Finance Banking Jobs in Wisconsin

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Posted On Sep 09, 26
Full-time 1 views Experience : 5-9 yrs required

Title: Senior Wealth Strategist / Certified Financial Planner - JD / LLM Job Responsibilities: The Senior Wealth Strategist / Certified Financial Planner is responsible for providing specialized wealth planning for High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients to...

Posted On Sep 09, 26
Full-time 1 views

Title: Paralegal Job Responsibilities: - Client Intake: - Answer intake calls from prospective clients and gather necessary information for attorney evaluation. - Accurately enter new leads and ensure follow-up to prevent any lapse in communication. - Schedule consultations, send confirmations, and reminders....

Posted On Sep 08, 26
Full-time Experience : Min 5 yrs required

Title: Tax Senior Manager - Global Information Reporting Job Responsibilities: - Lead and manage large-scale projects to achieve successful outcomes - Innovate and streamline processes to enhance efficiency and effectiveness - Maintain exceptional standards of operational excellence in every activity - Interact with clients at...

Posted On Sep 03, 26
Full-time 1 views Experience : Min 5 yrs required

Title: Legal Assistant Job Responsibilities: The role of a Legal Assistant at the law firm involves a variety of administrative and organizational tasks to support attorneys and ensure the efficient operation of the legal office. Key responsibilities include: - Legal & Administrative Support:...

Full-time Experience : 3-5 yrs required

Title: Legal Counsel Job Responsibilities: Transactional Support - Review, negotiate, and manage commercial real estate financing documents. - Support the structuring and closing of C-PACE transactions nationwide. - Review loan documents, intercreditor agreements, subordination agreements, guaranties, and related transaction documents. - Assist with construction financing, draw...

Full-time Experience : Min 3 yrs required

and support concerning a wide array of corporate, securities, governance, finance, disclosure, and compliance matters... for a publicly traded company. Key responsibilities include: - Preparing board resolutions, presentations, and other board materials related to company transactions, annual meetings, share plan operati...

Posted On Aug 23, 26
Full-time 1 views Experience : Min 10 yrs required

Wealth Strategist Job Responsibilities The PWM Wealth Strategist is tasked with collaborating with Private Wealth Advisors to cultivate and establish new client relationships, typically with individuals whose net worth exceeds $10 million, within the Private Wealth Management sector. The strategist plays a...

Full-time 1 views Experience : 7-10 yrs required

Title: Legal Team Operational Director Job Responsibilities: - Provide operational direction to the legal team, ensuring alignment with corporate objectives. - Offer strategic legal advice to various business stakeholders concerning product development, go-to-market strategies, and production support. - Collaborate with Enterprise Account Managers to...

Full-time 1 views Experience : Min 8 yrs required

Senior Legal Counsel Job Responsibilities The Senior Legal Counsel at the organization will join a highly collaborative and experienced in-house legal team. This team specializes in asset management and operates at the intersection of public service and sophisticated global financial markets. The...

Full-time 1 views

Title: Program Attorney Job Responsibilities: - Provide oversight of the legal component of the Guardianship program, ensuring comprehensive management of all legal matters. - Attend court hearings and meetings related to clients of the Guardianship program. - Handle real property issues, draft legal documents,...

Full-time Experience : 3-4 yrs required

Job Title: Consumer Finance Associate Job Responsibilities: The Consumer Finance... Associate will join the... Financial Regulatory practice at the law firm. The primary responsibilities include: - Counseling a diverse range of clients such as banks, credit unions, FinTech companies, non-bank commercial and consumer...

Full-time 6 views Experience : 3-5 yrs required

Job Title: Consumer Finance Litigation Associate Job Responsibilities: - Defend... financial services companies in both state and federal courts. - Possess a working knowledge of the Fair Credit Reporting Act (FCRA), the Fair Debt Collections Practices Act (FDCPA), the Real Estate Settlement Procedures...

Full-time 1 views Experience : Min 10 yrs required

Job Title: Banking & Finance Attorney (10+ Years Experience) Job... Responsibilities: The Banking & Finance Attorney will be responsible... on federal and state banking laws and regulations. Responsibilities... include: - Counseling clients on regulatory compliance, consumer compliance, capital planning, governance, examinations, enforcement...

Full-time 1 views Experience : 3-4 yrs required

Job Title: Consumer Finance Associate Job Responsibilities: The Consumer Finance... Associate is expected to... provide expert legal counsel to a range of financial entities, including banks, credit unions, FinTech companies, non-bank commercial and consumer lenders, servicers, consumer reporting agencies, and technology providers....

Posted On Sep 11, 26
Full-time 1 views Experience : Min 5 yrs required

Title:** Tax Manager - Banking & Capital Markets **Job... midsize clients in the banking and securities industries. The... role involves working directly with clients, leading engagement teams, collaborating with specialists, and receiving support from leadership to grow one's career....

Posted On Sep 07, 26
Full-time 31 views Experience : Min 6 yrs required

Overview . Morgan is a global leader in financial services, offering solutions to the world's most important corporations, governments and institutions in more than 100 countries. The Firm and its Foundation give approximately US$200 million annually to nonprofit organizations...

Posted On Aug 15, 26
Full-time 21 views Experience : Min 1 yrs required

Title: Debt Collection Specialist Job Responsibilities: The Debt Collection Specialist at the law firm is responsible for managing an assigned portfolio of past-due accounts. The role involves several key duties, including: - Investigating consumer assets to determine financial status and ability to pay. -...

Full-time 69 views Experience : Min 7 yrs required

Title: Attorney – Estate Planning Job Responsibilities: - Develop and implement advanced estate planning strategies, including but not limited to SLATs (Spousal Lifetime Access Trusts), GRATs (Grantor Retained Annuity Trusts), IDGTs (Intentionally Defective Grantor Trusts), CLTs (Charitable Lead Trusts), FLPs (Family Limited...

Posted On Aug 24, 26
Full-time Experience : 2-8 yrs required

firm seeks a Consumer Finance Associate with 3-4 years... of relevant experience to join its Financial Regulatory practice in Milwaukee, WI. The candidate will counsel various financial entities on federal and state financial laws and banks, credit unions, and...

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