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

... The Senior Manager, Operations provides unified oversight and strategic direction for two ... A portfolio of highly engineered power transmission components and subsystems efficiently transmits ...

Senior IT Project Manager

Green Bay, WI · On-site

$127K - $127K/yr

Your Job KBX is seeking a Senior Project Manager to lead complex, cross-functional initiatives that ... Experience influencing project governance, portfolio planning, or resource prioritization decisions

Senior Manager, Operations

Oshkosh, WI · On-site

$120 - $180/hr

... The Senior Manager, Operations provides unified oversight and strategic direction for two ... A portfolio of highly engineered power transmission components and subsystems efficiently transmits ...

New

Sr Manager of Production

Appleton, WI · On-site

$120 - $170/hr

With its broad portfolio of systems, products, services and digital applications, Voith sets ... Voith Paper is hiring for: Sr. Manager of Production Appleton, WI Interested to learn about Voith?

New

Senior Accountant

Oshkosh, WI

$68K - $85K/yr

... Manager with monthly close, accounts payable, cash flow, and financial reporting for a portfolio of ... Senior Accountant to be available to the team and others in the organization for guidance and ...

Senior Accountant

Oshkosh, WI · On-site

$68K - $85K/yr

... Manager with monthly close, accounts payable, cash flow, and financial reporting for a portfolio of ... Senior Accountant to be available to the team and others in the organization for guidance and ...

Senior Accountant

Oshkosh, WI · On-site

$68K - $85K/yr

... Manager with monthly close, accounts payable, cash flow, and financial reporting for a portfolio of ... Senior Accountant to be available to the team and others in the organization for guidance and ...

Showing results 21-40

Senior Portfolio Manager information

See Appleton, WI salary details

$43.9K

$100.3K

$118.5K

How much do senior portfolio manager jobs pay per year?

As of Sep 3, 2026, the average yearly pay for senior portfolio manager in Appleton, WI is $100,290.00, according to ZipRecruiter salary data. Most workers in this role earn between $80,900.00 and $113,600.00 per year, depending on experience, location, and employer.

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.

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 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.

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:

Infographic showing various Senior Portfolio Manager job openings in Appleton, WI as of August 2026, with employment types broken down into 87% Full Time, 12% Part Time, and 1% Contract. Highlights an 83% Physical, 2% Hybrid, and 15% Remote job distribution, with an average salary of $100,290 per year, or $48.2 per hour.

Senior BT Business Partner

Faith Technologies Inc.

Menasha, WI • On-site

Full-time

Re-posted 4 days ago


Faith Technologies rating

8.0

Company rating: 8.0 out of 10

Based on 54 frontline employees who took The Breakroom Quiz

206th of 452 rated engineering


Job description

You've discovered something special. A company that cares. Cares about leading the way in construction, engineering, manufacturing and renewable energy. Cares about redefining how energy is designed, applied and consumed. Cares about thoughtfully growing to meet market demands. And as "one of the Healthiest 100 Workplaces in America" is focused on the mind/body/soul of team members through our Culture of Care.

The Senior BT Business Partner will facilitate the relationship between the business areas and the business technology function by providing high value consultative services to guide the understanding, simplification and automation to address business challenges and opportunities. The role will facilitate, lead, and drive the analysis and planning of initiatives to achieve company objectives through the effective use of technology. They communicate priorities, decisions and relevant information regarding business technology services, requests, projects and initiatives. This position may directly lead BT Business Partners.

The ideal candidate would have the following:

  • Direct experience supporting all Finance/Accounting functions with technology. Deep understanding of processes such as AP/AR, FP&A, Financial Closeouts, Compliance, and Risk in order to implement, resource, and help make decisions on technology solutions.
  • Fostering collaboration within Finance and across departmental and company boundaries.
  • Building and analyzing strategic roadmaps and understand impacts across the departments
  • Conduct Business Process Mapping related to Finance/Accounting value chain (e.g. ATR/RTR, OTC, PTP, etc.)
  • Balancing effective situational leadership for planning, prioritizing and organizing work
  • Balancing multiple demands and projects simultaneously
  • Analyze business processes, technology solutions and vendor proposals to provide a recommendation to business on ideal approached
  • Strong verbal, written, presentation, and negotiation skills.
  • Proficiency in use of a PC, Microsoft Office Suite, Visio, and other productivity and communication applications
MINIMUM REQUIREMENTS

Education: Bachelor's Degree (or higher) in information technology, finance, accounting or relevant field of study, preferred

or

Experience: Equivalent experience and training or a minimum of 10 years of experience in IT leadership, business analysis, and/or project management with large projects in dynamic organizations.

Travel: 15%

Work Schedule: Typical work hours are between 7:00 a.m. and 5:00 p.m. Monday - Friday. However, work may be performed at any time on any day of the week to meet business needs.

KEY RESPONSIBILITIES

Relationship and Planning

  • Builds a trusted relationship with Finance at all levels throughout the company.
  • Facilitates and leads sessions to understand, simplify, improve and automate business processes to focus on value realization aligned with departmental and company strategy.
  • Communicates, understands and anticipates areas of need, opportunities and impacts to other business areas.
  • Facilitates input from business and technology perspectives to jointly create recommendations in support of the business tactics, initiatives and strategies.
  • Conducts data gathering and analysis to understand requirements.
  • Coordinates or leads the Project Portfolio management process to ensure resources are allocated appropriately and projects are completed timely.

Leadership

  • Provides advisory role on priority of initiatives and projects. Serves as escalation point when necessary.
  • Represents business unit needs and priorities as well as departmental priorities, services, processes, procedures and roles.
  • Facilitates cross-functional discussions to identify common needs and utilization of common solutions.
  • Represents business technology department processes, roles, procedures to business groups.
  • May directly lead BT Business Partners.

Consulting

  • Leads the analysis and feasibility of improvement opportunities.
  • Develops and facilitates the definition of project approach, scope, plan, technology, risks, cost vs. benefits, and resources.
  • Transitions ideas and plans to project charters to a project team. Follows through on monitoring and advising with project sponsor to ensure value and scope of project is delivered through the project manager and other stakeholders.
  • Possess deep understanding of Finance and Accounting function and department priorities.
  • Assists in the business process redesign and documentation for new technology.
  • Investigates, resolves and escalates business problems related to technology utilization.

Communication, Support, and Coaching

  • Generates communication, process and educational plans as needed relevant to ideas and projects.
  • Coaches and transfers subject matter knowledge to business and technology staff.
  • Manages stakeholder expectations and satisfaction with projects and services.
  • Supports reporting and recap of projects on regular basis.
  • Performs other related duties as required and assigned.

The job description and responsibilities described are intended to provide guidelines for job expectations and the employee's ability to perform the position described. It is not intended to be construed as a comprehensive list of all functions, responsibilities, skills or abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

How Does FTI Give YOU the Chance to Thrive?

If you're energized by new challenges, FTI provides you with many opportunities. Joining FTI opens doors to redefine what's possible for your future.

Once you're a team member, you're supported and provided with the knowledge and resources to achieve your career goals with FTI. You're officially in the driver's seat of your career, and FTI's career development and continued education programs give you opportunities to position yourself for success.

FTI is a "merit to the core" organization. We recognize and reward top performers, offering competitive, merit-based compensation, career path development and a flexible and robust benefits package.

Benefits are the Game-Changer

We provide industry-leading benefits as an investment in the lives of team members and their families.You're invited to review the full list of FTI benefits available to regular/full-time team members. Start here. Grow here. Succeed here. If you're ready to learn more about your career with FTI, apply today!

Faith Technologies, Inc. is an Equal Opportunity Employer - veterans/disabled.

Employment is contingent upon successfully passing a background and drug test


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