Top Tech Jobs & Startup Jobs in Milwaukee, WI

Prospect and sell Spectrum Business communication solutions to small-business clients through consultative needs analysis and full-cycle sales. The role requires meeting data, phone, video, and mobile sales targets, maintaining CRM records, collaborating on order execution, and supporting customer experience. This is a daily field-based outside sales position involving frequent driving and walking, with occasional office work.

Develop and support mainframe-based financial reporting systems involving premiums, claims, and reserve calculations. Translate actuarial business needs into software changes, collaborate with technical and business experts, guide less experienced engineers, conduct code and design reviews, and improve engineering standards and core systems. The role requires strong mathematical reasoning, problem-solving, communication, prioritization, and knowledge of mainframe technologies, change management, SQL, software architecture, and design patterns.

Supports budgeting, forecasting, profitability, pricing, financial controls, vendor financial oversight, and inter-company agreements for MSA and its advised funds. Prepares board materials on fees, expenses, and profitability; evaluates subadvisory fee arrangements; supports oversight and reporting; and identifies process improvements using emerging technologies. Requires strong financial services experience, strategic planning, communication, organizational, and analytical skills.

Lead advisory engagements that improve clients’ financial planning, forecasting, reporting, and performance management. Design OneStream-enabled technology solutions, develop KPIs and financial frameworks, oversee multiple projects, analyze data for executive decisions, guide financial planning, build client relationships, drive business growth, and mentor professionals.

Build customer relationships, identify banking needs, recommend products and services, support account openings and credit applications, process cash transactions, conduct outreach, use digital banking tools, and maintain compliance with risk and regulatory standards.

Handle inbound calls and warm leads, assess customers’ insurance needs, recommend appropriate property and casualty coverages, and convert prospects into policyholders. The role includes paid training and licensing, customer consultation, sales closing, brand representation, and adherence to remote-work requirements. Representatives must work four weekdays and one weekend day on assigned shifts and maintain a dedicated workspace with reliable wired high-speed internet.

Underwrite complex individual disability insurance cases end-to-end, making sound risk decisions within significant approval authority. Serve as an underwriting subject-matter expert, advise agents and brokers, communicate decisions, maintain stakeholder relationships, improve processes, and mentor less experienced underwriters. Support competitive placement while maintaining profitability and morbidity expectations.

Manage tax compliance and advisory work for clients, review tax returns, lead client relationships, and develop staff.

Supports financial planning and analysis for assigned product and channel lines, partnering with Revenue and Product Management. Responsibilities include budgeting, forecasting, variance and performance analysis, new product development financial modeling, reporting, financial controls, risk identification, and strategic decision support. The role also improves finance processes and communicates insights to cross-functional and senior stakeholders.

Provide comprehensive financial planning and holistic advice to individuals and families; build and manage a book of business; acquire and deepen client relationships; deliver personalized investment and insurance solutions; educate clients on digital tools; collaborate with partners and support team goals while maintaining integrity and regulatory compliance.

Lead full-cycle enterprise sales to exceed multi-million dollar quotas by architecting account plans, mapping complex customer IT architectures to Cloudflare reference architectures, managing cross-functional virtual teams, delivering accurate forecasts, negotiating large contracts, and driving customer digital transformation, adoption, retention, and expansion.