Portfolio Manager Jobs in Wisconsin
Portfolio Manager jobs in Wisconsin concentrate in investment management, banking, insurance, and corporate finance, with demand at levels from analyst-track associate to senior institutional portfolio manager. Milwaukee anchors most of the hiring, backed by firms like Northwestern Mutual, Baird, and Johnson Controls, while Madison draws candidates through its mix of university-affiliated endowments and insurance sector employers. Real estate and fixed-income portfolio specialties see the most consistent openings across the state. Find a role that fits below and apply directly.
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KleenMark is growing, and we are building the team to keep up. We recently realigned our sales organization to scale faster, and that created a brand-new seat: Distribution Portfolio Manager.
This is not a cold-start sales role. You will take ownership of an established $2.5 million book of loyal customers who buy janitorial products, chemicals, consumables, and equipment from KleenMark Distribution every month. Your job is to take great care of them, grow what they buy, and bring new accounts in the door.
What you will do
- Retain and grow revenue across an established portfolio of distribution customers in healthcare, manufacturing, education, municipalities, and commercial facilities
- Lead quarterly business reviews with top accounts
- Attach recurring consumables, chemical, and preventive maintenance programs to equipment sales
- Spot declining or lost accounts early and build a plan to win them back
- Bring in new distribution accounts and refer cleaning service leads to our Business Development team
- Work closely with our Logistics and Purchasing teams to deliver great service
What you bring
- 5+ years of B2B account management or outside sales experience, with a track record of growing an existing book
- Jan/san, facility supply, or industrial distribution experience (strongly preferred)
- Comfort selling consumables, chemicals, and equipment to facility and purchasing decision-makers
- Strong CRM habits (HubSpot is a plus)
- A valid driver’s license
Why join KleenMark
- Start with revenue on day one: an established $2.5 million book, not a blank territory
- Competitive base salary plus commission on growth and new business
- Get in early on a growing Sales and Marketing team, in a role built for growth
- The backing of a family-owned company that lives out its values of Trust, Teamwork, and Results
Benefits
- Medical (three Dean Health Plan HMO options), dental, and vision insurance
- Company-paid $50,000 life and AD&D insurance
- 401(k) with traditional and Roth options, plus a company profit-sharing plan
- Voluntary short-term disability, accident, critical illness, and additional life insurance
- Employee Assistance Program (EAP) and HausKey benefits advocacy
- Discounted pet insurance
- Benefits start the first of the month after 30 days of employment
If you have B2B sales or account management experience and want to grow with a company that is on the move, apply today.
KleenMark is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, pregnancy, sexual orientation, gender identity, national origin, ancestry, age, disability, marital status, genetic information, arrest or conviction record, military or veteran status, use or nonuse of lawful products off the employer’s premises during nonworking hours, or any other status protected by federal, state, or local law.
COMPANY OVERVIEW
Operating in a $1Billion plus industry, KleenMark is Wisconsin’s largest independent commercial cleaning and supply company. Built on 60 years of experience, KleenMark uses proven processes and the industry’s best-trained teams to deliver unmatched service. Expertise in healthcare, commercial, life sciences, manufacturing, and education, KleenMark’s 900-plus technicians clean more than 30-million square feet daily. We are a family owned and run business that lives out our values of Trust, Teamwork and Results.
We have excellent opportunities for you to join our team!
See All 13 Portfolio Manager Jobs in Wisconsin
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Find Portfolio Manager JobsPortfolio Manager Jobs by City in Wisconsin
Where Wisconsin roles are concentrated, by current openings.
Portfolio Manager Job Market in Wisconsin
A snapshot from current Wisconsin openings, updated as new roles post.
Who's Hiring



What Wisconsin Employers Look For
The qualifications that appear most often in portfolio manager jobs across Wisconsin.
- CFA designation or active progress toward CFA charterholder status strongly preferred
- Bachelor's degree in finance, economics, or a related quantitative field required
- Demonstrated experience managing equity, fixed-income, or multi-asset investment portfolios
- Proficiency with Bloomberg Terminal, FactSet, or comparable portfolio analytics platforms
- Series 65 or Series 7 license required for client-facing or discretionary investment roles
- Strong written communication skills for investment commentary and client reporting
Portfolio Manager Jobs in Wisconsin: Frequently Asked Questions
How do you become a portfolio manager in Wisconsin?
Most portfolio managers in Wisconsin begin with a bachelor's degree in finance, economics, or accounting, then move into analyst or associate roles at an investment firm, bank, or insurance company. Wisconsin does not issue a state-specific portfolio manager license, but client-facing roles typically require a Series 65 license administered through FINRA and registered with the Wisconsin Department of Financial Institutions. The CFA charter is the most recognized credential for advancing into discretionary portfolio management in the state.
Which companies hire portfolio managers in Wisconsin?
Companies currently hiring portfolio managers in Wisconsin include ABC Supply Co., Johnson Financial, and Abbott, per current listings on Migrate Mate as of November 2026. Wisconsin's deep insurance and wealth management sector means many openings sit within large institutional firms headquartered or regionally anchored in Milwaukee.
Which Wisconsin cities have the most portfolio manager jobs?
Madison, Beloit, and Appleton have the most portfolio manager openings in Wisconsin. Milwaukee leads because it is home to major financial services and insurance headquarters, while Madison draws openings through its university endowment offices, state government investment functions, and a growing fintech and insurance presence that sustains demand outside the largest metro.
Are there remote portfolio manager jobs in Wisconsin?
Yes, and more than many finance roles, since portfolio management is largely analytical and desk-based. About 75% of portfolio manager openings tied to Wisconsin are remote or hybrid as of November 2026, reflecting how well the work translates to distributed settings. Research-intensive and quantitative roles tend to be the most remote-eligible, while client-relationship-heavy positions still favor in-office or hybrid arrangements.
How can I get hired as a portfolio manager in Wisconsin with little or no experience?
The most realistic entry path is through an investment analyst or associate role at a Wisconsin-based wealth management firm, bank trust department, or insurance asset management division. Northwestern Mutual, Baird, and regional credit unions regularly recruit new graduates into structured analyst programs that rotate through portfolio construction and research. Earning the CFA Level I and building a model portfolio demonstrates commitment. Adjacent roles in financial planning, credit analysis, or equity research at Wisconsin community banks and regional broker-dealers also create lateral paths into portfolio management.
Where can I find and apply to portfolio manager jobs in Wisconsin?
You can find and apply to portfolio manager jobs in Wisconsin on Migrate Mate, which lists current Wisconsin openings across investment firms, banks, insurance companies, and corporate treasury departments. Find roles that fit your experience and specialization and apply directly.
See All 13 Portfolio Manager Jobs in Wisconsin
Find roles in Wisconsin that match your experience and apply in just a few clicks.
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