Teams at Wipfli

Leads presales discovery, qualification, solution mapping, demonstrations, scoping, budgeting, and RFP support for technology solutions. The role translates prospect business needs into functional and technical recommendations, coordinates third-party solutions, and partners with service and delivery teams to ensure effective project handoffs. Requires ERP implementation experience and demonstrated presales success with enterprise software and systems integration firms.

Manages commercial loan review engagements for financial institution clients, analyzing credit risk, verifying compliance with lending policies, overseeing workpapers and reports, managing budgets, mentoring staff, and developing new business. The role requires client relationship management, engagement leadership, proposal development, and knowledge of commercial, agricultural, real estate development, and construction lending. Travel to U.S. client locations is required 10%–20% of the time.

Manage a team of insurance tax professionals, grow client relationships, perform tax research, and ensure compliance for insurance clients' tax matters.