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Portfolio Management Jobs in Appleton, WI (NOW HIRING)

Oshkosh Corporation

Mgr - Program Management

Oshkosh, WI · Hybrid

$103K - $177K/yr

Align the PMO's objectives with broader business unit goals and strategic initiatives. * Act as a ... Track portfolio health and performance metrics, ensuring delivery within scope, budget, and ...

Oshkosh Corporation

Mgr - Program Management

Oshkosh, WI · On-site

$103K - $177K/yr

Align the PMO's objectives with broader business unit goals and strategic initiatives. * Act as a ... Track portfolio health and performance metrics, ensuring delivery within scope, budget, and ...

Oshkosh Corporation

Senior Program Manager

Oshkosh, WI

$118K - $211K/yr

Background in portfolio management, strategic planning, and innovation leadership. * Demonstrated success managing large-scale programs with significant financial, technical, or operational impact.

Oshkosh Corporation

Senior Program Manager

Oshkosh, WI · On-site

$118K - $211K/yr

Background in portfolio management, strategic planning, and innovation leadership. * Demonstrated success managing large-scale programs with significant financial, technical, or operational impact.

Amcor

Marketing Director

Oshkosh, WI · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Manage spec portfolio. Set specific goals to be set on an annual basis and reviewed monthly. * Prioritize R&D programs and ensure an appropriately balanced pipeline across near, medium, and long term ...

Amcor plc

Marketing Director

Oshkosh, WI · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Manage spec portfolio. Set specific goals to be set on an annual basis and reviewed monthly. * Prioritize R&D programs and ensure an appropriately balanced pipeline across near, medium, and long term ...

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Showing results 21-40

All JobsPortfolio Management JobsPortfolio Management Jobs in Appleton, WI

Portfolio Management information

See Appleton, WI salary details

$36.1K

$98K

$182.9K

How much do portfolio management jobs pay per year?

As of Aug 13, 2026, the average yearly pay for portfolio management in Appleton, WI is $98,020.00, according to ZipRecruiter salary data. Most workers in this role earn between $63,900.00 and $126,800.00 per year, depending on experience, location, and employer.

What qualifications do I need to be a portfolio management?

To become a portfolio manager, candidates typically need a bachelor's degree in finance, economics, or a related field, along with relevant work experience in investment or financial analysis. Professional certifications such as the Chartered Financial Analyst (CFA) designation are highly valued. Strong analytical skills, knowledge of financial markets, and proficiency with portfolio management tools are also important.

What does a portfolio management do?

A portfolio manager oversees a collection of investments to meet clients' financial goals, analyzing market trends and making strategic decisions. They use tools like financial models and may hold certifications such as the CFA, working in environments that require strong analytical and decision-making skills.

What are the key skills and qualifications needed to thrive as a portfolio manager, and why are they important?

To thrive as a Portfolio Manager, you need strong analytical abilities, financial acumen, and typically a degree in finance, economics, or a related field, often complemented by certifications such as CFA or MBA. Mastery of portfolio management software, financial modeling tools, and familiarity with investment platforms like Bloomberg or Morningstar are essential. Outstanding communication, decision-making, and risk management skills help you build client trust and adapt to changing market conditions. These skills ensure effective investment strategies and long-term portfolio growth while meeting client objectives.

What is portfolio management?

Portfolio management is the process of selecting, monitoring, and adjusting a collection of investments—such as stocks, bonds, or other assets—to meet specific financial goals and risk tolerance. It involves ongoing analysis and decision-making to maximize returns while managing risks. Portfolio managers may work for individuals, companies, or investment funds, using a mix of strategies and tools to achieve optimal performance. Effective portfolio management requires a deep understanding of financial markets, asset allocation, and investment analysis.

What are some common challenges faced by professionals in portfolio management roles?

Portfolio management professionals often navigate challenges such as balancing risk versus return, adapting to rapidly changing market conditions, and managing client expectations. They must continuously analyze economic trends, re-evaluate asset allocations, and ensure that investment strategies remain aligned with clients’ objectives. Collaboration with research analysts, compliance officers, and client relationship managers is also essential to make informed decisions and maintain regulatory standards. Developing strong communication skills and staying updated with market developments are key to overcoming these challenges and succeeding in the role.

How much do portfolio managers get paid?

Portfolio managers typically earn a median annual salary ranging from $80,000 to over $150,000, depending on experience, location, and the size of the firm. Compensation often includes bonuses and performance-based incentives, especially in investment firms or hedge funds. Advanced certifications like the CFA can also influence earning potential.

What is the difference between Portfolio Management vs Financial Analyst?

AspectPortfolio ManagementFinancial Analyst
CredentialsCertifications like CFA, CFP often preferredCertifications like CFA, CPA common
Work EnvironmentManage investment portfolios for clients or firmsAnalyze financial data to support investment decisions
Employer & IndustryFinancial firms, asset management companiesBanks, investment firms, corporations

While both roles involve finance and investments, Portfolio Management focuses on overseeing entire investment portfolios, making strategic decisions to meet client goals. Financial Analysts primarily analyze data to support investment choices, often working under Portfolio Managers. Understanding these differences helps in choosing the right career path or job search focus.

Are portfolio managers paid well?

Portfolio managers typically earn high salaries that include base pay, bonuses, and performance incentives, reflecting their responsibility for investment decisions and client assets. Compensation varies based on experience, firm size, and performance, with experienced managers at large firms often earning six-figure or higher total compensation. Certifications like the CFA can also influence earning potential.

What are popular job titles related to Portfolio Management jobs in Appleton, WI?

For Portfolio Management jobs in Appleton, WI, the most frequently searched job titles are:

What job categories do people searching Portfolio Management jobs in Appleton, WI look for?

The top searched job categories for Portfolio Management jobs in Appleton, WI are:

What cities near Appleton, WI are hiring for Portfolio Management jobs?

Cities near Appleton, WI with the most Portfolio Management job openings:

Portfolio Management jobs near you
Infographic showing various Portfolio Management job openings in Appleton, WI as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $98,020 per year, or $47.1 per hour.

Regional Director of Trust and Advisory Services

Associated Bank

Green Bay, WI • On-site

Full-time

Retirement, PTO

Re-posted 8 days ago

Associated Bank rating

8.1

Company rating: 8.1 out of 10

Based on 41 frontline employees who took The Breakroom Quiz

65th of 171 rated banks

Job description

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.
Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.
The Regional Director of Trust and Advisory Services is a senior leader responsible for executing the growth, performance, and client engagement strategy for the Personal Trust advisory business within an assigned region. This role leads teams of Trust Relationship Managers, Trust Officers, and Wealth Advisors, with accountability for revenue growth, client retention, and relationship expansion across local markets. In addition to leading the regional team, the Regional Director maintains and actively manages a portfolio of client relationships, serving as a senior advisor and contributor to business development outcomes. This player-coach role balances personal production with team leadership to drive overall regional performance. Working in partnership with the Senior Director, the Regional Director translates business strategy into disciplined execution, reinforces sales and relationship management practices, and drives consistent performance across teams. This role actively engages in the market to strengthen client and referral partner relationships, while developing talent and ensuring alignment with enterprise standards and risk expectations.
What you'll do:
Regional Business Performance
  • Own regional performance with accountability for revenue growth, client retention, and relationship expansion within assigned markets
  • Execute business strategies, sales management routines, and performance expectations established by senior leadership
  • Monitor key performance indicators (e.g., revenue, pipeline, client retention, productivity) and drive actions to improve results

Sales Execution & Business Development
  • Drive disciplined execution of business development strategies, including client acquisition, relationship deepening, and referral generation
  • Reinforce expectations for pipeline management, prospecting activity, and conversion effectiveness across teams
  • Personally contribute to regional growth through active participation in key client and prospect opportunities

Client Portfolio Management (Player-Coach)
  • Maintain and actively manage a portfolio of client relationships, delivering trust, advisory, and financial planning solutions
  • Serve as a senior advisor to clients and centers of influence, contributing directly to revenue generation and relationship growth
  • Balance personal production responsibilities with team leadership to drive overall regional performance

People Leadership & Team Effectiveness
  • Lead and develop teams of trust and advisory professionals, providing coaching, direction, and performance management
  • Build a high-performing culture focused on accountability, client experience, and growth outcomes
  • Support talent planning, succession development, and onboarding aligned to business needs

Market Presence & Client Engagement
  • Maintain an active presence in the market, building relationships with key clients, centers of influence, and referral partners
  • Strengthen local market positioning by identifying growth opportunities and supporting go-to-market execution
  • Model effective relationship management and client engagement behaviors

Cross-Functional Partnership
  • Partner with private banking, investment management, wealth planning, and fiduciary teams to deliver coordinated client solutions
  • Ensure alignment between advisory, sales, and support teams to enhance client experience and drive growth

Risk & Compliance Leadership
  • Ensure adherence to fiduciary responsibilities, regulatory requirements, and enterprise risk standards in all client and business activities
  • Reinforce compliant behaviors and sound risk management practices across teams

What you'll bring:
Required:
  • Bachelor's Degree or equivalent combination of education and experience Business, Finance, Accounting or related field
  • 12+ years progressive experience in trust, wealth management, private banking, fiduciary services, or related advisory businesses, including experience in business development and client relationship management
  • 10+ years demonstrated success leading teams and driving performance across defined markets or client segments. Experience leading through frontline managers or senior individual contributors within a regional or multi-market structure.
  • 10+ years proven ability to execute business strategies, manage sales pipelines, and deliver measurable growth outcomes.
  • 10+ years strong client relationship and business development skills, with ability to engage centers of influence and referral partners.

Licenses and certifications-Preferred.
  • CTFA-Certified Trust and Financial Advisor
  • CFP-Certified Financial Planner

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.
  • Personal banking, loan, investment and insurance benefits.

Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X.
Compliance Statement
Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.
Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.
Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process.
Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish.
Associated Bank is Pay Transparency compliant.
The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.
For certain positions, total compensation may also include incentive, commission, or bonus opportunities not reflected in the posted base pay range.
$164,290.00 - $281,640.00 per year

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