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Wealth Management Portfolio Manager

Private Wealth MD — Strategy, Mentorship & Client Impact

Job in Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listing for: Windward Recruiting
Full Time position
Listed on 2026-02-22
Job specializations:
  • Management
    Wealth Management, Portfolio Manager
Salary/Wage Range or Industry Benchmark: 150000 - 200000 USD Yearly USD 150000.00 200000.00 YEAR
Job Description & How to Apply Below
A collaborative wealth management organization in Greater Milwaukee is seeking a Managing Director of Private Wealth. This senior leadership position involves defining strategy, mentoring a team, and enhancing the client experience for ultra-high-net-worth clients. Responsibilities include executing a multi-year strategy, leading a team of Wealth Managers, and ensuring compliance with fiduciary standards. A Bachelor's degree and at least 10 years of wealth management experience are required.

Competitive salary and benefits offered.
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