Portfolio Manager Leader

5 days ago

Green Bay, Wisconsin, United States Disability Solutions Full time

Job Title: Portfolio Manager Leader

We are seeking a skilled Portfolio Manager to join our team at Associated Bank.

About the Role:

As a Portfolio Manager, you will be responsible for managing investment portfolios of larger and more complex agency and fiduciary accounts. This involves leveraging capital market knowledge and experience to oversee assets under management of approximately $150,000,000 to $400,000,000, generating fees of approximately $1,000,000 to $2,500,000. You will also support Wealth Management and Institutional Services (WMIS) marketing/sales of investment management services and assist in annual sales of $40,000 in fees.

  • You will develop and maintain appropriate investment strategies based on client circumstances, objectives, and risk tolerance through regular interaction with clients.
  • You will direct components of the ongoing management and administration of the investment function through leadership of or membership in teams involved in one or more of the following: Development and administration of compliance policies and procedures; Providing individual security research to the group; Providing external manager/fund research to the group; Providing macro research and asset allocation analysis to the group; Managing model portfolios and/or Research and development of new investment processes/products.
  • You will execute strategy and monitor portfolios within the framework established by the Chief Investment Officer in adherence to the compliance policies and procedures of ATC.
  • You may provide guidance to security analysts or entry-level portfolio managers.

Requirements:

To be successful in this role, you will need:

  • A Bachelor's Degree in Finance or Economics.
  • 10+ years of relevant business experience.
  • Possession of a CFA-Charted Financial Analyst certification is preferred.
  • Reliable transportation and the ability to lawfully drive yourself, if applicable.

Benefits:

We offer a range of benefits, including:

  • Retirement savings, including both 401(k) and Pension plans.
  • Paid time off to volunteer in your community.
  • Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
  • Competitive salaries with professional development and advancement opportunities.
  • Bonus benefits, including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits, and much more.
  • Personal banking, loan, investment, and insurance benefits.

Why Choose Us?

Associated Bank serves over 120 communities throughout Wisconsin, Illinois, and Minnesota, and we consider our colleagues critical to our continued success. We strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success.

Compliance Statement:

Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status, among other factors.

Salary Range: $100,000 - $200,000 per year

  • Apartment Portfolio Manager

    3 weeks ago

    Green Bay, Wisconsin, United States Property Management Full time

    Job OverviewA leading property management firm based in Wisconsin is seeking a skilled professional to manage our Green Bay apartment community.Estimated Salary: $55,000 - $70,000 per yearKey Responsibilities:Marketing and Leasing Strategies: Implement effective marketing campaigns to attract new residents and optimize leasing outcomes.Unit Tours and...

  • Multifamily Portfolio Assistant Manager

    2 weeks ago

    Green Bay, Wisconsin, United States GWR Management, LLC Full time

    About the RoleWe are seeking an experienced Multifamily Portfolio Assistant Manager to join our team at GWR Management, LLC.As a key member of our property management team, you will be responsible for assisting the Property Manager in learning all aspects of management, including administrative and financial duties.You will also be responsible for...

  • Hotel Accounting Manager

    5 days ago

    Green Bay, Wisconsin, United States Aimbridge Hospitality Full time

    RequirementsTo succeed as a Night Auditor at Aimbridge Hospitality, you must possess:A minimum of 1 year of progressive experience in a hotel or related field, demonstrating your ability to adapt to new situations and challenges.High School diploma or equivalent, with college coursework in a related field considered an asset.Excellent problem-solving skills,...

  • Store Leader

    3 weeks ago

    Green Bay, Wisconsin, United States Scooters Coffee - East Mason 838 Full time

    About the RoleAt Scooters Coffee - East Mason 838, we're seeking an exceptional Store Leader to join our team. This is a unique opportunity to partner with us in creating an amazing customer experience while driving business success.The Store Leader will be responsible for hiring, training, and scheduling employees, as well as managing store operations,...

  • Investment Portfolio Manager

    3 weeks ago

    Green Bay, Wisconsin, United States Nicolet National Bank Full time

    Job OverviewNicolet National Bank is a community bank that values its customers and employees.

  • Oncology Account Manager Opportunity in Green Bay, WI

    7 days ago

    Green Bay, Wisconsin, United States Lifelancer Full time

    Unlock your potential as an Oncology Account Manager with our esteemed pharmaceutical company in Green Bay, WI.About the Role:We seek a highly motivated and results-driven individual to join our team as an Oncology Account Manager. As a key member of our sales team, you will be responsible for promoting our product portfolio to healthcare providers and...

  • Account Manager

    4 weeks ago

    Green Bay, Wisconsin, United States Hilti Corporation Full time

    Job OverviewHilti Corporation is seeking a dedicated individual to serve as the primary point of contact for our customers, embodying our purpose to make construction better by being their partner for productivity, safety, and sustainability. As a key member of our team, you will be responsible for managing your own portfolio of customer accounts and...

  • Strategic Investment Manager

    1 week ago

    Green Bay, Wisconsin, United States Disability Solutions Full time

    At Disability Solutions, we strive to create a culture where different perspectives are valued and recognized as strengths critical to our success.If you thrive in an environment where your growth and development are encouraged and supported, then this role may be the right fit for you.This position is not eligible for remote work. Relocation assistance may...

  • Strategic Logistics Engineering Leader

    3 weeks ago

    Green Bay, Wisconsin, United States FedEx SupplyChain Full time

    About FedEx Supply Chain FedEx Supply Chain, a leading third-party logistics provider, offers a diverse service portfolio that enables commerce for businesses. Leveraging its proven track record of innovation and operational excellence, FedEx Supply Chain takes a consultative approach to optimize logistics processes, implement cutting-edge technology, and...

  • Youth Development Program Leader

    3 weeks ago

    Green Bay, Wisconsin, United States Family Services of Northeast Wisconsin Inc. Full time

    Make a positive impact in the lives of teens at Family Services of Northeast Wisconsin Inc.About UsFAMILY SERVICES OF NORTHEAST WISCONSIN INC. is a non-profit organization committed to protecting, healing and caring for children and families throughout Northeast Wisconsin.We are seeking a Youth Development Program Leader to work at our live-in treatment...

  • Safety Culture Leader

    2 weeks ago

    Green Bay, Wisconsin, United States Tufco L.P. Full time

    Job SummaryEarn a competitive salary of $80,000 - $120,000 per annum as a Safety Culture Leader at Tufco L.P.Main Responsibilities:Develop and implement comprehensive safety programs that align with company values and objectivesLead the development of essential health and environmental policies and procedures to ensure compliance with regulatory...

  • Restaurant Cashier

    5 days ago

    Green Bay, Wisconsin, United States Aimbridge Hospitality Full time

    Cashier Job DescriptionIn this role, you will be responsible for managing cash transactions accurately and efficiently. Your duties will include operating a point-of-sale system, handling customer payments, and maintaining a clean and organized workspace.Additional responsibilities may include:Greeting and seating guests in a timely mannerPreparing cashier...

  • Traveling Case Manager RN

    2 weeks ago

    Green Bay, Wisconsin, United States PRIDE Health Full time

    Case Management Opportunity in Green Bay, WisconsinWe are seeking a skilled Travel Nurse RN to join our team as a Case Manager in Green Bay, Wisconsin. As a valued member of our team, you will be responsible for managing patient care and ensuring the highest level of quality service.About PRIDE HealthPRIDE Health is a minority-owned healthcare recruitment...

  • Packaging Engineering Team Leader

    4 weeks ago

    Green Bay, Wisconsin, United States Schreiber Foods Full time

    Job Title: Packaging Engineering Team Leader - Innovation and Operational ExcellenceWe are seeking a highly skilled Packaging Engineering Team Leader to join our team at Schreiber Foods. This is an exciting opportunity for a motivated individual with a passion for innovation and operational excellence.About the Role:The Packaging Engineering Team Leader will...

  • Senior Manager, Account Executive

    1 month ago

    Green Bay, Wisconsin, United States Formerra Full time

    Job SummaryThe Senior Manager, Account position at Formerra is a key role for driving sales growth and revenue expansion. As a seasoned sales professional, you will be responsible for developing and executing sales strategies to achieve business objectives, build and maintain strong relationships with key customers, and provide excellent customer service.Key...

  • Green Bay Hospitality Team Member

    4 days ago

    Green Bay, Wisconsin, United States Aimbridge Hospitality Full time

    Job DescriptionThe Green Bay Hospitality Team Member will provide exceptional customer service while handling cash and credit transactions efficiently. Key responsibilities include operating a point-of-sale system, processing payments accurately, and maintaining a clean and organized workspace. We are seeking a highly motivated individual with excellent...

  • Cashier-Restaurant 2 Specialist

    4 days ago

    Green Bay, Wisconsin, United States Aimbridge Hospitality Full time

    Job OverviewCashiers at our esteemed hotel are responsible for providing exceptional customer service while handling cash and credit transactions efficiently. Key responsibilities include operating a point-of-sale system, processing payments accurately, and maintaining a clean and organized workspace. We are seeking a highly motivated individual with...

  • Travel Nurse Case Manager

    3 weeks ago

    Green Bay, Wisconsin, United States Anders Group Full time

    At Anders Group, we are committed to providing our travel nursing professionals with the best opportunities to advance their careers and make a meaningful impact in the healthcare industry.Salary: $120,000 per year (estimated)We are currently seeking an experienced Travel Registered Nurse Case Manager to join our team at our Green Bay, WI location. As a...

  • Chief Structural Engineering and Project Management Leader

    3 weeks ago

    Green Bay, Wisconsin, United States Harrison Consulting Solutions Full time

    Company OverviewHarrison Consulting Solutions, a reputable engineering firm in Green Bay, Wisconsin, seeks an accomplished Lead Structural Engineer/Project Manager to lead their team.

  • Retail Management Trainee

    4 weeks ago

    Green Bay, Wisconsin, United States Kohl's Full time

    Retail Management ExperienceThe Kohl's Store Management Internship offers an eight-week experience within a Kohl's Store, allowing you to explore various aspects of store operations and leadership.Key ResponsibilitiesAssist in store operations, including merchandising, human resources, and inventory management.Develop leadership skills through direct...