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17 portfolio manager jobs at 15 companies in Appleton, WI

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Portfolio Manager
Clintonville or Wisconsin
HybridFull Time
First State Bank
First State Bank: Independent community bank providing comprehensive financial and banking services.
3+ YOEBachelor's degree or equivalent experience; 3+ years in commercial credit, lending, or portfolio management; strong financial statement and credit risk knowledge; proficiency with loan systems and Microsoft Office Suite; strong communication skills.
Microsoft Office Suite
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2d
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Portfolio Manager - AVP
Green Bay, Wisconsin, United States
$63k-$108k/yr OnsiteFull Time
Associated Bank
Associated BankNYSE: ASB: Provides personal, commercial, and private banking and financial services.
3+ YOEBachelor's in finance/accounting or equivalent, 3+ years commercial real estate lending or credit approval, strong financial analysis, underwriting and portfolio management skills, reliable transportation.
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2mo
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Portfolio Manager - Commercial Banking
Green Bay, Wisconsin, United States
$58k-$99k/yr HybridFull Time
Associated Bank
Associated BankNYSE: ASB: Provides personal, commercial, and private banking and financial services.
2+ YOEBachelor’s degree in business, finance, accounting, or related field; 2+ years in commercial banking or related areas; ability to manage complex credits; reliable transportation and lawful driving if applicable.
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3w
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Director, Global Real Estate & Portfolio Strategy
Kohler, Wisconsin, United States
$164k-$260k/yr HybridFull Time
Kohler
Kohler: Manufacturer of kitchen, bath, and smart home products.
Proven global real estate and asset management experience, advanced financial acumen, executive presence, ability to lead global teams, bachelor's required, MBA preferred, willingness to travel globally, US work authorization required.
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Territory Manager
Howard, Wisconsin, United States
HybridFull Time
SRS Distribution
SRS DistributionNYSE: HD: Distributes roofing, landscaping, and pool supplies to professional contractors.
5+ YOEProven territory sales track record (manage multi-million-dollar portfolio), 5+ years sales/sales management experience, bachelor’s degree, valid driver’s license and reliable transportation, authorized to work in the U.S., up to 50% travel, CRM and MS Office proficiency.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Agility ERP, EagleView, CRM
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Portfolio CEO: Powder Coating Shop
Austin or Chicago or Peoria or Indianapolis or Evansville or Fort Wayne or Detroit or Grand Rapids or Columbus or Cleveland or Cincinnati or Pittsburgh or Philadelphia or Allentown or Houston or Fort Worth or Dallas or San Antonio or Green Bay or Madison or Milwaukee
$130k-$190k/yr OnsiteFull Time
American Operator
American Operator: Acquires and manages small businesses to preserve local ownership.
7+ YOE3+ Mgmt7+ years industry experience with 3+ years P&L ownership; experience building hourly production teams, batch production operations, compliance recordkeeping, and growing sales in job-shop environments; willingness to relocate to target markets.
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3d
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Sr Manager IT - Trading Ops & ETRM
Houston or Baltimore or Kennett Square or De Pere or Warrenville or Chicago
$175k-$194k/yr HybridFull Time
Constellation Energy
Constellation EnergyNASDAQ: CEG: Produces carbon-free electricity and supplies energy to customers.
10+ YOE10+ MgmtBachelor's degree and 10+ years relevant experience, supervisory experience, strong technical and communication skills, experience with ETRM platforms (Endur, Allegro), Azure, data/analytics/AI, and managing budgets and IT portfolios.
Endur, Allegro, Microsoft Azure
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Wealth Manager
Appleton, Wisconsin, United States
OnsiteFull Time
Annex Wealth Management
Annex Wealth Management: Fiduciary wealth management and planning for individuals and businesses.
5+ YOECFP required, Bachelor's in Finance/Business/Economics, 5+ years in wealth advisory, strong investment and portfolio strategy knowledge, client relationship and business development skills, proficiency with Salesforce, HubSpot, Black Diamond, Orion, Holistiplan, and eMoney.
Salesforce, HubSpot, Black Diamond, Orion, Holistiplan, eMoney
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3d
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Enterprise Application Delivery and Support Manager
Green Bay, Wisconsin, United States
OnsiteFull Time
Nicolet National Bank
Nicolet National BankNYSE: NIC: A regional bank providing commercial and personal banking services.
8+ YOE5+ MgmtBachelor's degree and 8+ years technology leadership with 5+ years people management; experience managing enterprise application portfolios, SaaS platforms, vendors, Agile practices, and service management.
Fiserv, Salesforce, ServiceNow, Microsoft, Snowflake
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3w
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Residential Mortgage Lender
Birnamwood, Wisconsin, United States
OnsiteFull Time
Bank of Sun Prairie
Bank of Sun Prairie: Independent community bank providing commercial and personal financial services.
Originating and negotiating residential and construction loans, developing client relationships, maintaining lending and compliance knowledge, and managing loan portfolio quality.
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5d
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Sr Counsel, IP
Kohler, Wisconsin, United States
$119k-$184k/yr OnsiteFull Time
Kohler
Kohler: Manufacturer of kitchen, bath, and smart home products.
3+ YOEJD and bachelor\u0002s degree, licensed in Wisconsin, USPTO registration, 3+ years producing law firm experience, patent portfolio management, Excel and data management proficiency.
Microsoft Excel
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2w
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Financial Advisory - Client Relationship Specialist
Sheboygan, Wisconsin, United States
OnsiteFull Time
Kestra Financial
Kestra Financial: Empowers independent financial professionals with wealth management platform solutions.
Experience with client onboarding and account administration; strong communication, analytical and organizational skills; familiarity with custodial platforms, CRM and portfolio management systems; bachelor’s degree preferred.
CRM, custodial platforms, portfolio management software, Microsoft Office Suite
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Senior Digital Marketing & Communications Specialist - IGEN
Appleton, Wisconsin, United States
OnsiteFull Time
U.S. Venture
U.S. Venture: Distributes energy products, automotive parts, and logistics data solutions.
4+ YOEBachelor's degree in marketing/communications or related,4+ years B2B digital marketing experience,website and content management (WordPress),Canva/Adobe/Microsoft PowerPoint experience,HubSpot familiarity,portfolio and occasional travel.
WordPress, Canva, Adobe Creative Suite, Microsoft PowerPoint, HubSpot, AI-enabled marketing tools
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3w
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Graphic Designer
De Pere, Wisconsin, United States
$19-$26/hr OnsiteFull Time
Harmann Studios
Harmann Studios: Professional portrait and event photography studio in Wisconsin.
3+ YOE3-5 years graphic design and photography experience, bachelor's in graphic arts/design/photography or equivalent, proficient with Adobe Photoshop/Illustrator/InDesign/Lightroom, strong portfolio, print color management knowledge.
Adobe Photoshop, Adobe Illustrator, Adobe InDesign, Adobe Lightroom, Google Suites
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2w
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Financial Advisory - Wealth Advisor
Sheboygan, Wisconsin, United States
OnsiteFull Time
Kestra Holdings
Kestra Holdings: Provides wealth management platforms and business infrastructure to advisors.
5+ YOEBachelor's preferred,5+ years client-facing wealth management experience,Series 7 and Series 66 required,CFP preferred,insurance licenses preferred,proficiency with CRM,financial planning and portfolio tools,Microsoft Office.
CRM, financial planning software, portfolio management tools, Microsoft Office, Microsoft Excel
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5d
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Marketing Communications Strategist
Appleton, Wisconsin, United States
OnsiteFull Time
ITW
ITWNYSE: ITW: Global manufacturer of specialized industrial equipment and consumables.
5+ YOEBachelor's degree in marketing/communications or related field,5+ years PR/corporate communications or content experience,strong writing portfolio,PR strategy and media relations experience,project management skills,experience with AI writing tools preferred.
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Financial Planner
Appleton, Wisconsin, United States
OnsiteFull Time
KerberRose
KerberRose: Accounting firm providing tax, audit, and wealth management services.
8+ YOE8+ years financial planning experience, CFP or CPA required, advanced use of RightCapital/Income Solver/Holistiplan, strong portfolio analysis, Microsoft Office proficiency, mentoring and onboarding experience.
RightCapital, Income Solver, Holistiplan, Microsoft Office
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