Portfolio Manager IV - Investment Mgmt

Associated Bank - Greater Milwaukee

Hiring: Portfolio Manager IV - Investment Mgmt Company: Associated Bank Location: Greater Milwaukee Job Posted Time: 2026-09-16 12:00:53 Target Skills & Keywords : CFA, Portfolio Management, Risk Management About the job Experience: •12+ years of investment management, portfolio management, or related financial services experience. •Strong experience managing client investment relationships and portfolio strategy. •Access to reliable transportation and the ability to travel as needed. Required Skills: •As an Investment Portfolio Manager, you will develop and manage customized investment strategies for high-net-worth individuals, families, foundations, and endowments. •In this highly visible role, you will partner directly with clients to help them achieve their financial goals while contributing to the evolution of our investment platform and processes. Qualifications: •Chartered Financial Analyst (CFA) designation. •Why You'll Love Working Here •At Associated Bank, you'll join a collaborative team that values expertise, innovation, and strong client relationships. We invest in your professional growth through ongoing development opportunities while empowering you to make a meaningful impact on our clients, colleagues, and communities. •We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience. •In addition to core traditional benefits, we take pride in offering benefits for every stage of life. •Retirement savings including both 401(k) and Pension plans. •Paid time off to volunteer in your community. •Opportunities to connect with others through our diversity-focused Colleague Resource Groups. •Competitive salaries with professional development and advancement opportunities. •Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more. Compensation: •Retirement savings including both 401(k) and Pension plans Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!