Brookfield, Wisconsin, United States · On-site
About Our Company We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, s…
Skills: Leadership, Operational Management, Financial Planning, Investment Research, Compliance
Atlanta, Georgia, United States · On-site
$86k–$102k/yr
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it tak…
Skills: Cobol, Jcl, Vsam, Db2, Cics
Minneapolis, Minnesota, United States · Hybrid
$86k–$105k/yr
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it tak…
Skills: Client Management, Relationship Building, Selling Skills, Problem-solving, Account Management
Brookfield, Wisconsin, United States · On-site
$52k–$96k/yr
Application Deadline: 08/30/2026 Address: 16570 W Bluemound Road Job Family Group: Retail Banking Sales & Service Guides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects. Unde…
Skills: Retail Banking, Team Leadership, Business Development, Financial Advising, Customer Relationship Management
Tempe, Arizona, United States · On-site
$67k–$78k/yr
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it tak…
Skills: Commercial Real Estate Loan Administration, Loan Document Negotiation, Portfolio Management, Commercial Real Estate Finance, Loan Closing
Brookfield, Wisconsin, United States · On-site
$34/hr–$41/hr
Position Summary The Human Resources Generalist / ADP Workforce Now Specialist is responsible for supporting the day-to-day operations of the Human Resources department while serving as a key internal user and administra…
Skills: ADP Workforce Now, Payroll Processing, Benefits Administration, HR Compliance, I-9/E-Verify
Brookfield, Wisconsin, United States · Hybrid
Under the direction of the Loan Officer, or group of loan officers, acts as a liaison between the loan officer, in-process customers and branch operations staff.
Skills: Loan Processing, Mortgage Banking, Communication Skills, Information Processing, Organization
Brookfield, Wisconsin, United States · On-site
At Landmark Credit Union, we succeed by putting people first - and that starts with you. Our culture of inclusion and collaboration enables us to support our members’ financial wellbeing, positively impact the comm…
Skills: Data Sourcing, Research, Financial Transactions, Collections Systems, Problem Solving
Brookfield, Wisconsin, United States · On-site
At Landmark Credit Union, we succeed by putting people first - and that starts with you. Our culture of inclusion and collaboration enables us to support our members’ financial wellbeing, positively impact the comm…
Skills: Contract Management, Contract Negotiation, Corporate Governance, Legal Research, Dispute Resolution
Atlanta, Georgia, United States · On-site
$133k–$157k/yr
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it tak…
Skills: Network Contract Management, Governance, Strategic Planning, Project Management, Financial Analysis
Cupertino, California, United States · Hybrid
$120k–$141k/yr
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it tak…
Skills: Autosys, Airflow, Linux Administration, Python, Go
Tempe, Arizona, United States · Hybrid
$150k–$176k/yr
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it tak…
Skills: Credit Policy Management, Underwriting, Risk Rating Practices, Regulatory Compliance, Executive Presence
Brookfield, Wisconsin, United States · On-site
At Landmark Credit Union, we succeed by putting people first - and that starts with you. Our culture of inclusion and collaboration enables us to support our members’ financial wellbeing, positively impact the comm…
Skills: Fair Lending, Privacy Compliance, UDAAP, HMDA Compliance, Risk Assessment
Brookfield, Wisconsin, United States · On-site
At Landmark Credit Union, we succeed by putting people first - and that starts with you. Our culture of inclusion and collaboration enables us to support our members’ financial wellbeing, positively impact the comm…
Skills: Fraud Detection, Account Analysis, Risk Mitigation, Case Management, Customer Service
Brookfield, Wisconsin, United States · On-site
At Landmark Credit Union, we succeed by putting people first - and that starts with you. Our culture of inclusion and collaboration enables us to support our members’ financial wellbeing, positively impact the comm…
Skills: HRIS Administration, Recruiting Coordination, Pre-employment Screening, Employee Record Management, Microsoft Office Suite
Brookfield, Wisconsin, United States · Hybrid
$86k–$102k/yr
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it tak…
Skills: Credit Analysis, Financial Analysis, Underwriting, Risk Analysis, Credit Administration
Tempe, Arizona, United States · On-site
$105k–$124k/yr
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it tak…
Skills: Credit Analysis, Risk Analysis, Credit Administration, Credit Policy, Financial Analysis
Tempe, Arizona, United States · Hybrid
$86k–$102k/yr
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it tak…
Skills: Credit Analysis, Underwriting, Financial Analysis, Risk Analysis, Credit Administration
Tempe, Arizona, United States · On-site
$120k–$141k/yr
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it tak…
Skills: Underwriting, Staff Management, Risk Management, Problem Solving, Customer Relations
Hopkins, Minnesota, United States · Hybrid
$120k–$141k/yr
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it tak…
Skills: DevOps Coaching, Agile Frameworks, CI/CD, Java, Python
Brookfield, Wisconsin, United States • On-site
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The Registered Operations Leader manages operational processes and branch staff to support business objectives and advisor client service. Key duties include overseeing financial planning support, managing branch budgets, and ensuring regulatory compliance.
Candidates must have a bachelor's degree and 5-7 years of relevant experience, including successful supervisory experience. Series 7 and State securities agent registration (S63 or S66) are required or must be obtained within 150 days.
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Manage activities that support business results, revenue growth, client experience and efficiencies in practice. Manage resources to achieve business results, including revenue and client acquisition targets. Partner with Branch Manager to ensure advisor business plans are completed and marketing events are tracked and measured.
Assist advisors in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions. Prepare and summarize client meetings by scheduling and confirming meetings, crafting an agenda and summary of meeting, escorting clients to advisors office and providing follow-up. Prepare and ensure new business paperwork processes are successfully filled out. Provide general administrative duties such as answering phones, processing reports, preparing correspondence, setup files, etc.
Build, manage, track and analyze reports and branch vitals. Review advisor expense reports, branch P & L, budgeting, reporting/correcting errors, identify and implement expense reduction opportunities. Partner with Registered Principal to ensure compliance support is established and training needs are met. Lead real estate and facilities initiatives.
Lead, coach, mentor and provide performance management for direct reports. Partner with Senior Operations Leader and Regional Director of Operations to determine staffing needs; request, hire and allocate staff. Conduct 1:1s with staff.
Bachelors degree or equivalent.
5 - 7 years relevant experience required.
Series 7 or ability to obtain within 150 days.
State securities agent registration (S63 or S66) or ability to obtain within 150 days.
Previous successful supervisory experience including knowledge of HR policies and labor laws.
Excellent written and verbal communication skills; demonstrated ability to motivate team members to delivery results.
Ability to manage multiple priorities in a fast-paced environment with little or no supervision and strong organizational/time management skills.
Able to communicate with all levels within the organization.
Detail orientated, strong math, and analytical skills. Good organization and time management skills.
Process oriented and can work with a team. Proficient with standard business software applications.
Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).
We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Employees in this role work in the office five (5) days per week.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years. With extensive investment advice, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors*, we have the expertise to serve the full range of individual and institutional investors' financial needs. Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states. Certain hyperlinks within Ameriprise Financial web sites or social media content may hyperlink to third-party content which we believe to be reliable however, we cannot guarantee its accuracy or completeness. For this reason, we do not endorse any linked third-party content, advertising, advice, opinions, recommendations, or other information; it's merely intended to be provided as a general source of information and is not a solicitation to buy or sell any securities, accounts, or strategies. In addition, any linked third-party content should not be used as the sole basis for any investment decisions, nor should it be construed as a recommendation or advice designed to meet the particular needs of an individual investor. Please seek the advice of a financial advisor regarding your particular financial situation. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. For additional important disclosures on engagement rules, linking to third party content or other risks, please visit: www.ameriprise.com/social *Ameriprise Financial Q1 2024 Earnings Release.
Offices: 707 2nd Ave S, Minneapolis, MN 55402, US
Based on 53 listings with disclosed salaries, most finance & accounting jobs in Brookfield, WI pay between $39k–$124k per year. Individual offers vary with seniority, company size, and specialization.
There are currently 94 open finance & accounting positions in Brookfield, WI listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include U.S. Bank, Landmark Credit Union, BMO, Elavon, First Business Bank, among others. Browse the listings above to see every active employer.
Yes — 40 of the 94 open finance & accounting positions offer remote or hybrid work (4 remote, 36 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
