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Investment Executive Jobs in Wisconsin (NOW HIRING)

Plexus Corp.

Executive Assistant

Neenah, WI · On-site

$70.30K - $105.50K/yr

When we invest in our people, we invest in building a better world. With a vision rooted in the ... Coordinates and facilitates executive level events. Creates content for events including ...

Plexus Corp

Executive Assistant

Neenah, WI

$70.30K - $105.50K/yr

When we invest in our people, we invest in building a better world. With a vision rooted in the ... Coordinates and facilitates executive level events. Creates content for events including ...

Adams Outdoor

Account Executive

Madison, WI · On-site

Account Executives (AEs) will be responsible for taking advantage of AOA's leading Out-of-Home ... return on investment for our clients. The program also seeks to empower new AEs to ensure the ...

Adams Outdoor

Account Executive

Kenosha, WI · On-site

Account Executives (AEs) will be responsible for taking advantage of AOA's leading Out-of-Home ... investment for our clients. The program also seeks to empower new AEs to ensure the requisite ...

Hammes Company

Executive Assistant

Milwaukee, WI · On-site

... development, investment and property management for healthcare clients and other leading ... Position Summary The Executive Assistant is responsible for supporting a team of professional ...

TDS Telecom

Executive Assistant

Madison, WI · On-site

Coordinate complex travel, scheduling, and logistics for executive needs, including board meetings, investor meetings, conferences, business engagements, and M&Arelated travel. * Manage multiple ...

TDS Telecom

Executive Assistant

Madison, WI · On-site

$21.36 - $32.04/hr

Coordinate complex travel, scheduling, and logistics for executive needs, including board meetings, investor meetings, conferences, business engagements, and M&A-related travel. * Manage multiple ...

TDS Telecom

Executive Assistant

Madison, WI

Coordinate complex travel, scheduling, and logistics for executive needs, including board meetings, investor meetings, conferences, business engagements, and M&A‑related travel. * Manage multiple ...

TDS Telecom

Executive Assistant

Madison, WI · On-site

Coordinate complex travel, scheduling, and logistics for executive needs, including board meetings, investor meetings, conferences, business engagements, and M&Arelated travel. * Manage multiple ...

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See Wisconsin salary details

$50K

$93.1K

$134.2K

How much do investment executive jobs pay per year?

As of May 28, 2026, the average yearly pay for investment executive in Wisconsin is $93,112.00, according to ZipRecruiter salary data. Most workers in this role earn between $55,500.00 and $130,700.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an Investment Executive, and why are they important?

To thrive as an Investment Executive, you need a strong grasp of financial analysis, portfolio management, and market research, typically supported by a finance or economics degree and relevant industry certifications like the CFA. Familiarity with investment management software, Bloomberg terminals, and financial modeling tools is essential for day-to-day operations. Exceptional communication, relationship-building, and decision-making skills help you stand out by fostering trust with clients and making informed recommendations. These competencies are crucial for achieving positive investment outcomes and maintaining strong client relationships in a competitive financial environment.

What are the typical challenges faced by an Investment Executive when managing client portfolios?

Investment Executives often face challenges such as navigating volatile market conditions, balancing clients' risk tolerance with their financial goals, and staying updated on regulatory changes. Effective communication is crucial, as clients may have differing expectations or require reassurance during periods of market uncertainty. Additionally, Investment Executives must collaborate closely with research analysts and compliance teams to ensure that portfolio recommendations are both informed and compliant with industry regulations.

What are Investment Executives?

Investment Executives are financial professionals who provide advice and manage investment portfolios for clients, which may include individuals, companies, or institutions. Their responsibilities often involve analyzing market trends, recommending investment strategies, and buying or selling assets on behalf of clients. They aim to maximize returns while managing risk according to the client’s financial goals. Investment Executives typically work for banks, investment firms, or wealth management companies and must stay informed about economic developments and financial regulations.

What is the difference between Investment Executive vs Financial Advisor?

AspectInvestment ExecutiveFinancial Advisor
CredentialsTypically requires securities licenses (e.g., Series 7, 63)Often holds certifications like CFP, CFA, or Series licenses
Work EnvironmentBanking, investment firms, financial institutionsIndependent practice, financial planning firms, banks
Employer & IndustryFinancial institutions, investment firmsFinancial planning firms, banks, independent

Investment Executives and Financial Advisors both work in the financial industry and often hold similar licenses. However, Investment Executives typically focus on investment products within financial institutions, while Financial Advisors provide comprehensive financial planning and personalized advice. The roles overlap in credentials and work environment, but their primary focus and client engagement differ.

More about Investment Executive jobs
What are the most commonly searched types of Investment jobs in Wisconsin? The most popular types of Investment jobs in Wisconsin are:
Investment Executive jobs near you
Corporate Account Executive - Wisconsin

Corporate Account Executive - Wisconsin

NetApp, Inc.

Mcfarland, WI • On-site

Full-time

Medical, Life, Retirement, PTO

Posted 29 days ago

Job description

Job Summary
The corporate and mid-market landscape is being reshaped by three unstoppable forces: AI adoption, cloud optimization pressure, and the urgent need to displace aging infrastructure. Companies in this segment are moving fast - but they need the right partner to guide them. NetApp is built for this exact moment - with a simplified portfolio, proven cloud credentials, and the speed to meet mid-market buyers where they are.
Joining NetApp's Corporate Segment now means being at the leading edge of a purpose-built GTM motion with direct investment, executive visibility, and a clear mandate to win. Our culture is grounded in three principles: innovate to elevate, drive results, excel as a team. These are more than words. They define how we show up, how we sell, and how we grow.
As a Corporate Account Executive, you play a pivotal role as the trusted advisor to corporate and mid-market customers - driving outcomes, expanding relationships, and growing NetApp's business through its integrated cloud, data, storage, security, and AI platform across four focused motions: Hybrid Cloud, Cloud, Keystone, and Cyber.
This is a role for sellers who want real ownership, fast-moving deal cycles, and the opportunity to build something from the ground up.
Location: This position is open to candidates located in Wisconsin. This role requires a candidate to travel within your territory to attend customer and partner events in person.
What You'll Do
  • Develop a deep understanding of corporate and mid-market customer's strategies, growth priorities, IT modernization goals, and transformation pressures - and connect them to NetApp's differentiated unified platform and solution area portfolio motions.
  • Act as a trusted advisor by combining business acumen, technical curiosity, and solution expertise to guide customers through data infrastructure decisions that align to their business outcomes.
  • Demonstrate a strong hunting mentality - identifying whitespace opportunities in a high-velocity territory, including VMware displacement, cloud optimization, and workload-specific expansion across storage, cloud, and cyber.
  • Execute with rigor across a higher-volume deal environment - maintaining disciplined pipeline management, forecast accuracy, and MEDDICC-aligned qualification to compress deal cycles and maximize win rates.
  • Lead orchestration of an integrated pursuit team - including Inside Sales Representatives (ISRs), partners, and specialists - ensuring the customer experiences one cohesive team. Drive post-sale handoff to Customer Success with a clear value realization plan tied to the original business case.
  • Activate and leverage the partner ecosystem to extend reach, accelerate deal velocity, and jointly pursue the significant opportunity in the corporate segment.

Who You Are
  • You understand hybrid cloud architectures, data platforms, and consumption economics - and can quickly translate technology decisions into business impact for IT buyers, Finance leaders, and line-of-business decision makers in mid-market companies.
  • You are results-driven, resilient, and energized by velocity - thriving in a territory with higher deal volume, faster cycles, and the opportunity to build pipeline from scratch while inheriting momentum from a growing GTM motion.
  • You thrive in whitespace, finding VMware displacement opportunities, new workload targets, and net-new buyers where others see noise - and converting customer pain into high-value deals aligned to NetApp's four portfolio motions.
  • You are a credible, consultative seller with the ability to build and pitch value-based proposals - tailoring discovery, storytelling, and ROI narratives for buying personas across IT, Finance, Security, and the business - even when budget cycles are shorter and decisions move faster.
  • You are confident building ROI and TCO models, structuring deal economics, and guiding mid-market executives through financial decisions with clarity and credibility - meeting buyers at their level, not above it.
  • Your communication is crisp, timely, and persona-driven. Mid-market customers trust your ability to simplify complexity, move quickly, and keep deals advancing with clear next steps.
  • You believe in orchestration and leverage - activating ISRs, partners, and specialists as force multipliers to cover more ground, move faster, and win more deals in a segment that rewards speed and execution.
  • You balance in-quarter deal execution with multi-quarter territory planning - building pipeline through proactive outreach, targeted campaigns, and partner-led sourcing - so new sellers inherit a territory with momentum, not a blank slate.
  • You are committed to customer satisfaction and solution adoption - maintaining healthy long-term relationships that drive retention, expansion, and referrals in a segment where reputation travels fast.
  • You are committed to a culture of belonging where diverse perspectives fuel stronger outcomes.

If you are a builder, a hunter, a closer, and someone who thrives in a culture where expectations are high and impact is nonnegotiable - this is your arena.
#LI-Remote
Compensation:
The target salary range for this position is 223,550 - 289,300 USD. The salary offered will be determined by the candidate's location, qualifications, experience, and education and may be outside of this range. The range is based on 'On Target Earnings' (OTE) representing the total potential earnings, which is the sum of the base salary and potential commission earned when performance targets are achieved. Final compensation packages are competitive and in line with industry standards, reflecting a variety of factors, and include a comprehensive benefits package. This may cover Health Insurance, Life Insurance, Retirement or Pension Plans, Paid Time Off, various Leave options, employee stock purchase plan, and/or restricted stocks (RSU's). These offerings are subject to regional variations and governed by local laws, regulations, and company policies. We will provide detailed information about the specific benefits for your region during the recruitment process.

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