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Portfolio Manager II - Investment Management
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Full-time
- This position is not eligible for remote work.
- Due to work requirements, candidates must be located within the Greater Green Bay, WI area or be willing to relocate.
- Leverage capital market knowledge and experience along with the daily interaction with other portfolio managers and analysts to manage the investment portfolios of the agency and fiduciary accounts of Associated Trust Company in a risk-controlled manner.
- Responsible for supporting Wealth Management and Institutional Services (WMIS) marketing/sales of investment management services and is expected to assist in annual sales of $25,000 in fees.
- May also be responsible for relationships that begin to involve multi-generational family relationships and/or smaller foundation or endowment boards of directors.
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