Top Fintech Finance Jobs in Milwaukee, WI

Responsible for analyzing, developing, and configuring SAP PaPM use cases, supporting production users, and performing testing and troubleshooting.

The role involves modeling, structuring, and developing financial products, analyzing market trends, and collaborating with cross-functional teams to optimize product strategy.

The role involves business development and asset origination in agribusiness lending, managing relationships and loan structuring, as well as collaborating with credit analysts and loan closing teams.

The Private Banking Account Executive develops relationships with high-net-worth clients, providing tailored banking services and ensuring exceptional client satisfaction while managing a personal book of business.

Wealth Advisors at Citizens help clients achieve financial goals through tailored financial planning, proactive outreach, and collaboration with partners.

Wealth Advisors conduct thorough discoveries to understand clients' goals and create tailored financial plans, enhancing relationships and promoting services for growth.

Wealth Advisors help clients achieve financial goals through tailored planning, relationship management, and proactive outreach. They collaborate with business partners to drive engagement and leverage internal resources for various financial services.

The Accounting Analyst will manage client accounts, handle day-to-day transactions, perform month-end processing, and support quarterly and annual requirements, including financial statement preparation.

The role involves providing analytical support for public offerings and financing transactions, contributing to business development, and collaborating with investment banking teams using AI tools and data visualization software.

Lead management of complex investment portfolios for high-net-worth and institutional clients. Develop investment strategies and mentor junior staff while ensuring compliance with fiduciary standards.

As a Senior Accountant, you will ensure financial accuracy, post journal entries, perform reconciliations, and support compliance with GAAP. You'll collaborate with teams and assist in audits to enhance operational efficiency.

As Senior Manager of Corporate Development, you will identify and execute strategic transactions while leading research, financial modeling, and managing due diligence for acquisitions and partnerships.

The Director of Tax Services will lead the development and management of Curi Capital's in-house tax practice, oversee tax return preparation, and collaborate with wealth advisors to integrate tax strategy into financial planning.