Investment Trading Coordinator
6 days ago
About the Role
\This position involves performing a variety of operational duties within an assigned area of investment operations. Key responsibilities include researching and resolving operational and/or accounting exceptions, interfacing with investment and other internal personnel to resolve issues, and ensuring the accuracy of account statements and information.
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Investment Transaction Coordinator
2 weeks ago
Milwaukee, Wisconsin, United States Pyramid Consulting, Inc Full time**Job Summary:**We are currently interviewing for a talented Investment Operations Specialist to fill this 12+ months contract opportunity with long-term potential in Milwaukee, WI.The successful candidate will possess a strong background in investments, accounting, and financial services. They should be able to work effectively in a fast-paced environment...
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Investment Account Coordinator
2 weeks ago
Milwaukee, Wisconsin, United States Mosaic Financial Partners Full timeAbout the RoleMosaic Financial Partners is excited to announce an opportunity for a skilled Investment Operations Associate to join our dynamic team. As a key member of our operations department, you will play a critical role in driving the success of our investment portfolio.Compensation$65,000 - $85,000 per year, based on qualifications and...
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Skilled Trades Professional
2 weeks ago
Milwaukee, Wisconsin, United States Northwestern Mutual Full timeAt Northwestern Mutual, we're strong, innovative and growing. We invest in our people. We care and make a positive difference.A career as a Skilled Trades Professional at Northwestern Mutual offers you the opportunity to work on various carpentry and locksmithing projects. You'll be part of a team that serves as a carpenter and certified locksmith,...
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Finance Operations Specialist
3 weeks ago
Milwaukee, Wisconsin, United States Insight Global Full timeJob SummaryWe are seeking an experienced Finance Operations Specialist to join our team. In this role, you will be responsible for placing and confirming open-ended mutual fund and money market trades on behalf of supported business lines and their respective clients.About the JobYou will communicate timely and effectively with trust administration,...
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Investment Portfolio Strategist
4 weeks ago
Milwaukee, Wisconsin, United States Northwestern Mutual Full timeAs an Investment Portfolio Strategist with Northwestern Mutual, you will play a crucial role in helping our clients achieve their financial goals.About the RoleThis position is responsible for assisting PCS Portfolio Managers in managing accounts according to WMC investment philosophy. You will work under supervision to execute operational and global...
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Trades Specialist for Facility Maintenance
2 days ago
Milwaukee, Wisconsin, United States Northwestern Mutual Full timeAt Northwestern Mutual, we prioritize innovation and growth.We invest in our team members and strive to make a positive impact.Beneath the guidance of the Manager, you will serve as a skilled trades specialist and certified locksmith, responsible for delivering exceptional facility maintenance services across the Downtown and Franklin campuses, as well as...
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Financial Operations Coordinator
4 days ago
Milwaukee, Wisconsin, United States Swipejobs Full timeJob OverviewWe are seeking a skilled Financial Operations Coordinator to join our team at Swipejobs.About the Role:The ideal candidate will have experience working with numbers and possess strong attention to detail. They will be responsible for placing and confirming open-ended mutual fund and money market trades on behalf of supported business lines and...
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Strategic Investment Portfolio Leader
3 weeks ago
Milwaukee, Wisconsin, United States Northwestern Mutual Full timeCompany Overview">Northwestern Mutual is a leading provider of financial services, with a strong reputation for delivering innovative solutions and exceptional customer service.SalaryThe estimated salary for this role is between $75,180.00 and $139,620.00 per year, based on industry standards and location.Job DescriptionThis position demonstrates a keen...
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Investment Product Specialist
3 weeks ago
Milwaukee, Wisconsin, United States Northwestern Mutual Full timeAbout Northwestern MutualAt Northwestern Mutual, we are a strong, innovative, and growing organization. We invest in our people and strive to make a positive difference.We're seeking an Investment Product Consultant to join our team. As a key member of our Wealth & Investment Management division, you will be responsible for managing investment products,...
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Commercial Real Estate Analyst
3 weeks ago
Milwaukee, Wisconsin, United States Inland Family of Companies Full timeCapital Markets Analyst- Investment Sales OpportunityWe are seeking a highly skilled Capital Markets Analyst to join our dynamic Investment Sales team at Inland Family of Companies. As a key member of our team, you will support the Industrial and Office sectors, collaborating closely with seasoned professionals to develop your skills for a thriving career in...
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Senior Trades Specialist
3 weeks ago
Milwaukee, Wisconsin, United States Northwestern Mutual Full timeAbout the RoleWe are seeking a skilled Carpenter/Locksmith to join our team at Northwestern Mutual. This is a unique opportunity to work in a dynamic environment, utilizing your expertise to ensure the highest quality of carpentry and locksmithing services.Job DescriptionThis position will be responsible for providing expert-level carpentry and locksmithing...
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Financial Services Coordinator
2 days ago
Milwaukee, Wisconsin, United States Northwestern Mutual Careers Full timeJob Title: Financial Services CoordinatorWe are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team at Northwestern Mutual. As a Financial Services Coordinator, you will play a critical role in supporting the delivery of our financial services to clients and partners.About Us:Northwestern Mutual is a leading...
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Milwaukee, Wisconsin, United States Northwestern Mutual Life Insurance Company Full timeAbout UsNorthwestern Mutual, a strong and innovative company, is growing and investing in its people. We care about making a positive difference.Job DescriptionWe are seeking an experienced Product Management Leader to join our team as a Product Owner for Managed Investments. This role involves working across multiple teams, responsible for the products they...
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Skilled Trades Professional
3 weeks ago
Milwaukee, Wisconsin, United States Northwestern Mutual Full timeCompany Overview">We are strong, innovative and growing. We invest in our people. We care and make a positive difference.
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Financial Services Coordinator
3 weeks ago
Milwaukee, Wisconsin, United States Mosaic Financial Partners Full timeAbout the RoleWe are seeking a highly skilled and organized Financial Services Coordinator to join our team at Mosaic Financial Partners.As a key member of our operations team, you will play a vital role in supporting the daily activities of our financial advisors and ensuring the smooth delivery of our services to clients.Job ResponsibilitiesPrepare and...
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Trade Project Coordinator
1 week ago
Milwaukee, Wisconsin, United States Tradesmen International Full timeOverviewTradesmen International is seeking a qualified Carpenter to support our growing operations in the Milwaukee, WI area. This role involves working closely with experienced craftsmen to deliver high-quality carpentry services to our clients.CompensationThe estimated hourly salary for this position is $32, commensurate with your experience and skill...
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International Project Coordinator
4 weeks ago
Milwaukee, Wisconsin, United States Derse Full timeJob OverviewDerse is a leading face-to-face marketing agency and exhibit builder with over 75 years of financial stability. We offer a smarter approach to building client sales while managing their trade show, marketing environments, and event programs.SalaryThe estimated salary for this position ranges from $85,000 to $110,000 per year, depending on...
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High-End Portfolio Strategist
4 days ago
Milwaukee, Wisconsin, United States Northwestern Mutual Full timeAbout Northwestern MutualWe are a strong and innovative organization, committed to growing our people. We invest in our employees, care about their well-being, and strive to make a positive impact.Salary InformationThe estimated annual salary for this position is $161,400, based on the provided location of Milwaukee, WI. Please note that salaries may vary...
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Regulatory Compliance Associate
11 hours ago
Milwaukee, Wisconsin, United States 5 Legal Full timeAbout the RoleWe are seeking a highly skilled Regulatory Compliance Associate to join our Transactions Practice Group in Milwaukee. As a key member of the team, you will provide expert advice to mutual funds and exchange-traded funds on regulatory matters, including the Investment Advisers Act.Responsibilities:Develop and implement compliance programs for...
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Customer Service Coordinator
4 weeks ago
Milwaukee, Wisconsin, United States Landaas & Company, LLC Full timeJob SummaryWe are seeking a skilled Customer Service Coordinator to join our team in downtown Milwaukee. This role is perfect for individuals who enjoy working with clients and have excellent communication skills.About the CompanyLandaas & Company, LLC is a customer-focused wealth management firm that prioritizes teamwork and personalized service. Our firm...