- Robert Half Finance & Accounting (Lake Geneva, WI)
- Description We are looking for an experienced Investment / Portfolio Manager to join a boutique law firm located in Lake Geneva, Wisconsin. In this role, you ... field; advanced certifications are highly desirable. * Strong expertise in investment management theory, financial principles, portfolio strategies, and market… more
- PNC (Milwaukee, WI)
- …Relationship Management, Decision Making and Critical Thinking, Effective Communications, Investment Consulting, Portfolio Management, Products and Services, ... and have an opportunity to contribute to the company's success. As a Senior Investment Advisor within the PNC Private Bank organization, you will be based in… more
- BMO Financial Group (Brookfield, WI)
- Come join our team!! We are searching for a Managing Director, Senior Manager Portfolio Management for our Emerging Middle Market Business Lending Group. This ... of advanced capital allocation strategies, that leverage market insights and portfolio analysis and optimize investment returns. + Oversees financial… more
- BMO Financial Group (Milwaukee, WI)
- …and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in compliance with bank ... new, renewal and extension loans within delegated authority. + Monitors portfolio to identify deteriorating credit conditions and compliance, analyses metrics, and… more
- US Bank (Appleton, WI)
- …One. **Job Description** Manages individual and/or trust account assets and investment relationships consistent with the established investment objectives and ... client. Strong focus on managing client account retention to meet Net Portfolio growth objectives of the company. Shared responsibility for soliciting, developing,… more
- Cengage Group (Madison, WI)
- **Associate Portfolio Manager (APM) - Key Markets** **We believe in the power and joy of learning** At Cengage Group, our employees have a direct impact in ... see https://www.cengagegroup.com/about/inclusion-and-belonging/ . **What You'll Do Here** As an Associate Portfolio Manager (APM) on the Key Markets Team, you… more
- World Insurance Associates, LLC. (Waukesha, WI)
- Position Overview The Account Manager is responsible for providing general office support and a variety of client support and other related tasks. The Account ... Manager will be responsible for collecting, organizing, and analyzing...appointments, greeting clients, answering incoming calls, receiving and processing investment checks, scanning and maintaining client information in CRM… more
- BMO Financial Group (Greendale, WI)
- …by understanding and planning for what comes next._** A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio of ... and lending needs. As a **Licensed Senior Premier Relationship Manager ** at BMO, you will: + Serve as the...and Health** + Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations.… more
- Hilton (Madison, WI)
- …like:** + Strategic Partner to Hotels in High\-Revenue Markets: You will be an account manager for a portfolio of hotels in key high\-revenue markets serving as ... in NY, FL, or CA; or hybrid\-based in McLean, VA or Dallas, TX\*\*\*_ As a Manager on Hilton's Americas Marketing team \- reporting into our Sr\. Manager , Hotel… more
- Wolters Kluwer (Madison, WI)
- …(see locations on the posting) **OVERVIEW** We are looking for a Senior Product Manager to help us in our mission to provide best-in-class Nursing learning solutions ... willing to move to encourage growth of the existing portfolio and define new growth opportunities. You should thrive...to think creatively. The ideal candidate is a product manager whose expertise in customer engagement and commercial strategy… more
- GE HealthCare (Madison, WI)
- …coordinated execution with high accountability for results. + Proactively influence portfolio and drive investment decisions balancing customer needs, business ... **Job Description Summary** As a Global Product and Commercial Integration Manager in the Patient Care Solutions (PCS) segment, specifically within Anesthesia &… more
- US Bank (Milwaukee, WI)
- …knowledge of Advent applications preferred - General knowledge and understanding of portfolio accounting and the investment management industry - Excellent ... who are responsible for providing accounting, administration and investor servicing to investment companies and advisers. Serves as trusted advisor to clients by… more
- CBRE (Milwaukee, WI)
- Finance Manager Job ID 241286 Posted 07-Oct-2025 Service line GWS Segment Role type Full-time Areas of Interest Accounting/Finance, Building Management, Facilities ... business and act as a trusted advisor to the business leaders. Review the portfolio 's financial life to help clients identify what future goals should be. + Create… more
- ServiceNow, Inc. (Milwaukee, WI)
- …experience required) + Strong understanding of OKRs, Agile workflows, capacity planning, portfolio management, and investment tracking. + Proven ability to ... a positive impact We are looking for a Product Manager to design and scale enterprise workflows and tools...tasks. + Establish workflows for capacity planning, resource forecasting, investment planning, and risk alignment. + Define and maintain… more
- Nelnet (Madison, WI)
- …including real estate, renewable energy, infrastructure, and venture capital. As this portfolio and Nelnet's renewable energy platform grows, the need for effective ... and compliance is increasing. The company needs a tax manager that can manage complex partnership tax principles, planning,...+ Participate in the due diligence phase of an investment prior to close to manage risks, provide tax… more
- CBRE (Madison, WI)
- Senior Transaction Manager - Healthcare Job ID 240307 Posted 29-Sep-2025 Service line Advisory Segment Role type Full-time Areas of Interest Transaction Management ... America **About the Role:** As a CBRE Senior Transaction Manager - Healthcare, you will manage a team that...associated land use projects for a large healthcare client's portfolio . Transactions include surplus asset dispositions, land and medical… more
- CBRE (Madison, WI)
- Transaction Manager - Healthcare Job ID 240291 Posted 29-Sep-2025 Service line Advisory Segment Role type Full-time Areas of Interest Transaction Management ... of America **About the Role** As a CBRE Transaction Manager - Healthcare, you will provide ongoing management of...management of real estate transaction activities for a defined portfolio of commercial properties. This position is part of… more
- Ralliant (Madison, WI)
- **Job Title:** Product Manager **Location:** Remote, USA **Job Summary:** As a key contributor within Hengstler-Dynapar, the **Product Manager ** will guide the ... aligns with the company's business objectives while collaborating cross-functionally. The Product Manager will work closely with all functions within our company to… more
- Deloitte (Milwaukee, WI)
- Private Equity M&A IT Senior Manager Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and transformational ... need as a PE M&A Information Technology (IT) Senior Manager - within Deloitte's M&A Offering, as a part of...and executing transactions, or the management teams of the portfolio companies owned by the private equity. Our practitioners… more
- PNC (Neva, WI)
- …opportunity to contribute to the company's success. As a Data Science Group Manager within PNC's Technology organization, you will be based in Pittsburgh, PA, ... on a regular basis. Some responsibilities may be performed remotely, at the manager 's discretion. We are seeking an experienced and visionary Data Product Leader to… more