18 investments jobs found in Madison, WI

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Rooted in the belief that everyone deserves access to a brighter financial future, the TruStage Director of Credit Union System Relations plays a central role in the credit union ecosystem—advancing TruStage’s position as a trusted, influential system partner to leagues, associations, and national leaders. This role is responsible for stewarding some of the company’s most critical...

Sales Leader – New Business & Producer Development Location: Madison, WI Reports To: VP Risk Management About the Role Cottingham & Butler is seeking a senior, client‑facing Sales Leader to play a pivotal role in driving new business growth and elevating producer performance in our Madison office. This is not a traditional producer role. Instead, you will operate as a strategic deal leader and coach, partnering with producers on complex opportunities, shaping sales strategy, and helping win high‑value accounts. At the same time, you will actively develop emerging producers, accelerating their growth and improving overall team performance. If you thrive in high‑stakes sales environments, enjoy influencing outcomes without sole ownership of a book, and want to have a measurable impact on both revenue and people development, this role offers a unique opportunity. What You’ll Do 1.      Drive New Business Wins Partner with producers on qualified...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose: The Vice President, Chief Risk Officer (CRO) is responsible for leading the company’s Enterprise Risk Management (ERM) function and serving as the senior executive accountable for identifying, assessing, monitoring, and managing risks to the organization’s financial strength, solvency, and policyholder interests. Reporting to the Chief Financial Officer, the CRO leads the...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose: The Vice President, Internal Audit (“VP, Internal Audit”) leads the Internal Audit function for TruStage, providing independent and objective assurance and advisory services that support the organization’s mission to serve policyholders and ensure long‑term financial strength. The role is responsible for evaluating the effectiveness of governance, risk management,...

A year from now, you will look back on this single job application and reflect on your experience. The personal growth, the knowledge you’ve gained, and the professional evolution you’ve achieved will be nothing short of remarkable. This transformation is credited to your dedication and the guidance of our skilled leaders, who are eager to mentor you in the intricate world of employee benefits. At Cottingham & Butler, we invest in people that want to be great. Our Client Consultant Development Program is more than a training course—it’s a gateway to success in our benefits division. Our program is designed to mold you into a well-informed, proficient Benefits Manager, equipped to deliver top-tier analysis, strategic recommendations, and dedicated service to our clients and prospects, enhancing their employee benefit programs. Here’s how we empower you to make an impact: Develop Benefit Plan Recommendations : Dive deep into client data to craft custom benefit...

Insurance Placement Specialist  Are you driven by the thrill of closing a deal? Do you thrive on analyzing data and crafting proposals that outshine the competition? If so, Cottingham & Butler has an opportunity that could be your next big win. We’re seeking an experienced Insurance Placement Specialist. In this role, you’ll be the strategic force behind negotiating with insurance carriers to secure the most competitive pricing and coverage for our clients. Your ability to build and leverage strong relationships with underwriters will be key to delivering tailored, high-value solutions. Beyond negotiation, you’ll dive deep into prospective clients’ current insurance programs, uncovering coverage gaps and missed opportunities left by their existing brokers. This is your chance to showcase the strength and precision of the Cottingham & Butler team—not just by telling clients we’re the best, but by proving it through smarter coverage and real savings. Essential...

Cottingham & Butler is actively looking for ambitious and driven entry-level Sales Executives in our Madison, Wisconsin location! Seeking all sales minded, soon-to-be college graduates, recent college graduates, or individuals with 1-3 years of sales experience who are motivated by financial rewards. What You'll Get: At Cottingham & Butler, we offer an exceptional sales career that opens the door to boundless opportunities and unlimited earning potential. You will be immersed in a dynamic environment surrounded by a team that is dedicated to equipping you for success. Through comprehensive training, unparalleled service support, unique resources, and the necessary tools, we ensure that you have everything you need to build a highly lucrative sales career. What You'll Do: Learn the business and become a trusted advisor to company leaders. Identify, qualify, and close prospects. Manage and retain your book of business and actively work towards its growth...

Cottingham & Butler is actively looking for ambitious and driven entry-level Sales Executives in our Madison, Wisconsin location! Seeking all sales minded, soon-to-be college graduates, recent college graduates, or individuals with 1-3 years of sales experience who are motivated by financial rewards. What You'll Get: At Cottingham & Butler, we offer an exceptional sales career that opens the door to boundless opportunities and unlimited earning potential. You will be immersed in a dynamic environment surrounded by a team that is dedicated to equipping you for success. Through comprehensive training, unparalleled service support, unique resources, and the necessary tools, we ensure that you have everything you need to build a highly lucrative sales career. What You'll Do: Learn the business and become a trusted advisor to company leaders. Identify, qualify, and close prospects. Manage and retain your book of business and actively work towards its...

This position requires a 10–12-week training session in Dubuque, IA initially. Housing would be supplied if needed.  Cottingham & Butler is actively looking for ambitious and driven entry-level Sales Executives at our Madison, Wisconsin location! Seeking all sales minded, soon-to-be college graduates, recent college graduates, or individuals with 1-3 years of sales experience who are motivated by financial rewards. What You'll Get: At Cottingham & Butler, we offer an exceptional sales career that opens the door to boundless opportunities and unlimited earning potential. You will be immersed in a dynamic environment surrounded by a team that is dedicated to equipping you for success. Through comprehensive training, unparalleled service support, unique resources, and the necessary tools, we ensure that you have everything you need to build a highly lucrative sales career. Cottingham & Butler Transportation Group provides first-class insurance solutions to...

Cottingham & Butler is on the lookout for enthusiastic Account Managers to join our team in Dubuque, IA. No experience? No problem! We will provide all the training you need to succeed in the world of Property & Casualty insurance and work with some of the best in the industry. This might just be the perfect opportunity for you! What You’ll Do: Service Plans:  Create, implement, and manage client-specific service plans, including claim reviews and marketing plans. Mid-Year Reviews:  Prepare materials for client reviews, analyze losses, explore market options, and recommend services. Client Relationships:  Become a trusted advisor for our clients, providing high-quality service and prompt responses to their questions. Retention & Sales:  Take charge of retaining clients and expanding their accounts with additional products. Analyze Data:  Make sure our clients have the right coverages by verifying policies, endorsements, audits, and dividends....

We are seeking an experienced Employee Benefits Insurance Broker with at least 3 years' experience of B2B sales in the employee benefits space. This role will be responsible for providing expert advice and guidance to clients in navigating the complex landscape of employee benefits insurance and programs. Individuals who apply should possess: Proven experience and success as an insurance broker, with a focus on employee benefits A strong understanding of employee benefits products Detail-oriented with strong analytical skills, capable of evaluating complex insurance plans and identifying cost-saving opportunities.  Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients. Join a Winning Team: The individual in this role will joining a team with a solid track record of success in the employee benefits insurance industry. Over the years, our team has experienced significant growth of 18% (driven organically) and a...

Cottingham & Butler Transportation Group provides first-class insurance solutions to over 2,500 trucking companies across the U.S. Our service extends beyond buying insurance to helping our clients with safety, claims, and compliance challenges. As the leading insurance broker in the transportation industry, we provide better solutions, better advice, and better results.  We are currently adding experienced transportation producers. Joining our sales team will allow you access to the markets, tools, and expertise needed to write more business.  You will also work with a top-notch service team that will ensure that you  retain more business . A bigger book of business =  more money in your pocket ! This position requires 3 years of experience in Transportation Insurance. Here are a few things that set us apart: Our Team . 300+ experienced professionals that specialize in the trucking industry and have the vision and expertise to help our clients clearly identify the...

We are seeking an experienced Risk Management Insurance Broker with at least 3 years' experience of B2B sales in the P&C space. This role will be responsible for providing expert advice and guidance to clients in navigating the complex landscape of insurance and connected programs. Individuals who apply should possess: Proven experience and success as an insurance broker, with a focus on property & casualty sales. A strong understanding of insurance and risk management products to evaluate complex policies and identify cost-saving opportunities.  Ability to work with C-Suite Executives to develop the best risk management solution for their insurance program. Excellent communication and interpersonal skills and the ability to build rapport and trust with clients. Join a Winning Team: The individual in this role will joining a team with a solid track record of success in the insurance industry. We have a high concentration of clients in Construction,...

C&B is seeking a dedicated and strategic Account Executive to act as an outsourced risk manager for our valued clients and prospects. This role is pivotal in managing and servicing existing accounts, as well as nurturing future accounts. The successful candidate will be the driving force leading the charge in risk analysis through our Risk Management Assessment process. As a champion for C&B, this position promotes the good of the team and the company through forward thinking, teamwork, and a positive attitude. Key Responsibilities: Act as primary point of contact for all client-related questions and requests. Lead conversations with clients to identify and address gaps in coverage, ensuring comprehensive account management. Present pre-renewal and renewal strategies to clients, demonstrating a deep understanding of their needs. Develop and prepare detailed marketing submissions and proposals for both new and renewal business. Craft and deliver a written...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose: Under the general direction of the Investment Technology Manager, this advanced application developer role analyzes, designs, develops, and enhances investment technology solutions supporting TruStage Capital Advisors investment management, back-office operations, and affiliated teams. The position delivers increasingly complex application development and integration...

Primary Details Time Type: Full time Worker Type: Employee The Opportunity: The SVP, Transformation Delivery Leader will direct the successful delivery of North America’s change portfolio. The role will lead end-to-end execution of change initiatives across the full insurance value chain. This role ensures strategic transformation programs are executed with discipline, speed, and measurable business impact while maintaining regulatory compliance, operational continuity, and strong stakeholder alignment. This role requires collaboration with senior business, data and technology stakeholders. This role is responsible for articulating business needs across the division and translating them into strategic projects that support modernization, operating model redesign, process simplification, cost optimization, and customer experience improvement. The role will lead all aspects of delivery, including budget, scope, design, sequencing, analytics, data, technology, change...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose: We are seeking a highly skilled attorney to join our dynamic legal team.   As Counsel you will develop legal expertise and establish primary responsibility and accountability for identified projects and/or legal work mainly related to the legal needs of TruStage Investment Management, TruStage’s internal SEC-register investment adviser. You will work with an...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose The Lead Generation & Marketing Automation Manager is a revenue-critical role within Filene's Marketing team, responsible for driving measurable member growth, retention, and lifetime value through strategic CRM management and data-driven engagement. This role owns the end-to-end member lifecycle in our CRM, from lead acquisition through renewal using advanced...