Partnerships Lead Jobs in Wisconsin
Partnerships Lead jobs in Wisconsin are open across Milwaukee, Madison, and Green Bay and other Wisconsin metros, with employers like MBE CPAs, Brown and Caldwell, and Sally Beauty hiring at every experience level. Find a role that fits below and apply directly.
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Firm Description:
Successful financial services team associated with a Fortune 500 company providing financial security for over 150 years. Mosaic Financial Partners offers flexibility, a team philosophy, opportunities for growth, and was recognized as a Best Place to Work by Milwaukee Business Journal.
Position Overview and Key Responsibilities:
- Lead our investment committee and be accountable for our investment performance vs. benchmark metrics.
- Perform research and analysis to manage investment options.
- Provide information and make recommendations to committee on managers, advisory service products, investment selection, suitability guidelines, and reporting decisions.
- Conduct detailed research and analysis of investment opportunities.
- Recommend fund portfolio options based on client needs and industry trends.
- Monitor funding of advisory accounts and communicate with clients regarding advisory-related services and products.
- Process investment accounts, trades, and private investment paperwork.
- Mutual Fund Wholesaler Point of Contact.
- Coordinating investment committee meetings. Provide market commentary and economic outlook (much of can be sourced from N.M. material).
- Monitoring capital gains distributions.
- Ongoing monitoring of securities.
- Model management & updating positions.
- ALTS expert and potentially ALTS paperwork.
- Attend some client meetings as an investment expert. Including those with joint work partners.
Qualifications
- Bachelor’s Degree in Business, Finance, or related field preferred.
- Strong analytical, problem-solving, and communication skills.
- Ability to adapt to change and work in a fast-paced environment.
- Familiarity with Microsoft applications and web-based data management.
- Minimum of 3 years of broker-dealer knowledge and understanding.
- Must have Series 7, 66, SIE.
- Must get Life and Health licenses before starting.
Experience:
3-5+ years of financial planning experience in the securities industry.
Strong attention to detail, accuracy, and reliability.
Customer service experience, including excellent oral and written communication skills.
Pay: $90,000.00 - $120,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid parental leave
- Paid time off
- Parental leave
- Professional development assistance
- Referral program
- Vision insurance
- Volunteer time off
Work Location: Hybrid remote in Whitefish Bay, WI 53211
See All 31 Partnerships Lead Jobs in Wisconsin
Find roles in Wisconsin that match your experience and apply in just a few clicks.
Find Partnerships Lead JobsPartnerships Lead Jobs by City in Wisconsin
Where Wisconsin roles are concentrated, by current openings.
Partnerships Lead Job Market in Wisconsin
A snapshot from current Wisconsin openings, updated as new roles post.
Who's Hiring
- MBE CPAs3

- Brown and Caldwell2

- Sally Beauty2

- Westwood Professional Services2

- Wintrust Financial Corporation2

Top Industries Hiring
- Consulting & Professional Services8
- Manufacturing5
- Technology & Software4
- Accounting & Auditing3
- Banking & Financial Services2
What Wisconsin Employers Look For
The qualifications that appear most often in partnerships lead jobs across Wisconsin.
- 3 to 7 years of experience building or managing business partnerships or strategic alliances
- Demonstrated ability to negotiate and close partnership agreements with measurable revenue impact
- Experience with CRM and partner relationship management tools such as Salesforce or PartnerStack
- Strong cross-functional collaboration skills working alongside sales, product, and marketing teams
- Bachelor's degree in business, marketing, communications, or a related field
- Familiarity with co-sell motions, reseller programs, or technology integration partnerships
Partnerships Lead Jobs in Wisconsin: Frequently Asked Questions
How many partnerships lead jobs are there in Wisconsin?
There are 31+ partnerships lead openings in Wisconsin on Migrate Mate as of June 2026, with the most roles in Milwaukee, Madison, and Green Bay. New positions post regularly as employers across Wisconsin hire.
Which Wisconsin cities have the most partnerships lead jobs?
Milwaukee, Madison, and Green Bay have the most partnerships lead openings in Wisconsin right now, with additional roles spread across smaller metros statewide.
Which companies hire partnerships leads in Wisconsin?
Employers hiring partnerships leads in Wisconsin include MBE CPAs, Brown and Caldwell, and Sally Beauty, based on current listings on Migrate Mate as of June 2026.
Are there remote partnerships lead jobs in Wisconsin?
Yes. About 26% of partnerships lead openings tied to Wisconsin are remote or hybrid as of June 2026. The rest are on-site roles based in Wisconsin metros.
How do I apply for partnerships lead jobs in Wisconsin?
You can apply to partnerships lead jobs in Wisconsin directly on Migrate Mate. Search the listings above, find roles that match your experience and preferred Wisconsin location, then apply to each one that fits.
See All 31 Partnerships Lead Jobs in Wisconsin
Find roles in Wisconsin that match your experience and apply in just a few clicks.
Find Partnerships Lead Jobs