Investment Manager Salary in Wisconsin, USA

Overview Marketing Manager is responsible for providing leadership in areas of marketing, public relations, promotion, and partner liaison. The Marketing Manager will assist in designing campaigns, policies, and strategic business plans to achieve objectives established by Snap-on Equipment Solutions (EQS) Management team. Responsibilities • Participates in the development of short and long-term planning objectives that will assure the continued profitable growth of the company and translates these into effective marketing strategies. • Retains accountability for the development and implementation of the annual marketing plan and budget.• Designs and implements overall marketing strategy and specific campaigns designed to increase the branding, visibility and demand for company specific products and services.• Coordinates translation of documentation and application user interface text into required languages• Assists in creating and editing marketing materials, product requirements documents, and other support documentation as requested.• Monitors the effectiveness of each component of the marketing strategy to ensure maximum return on investment. • Establishes and maintains close relationships with key strategic partners - individuals and organizations - who can influence positively the media presence and/or the service revenues of the company.• Manages the content of the corporate internet site and components of the intranet, working with external and internal third-parties who may be responsible for delivering portions of these sites.• Participates with business development in establishing contracts with clients and purchased services that translate into increased revenue, profitability, and market share. • Strives to understand and remain current with the various technologies that the company uses in its work and with all relevant technologies in systems integration, application development and business solutions. • Performs key support in the Pursuit Process with brand generation specific to the proposal and in making sure that our presentations and proposals are clear, concise, and targeted.• Works in conjunction with Marketing to conduct user forums, focus groups that collects analyzes and interprets customer, market and segment data into useful Voice-of-Customer (V.O.C.) information.• In conjunction with Marketing, to measure the effectiveness of marketing efforts and predict future market conditions and potential.• Analyzes competitive strategies and tactics and works with Marketing to devise division strategies.• Obtains customer/prospect feedback on effectiveness of marketing efforts and use of part and service products. • Works closely with Marketing to direct research to remain current on industry developments.• Manage and coordinate staff resource assignments for multiple projects.• Manage administrative details, including preparing budgets and status reports, instructing staff on policies/procedures. Qualifications • Minimum undergraduate degree in marketing or a closely related field, or post-graduate qualification in marketing. • At least 4 years' experience in a career that includes experience in Public Relations and Internet Marketing as well as traditional print marketing, branding, and partner liaison, preferably in a Consulting, Computing, other Service-oriented, High-Tech, or Advertising environment. • Qualifications and expertise in graphic and creative design, web design, journalism and/or public speaking.• Proven record and thorough knowledge of all aspects of corporate marketing including internet and digital strategies. • Demonstrated success in assimilating corporate vision, architecting strategy and translating it into effective print, digital and other effective marketing campaigns. • Able to construct and deliver to an effective marketing plan and to manage the associated budget. • Excellent verbal and written communication skills, proficiency with appropriate software tools. • Initiative-taker with excellent interpersonal skills. • Proven leadership ability.

Merchants Bank has an opening for the leadership position of Retail Banking Manager in our South Region. This position can work out of any of the following locations: Onalaska, La Crescent, Caledonia, Spring Grove, Lanesboro, Rushford, Rochester or St. Charles.This position is responsible for providing leadership and direction of all retail banking activities, customer experience delivery and engagement in coordinating community-engagement activities for the region. The individual will be held accountable for management of market activities in a manner that ensures both short-term and long-term profitability of the Bank, and in alignment with the Company's return on investment expectations to Shareholders. The individual is expected to create a work environment that results in equitable treatment, a welcoming environment for all stakeholders and nurtures the growth & career development of employees.This leadership role specifically is accountable for retail deposit customer relationship management, retention and growth, customer experience consistency for all branch retail operations in alignment with Company's exceptional experience performance standards, consistent adoption and application of all defined processes and procedures to meet customer experience expectations within the appropriate risk management framework established for the Company.The position also requires knowledge of and ability to deliver all consumer credit product, which may include managing a retail loan portfolio with expectation to mentor and coach other bankers who have responsibility for delivery of consumer credit products. Serves as the Compliance Officer for the Region.5+ years experience in retail banking required along with a high level aptitude in financial analysis. Excellent communication skills are required with all segments of the bank's internal and external customer base. Must have the ability to handle sensitive and confidential situations. Please Apply online at www.merchantsbank.com/careers or in person at any Merchants Bank location. Questions can be emailed to [email protected]. Merchants Bank is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.recblid 5ihio3spobyyk3zmfomq0jk6ulxlug

Position at Franklin Energy COMPANY SUMMARYAs a combined organization, Franklin Energy and AM Conservation Group is undertaking what is perhaps the central challenge of our times - to help drive the transition to net-zero carbon economies while ensuring that no working families, businesses, or local communities are left behind. To do that, we are the utility industry's top provider of turn-key energy efficiency and grid optimization programs and products, all of which contribute to reducing carbon and waste and, at the same time, free-up resources for creating more innovation investment and jobs. With over 26 years in business, we have more than 1,300 experts across the United States, with warehouses on both coasts. The organization's integrated in-house services provide deep personalization and insights, helping energy partners achieve their carbon-reduction and energy productivity goals. We believe the organization's most "precious resources" are its people. We pledge a relentless pursuit to embody a culture that acknowledges, recognizes, and infinitely seeks to understand the unique differences of its people. We are committed to creating employee experiences that continually attract and embrace a multiracial, multicultural, and multigenerational workforce that promotes outstanding performance and mirrors our diverse partnerships, clients and communities we serve. Position SummarySnugg Pro is a leading and contractor preferred provider of cloud-based energy auditing and collaboration platforms that enhance residential energy efficiency and reduce carbon footprints across the US. We are seeking a multi-faceted professional to guide both product vision and solution architecture, ensuring our software not only meets market needs but sets new standards in the industry.Essential Duties and ResponsibilitiesThis list of duties and responsibilities is not all-inclusive and may be expanded to include other duties and responsibilities, as management may deem necessary from time to time.Champion the development and execution of strategic product initiatives, managing the product backlog and defining long-term vision.Lead architectural efforts for our full-stack JS application, aligning technical solutions with business objectives.Actively engage in Agile development processes, enhancing team collaboration and product quality through effective leadership.Translate complex customer feedback and analytical data to enhance product functionality and user experience through strategic architectural innovations.Coordinate closely with cross-functional teams, including engineering, sales, and support, to ensure that our software solutions are delivered on time and exceed expectations.Provide technical mentorship to the development team, manage code reviews, and ensure high-quality software releases.Stay ahead of industry trends to incorporate best practices related to building science and energy efficiency into product development.Leverage data and business insights to support product lifecycle from inception to post launch.Position RequirementsEducation and ExperienceBachelor's degree or equivalent required, MBA is a plus.Minimum 4 years in technical leadership roles, such as Technical Product Manager or Solution Architect, preferably in the software or energy sector.Strong foundation in software development with direct coding experience.Proficiency in Agile methodologies, capable of driving successful product and architectural outcomes.Analytical prowess, with business intelligence, application performance monitoring and other in-app analytics tools, to drive decision-making.Excellent communication and interpersonal skills, essential for interacting with stakeholders and customers.Familiarity with US Demand Side Management (DSM) programs, energy efficiency programs, or building science is highly desirable.Required Skills, Knowledge and AbilitiesExcellent written and verbal communication skillsExcellent teamwork skillsCommitted to diversity and inclusionReliable transportationLicenses & CertificationsValid driver's licenseTravel RequirementsWillingness to travel up to 10%Estimated Wage Range: $99,600 - $130k+Benefits Include: Medical, Dental, Vision, 401(k), Paid Time Off (PTO), paid holidays, parental leave, sick/safe leave, company paid volunteer hours, and more!Physical Demands and Work EnvironmentRequired to sit, stand, walk; talk and hear; and ability to touch and handle tools and/or controlsAbility to lift up to 10 poundsNote: Reasonable accommodations may be made for individuals with disabilities to perform the essential functions of this position.The above information describes the general duties and requirements necessary to perform the principle functions of the position. This shall not be construed as a detailed description of all the duties and requirements that may be necessary in this position.An Equal Opportunity EmployerFranklin Energy implements the use of dash cams inside their fleet of leased vehicles because the Company believes video surveillance devices (Dash Cams) promote the safety of employees as well as security within the company vehicles. The Company will not use video surveillance (Dash Cams) for any unlawful purpose including monitoring employees or giving the impression of monitoring. Our Dash Cam Policy applies to all employees of the Company and temporary agency employees, regardless of whether an employee or temporary agency employee may be driving or riding in Company Vehicles. The primary use of Dash Cams is to assist in the protection and safety of employees and property, prevention, and detection of criminal offenses such as vehicle vandalism and break-ins and staged-accident fraud, defense of legal claims, driver exoneration, and driver training and improvement.

Position at Franklin Energy COMPANY Summary As a combined organization, Franklin Energy and AM Conservation Group is undertaking what is perhaps the central challenge of our times - to help drive the transition to net-zero carbon economies while ensuring that no working families, businesses, or local communities are left behind. To do that, we are the utility industry's top provider of turn-key energy efficiency and grid optimization programs and products, all of which contribute to reducing carbon and waste and, at the same time, free-up resources for creating more innovation investment and jobs. With over 26 years in business, we have more than 1,300 experts across the United States and Canada, with warehouses on both coasts. The organization's integrated in-house services provide deep personalization and insights, helping energy partners achieve their carbon-reduction and energy productivity goals. We believe the organization's most "precious resources" are its people. We pledge a relentless pursuit to embody a culture that acknowledges, recognizes, and infinitely seeks to understand the unique differences of its people. We are committed to creating employee experiences that continually attract and embrace a multiracial, multicultural, and multigenerational workforce that promotes outstanding performance and mirrors our diverse partnerships, clients and communities we serve. Position Summary With an emphasis on internal and external client service, this role is accountable for achieving marketing results for contracted work serving specific clients and segment or geographic focus areas, across the Franklin and AM companies. As a Client Marketing Manager, you may have responsibility for working directly with program managers, staff, clients, and utility representatives to develop marketing strategies and tactics that deliver to program and client goals. If you love creative problem solving, a fast-paced work environment, building relationships with some of the most passionate professionals in the business and digging into data to activate insights that innovate marketing, this is the role for you! Essential Duties and Responsibilities This list of duties and responsibilities is not all-inclusive and may be expanded to include other duties and responsibilities, as management may deem necessary from time to time. Accountable for the overall marketing performance to goal for the programs and initiatives under your leadership.Be primary client facing marketing leader for your assigned accounts or area Collaborate with clients, market strategists and other internal experts to develop marketing plans and promotional strategies that drive program participation, pipeline, and program targets. Oversee the deployment of marketing campaigns in coordination with internal creative and delivery staff and external advertising agencies. Initiate campaigns and tactics with the marketing project management system, prepare campaign strategy briefs and work with the marketing delivery and operations team to enter and manage creative requests so that campaigns are delivered on-time, on strategy and on quality. Facilitate the workflow and approval of marketing materials from multiple internal and external parties.Work with program management and finance to develop, maintain and manage to marketing budgets. Develop, manage, and utilize plan to goal tools to ensure efforts are on track.. Review, analyze and communicate results of marketing promotions to determine level of success for each effort and identify areas to improve and innovate for your programs and clients. Use data and analysis to improve the success rate of marketing campaigns and initiatives.Mentor and coach developing marketing leaders on the client marketing, marketing strategy, marketing delivery and/or creative services team as integral part of this role.Be active participant in driving marketing thought leadership across the company, in collaboration with other marketing and company functions. Supervisory Responsibilities: Manage direct reports and oversee department staff. This includes interviewing, planning, assigning, completing performance evaluations, coaching, mentoring, and directing work.Mentor department personnel in achieving their personal goals annually as well as their long-term development goals.Position Requirements Education and Experience Bachelor's degree from an accredited college or university in marketing, communications, business, or a related field.Minimum of 5 years related experience.Minimum of 2 years client management experience requiredMinimum 2 years supervisory experience required, directly or indirectly.Required Skills, Knowledge and Abilities Strong client service and communication skills.Must be able to handle a wide work variety and work in a fast-paced environment.Must be a detail-oriented, organized, self-starter, and have an ability to prioritize workload. Proficient in Microsoft Office, specifically Word, Excel, and Outlook.Proficient in project management, ideally using SmartsheetAbility to communicate effectively, both verbally and in writing with clients, program employees and vendors.Ability to analyze and interpret data and solve practical problems.Knowledge of mathematical concepts such as fractions, percentages, and ratiosCommitted to diversity and inclusionReliable transportationLicenses & Certifications Valid driver's licenseTravel Requirements Willingness to travel up to 30%Pay Ranges: $84,700-$116,000+ Physical Demands and Work Environment Required to sit, stand, walk; talk and hear; and ability to touch and handle tools and/or controlsAbility to lift up to 10 poundsNoise Level is typically moderateEmployee could be exposed to fumes and/or airborne particles and risk of potential shockNote: Reasonable accommodations may be made for individuals with disabilities to perform the essential functions of this position. The above information describes the general duties and requirements necessary to perform the principle functions of the position. This shall not be construed as a detailed description of all the duties and requirements that may be necessary in this position. An Equal Opportunity Employer Franklin Energy implements the use of dash cams inside their fleet of leased vehicles because the Company believes video surveillance devices (Dash Cams) promote the safety of employees as well as security within the company vehicles. The Company will not use video surveillance (Dash Cams) for any unlawful purpose including monitoring employees or giving the impression of monitoring. Our Dash Cam Policy applies to all employees of the Company and temporary agency employees, regardless of whether an employee or temporary agency employee may be driving or riding in Company Vehicles. The primary use of Dash Cams is to assist in the protection and safety of employees and property, prevention, and detection of criminal offenses such as vehicle vandalism and break-ins and staged-accident fraud, defense of legal claims, driver exoneration, and driver training and improvement.

Looking to join one of the best mechanical and fire protection contractors in the United States? Join our team! Ahern has an exciting opportunity for a HVAC Sales Project Manager located in Milwaukee, WI. We consistently rank as one of the top specialty contractors in Wisconsin, are in the top 15% of specialty contractors across the US and have received several regional workplace excellence awards over the years for our outstanding commitment to our employees. Building our first-class reputation didn't happen by chance. It has developed since our inception in 1880 through our commitment to top-notch business practices, continuous improvement, and dedication to our number one asset: our employees. You owe it to yourself to find out what Ahern has to offer!How you will contribute: Leverage your persuasion and relationship management skills through developing and growing a customer base focused on HVAC construction projects. Apply your project management abilities through performing preliminary design for the estimates. You will spend your time meeting with customers establishing/maintaining relationships and generating sales; estimating HVAC projects; and setting up and closing out projects. Ahern offers the support of subject matter experts in the area of design and estimating for more challenging projects. You will project manager the work you sell and coordinate the installation with the field, suppliers and other subcontractors. You will have the ability to influence the financial performance of Milwaukee, WI regional work while assuming an active role in managing HVAC projects in conjunction with a Designer and Ahern's field HVAC talent.What you need to qualify:Ahern will make the most out of your three-plus years of project management with HVAC-related projects. More experience will be fully utilized. A post-secondary degree in a related field or equivalent field experience is preferred. You will need knowledge of codes, a basic understanding of design and a strong understanding of how to put together a disciplined estimate. Must have excellent communication, customer service, and organizational skills; the ability to work in a fast-paced, team-oriented environment.What's in it for you?Ahern has a commitment to excellence that extends beyond our outstanding customer satisfaction ratings and numerous safety awards. The Company extends this commitment by passing a significant amount of profits back to employees through bonus programs, and generous 401K match. Ahern has a health benefits package that ranks in the top 20% of all plans nationally. Ahern also has a wellness program that was designed to keep employees and their families happy and healthy. Significant investment in employee training programs, advancement opportunities, educational assistance, and flexible/remote work schedules have helped Ahern stand out above others in the industry. Experience for yourself why Ahern has been voted the Best Place to Work!Ahern is an Affirmative Action / Equal Opportunity Employer and encourages veterans, women, minorities, and disabled individuals to apply.

Why Badger Meter?Badger Meter is a leading global water technology company, with a mission to preserve and protect the world's most precious resource. For more than 100 years, cities and businesses have utilized our innovative and trusted solutions to enhance operational efficiency and conserve water while making it more affordable, clean and resilient. Just like every drop counts, at Badger Meter every employee counts because our contributions have a lasting impact on the world!What You Will Contribute:Due to strong business growth, Badger Meter is adding a Senior Manager, Global Training Services at our Global Headquarters in Milwaukee, WI. This position is responsible for managing the vision, strategy and execution of the Global Badger Meter Training group including Badger Meter Academy, certification training programs and the pathway to a monetization model for a Training P&L. Key responsibilities include establishing the multi-year roadmap for training curriculum, content, programs and pricing. The role will be accountable for driving the rollout of Badger Meter Academy, increasing adoption on a year over year basis of the various training programs including Sales Training, Certified Distributor Trainings and incremental customer training opportunities.Job Duties:Development of global short and long range plans for the training products offered via Badger Meter Academy, in-person and other future media.Assist in the development of training content and ultimately serve as the gatekeeper to ensure all released content is engaging, accurate and achieves the goals of the specific content.Manage the team of Training Product Managers and Content Developers to achieve their annual SMART goals in alignment with departmental goals.Lead the alignment of a monetization strategy for Badger Meter training offerings to ensure that maximum value is generated from the resources being invested.Identify the future investments required to establish Badger Meter's training content and personnel to become a definitive competitive advantage for our customers, channel partners and employees.Analyze the needs of the market and the business by gathering feedback from key stakeholders to identify training needs and subsequently enforce action plans to close those gaps.Define and regularly report on baseline metrics for departmental performance such as learning engagement, program outcomes and ROI.Collaborate with Sales, Customer Success, Marketing and other groups to communicate the value of Badger Meter Academy and its training content for RFP responses.Education and Experience:Bachelor's Degree in Marketing Management, Engineering or a related degree required.7+ years of related Sales & Marketing Training with a strong preference in technical product industriesDemonstrated leadership skills with strong experience creating and developing training programsExperience with global markets is preferredMust be willing to travel up to 15%Competencies:Execution: Ensuring others contribute to organization strategies by focusing them on the most critical priorities; measuring progress and ensuring accountability against those metrics.Aligning Performance for Success: Focusing and managing individual performance by helping others set performance goals, and then tracking results and evaluating performance effectiveness.Decision Making: Identify and understand problems and opportunities by gathering, analyzing, and interpreting quantitative and qualitative information; choose the best course of action by establishing clear decision criteria, generating, and evaluating alternatives, and making timely decisions; take action that is consistent with available facts and constraints and optimizes probable consequences.Coaching: Engaging an individual in developing and committing to an action plan that targets specific behaviors, skills or knowledge needed to ensure performance improvement or prepare for success in new responsibilities.Delegation and Empowerment: Identifying and leveraging opportunities to accelerate results and build capability by assigning tasks and decision-making responsibilities to individuals or teams with clear boundaries, expectations, support, and follow-up.Working Conditions:Work is performed in an office environment and requires the ability to operate standard office equipment.Requires prolonged periods of talking/listening.Work is performed in close proximity to others.Competitive Total Rewards at Badger Meter:Competitive PayAnnual Bonus Eligible for Annual Pay Increases Comprehensive Health, Vision, and Dental Coverage 15 days Paid Time Off + 11 Paid Holidays Two Ways to Save for Retirement: Badger Meter contributes 25 cents for every dollar you contribute to the plan, up to 7% of your eligible compensation. In addition to the match, the company will also contribute 5% of your eligible compensation to your Defined Contribution account on an annual basis. Additional access to a certified financial planner to help ensure your money is working for you, at no cost!Employer Paid benefits including: Employee Assistance Program (EAP), Basic Group Life Insurance, Short Term Disability, and more Educational Assistance - Tuition Reimbursement up to $5,250 Voluntary benefits including: Additional Life Insurance, Long Term Disability, Accident and Critical Illness coverageHealth Savings Account (HSA) & Flexible Spending Account (FSA) optionsAn Equal Opportunity/Affirmative Action Employer. This company considers candidates regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Applicants can learn more about their rights regarding equal opportunity in employment by viewing the federal "EEO is the Law" poster and the "EEO is the Law" poster supplement at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htmPrivacy StatementThe Employee and Applicant Privacy Statement describes how we collect, use, share, retain, and safeguard applicant information. Please see the privacy statement on our website here.

Manager Community Relations Investments is responsible for planning, coordination, relationship management and leading the execution of Goodwill's Community Investments programs including: Sponsorships, Community Cares Community Assistance Program, Chamber relations and Professional Memberships. Ensures that investments are processed on time, on budget, and within scope.RESPONSIBILITY LEVEL:Manager Community Relations Investments is responsible for planning, coordination, relationship management and leading the execution of Goodwill's Community Investments programs including: Sponsorships, Community Cares Community Assistance Program, Chamber relations and Professional Memberships. Ensures that investments are processed on time, on budget, and within scope.Implements strategy for the Community Relations Department. Oversees daily operations, direct staff and ensures implementation of departmental policies, procedures and programs. Maintains operating budget and manages expenses. Communicates budgetary performance. Typically works on projects and initiatives that span 1-2 years and focuses on the creation of systems, processes and programs.PRINCIPAL DUTIES:1. Responsible for Goodwill's community investment programs. Manages the intake, prioritization, routing, fulfilment, tracking and reporting of all community investment programs. 2. Manages partnerships with community organizations for the community investment programs in alignment with Goodwill's Intended Impact strategy. 3. Develop and manage a structured approach to collect, track, evaluate, and report intended impact metrics for community investment programs and community engagement activities. 4. Works independently and effectively manages competing priorities to deliver on goals and objectives. 5. Successfully operates within diverse organizational landscapes and over a two-state territory to drive program initiatives forward.6. Understands community-building principles and fosters a common connectedness to establish and build upon stakeholder relationships for long-term partnerships. 7. Creates reports for a variety of stakeholders.8. Leading and Developing Talent: Manages departmental structure, development and training of staff. Actively networks and sources for positions within the team. 9. Project and Change Management: Plans and manages projects of low to moderate complexity related to departmental function. Manages change with direct reports and participates in the leadership coalition that supports the change.10. Community Engagement: Understands social trends driving Goodwill's community engagement initiatives, and champions initiatives.11. Responsible for completing other duties/responsibilities as assigned.REQUIREMENTS:1. Associates Degree or experience equivalency, and a minimum of 3 years' managerial experience or Associates Degree or experience equivalency, and a minimum of 7 years' experience. 2. Experience in one or more of the following: Social Services, Nonprofit Management, Financial Services, Government sectors or a related field. 3. Demonstrated ability to lead and manage mid-complexity assignments, programs and/or projects involving diverse stakeholder groups. 4. Demonstrated ability to collaborate and communicate effectively with key stakeholders, vendors, and employees.5. Excellent verbal, written and interpersonal communication skills. 6. Strong change management and project management skills.7. Proficiency with Microsoft Office suite (Excel, OneNote, Outlook. PowerPoint, Publisher, Word, SharePoint and Teams.) Travel throughout program and surrounding counties required. Must have transportation to attend meetings and events.LEADERSHIP COMPETENCIES:1. Business Insight: Shares knowledge, keeps others informed of industry developments and provides education on business fundamentals. Applies insights and industry trends to drive critical initiatives. Helps others understand their contributions to the success of the broader organization.2. Courage: Demonstrates the ability to deliver a difficult message and say "no" when necessary. Confronts tough organizational issues and coaches people on how to appropriately advocate in the face of adversity.CORE CULTURALCOMPETENCIES:1. Customer Focus: Gathers customer satisfaction input and aligns business processes to work with those of the customer. Holds others accountable for meeting customer needs and addresses gaps in meeting emerging customer needs.2. Values Differences: Creates an environment where differences are openly shared, embraced and incorporated into the team's activities. Encourages others to be open to, seek and learn from diverse perspectives. Demonstrated sensitivity to cultural norms and expectations and helps other understand the value diversity brings to the business.3. Communicates Effectively: Practices active and attentive listening and encourages candid and open communication among groups. Breaks down communication barriers and adjusts content and communication style to reach the audience and a diverse set of stakeholders.4. Situational Adaptability: Sets an example of adaptability, adapting and shifting priorities in response to clients, constituents, or the organization. Helps teams adapt to new situations and shift approach or stay the course in the face of changing demands.5. Drives Results: Fosters a sense of urgency within the team for reaching goals and meeting deadlines. Drives a record of success leading other to persist in achieving results despite setbacks or obstacles.6. Ensures Accountability: Holds self and team accountable for outcomes and accepts responsibility for successes and failures of own work and the team's work. Creates feedback loops within processes; monitors metrics and milestones to chart progress against expectations and accountabilities.PHYSICAL/SENSORY DEMANDS:Job requires the following: remain stationary for sustained periods of time; ability to move about to accomplish tasks; must be able to operate a computer or similar technology, which typically involves substantial motions of wrist, hands and/or fingers; visual acuity to perform activities such as preparing data, operating equipment or review thoroughness of work; ability to communicate with others and exchange information. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

About Heckmann Financial:Heckmann Financial is a holistic financial planning and wealth management group located in Middleton, Wisconsin. We help our high net worth clients to define, create and enjoy financially independent lives. We proudly celebrated our 25th year in business in 2020.With our expanding and growing practice, we are establishing a new role and are currently seeking a licensed and experienced professional to join our team as an Investment & Tax Analyst and Trader. As the selected candidate, you will be working alongside our Director of Investments and our Lead Advisors.It takes a team of specialists to deliver comprehensive planning at the highest level. The Heckmann Financial team has been strategically built to give our clients the peace for mind they desire and the top- shelf customer experience they deserve, with a 12:1 team member to client ratio. In addition to gaining access to the collective expertise and wisdom of the entire firm, our clients work hand in hand with their own dedicated personal Advisor team so there is always a real person available to answer and address their questions and needs.What's different about Heckmann Financial? Most professionals in the financial services industry operate exclusively in one of three areas:- Asset Managers - These advisors typically serve as investment managers focusing only on "rate of return".- Insurance Agents - These advisors tend to view insurance as the solution to every problem.- Fee Based Planners - These advisors often focus their entire business model around charging fees for plans without actually helping clients to implement them.The Heckmann Financial team simplifies our client's lives and improves their plan efficiency by providing all of these areas so clients can implement their multi-faceted plan at one firm. We specialize in creating income distribution plans that adapt to today's changing financial environments. We help clients get the most out of their financial lives by maximizing the probability of successful outcomes based on several key factors including taxes, market environment, health care costs, social security optimization, longevity, and legacy goals. Most importantly, we take a collaborative approach to planning. We educate, and the client makes decisions - not the other way around.Heckmann Financial has been recognized by both Barron's and the Financial Times as one of the top financial advisors in the country. We take immense pride in the work we do, and the care and value that we bring to our clients.Job Description: Investment Analyst and TraderThe primary responsibilities and necessary traits of the ideal candidate for the Investment & Tax AnalystAdvisor and Trader position will include:- Meet with the firm's investment clients and prospective clients. Review performance, discuss current market conditions, and make appropriate suggestions for their future. The ability to communicate clearly and articulately these concepts and recommendations.- Review, audit and analysis of existing client and prospective client portfolios.- Seek, advise, and execute on tax concepts, strategies and opportunities for our high net worth clients and prospective clients.- Counsel team members on a variety of proactive approaches, investments and solutions.- Investigate, set and reinforce current and future investment philosophy and direction of the practice.- Timely, concise and accurate correspondence both internally and externally. Strong communication and interpersonal skills.- A leading team member in compiling reports, proposals, recommendations and materials for client meetings. Leverage and utilize our broker/dealer approved software and programs.- Financial experience must include demonstrated analytical, problem solving, strategic and tactical thinking and implementation skills.The ideal candidate will have:- Series 7 and 63- A degree in finance, accounting, economics, business, personal finance or a related area of study.- Minimum of 5 years of experience in the financial services industry.- CFA, CFP, CPA, CPWA preferred.- Candidates both locally as well as nationally may be considered (the ideal candidate will have a preference for being onsite however flexibility for occasional remote work is an option)Salary: $80,000.00 - $125,000.00 per yearBenefits:401(k)401(k) matchingDental insuranceFlexible scheduleFlexible spending accountHealth insuranceLife insurancePaid time offProfessional development assistanceVision insurance

The District Manager (DM) is responsible for leading, directing, and motivating all Branch, Administrative, Operating, and Sales associates within the District to achieve the highest safety standards, top line growth, EBITDA performance and operational excellence. The DM is responsible to execute on plans and strategies designed to meet and exceed customer needs. The DM has full Profit & Loss (P&L) responsibility for their branches/territory.Manages the sales force for organic top line growth. The DM may have direct responsibility for key customer accounts.Manages branch assets to ensure Airgas's speed to market.Responsible for execution of Core Strategy I and II activities in the branches and throughout the District.Ensures branch planners are in place at all branches and take responsibility for execution.Maintains the stocks of gases and hard-goods at all locations to ensure high fulfillment.Ensures that branch and field sales associates are adequately trained and focus on the details of our customers' needs and requirements. Focuses on increased accuracy and SAP proficiency.Optimizes profit margins through execution of plans and strategies communicated from both the Region and Area. Maintains operation expenses in line with Gross Profit (GP) goals, customer service, and growth plans.Executes on plans to realize the strategic pricing targets.Provides support for the transition of targeted customers to the Total Access (TA) sales program.Ensures effective collaboration, teamwork, and communication throughout the District.Responsible for ensuring a safe environment at all Airgas facilities.Other projects/initiatives as assigned.Are you a MATCH? Four-year college degree from an accredited institution in Business, Accounting, Finance, Marketing, Sales Management, Engineering, or related field.Minimum of three (3) years of increasing responsibility in a business to business sales-related or sales operations position to include prior experience managing a team and a P&L or comparable experience within the distribution industry involving gases and welding supplies or similar industrial products.A track record of achieving profitable sales growth is required.A reputation for strong leadership skills and the capability of developing and managing a team of experienced sales professionals with a strong emphasis on customer excellence and customer-focused results is required.Versatility to function effectively in a fast paced and changing business environment.Excellent motivational skills.Ability to analyze a business opportunity, and develop a successful sales strategy to acquire new business.Demonstrated knowledge of business and accounting concepts including but not limited to Return on Investment (ROI), Profit & Loss (P&L) statements, balance sheets, interest and leasing calculations, and margin responsibilities.Tough-minded, take charge change agent who challenges the status quo and acts with a sense of urgencyStrong interpersonal skills with the ability to influence others and to create Cross-functional alignment.Must possess excellent communication skills, especially in the development of actions plans and to ensure accountability and follow through.Ability to make highly effective oral and written presentations and proposals to all levels of management.Working knowledge of SAP preferred.

Derse is a complete face-to-face marketing agency and exhibit builder. We bring a smarter approach to building client sales while managing their trade show, marketing environments and event programs. Our teams are made up of smart and forward-thinking people who bring experiential marketing solutions to life!We believe in committing to a long-term investment in your career with a total rewards package including:Competitive pay and comprehensive benefits packageA bright and energetic culture where your ideas are valued75-years of financial stabilityDerse employs over 500 people in marketing, program management, creative & skilled production, and corporate support. Locations include Milwaukee, Chicago, Las Vegas, Dallas and Pittsburgh. Visit our website derse.com to learn more!As the Estimating Manager, you'll oversee and direct a team, as well as work on preparing quoutes and budgetary guidelines, as well as collaborate with the Creative team to perform estimates on designs. The Estimating Manager also establishes templates, operations set rates, and Master Service Agreements to determine client set rates. This position is a leader within the Estimating Department, and comes with unique and exciting challenges. Read through and apply if this sounds like the opportunity for you! Estimating Manager ResponsibilitiesSupervise and direct personnel within the Estimating department.Prepare quotes proposals, budgetary guidelines & ballpark estimates based on labor, material, and subcontracted costs.Collaborate with design team and perform ballpark estimates to aid creative team with concept development budgets. Review and update the online estimate schedule/calendar daily, in an effort to meet estimated due dates.Use established estimating templates, corporate operations set rates and mark-ups and Master Service Agreements (MSA) to determine client set rates and communicated mark-ups.Use proprietary computer program for estimating process. Understand and analyze the construction industry & respective pricing tools to prepare estimates for tradeshow booths, selling environments, permanent installations, & large integrated programs Read various materials including design, construction, architectural, & sub-contractor drawings. Establish benchmarks for pricing.Maintain estimating records including standard computerized material & labor rate cost files.Work directly with Creative Director on project status throughout creative & pricing process.Communicate schedule conflicts w/Divisional Operations Director & sales people.Additional responsibilities may be assigned.Estimating Manager Requirements and QualificationsAssociates degree and / or 5 or more years of previous estimating experience.5-7 year's previous supervisory / management experience.Ability to read & accurately interpret sketches and blueprints.Advanced skills in Microsoft Word & Excel, in addition to having Highly organized, flexible and ability to work necessary hours in a fast-paced, deadline oriented environment.