29 client relationship manager jobs at 22 companies in Two Rivers, WI
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Client Relationship Manager - Industrial Wastewater
Green Bay or New York or New York City or Seattle or Washington or California or Chicago or Oregon or Portland
HybridFull Time
10+ YOEBachelor's in engineering or environmental science;10+ years in engineering consulting;experience with industrial process systems;client-facing project management and proposal development experience.
4w
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Financial Advisory - Client Relationship Specialist
Sheboygan, Wisconsin, United States
OnsiteFull Time
Provide client service and operational support for onboarding, account administration, and advisor collaboration; bachelor\u0002s preferred; experience in wealth management or client service preferred.
custodial platforms, CRM systems, portfolio management software, Microsoft Office Suite
4w
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Financial Advisory - Client Relationship Specialist
Sheboygan, Wisconsin, United States
OnsiteFull Time
Experience with client onboarding and account administration; strong communication, analytical and organizational skills; familiarity with custodial platforms, CRM and portfolio management systems; bachelor’s degree preferred.
CRM, custodial platforms, portfolio management software, Microsoft Office Suite
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Advisory Director Client Relationship Executive - Outsourcing
Atlanta or Phoenix or Boston or Portland or Philadelphia or Pittsburgh or Southfield or San Diego or San Francisco or San Jose or Minneapolis or Columbia or Denver or Kansas City or St Louis or Austin or Dallas or Houston or Reno or Hartford or Salt Lake City or Charlotte or Arlington or Edison or Fort Lauderdale or Jacksonville or Orlando or Tampa or Melville or New York or Bellevue or Raleigh or Washington or Appleton or Milwaukee or Cincinnati or Cleveland or Wichita or Baltimore or Oklahoma City or Tulsa
$180k-$220k/yr OnsiteFull Time
10+ YOE10+ years sales experience with 5+ years selling professional services; proven new-business hunting, pipeline building, executive engagement, pricing/negotiation, and CRM discipline; bachelor’s required.
ServiceNow, CRM/OneView
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Client Account Manager
Sheboygan Falls, Wisconsin, United States
OnsiteFull Time
3+ YOE3+ years in account management/customer success or related; Bachelor's degree in Business/Marketing preferred; strong client relationship, communication, and problem‑solving skills; ability to identify expansion opportunities and support sales targets.
1mo
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Senior Sales Relationship Manager - Personal Trust
Green Bay or Neenah
$117k-$200k/yr OnsiteFull Time
10+ YOEBachelor's in business/finance/accounting or equivalent; 10+ years managing high-level client relationships and personal trust/fiduciary services; strong estate and financial planning knowledge; valid driver's license for local travel.
Salesforce
4w
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Relationship and Operations Associate
Green Bay, Wisconsin, United States
$55k-$60k/yr OnsiteFull Time
Provide client and advisor support, prepare and process account paperwork, manage records and transfers; bachelor\u0002s degree preferred and 1+ year financial services experience preferred.
Orion, Goldmine, Redtail, Salesforce, Microsoft Word, Microsoft Access, Microsoft Excel, Microsoft Outlook
2mo
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Program Manager
Brea or Neenah or Fort Myers or Pasig City or Belize City or Mexico City
OnsiteFull Time
2+ MgmtManages inbound/outbound contact center operations, P&L and budgeting, client relationships, reporting, forecasting, and team leadership; Bachelor's required, 2+ years management experience, Six Sigma Green Belt expected, travel as required.
Windows, PowerPoint, Microsoft Word, Microsoft Excel
3w
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J.P. Morgan Wealth Management - Private Client Advisor - Neenah, WI
Neenah, Wisconsin, United States
OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent experience; demonstrated client acquisition and relationship skills; valid Series 7 and Series 66 (or obtain within 60 days); life, health and long term care insurance license (or obtain within 60 days); CFP preferred; bachelor\u0002s preferred.
1d
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Senior Project Manager/Estimator (Foundations)
New Berlin or Ankeny or North Dakota or Rogers or Appleton
OnsiteFull Time
15+ YOEBachelor's degree and 15+ years estimating and managing large, complex projects in a related scope. Requires a valid driver's license, construction software knowledge, communication skills, and client relationship expertise.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft Teams, Viewpoint Vista, HCSS
1mo
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Account Manager
Green Bay or Appleton or Milwaukee or Madison
$87k-$119k/yr FieldFull Time
Selling worksite insurance in a defined territory, building long-term client relationships, developing needs-based employee benefit recommendations.
1w
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Key Account Manager - Jeweler Solutions
Neenah, Wisconsin, United States
OnsiteFull Time
4+ YOEBachelor's degree and 4+ years client or account management experience; experience with Salesforce and MS Office; ability to travel ~15%; strong communication and relationship-building skills.
Salesforce, Microsoft Office
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Wealth Manager
Appleton, Wisconsin, United States
OnsiteFull Time
5+ YOECFP required, Bachelor's in Finance/Business/Economics, 5+ years in wealth advisory, strong investment and portfolio strategy knowledge, client relationship and business development skills, proficiency with Salesforce, HubSpot, Black Diamond, Orion, Holistiplan, and eMoney.
Salesforce, HubSpot, Black Diamond, Orion, Holistiplan, eMoney
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Operations Manager, 46 Below Cafe at Titletown
Green Bay, Wisconsin, United States
$75k-$94k/yr OnsiteFull Time
3+ YOE3+ years management in high-volume concession/catering or large venue, familiarity with food & beverage equipment, inventory and cost control, strong leadership, client relationship and financial skills, familiarity with POS/inventory software.
3mo
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Financial Advisor
Oshkosh, Wisconsin, United States
$61k-$250k/yr OnsiteFull Time
Build and manage client relationships, create holistic financial plans, obtain industry licenses (insurance and securities), and grow a client-facing advisory business.
1mo
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Managing Director
De Pere, Wisconsin, United States
HybridFull Time
3+ YOE3+ years in financial services with a growing personal practice; active life and health license required; FINRA Series 6/7 and 63/66 preferred; client development, leadership, and relationship management skills.
6d
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Financial Advisor
Appleton, Wisconsin, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, critical thinking, motivation, time management, and legal US work authorization without sponsorship.
proprietary planning software
2mo
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Account Executive
Appleton, Wisconsin, United States
$45k-$60k/yr FieldFull Time
Outside sales role requiring prospecting, client relationship management, sales presentations, negotiation and closing; proficiency with Microsoft Office, CRM, and social platforms; strong communication and self-motivation.
Microsoft Office, CRM, social networking platforms
1w
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VP, Market Leader
Milwaukee or Green Bay or Wisconsin
$125k/yr RemoteFull Time
8+ YOE8+ years sales experience; Series 7 and 63 required; CIMA/CFA desired; knowledge of SMAs, ETFs, Alternatives; experience with RPM and UMA; strong territory management and client relationship skills.
RPM, UMA
3w
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Director of Campus Dining - UW Oshkosh
Oshkosh, Wisconsin, United States
OnsiteFull Time
Lead contracted campus dining operations, manage budgets and teams, drive client relationships, ensure regulatory compliance; bachelor's degree in hospitality/food service/business preferred; strong financial and leadership skills.
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