Investment Manager Jobs in New Berlin, WI

Champion a high-performing team focused on delivering quality fiduciary advice and education. Drive onboarding, coaching, and performance management to enhance team success and participant satisfactio...

Join our expert team to guide high net worth clients in optimizing estate and tax planning while collaborating with internal leaders to deliver superior client services and measurable results in a sup...

Create impactful estate and tax planning strategies for High Net Worth clients. Collaborate with a dynamic team to deliver exceptional client service, ensuring compliance and maximizing wealth transfe...

Unlock potential by driving strategic initiatives in the Investment Management sector, advising top-tier clients on growth, transformation, and operational efficiency, while fostering high-impact coll...

Discover a dynamic role that drives seamless operational processes, enhances governance, and fosters collaboration across teams, empowering investors and ensuring alignment with strategic initiatives...

Join a team that's driving innovation across our Investment Platform. Collaborate with diverse stakeholders to enhance trading, billing, cash management, and client reporting processes, while ensuring...

Grow your career with a leading investment firm as you drive business growth by fostering client relationships and delivering insightful market education across California. Leverage your expertise in...

Join a team that's dedicated to optimizing fund operations and performance metrics, engaging across finance and investment teams to ensure compliance, enhance profitability, and support strategic deci...

Champion operational excellence by leveraging your expertise to enhance portfolio performance for Private Equity clients, while collaborating on finance, strategy, and accounting projects that drive i...

Lead and optimize investment accounting strategies, ensuring governance and compliance while enhancing reporting and team performance. Drive innovations in processes and technology to support business...

Manage and optimize our investment portfolio with operational excellence, focusing on performance tracking and reporting. Champion automation initiatives while mentoring junior analysts to ensure scal...

Unlock potential by leading financial reporting and team development. Manage quarterly statements, oversee capital calls, and ensure compliance while fostering a collaborative work environment for eff...

Champion effective project execution by leading diverse teams and managing complex portfolios. Your strategic vision will drive alignment with organizational objectives and enhance operational efficie...

Unlock potential by leading cross-functional teams to effectively manage and execute complex project portfolios. Collaborate with senior leaders to align projects with organizational priorities, optim...

Drive innovation and performance while collaborating across teams to enhance operational efficiencies and deliver impactful solutions that align with business objectives and customer needs. Your contr...

Unlock potential by producing impactful research and thought leadership for investors. Collaborate with teams to create accessible narratives, engage clients, and elevate the firm's standing in altern...

Join a dynamic team as a technical leader driving innovative portfolio management solutions, ensuring seamless integration and operational excellence across vendor and internal platforms to support in...

Join a team that's driving operational success by facilitating high-level executive support and coordinating strategic initiatives across multiple functions, enhancing leadership effectiveness and pro...

Execute trading operations effectively, enhancing processes and efficiency for diverse client accounts in the SMA and UMA sectors, while maintaining rigorous risk controls and ensuring seamless trade...

Contribute to investor communications by analyzing financial performance and shaping strategic messaging. Collaborate with executives to enhance investor relations and deliver impactful materials that...

Join a team that leads compliance and personal trading initiatives across investment services, shaping a robust compliance framework while navigating regulatory challenges and driving organizational e...

Champion complex assurance and tax engagements in real estate. Lead a skilled team while deepening client relationships and ensuring compliance in affordable housing. Drive professional growth through...

Manage client engagements in affordable housing and real estate sectors, overseeing complex tax and assurance projects, ensuring compliance, and leading a dynamic team to foster excellence and growth...

Empower clients by guiding them through tailored financial strategies that align with their goals. Collaborate with a dedicated team to enhance client experiences while retaining and growing investmen...

Lead the administration and management of client equity compensation plans, ensuring accurate execution, compliance, and client satisfaction. Act as a trusted advisor and technical expert in stock opt...