64 investment manager jobs found

Why Work at Rehlko Our work is guided by our purpose: creating an energy-resilient world for a better future. This purpose embodies the legacy we bring, with more than 100 years as the global leader in energy resilience, delivering solutions critical to sustain and improve life. Our teams have the opportunity to provide a critical resource – energy – that ensures safety, security, and independence for people around the world. Our team members are focused on pushing boundaries, continuing to innovate in an ever-changing landscape, and keeping up with the pace required to create solutions for today’s world demands. Our product range includes engines, generators, power conversion, UPS systems, EV components and electrification solutions, microgrid controls and management, and clean energy solutions that serve a broad spectrum of OEM, residential, industrial, and commercial customers. At Rehlko, you have the freedom to identify, create, and deliver solutions – large and small – that...

JLL empowers you to shape a brighter way . Our people at JLL and JLL Technologies are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. What this job involves: As a Senior Project Manager , you will play a crucial role in this pursuit by leading projects and delivering exceptional results for our clients. Your innovative approach, collaborative mindset, and commitment to success will help us further strengthen our culture of collaboration and advancement. What your day-to-day will look like:...

This is a licensed position requiring the SIE, Series 6, 63, Life and Health Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations. Acts as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies. Works collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience. Uses a consultative sales process to develop strong customer relationships; acts as client’s trusted advisor and primary point of contact. Proactively works with assigned customer portfolio to uncover needs, provide solutions, and identify additional sales opportunities. Makes key recommendations on products, pricing, and services; links customer to business partner experts based on key financial decisions. Achieves results and meets sales targets by acquiring new assets from existing client portfolio...

Position Overview : Packerland Brokerage Services, a Broker-Dealer and Registered Investment Advisor with Representatives and Advisors throughout the country, is seeking a bright and talented Business Processing Manager to join our growing team. We foster an engaging and collaborative environment and focus on personal growth, education, and individual development. Our welcoming and friendly work atmosphere has resulted in an inclusive, energetic, and respectful team culture. Packerland Brokerage Services has a diverse workforce, competitive benefits, and a team that enjoys its time together inside and outside of the office. If our Business Processing Manager role sounds like a challenge you would be interested in, we would love to meet you to discuss it in more detail. Key Accountabilities for the role will include the following: Streamline processes and promote change to enhance Business Processing team efficiency and support continuous improvement across workflows...

Office Locations: Indianapolis, Madison, Milwaukee, Minneapolis, Phoenix, St. Louis, and Tampa We have the opportunity for a Sr. Manager of Programs & Resources to join the firm’s Research & Knowledge Management department. This is a highly collaborative role with responsibilities including supporting the firm’s Knowledge Management and current awareness programs, as well as overseeing the firm’s portfolio of research resources. The position reports to the Director of Research & Knowledge Management and collaborates with internal and external stakeholders to address the firm’s information needs and advance strategic business initiatives. Grow Your Career at Quarles At Quarles, your goals matter. We foster a collaborative, inclusive culture where your voice is heard and your growth is supported. Join a team that values creativity, flexibility, and shared success. What We Offer: Supportive, adaptable work environment Career development through mentoring...

2223 Main Street Green Bay Wisconsin,54302 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities. Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions). Offers clients advice and guidance on available...

7801 Mineral Point Road Madison Wisconsin,53717 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities. Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions). Offers clients advice and guidance on available...

Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. Meets customer transaction-based needs with seamless execution. Reviews customer...

Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities. Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions). Offers clients advice and guidance on available digital and self-serve options with the goal of making...

4323 Milton Avenue Janesville Wisconsin,53546 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities. Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions). Offers clients advice and guidance on available...

100 N Main Street Janesville Wisconsin,53545 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities. Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions). Offers clients advice and guidance on available...

790 N Water Street Milwaukee Wisconsin,53202 Provides tax planning and advice as part of a comprehensive wealth management solution to deliver an exceptional client experience. Provides technical expertise for tax planning solutions and administration. Works collaboratively as part of the client/relationship management solution. Identifies and makes referrals to other business groups as appropriate. Identifies opportunities to grow existing relationships and develop new business. Participates in advisory committees for tax planning and related wealth management. Assists in the development of strategic plans. Identifies emerging issues and trends to inform decision-making. Provides insight and shares expertise with team members for taxation concepts and other complex wealth services offerings. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Designs and produces regular and ad-hoc reports, and dashboards....

2745 N Dr Martin LutherKing Dr Milwaukee Wisconsin,53212 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. Meets customer...

Why Work at Rehlko Our work is guided by our purpose: creating an energy-resilient world for a better future. This purpose embodies the legacy we bring, with more than 100 years as the global leader in energy resilience, delivering solutions critical to sustain and improve life. Our teams have the opportunity to provide a critical resource – energy – that ensures safety, security, and independence for people around the world. Our team members are focused on pushing boundaries, continuing to innovate in an ever-changing landscape, and keeping up with the pace required to create solutions for today’s world demands. Our product range includes engines, generators, power conversion, UPS systems, EV components and electrification solutions, microgrid controls and management, and clean energy solutions that serve a broad spectrum of OEM, residential, industrial, and commercial customers. At Rehlko, you have the freedom to identify, create, and deliver solutions – large and...

Why Work at Rehlko Our work is guided by our purpose: creating an energy-resilient world for a better future. This purpose embodies the legacy we bring, with more than 100 years as the global leader in energy resilience, delivering solutions critical to sustain and improve life. Our teams have the opportunity to provide a critical resource – energy – that ensures safety, security, and independence for people around the world. Our team members are focused on pushing boundaries, continuing to innovate in an ever-changing landscape, and keeping up with the pace required to create solutions for today’s world demands. Our product range includes engines, generators, power conversion, UPS systems, EV components and electrification solutions, microgrid controls and management, and clean energy solutions that serve a broad spectrum of OEM, residential, industrial, and commercial customers. At Rehlko, you have the freedom to identify, create, and deliver solutions – large and...

Summary As the Director of Decision Support, you will report to the VP of Finance and be responsible for leading a team of financial planning and analysis professionals. This role will transform financial planning and decision making into a source of advantage for the enterprise by enabling the business to better anticipate opportunities, spot risks and drive faster resource reallocation. To accomplish this, you will accelerate FP&A’s adoption of AI-driven predictive planning and scale up technology-driven delivery of decision support. In addition to leading the financial planning, budgeting, and forecasting team, you will be the go-to resource for strategic decision support to senior organizational decision makers including the CFO, VP Finance, Chief Actuary, C-Suite, and board. You will foster innovation and digital skills development in FP&A. The ideal candidate will possess financial planning and analysis expertise, the ability to develop and manage technology- and...

Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for Bowman. Clicking "Apply Now" or "Read more" on Lensa redirects you to the job board/employer site. Any information collected there is subject to their terms and privacy notice. Short Description Bowman has an opportunity for a Financial Project Manager to join our team remotely. At Bowman, we believe in creating opportunities for aspiring people to thrive and achieve ambitious goals. That’s why a career at Bowman is more than a job. It is an opportunity to be part of a diverse and engaged community of professionals, to be treated as a respected and valued member of a motivated team and to be empowered to do exceptional work that advances the best interest...

Why Work at Rehlko Our work is guided by our purpose: creating an energy-resilient world for a better future. This purpose embodies the legacy we bring, with more than 100 years as the global leader in energy resilience, delivering solutions critical to sustain and improve life. Our teams have the opportunity to provide a critical resource – energy – that ensures safety, security, and independence for people around the world. Our team members are focused on pushing boundaries, continuing to innovate in an ever-changing landscape, and keeping up with the pace required to create solutions for today’s world demands. Our product range includes engines, generators, power conversion, UPS systems, EV components and electrification solutions, microgrid controls and management, and clean energy solutions that serve a broad spectrum of OEM, residential, industrial, and commercial customers. At Rehlko, you have the freedom to identify, create, and deliver solutions – large and...

Work Mode: Onsite Location: Kohler, WI Opportunity The Dining Supervisor II provides support to the restaurant management team through the supervision of front of house restaurant staff and a variety of administrative and operational tasks. Manage all guest requests, complaints and questions and ensure that all aspects are communicated to the appropriate leadership. Will have the ability and knowledge to work in more than one outlet and to fill in as Dining Floor Manager, as needed. SPECIFIC RESPONSIBILITIES Support management with daily administrative tasks including but not limited to purchasing, ordering, invoicing, scheduling, records control and filing. Accurately process all new hire and employee change paperwork in a timely manner. Reconcile all operational paperwork including but not limited to guest receipts and vendor invoices. Work with staff and management team to ensure proper cost controls and inventory levels....

N14 W23999 Stoneridge Drive Waukesha Wisconsin,53188 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities. Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions). Offers clients advice and guidance on...

1433 Pabst Farms Circle Oconomowoc Wisconsin,53066 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. Meets customer...

Legacy Investment Services | Appleton, WI In-Office | Full-Time Base Pay: Competitive salary based on experience Incentives: Per-return pay, performance bonuses, referral compensation Who We’re Looking For We are hiring a Tax Manager to lead and grow our in-house Legacy Tax Division within a well-established financial advisory firm. This is not a seasonal tax preparer role. We are looking for someone who can run the day-to-day tax operation , prepare returns, manage client relationships year-round, and help build a scalable tax practice that integrates directly with our advisory business. If you want ownership, growth potential, and the ability to build something meaningful rather than crank returns, this role is built for you. Who We Are Legacy Investment Services is a family-owned financial advisory firm based in Appleton, Wisconsin. We work with families, retirees, and business owners through a high-touch, planning-driven approach that integrates...

This position is an advanced technical leadership position responsible for assisting in the development and protection of the more than 64 million gross square foot and $21 billion replacement value of Universities of Wisconsin facility infrastructure. This position reports to the Associate Vice President of Capital Planning and Budget. This position also supervises at least 2.0 FTE within the Office of Capital Planning and Budget. Final placement within the Mechanical Engineer (Manager) or Mechanical Engineer (Director) role will be based upon the selected candidate’s qualifications and experience. Key Job Responsibilities: Create and deliver capital budget and project progress/status reports. Exercise supervisory authority, including hiring, transferring, suspending, promoting, managing conduct and performance, discharging, assigning, rewarding, disciplining, and/or approving hours worked of at least 2.0 full-time equivalent (FTE) employees Develop and review...

7635 W Bluemound Road Milwaukee Wisconsin,53213 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities. Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions). Offers clients advice and guidance on available...