38 portfolio manager jobs at 33 companies in Clinton, WI
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Senior Portfolio Manager, CRE
Hartland, Wisconsin, United States
$98k-$132k/yrOnsiteFull Time
Wintrust Financial CorporationNASDAQ: WTFC: Provides community banking, commercial finance, and wealth management services.
6+ YOEBachelor's degree preferred in business, finance, accounting, or economics; 6+ years of commercial real estate credit, portfolio management, or commercial lending experience; strong analytical, writing, finance, and real estate knowledge.
Johnson Financial Group: Provider of banking, wealth management, and insurance solutions.
6+ YOEBachelor's degree and 6+ years in wealth management, portfolio strategy, or investment advisory for HNW clients. Series 65/66 or IA equivalent required within 90 days; CFA, CFP, CTFA, or ChFC preferred.
First Business BankNASDAQ: FBIZ: Specialized banking and wealth management for businesses and executives.
Client-focused commercial banking professional with treasury management and cash management knowledge, strong relationship, analytical, communication, and organizational skills.
Ridgeland or Washington or New York City or Houston or Chicago or Grand Rapids or Owings Mills or Baltimore or Columbia or Memphis or Boston or San Jose or Austin or Kalamazoo or Spokane or Denver or Fort Worth or Atlanta or Wilmington or Milwaukee or Madison or McLean or Huntsville or Melville or Philadelphia or Charlotte or Greenville or West Palm Beach or Fort Lauderdale or Cincinnati or Cleveland or Columbus or Akron or Cherry Hill or Minneapolis or Anchorage or Salt Lake City or Norfolk or Jacksonville or Boulder or Nashville or Oak Brook or Las Vegas or Indianapolis or Walnut Creek or Daphne or Mobile or Baton Rouge or Biloxi or Gulfport or Hattiesburg or Brentwood or Jackson or Arcadia or Tavares or Rolling Fork or Alturas or Silver City or Fort Myers or Forest or Clearwater or Greenville or Asheville or Greenwood or Boone or Aiken or Perry or Columbia or Belzoni or Naples or Amory or Chiefland or Palatka or Moss Point or Vero Beach or Edwards or United States
$100k-$120k/yrOnsiteFull Time
BDO USA: Provides accounting, tax, and business advisory services to organizations.
5+ YOE3+ MgmtBachelor's degree in business, finance, or engineering; 5+ years of professional experience; 3+ years of team leadership; Microsoft Office proficiency; energy operations experience preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Wisconsin Foundation and Alumni Association: Manages fundraising and alumni engagement for UW-Madison.
1+ YOEBachelor's degree or equivalent experience,1+ year prospect research/management experience,proficiency with Word and Excel,knowledge of SQL, Salesforce, and Power BI,strong data management and communication skills.
Microsoft Word, Microsoft Excel, SQL, Salesforce, Power BI, Microsoft Access
Exact SciencesNASDAQ: EXAS: Provides molecular diagnostic tests for early cancer detection.
5+ YOE5+ years in EHR integration or healthcare IT, experience with integration standards (HL7, FHIR), Epic/Cerner expertise, ability to obtain/maintain Epic Bridges certification, strong communication and project management skills, authorization to work in the U.S.
Aura, Flatiron, Oracle Cerner, Athena, Epic, Epic Bridges, HL7, FHIR, API, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Microsoft OneNote
Team Leader- Information Technology Portfolio Management
Pewaukee, Wisconsin, United States
$148k-$173k/yrOnsiteFull Time
American Transmission Co.: Operates high-voltage electric transmission networks and substations.
7+ YOE7+ years progressive technology/PMO/portfolio management experience, bachelor’s degree in related field, strong financial stewardship, stakeholder engagement, and team leadership skills.
Medela: Manufacturer of breastfeeding products and medical vacuum technology.
4+ YOEBachelor's degree required, MBA preferred; 4+ years product/portfolio/category management experience in consumer products or FMCG; strong analytical, stakeholder management, and project management skills; Microsoft Office proficiency.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint
Fresenius Kabi: Provides lifesaving medicines and technologies for clinical care.
5+ YOEBachelor's in finance/accounting required; MBA preferred. 5+ years pharmaceutical experience with 3+ years managing project portfolios. Strong analytical, communication, and cross-functional leadership skills; ability to travel internationally; proficiency with listed tools.
Microsoft Excel, Microsoft Word, Microsoft Project, Microsoft PowerPoint, SAP, Qlik, Power BI, TM1, Model N
Thermo Fisher ScientificNYSE: TMO: Sells equipment and chemicals for scientific research and healthcare.
6+ YOEAdvanced degree plus 6+ years or bachelor's degree plus 8+ years in product management, marketing, applications, or commercial life sciences roles; scientific portfolio and commercialization experience required.
United Way of Dane County: Coordinates community fundraising and social service programs in Dane.
5+ YOEBachelor’s degree or equivalent experience, 5+ years in graphic design or creative services, strong portfolio, Adobe Creative Cloud and WordPress proficiency, project management skills, and a Wisconsin driver’s license.
Blain's Farm & Fleet: Retailer of farm, home, automotive, and outdoor goods.
7+ YOESeven years of progressive creative experience, campaign strategy, team leadership, portfolio work across digital, print, and multimedia, and strong presentation, communication, analytical, organizational, and problem-solving skills.
Fait Distribution: Wholesale distributor of contact lenses and optical laboratory products.
3+ YOE3-6+ years in content marketing or communications, strong B2B/B2C writing portfolio, HubSpot familiarity, ability to analyze campaign metrics, manage multiple projects, and produce strategic brand-focused content.
Chicago or Naperville or Bristol or Minneapolis or Atlanta or Wisconsin
$114k-$148k/yrRemoteFull Time
OneStreamNASDAQ: OS: AI-driven enterprise finance platform for unified planning and reporting.
8+ YOE8+ years professional experience, 5+ years as a Customer Success Manager in SaaS, proven customer advocacy and portfolio management, CPM/finance process knowledge, and willingness to travel up to 50%.
OneStream, Oracle EPM (HFM), Oracle EPM (FCCS), Oracle EPM (PBCS), Oracle EPM (Planning), Essbase, FDM, SAP BPC (Outlooksoft), SAP BOFC (Cartesis), IBM Cognos, Anaplan
Annex Wealth Management: Fiduciary wealth management and planning for individuals and businesses.
5+ YOECFP and bachelor’s degree required, 5+ years wealth advisory experience, strong investment and portfolio knowledge, client relationship and referral growth experience, proficiency with CRM and planning tools.
Salesforce, Hubspot, Black Diamond/Orion, Holistiplan, Emoney
Findhelp: Building digital infrastructure for connecting people to social services.
7+ YOE7+ years in enterprise customer success, account management, or strategic consulting; experience with high-revenue portfolios, executive QBRs, enterprise lifecycles, data analysis, technical escalations, Vitally, HubSpot, and generative AI.
MGT Insurance: AI-driven neo-insurer providing commercial insurance for small businesses.
5+ YOE5+ years E&S underwriting experience, portfolio management, risk assessment and pricing, broker relationship management, comfort with AI-native tools and modern underwriting platforms.
Minneapolis or Madison or Milwaukee or Chicago or Naperville
OnsiteFull Time
Liberty Mutual: Provider of global property and casualty insurance products.
Experienced underwriter with technical underwriting expertise, portfolio management, strong agent/broker relationships, and ability to mentor others; market-facing and travel up to 25%.