Directs and manages department staff goals, and strategies; evaluates and reviews administrative activities to identify workflow efficiencies and provide appropriate training to allow leverage of tools made available to administrative staff. Evaluates and implements new technology which supports the delivery of Wealth products and services. Core business understanding of

Dealership near Menomonee Falls area looking for an F&I Manager. Responsible for presenting and selling finance, warranty, and insurance products. Accurately submitting all state, federal, and dealer documents in a timely manner. Must have excellent customer service and communication with customers. Prefer candidates who have experience with Maximtrak program. Maintain hig

We are currently seeking a Bilingual Universal Banker to work out of our Black Business Hub location. As a Universal Banker, you get to work with our members to help them achieve their financial goals and dreams. The Universal Banker makes superior service a top priority and strives to make decisions that best serve the members while balancing the needs of the credit unio

Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL (LB&I) DIVISION? A description of the business units can be found at Vacancies will be filled in the following specialty areas Large Business and International Director Pass Thru Entities, any team in PTE The following are the duties of this position at the full working level. Provides in depth expertise and analysis on

Want to make a difference at a fast growing organization known across Wisconsin for boosting financial education and wealth across entire communities especially among women and their families, who have traditionally faced greater risk of poverty in retirement? You could be the Summit Financial Advisor we're looking for! In this role, you'll help Summit Credit Union's larg

Want to make a difference at a fast growing organization known across Wisconsin for boosting financial education and wealth across entire communities especially among women and their families, who have traditionally faced greater risk of poverty in retirement? You could be the Summit Financial Advisor we're looking for! In this role, you'll help Summit Credit Union's larg

Job Location Southwest YMCA Greenfield, WI Position Type Part Time   Salary Range $11.00 $13.00 Hourly Description GENERAL FUNCTIONS Under the direction of the Membership Director and in accordance with Association policies, the Member Representative is a subject matter expert on the value of Y memberships and program options. The Member Representative will use their

Pricing Strategy Development and Deployment Drive Pricing strategy by providing recommendations that align with market performance and competitive dynamics. Develops tactical and strategic pricing initiatives to maximize overall revenue while ensuring alignment with company objectives. Utilize price realization results, inflationary trends, 80/20 methodology and competiti

The Department of Finance at Marquette University invites applications for a full time, tenure track Assistant Professor position for Fall 2025. Candidates should have a Ph.D., or be close to completing one, in Finance or a related discipline. An ideal candidate will demonstrate potential for publication in high quality journals and have a strong commitment to teaching. D

As the world works and lives faster, FIS is leading the way. Our fintech solutions touch nearly every market, company, and person on the planet. Our teams are inclusive and diverse. Our colleagues work together and celebrate together. If you want to advance the world of fintech, we'd like to ask you Are you FIS? About the role The Payment Software Professional Services pr

Demonstrates an understanding of the Wealth Management Company (WMC) investment philosophy and process, and provides day to day administrative and operational support to effectively communicate the Private Client Services (PCS) capability to Wealth Management Advisors (WMAs) and their staff. Primary Duties & Responsibilities Creates security analyses utilizing Bloomberg,

At Associated Bank we strive to create an inclusive 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 Associated Bank may be the right place for you. We invite you to view the opportunity below. The Senior Private Wealth A

At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. At Northwestern Mutual, our vision is to deliver financial security to help our clients live their best lives by choice. A key pillar of our vision and success is our strong and vibrant group of advisors. This role sits within the Career Distribu

None Required Qualifications (these are the minimum requirements to qualify) Education (include minimum education and any licensing/certifications) Bachelor degree in Accounting, Business, Finance, Mathematics, Statistics or Economics. Experience equivalent to a senior position within Finance/Accounting or other related fields developing complex financial models using mac

At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. At Northwestern Mutual, we believe relationships are built on trust. That our lives and our work matter. These beliefs launched our company over 160 years ago. Today, they're just a few of the reasons why people choose to build careers at Northwe