Core business understanding of Wealth RPS business and services to proactively support the Wealth RPS Relationship Managers, Wealth RPS Account Managers, clients and their participants throughout the processes of client conversion, maintenance, and communication. Primary responsibility is to support Accounting systems and Recordkeeping applications. Acting as resource to

This role is responsible for the coordination of activity with fund companies, fund administrators and internal stakeholders ensuring the day to day operation of private investments goes smoothly. They are also responsible for supporting operating needs of licensed brokers and advisors (Principals, Senior Wealth Advisors & Wealth Advisors), including providing quality ser

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

The Senior Financial Planning Analyst will prepare financial and regulatory reporting. The Senior Financial Analyst will be responsible for the annual regulatory reporting and lead regulatory audits in relation to the reporting. The role will improve financial status by analyzing results; monitoring variances; identifying trends; recommending actions to management. This p

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

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,

Financial Specialist Milwaukee Area Branches ID 2024 5377 Location City Wauwatosa Category Financial Specialist FTE 1.0 Schedule Availability Monday Friday 8 30am 6 15pm + 6 Saturdays per quarter 8 30am 1 30pm Salary Grade 7 Min USD $23.00/Hr. Mid USD $26.63/Hr. Overview UW Credit Union is growing and hiring a group of Financial Specialists to provide remarkable service a

Income - Impact - Independence

Financial Specialist Madison Area Branches ID 2024 5380 Location City Fitchburg Category Financial Specialist FTE 1.0 Schedule Availability Monday Friday 8 30am 6 15pm + 6 Saturdays per quarter 8 30am 1 30pm Salary Grade 7 Min USD $23.00/Hr. Mid USD $26.63/Hr. Overview UW Credit Union is growing and hiring a group of Financial Specialists to provide remarkable service and

Private Wealth Advisor II Job Locations US WI Milwaukee Category/Function Trust/Wealth Management Position Type Regular Full Time Requisition ID 2024 14694 Workplace Type On Site Overview Old National Bank has been serving clients and communities since 1834. With $48 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trus

This is a customer service position assisting a diverse student population. In this role you will guide students through the financial aid process and counsel prospective and current students through funding options. Financial Aid Advisors receive onboarding support through our On the Job Training Program and have opportunity for growth by means of our Career Pathways. Re

Some of the key responsibilities for this position will include Review and accurately evaluate financial aid application and any supporting documentation in compliance with federal and state regulations. Review professional judgement (i.e. special circumstance, budget adjustments, dependency overrides) requests and recalculate awards/budgets based upon eligibility and pro

Are you looking to build your career in the finance and banking industry? Summit Credit Union provides an environment for relationship building, collaboration, and resources for professional growth. In addition, get the day off on your birthday AND experience working for a top work place as voted by both Madison Magazine and the Wisconsin State Journal. We are currently s

AVP Consumer Lending ID 2024 5347 Location City Madison Category Consumer Lending FTE 1.0 Schedule Monday Friday 8 00am 5 00pm Salary Grade Competitive salary and total rewards package. Overview Join UW Credit Union as the Associate Vice President of Consumer Lending and lead our dynamic team to new heights! In this pivotal role, you will drive the achievement of consumer

OUR HERITAGE BENEFITS YOUR FUTURE! Here at TWIN DISC, we have a proud history of developing and pioneering transmission and propulsion solutions for equipment that fuels the world. Over the years, we’ve built a strong company that is centered on innovation and employee ingenuity making us an industry leader and respected throughout the markets we serve. As we contin