Wealth Fiduciary Assistant

Overview: This position is the primary internal contact for JFG Wealth advisors and other front office associates (collectively “Wealth Users”) for any support needed in working with our primary custodian (BNYM Pershing) and the Wealth application suite of technologies including NetX360, Proposal Tool, Client Onboarding, Tamarac Reporting and CRM...

Overview: The primary responsibility is to provide comprehensive support to the Wealth RPS Relationship Managers, Wealth RPS Account Managers, Wealth RPS Sales Officers, Wealth RPS Education Specialist along with RPS Clients and their participants in the day to day service activities of account relationships.  Responsible for quarterbacking both internal...

Overview: The role of the Wealth Retirement Plan Services Operations Analyst is to participate in the implementation of strategic initiatives associated with operational aspects of Wealth Management. Participation in these key initiatives will be paramount to enhancing the client experience. The primary responsibility is to provide comprehensive support to...

Job Description Manager – Tax Services Department: Family Office Services What we are looking for – As a member of the Tax Services Team, the Tax Manager is primarily responsible for the administration and delivery of U.S. (federal and state) income, gift, and estate tax services to our clients. This person will work closely with our Wealth Management...

Manager – Tax Services Department: Family Office ServicesWhat we are looking for – As a member of the Tax Services Team, the Tax Manager is primarily responsible for the administration and delivery of U.S. (federal and state) income, gift, and estate tax services to our clients.  This person will work closely with our Wealth Management Directors in...

Overview: This position is the primary internal contact for JFG Wealth advisors and other front office associates (collectively Wealth Users) for any support needed in working with our primary custodian (BNYM Pershing) and the Wealth application suite of technologies including NetX360, Proposal Tool, Client Onboarding, Tamarac Reporting and CRM (Wealth...

Overview: Johnson Financial Group is looking for an Investment Intern for Summer 2024 in Downtown Milwaukee.   As an Investment Intern with JFG, you will gain hands on experience working in our Wealth department specifically with the Portfolio Management, Investment Research, Financial Planning, and Trading teams.  Johnson Wealth is the largest...

Job Description Trust Tax Supervisor Outsourcing Department Team Responsibilities: The Outsourcing Tax Department is responsible for the preparation & filing of fiduciary, estate, generation skipping, gift, charitable and tax exempt entity tax returns and informational filings such as 1099 & 5498’s. This includes the payment of estimated and balance due...

Job Description Trust Tax Supervisor Outsourcing Department Team Responsibilities: The Outsourcing Tax Department is responsible for the preparation & filing of fiduciary, estate, generation skipping, gift, charitable and tax exempt entity tax returns and informational filings such as 1099 & 5498s. This includes the payment of estimated and balance due tax...

Job DescriptionJob DescriptionThis position is being offered by Roell Capital Management, LLC. WestPoint Financial Group is assisting with the sourcing of this position.Roell Capital Management believes that expectations are the single greatest component to a fruitful relationship. Roell Capital Management's clients know that they can expect open, honest...

Our partner is hiring a Tax Manager to assist with tax compliance and planning. You will lead tax-related assignments, stay informed of changing tax laws, ensure compliance, and minimize tax liabilities for clients. DUTIES & RESPONSIBILITIES Execute tax engagements from start to finish, ensuring budget allocations are met Supervise and complete tax...

Job DescriptionJob DescriptionRoleAs an Associate Financial Adviser, you will work in a supportive role with our senior Financial Advisers in delivering all aspects of financial management. The longer-term goal for this position is to work directly with clients, move into a senior adviser role, help develop new client relationships and assume leadership...

Job Overview: ·        Electrical Construction Department Manager responsible for overseeing and managing all aspects of department. ·        Direct Reports: 7+ office staff and 80-100 field staff. ·        Partners with VP of Preconstruction through entire project lifecycle, and proactively develops new business opportunities and...

Job DescriptionJob DescriptionOur Fortune 100 client is seeking an Assistant Director- High Net Worth Tax Planning to join leadership. The candidate must either reside in Milwaukee, the Chicago area. They are open to NYC but have a strong preference for Milwaukee or Chicago area.Summary:Part of a team of financial professionals that design plans and...

Job DescriptionJob DescriptionLooking for your last career stop? Interested in an industry change? Seeking work-life balance?The Dorr Agency is seeking a motivated, coachable licensed and non-licensed agent to join our team. We specialize in helping families and businesses with life, health, and wealth solutions. We utilize a proprietary platform that...

We care and make a positive difference. Northwestern Mutual Wealth and Investment Management is our company’s rapidly growing investment management business; building on our customers’ trust, IPS is a $300B AUM “startup”, inspiring change across the organization. Our Technology unit is leading the way in redefining how technology is designed and...

Rockwell Automation is a global technology leader focused on helping the world’s manufacturers be more productive, sustainable, and agile. With more than 28,000 employees who make the world better every day, we know we have something special. Behind our customers - amazing companies that help feed the world, provide life-saving medicine on a global scale,...

Job DescriptionJob DescriptionProperty Management AccountantJob description The Property Management Accountant is responsible for the day in and day out accounting on a portfolio of properties, providing thorough financial oversight and compliance. He/she is also responsible for maintaining accurate accounting books for individual properties in order to...

Vice President - CRM/eCommerce Job Description Role: As VP of CRM/eCommerce, responsibilities included defining the corporate CRM strategy within the context of the firm’s sales and marketing objectives while providing thought leadership on issues related to the design, development, and deployment of CRM and eCommerce systems, including direction for the...

WWBIC Vice President, Entrepreneurship Program (Non-Profit) / $122K-$152K per year / Milwaukee, WI Must Haves: Education:Bachelors Degree Why Us: WWBIC is a dynamic organization with a solid track record and a promising future. We are growing our leadership team to continue our growth and advancement. Why Join WWBIC? Make a Difference: Join a...