Top 5 Portfolio manager Jobs in Madison Wi

Portfolio Manager - Treasury Management
First Business Bank —Madison, WI
- Full-time
- Mid-level
- Office
- Business development
Portfolio Management Analyst
Wisconsin Foundation and Alumni Association —Madison, WI
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Access
- Mid-level
12d
Research Manager
Midwest Asset Management —Verona, WI
- CPA
- Finance
- Accounting
Tax Manager - Partnerships - PE Portfolio Company Tax
Baker Tilly Advisory Group, LP —Madison, WI
- $91 an hour
- Full-time
- CPA
- Customer service
- Research
Quick Apply

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portfolio manager jobs near madison wi

Portfolio Manager - Treasury Management

First Business Bank -
Madison, WI

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Job Details

Full-time

Qualifications

Treasury management
Opening bank accounts
Contract documentation review
Managing customer accounts
Customer training
Sales proposal development
Customer relationship building
Account maintenance
Pricing analysis
Account analysis
Identifying new business opportunities
Sales needs analysis
Promoting bank products
Account development
Mid-level
Post-sales issue resolution
Managing clients in a customer support role
Sales presentations
Cross-selling
Business development
Managing clients in a finance role
Continuous improvement
Client retention
Industry trends
Client services
Customer relationship management
Managing banking or lending client portfolios
Business development within finance
Cash management
Assisting with digital banking services

Full Job Description

Join us today as a Portfolio Manager - Treasury Management!

First Business Bank is a Top Workplaces USA company, learn more

here

At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority — they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other’s differences, and a focus on improving our communities, we are confident you’ll find the experience is your advantage. We’re delighted you’re considering joining us!

Location: Madison, WI onsite position.

OVERVIEW:

We are seeking a client-focused Portfolio Manager - TM to support and grow business banking relationships through exceptional service, treasury management expertise, and proactive account management. This role serves as a trusted partner to commercial clients, managing a portfolio of deposit relationships while collaborating closely with Treasury Management Sales Officers and other business development teams to identify opportunities for growth and deliver tailored banking solutions.

Essential responsibilities for this role include:

Client Relationship Management

Manage and deepen a portfolio of business deposit relationships.
Serve as the primary point of contact for treasury management inquiries, service requests, and issue resolution.
Conduct regular client outreach, annual reviews, and relationship calls to identify opportunities and enhance client satisfaction.
Analyze client needs and recommend treasury, deposit, and cash management solutions.

Client Onboarding & Account Management

Coordinate new client onboarding, including account opening, documentation collection, and treasury product implementation.
Ensure accuracy and completeness of client contracts, account documentation, and product setup.
Support ongoing account maintenance and service enhancements for existing clients.
Monitor exceptions related to pricing, fees, and rates and coordinate updates as needed.

Treasury Solutions & Portfolio Growth

Partner with Treasury Management Sales Officers and commercial banking teams to support portfolio growth and cross-selling efforts.
Prepare treasury management proposals, account analysis reviews, pricing models, and client presentations.
Evaluate client balances, transaction activity, and service utilization to recommend optimal product solutions.
Assist in identifying and qualifying treasury management opportunities within existing relationships.

Product Expertise & Client Support

Maintain expertise across all treasury management and deposit products.
Educate and train clients on treasury management platforms and digital banking tools.
Provide day-to-day support for client questions, requests, and problem resolution.
Assist with RFP responses, account reviews, and special projects as needed.

Continuous Improvement

Stay informed on industry trends, competitive offerings, and emerging treasury solutions.
Recommend product enhancements and process improvements based on client feedback and market developments.
Participate in training, planning sessions, and departmental initiatives.

Qualifications

Strong relationship management and client service skills.
Experience in commercial banking, treasury management, cash management, or business banking preferred.
Ability to analyze client needs and recommend appropriate banking solutions.
Excellent organizational, communication, and problem-solving skills.
Detail-oriented with the ability to manage multiple priorities in a fast-paced environment.

Apply Now

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portfolio manager jobs in madison wi

Portfolio Manager - Treasury Management

Portfolio Management Analyst

Research Manager

Tax Manager - Partnerships - PE Portfolio Company Tax

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Essential responsibilities for this role include:

Client Relationship Management

Client Onboarding & Account Management

Treasury Solutions & Portfolio Growth

Product Expertise & Client Support

Continuous Improvement

Qualifications

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