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Investment Manager Jobs in Wisconsin (NOW HIRING)

Accenture

Investment Banking Manager

Milwaukee, WI · On-site

Key responsibilities of the Investment Banking Consulting Manager may include: * Lead and manage major, complex transformation programs at global investment banks across business, operational ...

DataAnnotation

Investment Counselor

Oregon, WI · Remote

$50 - $60/hr

... management A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any ...

Accenture

Investment Banking Consultant

Milwaukee, WI · On-site

Key responsibilities of the Investment Banking Management Consulting Consultant may include: * Assist and collaborate with senior leaders to execute large-scale, complex transformation programs at ...

Baird Capital

Investment Banking Analyst

Milwaukee, WI · On-site

$110K - $125K/yr

Take on meaningful responsibility and contribute to conversations with investor and corporate management clients around the world * Grow in a culture built on respect and shared values, where ...

New

US Bank

Alternative Investment Accountant 2

Milwaukee, WI · On-site

$66.64K - $78.40K/yr

Alternative Investments Associates and Accountants work as part of a team responsible for providing ... to manage multiple tasks/projects and deadlines simultaneously - Effective interpersonal, verbal ...

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Investment Manager information

See Wisconsin salary details

$59.6K

$128.9K

$232.7K

How much do investment manager jobs pay per year?

As of May 28, 2026, the average yearly pay for investment manager in Wisconsin is $128,945.00, according to ZipRecruiter salary data. Most workers in this role earn between $80,700.00 and $163,000.00 per year, depending on experience, location, and employer.

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

To excel as an Investment Manager, you need strong analytical abilities, financial modeling expertise, and typically a degree in finance, economics, or a related field, often supplemented by a CFA or similar certification. Familiarity with portfolio management systems, Bloomberg Terminal, and risk assessment tools is essential for daily operations. Excellent communication, decision-making, and relationship-building skills help in advising clients and collaborating with team members. These competencies enable sound investment decisions, effective client management, and successful portfolio performance in a competitive market.

How does an Investment Manager typically collaborate with other teams within a financial institution?

Investment Managers often work closely with research analysts, risk management teams, and client relationship managers to develop and manage investment portfolios. Regular communication with analysts helps them stay informed about market trends and potential investment opportunities, while engagement with risk teams ensures portfolios align with the institution’s risk appetite. Collaboration with client managers is essential to understand client needs and objectives, enabling tailored investment strategies. This cross-functional teamwork is vital for delivering consistent, client-focused results.

What does an Investment Manager do?

An Investment Manager is responsible for managing clients' investment portfolios, making decisions about buying and selling securities such as stocks, bonds, and other assets. They analyze financial markets, assess investment opportunities, and develop strategies to meet their clients' financial goals while managing risk. Investment Managers may work with individual investors, companies, or institutions, providing advice and regular performance reports. Their main goal is to maximize returns in line with the client's risk tolerance and investment objectives.

What is the difference between Investment Manager vs Financial Analyst?

AspectInvestment ManagerFinancial Analyst
CredentialsCFAs, CFPs, or similar certifications often preferredCFAs, CPAs, or related certifications common
Work EnvironmentManages client portfolios, works with investment firmsAnalyzes financial data, prepares reports for decision-making
Employer & IndustryAsset management firms, banks, investment companiesCorporations, banks, financial advisory firms

Investment Managers focus on managing client portfolios and making investment decisions, while Financial Analysts analyze financial data to support investment choices. Both roles require similar certifications and often work within the finance industry, but their daily responsibilities and client interactions differ.

More about Investment Manager jobs
What are the most commonly searched types of Investment jobs in Wisconsin? The most popular types of Investment jobs in Wisconsin are:
What are popular job titles related to Investment Manager jobs in Wisconsin? For Investment Manager jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Investment Manager jobs in Wisconsin look for? The top searched job categories for Investment Manager jobs in Wisconsin are:
What cities in Wisconsin are hiring for Investment Manager jobs? Cities in Wisconsin with the most Investment Manager job openings:
Investment Manager jobs near you
Infographic showing various Investment Manager job openings in Wisconsin as of May 2026, with employment types broken down into 2% As Needed, 54% Full Time, and 44% Part Time. Highlights an 42% Physical, 8% Hybrid, and 50% Remote job distribution, with an average salary of $128,945 per year, or $62 per hour.
Investment Program Associate

Investment Program Associate

Kohler Credit Union

Sheboygan, WI

$23 - $26/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 16 days ago

Job description

Career Growth Opportunity - Kohler Credit Union - Investment & Retirement Services

Starting your career after graduation and looking for a role where you can grow professionally, build real-world experience, and make an impact? You will gain hands-on experience in the investment and financial services industry while working closely with experienced Financial Advisors and developing the skills needed to grow into an advisor or leadership role.

Why Join Kohler Credit Union

At Kohler Credit Union, we believe in investing in people early in their careers. Whether you are a recent graduate or someone looking to begin a long-term career in financial services, you will be supported through mentorship, training, and ongoing professional development opportunities. We prioritize work-life balance and offer a competitive starting wage of $23 - $26 per hour, along with comprehensive benefits including medical, dental, vision, a 401(k) plan, generous paid time off, and tuition assistance. You will thrive in a collaborative environment where professional development, learning, and making a meaningful impact for our members and community are part of every day.

Your day to day as an Investment Program Associate

As an Investment Program Associate at Kohler Credit Union, your day will be a dynamic blend of client support and financial operations, all while fostering teamwork. You will act as a vital point of contact for Investment & Retirement Services clients, expertly assisting with IRA transactions, rollovers, transfers, and account inquiries, ensuring exceptional customer service throughout every interaction. Supporting Financial Advisors will be a key part of your role as you coordinate schedules, prepare client documentation, and maintain comprehensive CRM records, all while adhering to financial regulations. Additionally, you'll collaborate with marketing and branch teams to enhance client outreach, organize retirement seminars, and promote financial wellness events.

This position is perfect for someone who loves building relationships, enjoys providing financial services, and thrives in a fast-paced, client-focused environment, contributing to the overall growth and success of our clients' financial journeys.

Qualifications

  • 2+ years of experience in financial services, banking, investments, or client service preferred; relevant internship experience will also be considered.
  • Associate's or Bachelor's degree in finance, business, or related field (preferred)
  • Series 6 license preferred (or willingness to obtain additional licenses)
  • Strong organizational and communication skills
  • Ability to manage multiple priorities and deadlines
  • Interest in long-term career growth in the investment industry

About Kohler Credit Union

Kohler Credit Union is committed to helping our members achieve financial success while supporting the communities we serve. We invest in our employees through development opportunities and career growth pathways.

Apply today to start building your future in the investment industry!

Applicants must be authorized to work in the United States without current or future visa sponsorship.

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