11 portfolio manager jobs at 11 companies in Shawano, WI
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Portfolio Manager
Clintonville or Wisconsin
HybridFull Time
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.
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.
Regional Manager - Substation - Michels Power, Inc.
Neenah or Otsego
HybridFull Time
Michels: Provides global energy, utility, and infrastructure construction services.
10+ YOEBachelor's degree or equivalent experience; 10+ years in substation construction, EPC delivery, or power infrastructure operations; project portfolio, financial, leadership, customer, and risk management experience required.
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
Enterprise Application Delivery and Support Manager
Green Bay, Wisconsin, United States
OnsiteFull Time
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.
Executive Vice President & GM, Safety & Compliance Products Divison
Neenah, Wisconsin, United States
OnsiteFull Time
J. J. Keller: Provides regulatory compliance and workplace safety solutions to businesses.
15+ YOE5+ MgmtBachelor's degree in business-related field and 15 years of progressive leadership experience, including 5 years in executive or general management with P&L accountability. Manufacturing, supply chain, distribution, and product portfolio experience required.
SAP, Lean, Six Sigma, Product Lifecycle Management (PLM)
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.
Senior Digital Marketing & Communications Specialist - IGEN
Appleton, Wisconsin, United States
OnsiteFull Time
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.
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.
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
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.