23 portfolio manager jobs at 19 companies in Monroe, WI
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Senior Wealth Portfolio Manager
Madison, Wisconsin, United States
OnsiteFull Time
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.
United States or Ridgeland or Denver or Troy or New York City or Houston or Chicago or Grand Rapids or Owings Mills or Baltimore or Columbia or Memphis or Boston or Austin or Kalamazoo or Fort Worth or Atlanta or Milwaukee or Madison or McLean or Huntsville or Melville or Philadelphia or Charlotte or Greenville or Fort Lauderdale or Cincinnati or Cleveland or Columbus or Akron or Cherry Hill or Minneapolis or Anchorage or Jacksonville or Boulder or Nashville or Las Vegas or Indianapolis or Daphne or Mobile or Baton Rouge or Biloxi or Gulfport or Hattiesburg or Brentwood or Jackson or Arcadia or Tavares or Alturas or Silver City or Fort Myers or Forest or Clearwater 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 Alaska or Alabama or Arkansas or Arizona or California or New York or Florida or Colorado or Mississippi or Minnesota or Massachusetts or North Carolina or Kentucky or Kansas
$90k-$100k/yrOnsiteFull Time
BDO USA: Provides accounting, tax, and business advisory services to organizations.
5+ YOEBachelor's degree and 5+ years in marketing operations, strategic marketing, or management consulting; Microsoft Office proficiency and strong client, communication, workshop, and analytical skills required.
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
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.
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.
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/yrOnsiteFull Time
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.
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%.
Director of Multimedia Content, Vasculitis Foundation
United States or Madison
$85k-$110k/yrRemoteFull Time
Vasculitis Foundation: Supporting vasculitis patients through advocacy, education, and research.
5+ YOEBachelor's degree, 5+ years multimedia production experience, proficiency with video editing and webinar platforms, strong project management, portfolio required, ability to travel 3–5 times/year.
Baker Tilly: Provides audit, tax, and consulting services to business clients.
1+ YOEBachelor's degree in related field, minimum 1 year professional experience; experience in asset/portfolio management or real estate finance preferred; strong financial analysis, Excel/spreadsheet and communication skills.
University of Wisconsin–Madison: Public research university providing academic programs and clinical healthcare.
7+ YOEMinimum 7 years managing multimillion-dollar grant-funded research projects, experience supervising staff and leading a game design studio, academic publishing and conference dissemination, portfolio of accessible games, bachelor's in Design Studies.
Farm Service Agency: Provides financial assistance and conservation programs for American farmers.
1+ YOERequires one year of specialized GS-11-equivalent experience in agricultural loan applications and portfolio servicing, comprehensive farm finance knowledge, U.S. citizenship, and ability to obtain a security clearance.
Lands' EndNASDAQ: LE: Retailer of apparel, footwear, and uniforms for all ages.
5+ YOE5+ years studio/photo art direction experience, strong portfolio, expertise in lighting, composition, styling, on-set direction, post-production workflows, and proficiency in Capture One and Adobe Photoshop/Illustrator/InDesign.
PUBG StudiosKorea Stock Exchange: 259960: Developer of the battle royale game PUBG: BATTLEGROUNDS.
8+ YOE8+ years in game development with 1+ shipped title, portfolio of photorealistic in-engine environment art, fluency in English and Korean, Unreal/Unity and major tools experience (Maya, 3ds Max, ZBrush, Substance, Houdini), leadership and PST-hour availability.