Top Investment Executive jobs in Wisconsin

Top Investment Executive plans and directs all aspects of an organization's investment programs. Oversees the research, evaluation and selection of investment vehicles and makes decisions to align the investment selections with the organization's goals and risk tolerance. Being a Top Investment Executive requires a bachelor's degree. Demonstrates expertise in a variety of the field's concepts, practices, and procedures. Additionally, Top Investment Executive typically reports to top management. The Top Investment Executive manages a departmental function within a broader corporate function. Develops major goals to support broad functional objectives. Approves policies developed within various sub-functions and departments. Comprehensive knowledge of the overall departmental function. To be a Top Investment Executive typically requires 8+ years of managerial experience. (Copyright 2024 Salary.com)

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Investment Advisor
  • Milestone Investment Advisors
  • Middleton, WI FULL_TIME,OTHER
  • Milestone Investment Advisors, LLC is a boutique fee-only investment advisory firm with approximately $800 million of AUM, located in Middleton, Wisconsin. The firm was formed in 2013 by three long-term colleagues, and today we provide investment advisory and financial planning services for nearly 400 families throughout the country.

    We are seeking an industry professional who is interested in working on a team serving our existing clients. No client development will be required. For the right individual, this position will provide tremendous growth opportunities and will play an important role in our succession plan over the next few years.

    Qualifications

    The Ideal candidate should hold a CFP certification or similar designation with 5-8 years of industry experience.

    If your present circumstances are not aligned with your career advancement goals, please forward your resume to angel@milestoneia.com. We would welcome an opportunity to connect with you to explore the potential of this position.

    The pay is commensurate with the experience and qualification required for the job.

    Job Types: Full-time, Permanent

    Pay: $75,000.00 - $120,000.00 per year

    Benefits:

    • 401(k)
    • 401(k) matching
    • Health insurance
    • Life insurance
    • Paid time off
    • Retirement plan

    Weekly schedule:

    • Monday to Friday

    Work setting:

    • In-person
    • Office

    Ability to Relocate:

    • Middleton, WI 53562: Relocate before starting work (Required)

    Work Location: In person

  • 4 Days Ago

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Investment Systems Engineer
  • State of Wisconsin Investment Board
  • Madison, WI FULL_TIME
  • OUR AGENCY Making a Difference SWIB is a trusted and skilled global investment organization managing the assets of the Wisconsin Retirement System (WRS) and other separately managed funds. With over $...
  • 17 Days Ago

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Investment Operations Analyst, Funds & Liquidity
  • State of Wisconsin Investment Board
  • Madison, WI FULL_TIME
  • Our Agency Making a Difference The State of Wisconsin Investment Board (SWIB), founded in 1951, is a premier global investment organization responsible for managing the more than $145 billion of asset...
  • 17 Days Ago

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Investment Operations Analyst - Public Markets- Middle Office
  • State of Wisconsin Investment Board
  • Madison, WI FULL_TIME
  • OUR AGENCY Making a Difference SWIB is a trusted and skilled global investment organization managing the assets of the Wisconsin Retirement System (WRS) and other separately managed funds. With over $...
  • 10 Days Ago

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Investment Operations Analyst, Funds & Liquidity Collateral Management
  • State of Wisconsin Investment Board
  • Madison, WI FULL_TIME
  • Our Agency Making a Difference The State of Wisconsin Investment Board (SWIB), founded in 1951, is a premier global investment organization responsible for managing the more than $145 billion of asset...
  • 17 Days Ago

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Investment Analyst Intern - Private Debt & Equity, Summer 2024
  • NM Investment Management Co
  • Milwaukee, WI INTERN
  • At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Job Description Internship candidates can expect a fulltime onsite inter...
  • 10 Days Ago

Wisconsin is bordered by the Montreal River; Lake Superior and Michigan to the north; by Lake Michigan to the east; by Illinois to the south; and by Iowa to the southwest and Minnesota to the northwest. A border dispute with Michigan was settled by two cases, both Wisconsin v. Michigan, in 1934 and 1935. The state's boundaries include the Mississippi River and St. Croix River in the west, and the Menominee River in the northeast. With its location between the Great Lakes and the Mississippi River, Wisconsin is home to a wide variety of geographical features. The state is divided into five dist...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Top Investment Executive jobs
$372,803 to $765,384

Top Investment Executive in Monroe, LA
It takes approximately fifteen years of experience in order to reach the level of ability required to be among the top investment executives.  Educationally a bachelors degree is required to work in this position with a background in financial services such as accounting or banking, administrative and managerial duties enabling for better job performance.
December 13, 2019
Top Investment Executive in Lubbock, TX
Whether working in an office as an investment executive online you should have the ability to learn quickly and research effectively without supervision.
February 15, 2020
Top Investment Executive in Tacoma, WA
A top investment executive should possess computer literacy, numeric skills and communication skills.
December 03, 2019