8 portfolio manager jobs found in Madison

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 Investments, Mortgage Loans Internship (hybrid)   Time Frame: June 1, 2027, through August 6, 2027 Work Location : In-Person- TruStage office – 5910 Mineral Point Road, Madison, WI Eligibility: Students pursuing an undergraduate degree with an expected graduation date of December 2027 or later. Candidates who now or in the future require company sponsorship for 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 Position Summary Trustage is a $6 billion life and property & casualty insurance carrier seeking a Senior Manager, Investment Accounting to own the accounting, reporting, and control environment for the company’s full investment portfolio. This role is responsible for GAAP and statutory accounting across fixed income, structured securities, derivatives/hedging programs,...

Description Summary: As a Preferred Banker,  you are responsible for managing an assigned portfolio of high value customers across multiple bank branches. Your success is driven by your high degree of proficiency in deposit products, consumer/home lending, investments and credit management so that you may build relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services. Duties & Responsibilities: Proactively identifies opportunities to grow customer relationships through assigned customer portfolio, pre-set appointments, outside calling, Centers of Influence, a disciplined sales process, new customer follow-up program, and sourcing referrals from customers, bank colleagues and partners Educating and referring customers to other areas of the bank to deepen relationships and build strong internal partnerships....

Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   Insurance Sales Agent AAA – The Auto Club Group | Madison, WI Full ‑ time | W ‑ 2 | Base Pay + Incentives + Full Benefits $5,000 Signing Bonus for new hires **To qualify for the Sign-On Bonus, applicants must be new to ACG (not applied in the last 180 days.) There is a 1-year payback clause if your employment is terminated prior to completing 12 months of employment.  Additional details can be provided by our Recruiting Team at the time of application** Looking to build a stable sales career with real benefits? Join America’s most trusted brand with over 100 years of service as an Insurance Sales Agent- no insurance background required   If you enjoy helping people, building relationships, and earning more through performance, we’ll provide the training, tools, and support to help you succeed Why This Role Works for Many Candidates Reliable base pay plus...

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:   This position is responsible for the successful execution of account and territory strategies for assigned broker dealers distributing TruStage Annuities. This includes acquisition, optimization and retention of business. Provide strategic support to wholesalers to enhance their efforts of F2F product distribution through affiliated representatives and external...

Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   This is a relationship driven sales role with long-term income potential through commission.  We know building a client base takes time, which is why we offer ramp-up earnings support during your first months as you grow your pipeline and book of business $5,000 New Agent Ramp-up Incentive This supports your transition by providing additional income as you develop your pipeline and build a strong foundation for long-term success If you enjoy helping people, building relationships, and earning more through performance, we’ll provide the training, tools, and support to help you succeed Success in this role comes from: Consistent outreach Proactive engagement with prospective clients Strong follow-up Community networking Building trust with clients Position Schedule / Shift: Monday - Friday 8:30 am – 5:30 pm Position Summary Full-time | W‑2 | Base Pay +...

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 This role is required to maintain a presence in our corporate headquarters in Madison, WI. Strong preference for candidates in the Madison area or for those who are open to relocation (relocation assistance offered). Job Purpose: This position is accountable for the derivatives management function supporting the firm’s insurance general account, with derivative trading and...

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 Responsibilities: List of general activities, duties and/or tasks typically performed within the job. Manage best practice standards, processes and measurements that enable the organization to manage the IT software asset portfolio. Ensure the accuracy of the IT software inventory throughout the asset lifecycle. Implement and improve software asset management procedures to...