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Senior Portfolio Manager Jobs in Appleton, WI (NOW HIRING)

Oshkosh Corporation

Senior Program Manager

Oshkosh, WI · On-site

$118K - $211K/yr

JOB SUMMARY The Senior Program Manager is a high-impact, enterprise leader responsible for guiding ... Background in portfolio management, strategic planning, and innovation leadership. * Demonstrated ...

Oshkosh Corporation

Senior Program Manager

Oshkosh, WI

$118K - $211K/yr

JOB SUMMARY The Senior Program Manager is a high-impact, enterprise leader responsible for guiding ... Background in portfolio management, strategic planning, and innovation leadership. * Demonstrated ...

Barry Wehmiller Group

Product Mgr - Bag

Green Bay, WI · On-site

... portfolio, including the Hudson-Sharp brand. Reporting to the Senior Director of Product Management & Strategic Marketing, this role leads product strategy from market analysis and product ...

Bayer

Sr Area Gen Mgr ONC

Appleton, WI · On-site

Manage a portfolio of Oncology and Hematology brands in Prostate, Targeted Therapies, and ... The Sr. AGM will provide directional guidance and alignment when specialized resources are needed ...

Bayer

Sr Area Gen Mgr ONC

Green Bay, WI · On-site

Manage a portfolio of Oncology and Hematology brands in Prostate, Targeted Therapies, and ... The Sr. AGM will provide directional guidance and alignment when specialized resources are needed ...

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All JobsPortfolio JobsSenior Portfolio Manager JobsSenior Portfolio Manager Jobs in Appleton, WI

Senior Portfolio Manager information

See Appleton, WI salary details

$42.8K

$97.9K

$115.6K

How much do senior portfolio manager jobs pay per year?

As of Aug 13, 2026, the average yearly pay for senior portfolio manager in Appleton, WI is $97,865.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,000.00 and $110,900.00 per year, depending on experience, location, and employer.

What is the difference between Senior Portfolio Manager vs Portfolio Analyst?

AspectSenior Portfolio ManagerPortfolio Analyst
Required CredentialsTypically requires CFA, MBA, or similar certificationsOften requires a bachelor's degree; CFA is a plus
Work EnvironmentLeads investment strategies, manages portfolios, makes high-level decisionsConducts research, analyzes data, supports portfolio decisions
Employer & Industry UsageUsed in asset management firms, hedge funds, institutional investorsCommon in investment firms, banks, financial advisory companies

The main difference between a Senior Portfolio Manager and a Portfolio Analyst lies in their responsibilities and experience level. Senior Portfolio Managers oversee investment strategies and make high-stakes decisions, while Portfolio Analysts support these decisions through research and analysis. Both roles are integral to investment management but differ in scope and seniority.

How does a senior portfolio manager typically collaborate with analysts and other investment professionals within a firm?

Senior Portfolio Managers often work closely with research analysts, junior portfolio managers, and trading teams to develop and execute investment strategies. They rely on analysts to provide in-depth market research and sector insights, which inform asset allocation and security selection decisions. Regular team meetings and strategy sessions are common to ensure alignment and to adapt to market changes. Effective collaboration helps maintain a well-balanced portfolio and enables the Senior Portfolio Manager to make informed, timely investment decisions that align with client objectives.

What does a senior portfolio manager do?

A Senior Portfolio Manager is responsible for overseeing and managing investment portfolios on behalf of clients or institutions, with the goal of maximizing returns while managing risk. They develop investment strategies, analyze market trends, select appropriate securities, and continuously monitor portfolio performance. In addition, they often lead a team of analysts and junior managers, communicate with clients, and ensure portfolios align with clients’ financial goals and risk tolerance. Senior Portfolio Managers typically have extensive experience in finance, strong analytical skills, and a deep understanding of financial markets.

What are the key skills and qualifications needed to thrive as a senior portfolio manager?

To thrive as a Senior Portfolio Manager, you need advanced knowledge of investment strategies, financial analysis, and portfolio construction, typically supported by a relevant degree and credentials like the CFA designation. Expertise in portfolio management software, financial modeling tools, and risk assessment systems is commonly required. Strong leadership, communication, and decision-making skills help build client trust and effectively manage teams. These competencies are crucial for delivering consistent investment performance, managing risk, and maintaining client satisfaction in a competitive financial environment.

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

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

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

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

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

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

Senior Portfolio Manager jobs near you
Infographic showing various Senior Portfolio Manager job openings in Appleton, WI as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $97,865 per year, or $47.1 per hour.

Portfolio Manager - Commercial Banking

Associated Bank

Green Bay, WI • On-site

Full-time

Retirement, PTO

Re-posted 2 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.
Role Summary
As a Portfolio Manager within Commercial Banking, you will support the growth and management of commercial client relationships through credit analysis, portfolio management, and strategic partnership with Relationship Managers. This role plays a key part in maintaining strong credit quality while identifying opportunities to deepen client relationships across the bank. You'll gain exposure to complex commercial banking relationships and opportunities to grow your expertise in underwriting, client management, and financial strategy.
Key Accountabilities
  • Analyze financial statements, credit requests, and client performance to evaluate lending opportunities and risk.
  • Manage portfolio administration activities while ensuring compliance with bank policies and regulatory guidelines.
  • Partner with Relationship Managers to support and strengthen commercial client relationships.
  • Monitor portfolio performance, repayment activity, and overall credit quality to proactively manage risk.
  • Recommend loan structures and participate in the loan approval and renewal process.
  • Identify and refer cross-sell opportunities across Treasury Management, Private Banking, Capital Markets, and other banking services.
  • Collaborate with internal partners and credit teams to deliver responsive, high-quality client service.
  • Participate in community and business activities to strengthen market presence and build professional relationships.

Please Note: This position can also be hired as a Portfolio Manager VP or SVP. We will assess applicants based on their skills and years of relevant experience.
Education & Experience
Required
  • Bachelor's degree in Business, Finance, Accounting, or related field, or equivalent experience
  • 2+ years of experience in Commercial Banking, Commercial Real Estate, Corporate Banking, Specialized Banking, or Credit Approval
  • 2+ years of experience handling complex commercial credits
  • Reliable transportation and ability to lawfully drive, if applicable
Preferred
  • 1+ years of sales experience
  • 1+ years of formal credit training
  • Experience building and managing commercial client relationships
  • Strong communication, financial analysis, and relationship management skills

Why You'll Love Working Here
You'll join a collaborative team that values professional growth, relationship building, and continuous learning. At Associated Bank, you'll have opportunities to expand your expertise, work with experienced banking professionals, and make a direct impact on clients and communities. Apply today to make an impact.
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.
$58,030.00 - $99,480.00 per year

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