selling finance and insurance products to new and used car customers and achieving a high level of customer satisfaction. Qualified applicant should be be skilled at upselling extended warranty and other F&I products and have experience in automotive retail sales. Responsibilities Provide recommendations and assistance to customers in order to arrange the financing of their purchases. Present customers with additional product offerings to enhance their vehicle and ownership experience Ensure sales are structured to produce the highest profitability Maintains proficiency and certifications as required for the position Accurately desks deals, submits deals to lenders for approval, makes credit decisions, and effectively closes deals Ensure every deal is fully aligned with local, state and federal guidelines Prepares paperwork, contracts and delivers deals Accurately audit team deals Post-Sale and deeply analyze for improvements Guarantee the expeditious funding of all contracts Qualifications * Eagerness to improve * College degree preferred or equivalent experience * Knowledge of dealership finance and insurance procedures * Proficient at structuring deals for maximum profitability * Well-versed in title laws and registration process * Professional personal appearance and extraordinary verbal/written communication skills * Expertise in negotiation and presentation skills * Valid driver's license Benefits * Competitive Compensation Plans * Full Benefits Package * Medical, Dental & Vision * 401k with Company Match * HSA with Company Contribution * PTO * Growth and Advancement Opportunities * Continuous Training and Development
    $128k-196k yearly est. 16d ago
  • Personal Risk Manager (77072)

    Tricor Insurance 4.0company rating

    Portfolio manager job in Lake Mills, WI

    Join TRICOR Insurance as a Personal Lines Risk Manager! At TRICOR Insurance, we're proud to be recognized as a 2025 Great Place to Work Certified employer and ranked among the Top 100 Independent Agencies in the U.S. With 300+ team members and growing, we're looking for a Personal Lines Risk Manager to join our team in Lake Mills, WI. If you're passionate about going beyond expectations, building lasting relationships, solving client problems, and making an impact in your community-this role is for you. What You'll Do: * Build lasting relationships with clients and prospects by delivering a best-in-class experience. * Address client concerns with professionalism and urgency. * Strategize and build quality prospecting pipelines to grow your book of business. * Provide proactive risk management advice and design tailored coverage solutions. * Partner with top local, regional, and national carriers to bring clients the best options. * Stay informed on industry products, services, and trends to offer expert guidance. * Work independently while also collaborating with a supportive, high-performing team. What We're Looking For: * Strong communication, networking, and people skills-you can think on your feet and adapt to any situation. * Competitive drive with the self-motivation, discipline, and time management needed to succeed in sales. * Coachable, collaborative, and committed to continuous learning (including new technology). * Proven ability to analyze complex customer issues and problem-solve effectively. * Sales or insurance experience is a plus * Associate's degree or two+ years of related sales experience (or equivalent combination of education and experience). * Proficiency in MS Office preferred. Pay, Perks & Wins: * Competitive salary with bonus potential. * Health, Dental, Vision, and Life Insurance, plus Voluntary Life, Critical Illness, STD & LTD. * 401(k) Retirement Plan with Company match and access to a Certified Financial Planner. * Paid Time Off program. * Flexible Dress for Your Day attire. Career development opportunities, mentoring, and a family-owned, growth-minded environment. Why TRICOR? We don't just sell insurance-our calling is to impact the businesses, individuals, families, and communities where we live and work. At TRICOR, you'll: * Be inspired to solve customer problems. * Have the freedom and responsibility to bring your talent, passion, and dedication every day. * Be empowered to make decisions, share ideas, and try new things. * Contribute to helping local communities thrive. We value diversity and believe teams succeed when everyone can be their authentic self. We encourage people from underrepresented backgrounds and different industries to apply: *************************************** al
    $81k-108k yearly est. 9d ago
  • Branch Manager - Lakeshore Market - Franklin, WI

    Jpmorgan Chase 4.8company rating

    Portfolio manager job in Franklin, WI

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first. You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success. You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients. **Job responsibilities** + Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence. + Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments. + Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust. + Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation. + Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry. + Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community. + Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures. **Required qualifications, capabilities, and skills** + You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture. + You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles. + You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success. + You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently. + You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies. + You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and exciting for everyone involved. + You have 2+ years of management, Retail Banking, or equivalent Chase leadership experience. + You have a high school degree, GED, or foreign equivalent. + You have the ability to work branch hours including weekends and evenings. **Preferred qualifications, capabilities, and skills** + You have a college degree or military equivalent. **Training and Travel Requirement** + You'll successfully complete our Branch Manager Training Program before being considered for placement as a Branch Manager. + You'll need to be able to travel as required for in-person training and meetings; some travel may be out-of-state. **Dodd Frank and Safe Act:** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ********************************************************************* Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
    $53k-74k yearly est. 60d+ ago
  • Branch Manager

    Security Equipment Supply Inc. 4.3company rating

    Portfolio manager job in Waukesha, WI

    Job Title: Branch Manager Company: Security Equipment Supply, Inc. (SES) Job Type: Full-Time | Exempt About Security Equipment Supply (SES) Security Equipment Supply (SES) is a second-generation, family-owned distributor of low-voltage electronics. Since 1982, we've grown to 16 locations across 11 states, delivering trusted solutions in access control, fire and life safety, surveillance, home entertainment, and more. We're in a transformative phase-modernizing operations, investing in technology, and enhancing customer and employee experiences. SES is committed to growing talent from within and creating meaningful career paths across the organization. Most roles are hybrid, providing flexibility while driving impact. At SES, we don't just work here - we care for what we've built and the people we work with. Live the SES Way: Family • Respect • Celebration • Excellence • Integrity Work the SES Way: Curiosity • Fun-Loving Spirit • Commitment to Growth Position Overview The primary function of this position is to manage all areas of branch operations. This includes all aspects of daily operations involving sales and logistics staff while helping to implement policies, procedures and best practices to achieve the overall goals for the branch and Company. What You'll Do Always maintain or exceed the high SES standards for customer service. Variances in customer service levels provided should be reported to Sales or Operations Manager or another applicable Administrative manager. Must have working knowledge of all branch operational and sales responsibilities including, but not limited to, counter and telephone sales, shipping, receiving, repairs/CRS, RM module, and inventory control. Work in tandem with Sales Manager in developing better vendor & representative relations, setting up customer and employee trainings and counter days. Strategize with the Sales Manager and Marketing Department for a go to market approach. Promote an environment of growth for SES and for our customers Prospect new customers, including visits outside of the branch to discuss business with potential SES customers Support others in the branch in pursuit of growth for our business Responsible for the reduction of slow moving, discontinued, and dead stock to maintain inventory health Focus on meeting key performance metrics, including, but not limited to Inventory Turns D&E Ranked Product in the Branch Surplus Stock Achieve branch sales goals as set by the Sales Manager. Achieve personal sales goals to lead and set example for Salespeople. This would include planning sessions to attain goals and mentoring of existing sales team Setting goals and expectations for sales team to encourage hitting monthly and quarterly targets that allow him/her to participate in the SES sales commission plan Review of Customer performance metrics and plan how to recapture lost business and support growing customers Remain cognizant of gross profit goals, and items that impact them including but not limited to Freight billed to customer vs cost Selling price compared to cost of goods sold Restocking fees Work in conjunction with the corporate office in the areas of recruiting, hiring, on-boarding, training, and development of Branch Personnel. Support for Company initiatives that invest in our People, including but not limited to New Hire Training Ongoing Training Increased Product Knowledge Other training or mentoring to retain high performers and encourage relevant up-to-date skill sets Endeavor to empower, train, and mentor Assistant Branch Manager, where applicable, in branch management responsibilities, so they can be performed during his / her absence Promote the growth of branch through empowering individual and team performance, as well as utilizing effective delegation of the roles and responsibilities within the branch Consult with Sales Manager or Operations Manager as well as Human Resources on handling of all employee evaluations, grievances, or other issues. Ensure that steps are taken to maintain an accurate inventory for the benefit of our customer service and protection of our working capital. This includes overall organization of the warehouse and showroom, conducting cycle counts, adjustments and preparation for physical inventory Oversee daily stocking / merchandising of the showroom as well as the overall appearance. Ensure demonstration units are current and in good working order Ensure all administrative tasks are completed in a timely manner Branch Manager should possess the ability to perform all such tasks required for reporting to Corporate offices information about branch activities and operations. Maintain regular, open communications with the Sales Manager to ensure the consistency of message within the branch. Also, maintain the same communication with the Corporate Office. Ensure all company policies and procedures are followed at all times and report any violations to the Sales or Operations Manager. Maintain a safe, secure, and clean working environment. Required Skills Oral and written comprehension and expression Problem solving ability Possess ability to work autonomously and collaboratively Training and mentoring Basic knowledge of Microsoft Suite of products Travel and some night/weekend work will be required (approximately < 10% total travel required) What We Are Looking For High school diploma or equivalent 5 to 7 years of relevant sales experience 1 to 3 years of management experience preferred Experience in low voltage industries specifically in fire and life safety, video surveillance, access control, and voice communication Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without reasonable notice. Work Environment This job operates in a branch/warehouse environment. This role routinely uses standard office equipment such as computers, phones, photocopier and standard software suite(s), such as the ERP system, and the Microsoft Suite of products. This position routinely is exposed to warehouse/showroom activities, such as handling inventory and interaction with customers. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job the employee is occasionally required to stand, walk or sit; use hands to finger, handle or feel objects, tools or controls; reach with hands and arms; climb stairs; balance, stoop, kneel, crouch or crawl; talk or hear. The employee must occasionally lift and/or move objects up to 70 pounds. Specific vision abilities may include, close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus. Why Join SES? Competitive compensation: market-aligned salary + performance incentives Profit sharing & retirement: SEP IRA contributions and annual profit-sharing bonuses Health benefits: affordable medical, dental, and vision plans Career growth: ongoing development, advancement opportunities, and a promote- from-within culture Next Steps As part of our hiring process, we invite you to complete a brief personality survey to help us understand how you work best. ************************************************************************************************************************************************************************************************************** Be part of a growing company where your work matters, your growth is supported, and your success is celebrated.
    $40k-54k yearly est. Auto-Apply 60d+ ago
  • Automotive Finance Manager

    Rydell Cars 3.6company rating

    Portfolio manager job in Sheboygan, WI

    Sheboygan Auto Group is looking for our next Automotive Finance Manager. This is an exciting opportunity in a growing, fast-paced industry. The Automotive Finance Manager makes credit decisions, submits deals to our lenders for approval and helps bridge disconnects in the sales process. With your background in automotive sales or finance, you'll find the right finance and insurance products for every customer, no matter what their situation. What We Offer An Aggressive & Rewarding Compensation Package 401(k) Plan Medical, Dental, and Vision Insurance Life and Disability Paid Vacation Paid Personal Leave Paid Holidays Bonus Programs Vehicle Purchase Programs Schedule flexibility Ongoing training and career development opportunities Responsibilities Welcome customers to the store and transition them from Sales to Finance during their vehicle purchase process Work directly with our employees and customers to develop relationships Determine customer financing needs and payment options based on a consultative interview process Present a fully transparent pricing menu to customers detailing their financing options and products Process finance transactions and ensure 100% compliance with all state and federal laws and regulations Follow up with customers to ensure satisfaction Build rapport with customers to create a base of referrals Set and achieve targeted sales goals Gain superior product knowledge to effectively help customers Ensure that all administrative processes are handled in a timely fashion and in compliance with company policy Provide an exceptional customer experience to drive loyalty Qualifications High school diploma or equivalent Proven ability to provide an exceptional customer experience Ability to set and achieve targeted goals Highly detail-oriented and organized Prior Automotive Sales or F & I experience preferred Demonstrated communication, consultative, interpersonal, and organizational skills Experience and desire to work with technology Valid in-state driver's license and an acceptable, safe driving record 18+ years of age or older to comply with the company driving policy About Us Since opening our doors, Sheboygan Auto Group has kept a firm commitment to our customers. Customer satisfaction is our highest priority and our staff is committed to achieving this goal in every aspect of our business. We strive to be the BEST Automotive Car Company in Sheboygan County! Our employees enjoy training programs, a fantastic culture and opportunities for advancement, which are company-wide focuses to help you grow both personally and professionally. We're interested in helping your career and adding to your resume because we know that happy employees lead to happier customers! At Sheboygan Auto Group, part of the Rydell Automotive Group, we strive to make every customer a customer for life. Happy employees make happy customers, and we reward individuals who are ready to work hard and stay motivated. Every employee on our team is absolutely critical to our success. Our promise is to keep delivering the same award-winning service and value that our community has come to expect from our dealership through the years. We are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. We are committed to providing a safe, drug-free work environment. Applicants must be willing to submit to a pre-employment background check and drug test. Interested candidates must possess a valid driver's license and have a satisfactory driving record.
    $99k-124k yearly est. Auto-Apply 60d+ ago
  • Business Banking Portfolio Manager

    Citizens Bank 3.7company rating

    Portfolio manager job in Mukwonago, WI

    This position is responsible for retention and expansion of existing commercial customer relationships. Primary responsibilities include: cultivating relationships within the existing, assigned, portfolio; analyzing new and maturing loan requests (including adherence to loan policy); recommending loan structure; collecting financial statements; and identifying cross selling/referral opportunities of deposits, Treasury Management, Insurance, Investments, mortgage loans, and consumer loans. Hours: Monday - Friday 8am-5pm, flexibility required to meet customer needs. *Hours may vary based on business needs. Essential Duties and Responsibilities: Cultivate relationships within an existing, assigned, portfolio of business banking customers focusing on retention and expansion of the relationships. Manage due diligence and communication with new and existing customer loan requests. Conduct a high-level analysis of commercial loan requests and recommend structure. Manage the maturing loans by working with the customer and the credit department. Ensure the portfolio administration and risk management of each customer relationship within assigned portfolio is in compliance with established Citizens Bank policies, procedures, and business strategy as well as regulatory guidelines. Provide advice to customers regarding trends and conditions of the business environment, capital markets, and general banking trends, when necessary. Monitor loan repayment activities and financial condition of borrowing customers. Take preliminary steps to collect past due payments. Assume overall responsibility for the credit quality of the assigned loan portfolio. Participate in the bank's loan approval process, presenting to Loan Committee and/or the Board of Directors. Responsible for identifying cross-selling opportunities for all bank products including deposits, Treasury Management, Insurance, Investments, mortgage loans, and consumer loans. Participate in networking activities within community, trade organizations and business functions to ensure a positive image for the bank. Any other duties as assigned. Requirements: High school diploma or GED required. Bachelor's degree in finance, Accounting or Business Administration preferred. A minimum of 2 years of experience in a bank and/or lending setting. Knowledge of standard corporate structures and commercial underwriting and lending practices preferred. Strong analytical and financial modeling skills. Ability to cross-sell banking and other financial services products. Ability to make decisions with little supervision. Effective presentation skills. High level of professionalism. Strong verbal and written communication skills. Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act and the requirements of the Office of Foreign Assets Control. Additionally, must follow policies and procedures to minimize risk by exercising good judgment, raising questions to management, and adhering to policy guidelines. Critical Competencies: Customer Service Excellence Relationship Selling Communication Organization ****Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities**** Our company is an equal opportunity/affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster at ********************************************************************************************
    $70k-110k yearly est. Auto-Apply 4d ago
  • Digital Assurance & Transparency - Digital Assets Manager

    PwC 4.8company rating

    Portfolio manager job in Milwaukee, WI

    Industry/Sector Not Applicable Specialism Assurance Management Level Manager At PwC, our people in audit and assurance focus on providing independent and objective assessments of financial statements, internal controls, and other assurable information enhancing the credibility and reliability of this information with a variety of stakeholders. They evaluate compliance with regulations including assessing governance and risk management processes and related controls. In digital assurance at PwC, you will focus on providing assurance services over clients' digital environment, including processes and controls, cyber security measures, data and AI systems, and their associated governance, to help organisations and their stakeholders build trust in their technology while complying with relevant regulations. Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: * Analyse and identify the linkages and interactions between the component parts of an entire system. * Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion. * Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables. * Develop skills outside your comfort zone, and encourage others to do the same. * Effectively mentor others. * Use the review of work as an opportunity to deepen the expertise of team members. * Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate. * Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the Digital Assets team you will lead teams and manage client accounts, securing successful project delivery. As a Manager you will motivate and inspire others to deliver quality while leveraging team strengths and managing performance to meet client expectations. This role offers the chance to cultivate meaningful client relationships and embrace innovative technologies, all while contributing to the success of our firm. Responsibilities * Mentor junior staff to foster their professional growth * Supervise and coach teams to enhance performance and deliverables * Manage the auditing and consulting of IT controls * Maintain adherence to current and emerging technology standards * Oversee the strategic planning and execution of client engagements * Build and maintain powerful relationships with clients What You Must Have * Bachelor's Degree * 5 years of experience * Certified Public Accountant (CPA) or Certified Information Systems Auditor (CISA) What Sets You Apart * Preferred field(s) of study in: Finance, Accounting, Management Information Systems, Management Information Systems & Accounting, Computer and Information Science, Economics, Business Administration/Management, Engineering, Mathematics, Accounting & Technology * Proven knowledge of financial reporting and IT risks * Understanding of current and emerging technologies * Familiarity with blockchain and digital assets * Experience with COSO Framework, CoBIT, ITIL * Developing thought leadership in relevant subjects * Leading IT controls assurance projects Travel Requirements Up to 40% Job Posting End Date Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $99,000 - $252,450. For residents of Washington state the salary range for this position is: $99,000 - $297,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
    $92k-140k yearly est. Auto-Apply 60d+ ago
  • Senior Manager, Asset Management - Federal Tax

    KPMG 4.8company rating

    Portfolio manager job in Milwaukee, WI

    At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm KPMG is currently seeking a Tax Manager or Senior Manager to join our Business Tax Services practice. Responsibilities: * Provide tax compliance and advisory services to pass-through entities and partnerships for a variety of Asset Management clients * Work as part of a multi-disciplinary team helping to provide industry knowledge and experiences * Oversee a portfolio of clients of varying size and scope and act as the point of contact for internal and external clients * Manage teams of tax professionals and assistants working on client projects * Advise clients and be accountable for delivering high quality tax service and advice * Participate in and contribute to market and business activities external to the firm Additional responsibilities for Senior Manager: * Manage risk and financial performance of engagements including billing, collections, and project budgets * Team with other professionals to identify new marketplace opportunities and grow the KPMG tax practice Qualifications: * Minimum five years of recent pass-through and partnership tax experience in an accounting firm, corporation, and/or law firm * Bachelor's degree from an accredited college/university; Licensed CPA, JD/LLM or EA, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list * Prior experience with pass-through entities and partnerships * Experience managing multiple client engagements and client service teams Additional qualifications for Senior Manager: * Minimum eight years of recent pass-through and partnership tax experience in an accounting firm, corporation, and/or law firm * Experience mentoring and counseling staff level team members KPMG LLP and its affiliates and subsidiaries ("KPMG") complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work. Follow this link to obtain salary ranges by city outside of CA: *********************************************************************** California Salary Range: $135700 - $273400 KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
    $61k-82k yearly est. 23d ago

Learn more about portfolio manager jobs

How much does a portfolio manager earn in Milwaukee, WI?

The average portfolio manager in Milwaukee, WI earns between $53,000 and $165,000 annually. This compares to the national average portfolio manager range of $66,000 to $198,000.

Average portfolio manager salary in Milwaukee, WI

$94,000

What are the biggest employers of Portfolio Managers in Milwaukee, WI?

The biggest employers of Portfolio Managers in Milwaukee, WI are:
  1. BMO Capital Markets
  2. Huntington National Bank
  3. Bank of Montreal
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