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Portfolio & Asset Management Wealth Management

Senior Investment Portfolio Leader for HNW & Institutional

Job in Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listing for: Associated Trust Company, NA
Full Time position
Listed on 2026-08-11
Job specializations:
  • Finance & Banking
    Portfolio & Asset Management, Wealth Management
Salary/Wage Range or Industry Benchmark: 165550 - 283800 USD Yearly USD 165550.00 283800.00 YEAR
Job Description & How to Apply Below
Associated Trust Company, NA is seeking a portfolio manager in Milwaukee, WI, to lead complex investment portfolios for high-net-worth clients. The role requires a bachelor's degree in Finance or Economics, along with 7-12 years of relevant experience. The ideal candidate should have expertise in managing client relationships, developing investment strategies, and mentoring junior staff. The salary ranges from $165,550 to $283,800 per year, along with comprehensive benefits and opportunities for professional development.
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Position Requirements
10+ Years work experience
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