118 relationship manager jobs at 83 companies in Appleton, WI
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Senior Sales Relationship Manager - Personal Trust
Green Bay or Neenah
$117k-$200k/yrOnsiteFull Time
Associated BankNYSE: ASB: Provides personal, commercial, and private banking and financial services.
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.
Green Bay or New York or New York City or Seattle or Washington or California or Chicago or Oregon or Portland
HybridFull Time
Foth: Provides science and engineering consulting for infrastructure and manufacturing projects.
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.
BMOTSX: BMO: Provides personal and commercial banking, investment, and wealth services.
4+ YOE4+ years business banking experience, post-secondary degree or equivalent, strong financial analysis, credit assessment, product knowledge, sales and communication skills.
Kestra Holdings: Provides wealth management platforms and business infrastructure to advisors.
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
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
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/yrOnsiteFull Time
Grant Thornton: Provides audit, tax, and professional advisory services to businesses.
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.
Paul Davis RestorationNASDAQ: FSV: Provides 24/7 emergency property restoration and reconstruction services.
Lead mitigation and contents operations, coach and develop field teams, manage scheduling, job costing, quality, safety, and customer relationships in restoration projects.
Brea or Neenah or Fort Myers or Pasig City or Belize City or Mexico City
OnsiteFull Time
Alta Resources: Provides outsourced customer care and sales services for brands.
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
Faith Technologies: Provides electrical engineering, construction, and sustainable energy solutions.
5+ YOEBachelor's degree in construction/project management/electrical engineering or 5 years electrical field experience plus 1 year electrical estimating; proficiency with Microsoft Office; Accubid and AutoCAD preferred; ability to manage projects, staff, and client relationships.
La Crosse or Green Bay or Wisconsin or Minnesota or Iowa or United States
$91k/yrHybridFull Time
Gundersen Health System: Provides integrated medical, primary, and specialized health care services.
4+ YOEBachelor's degree required; 4+ years leading complex, enterprise projects; mastery of project management concepts (Agile, Waterfall); PMP beneficial; experience collaborating with pharmacy staff and stakeholders; mentorship and relationship-building skills.
Alliance Laundry SystemsNYSE: ALH: Manufacturer of commercial and residential laundry equipment and solutions.
4+ YOEBachelor’s in related field; at least four years in procurement or category management; strong negotiation, analytics, and supplier relationship skills.
Maverick Transportation: Provides specialized flatbed and glass transportation and logistics services.
1+ YOE1+ MgmtProvide leadership for drivers, manage staff and operations, maintain trailer pools and maintenance, analyze data and reporting, and support customer relationships; ~12–18 months related experience plus ~12–18 months management experience or equivalent.
MarineMaxNYSE: HZO: Retailer of recreational boats, yachts, and related marine services.
Lead F&I operations, manage deal workflow and compliance, maintain F&I certification, build lender and provider relationships, and deliver strong customer service and financial performance.
Fox Valley Technical College: Provides vocational career training and associate degree programs.
2+ YOE2+ MgmtDevelop and manage strategic business relationships, coordinate customized contract training/projects, use CRM and project management, bachelor's degree plus 2 years occupational experience and 2 years supervisory/instructional or coordination experience, valid driver’s license.
Drexel Building Supply: Supplies and manufactures building components for Wisconsin construction projects.
Drive new revenue and manage builder relationships, execute accurate scopes of work, use CRM/ERP systems, manage pipeline and face-to-face meetings, and protect on-time delivery and margins.
Registered Nurse experience required; Associate's degree required; leadership, data analysis, and relationship-building skills; ability to travel up to 50% in-region; healthcare management and dialysis experience preferred.
Kohler Credit Union: Member-owned cooperative offering personal and business banking services.
6+ YOE2+ MgmtBachelor's degree required,6+ years community development/engagement experience with 2+ years leadership; strong relationship, project management, partnership development, and event support skills.