381 relationship manager jobs at 222 companies in Greendale, WI
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Relationship Manager - Private Wealth
Milwaukee, Wisconsin, United States
$160k-$215k/yrOnsiteFull Time
CIBCToronto Stock Exchange: CM: Provides personal, commercial, and investment banking and wealth management.
10+ YOE10+ years of wealth management experience, bachelor’s degree, strong financial analysis and relationship management skills, ability to grow client portfolios, compliance knowledge, excellent presentation and communication skills.
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
5+ YOEUniversity degree and 5+ years industry experience; credit analysis, client relationship building, sales origination, risk management, and strong communication skills.
Akron or Los Angeles or Washington or Troy or New York City or Houston or Chicago or Grand Rapids or Owings Mills or Columbia or Richmond or Memphis or Raleigh or Boston or San Jose or San Francisco or Austin or Kalamazoo or Spokane or Denver or Fort Worth or Atlanta or Orlando or Dallas or Wilmington or Phoenix or San Antonio or Milwaukee or Madison or McLean or Melville or Woodbridge or Stamford or Miami or Philadelphia or Charlotte or Greenville or West Palm Beach or Costa Mesa or St. Louis or Fort Lauderdale or Seattle or Rosemont or Pittsburgh or Tulsa or Cincinnati or Cleveland or Columbus or Cherry Hill or Tampa or Minneapolis or Anchorage or Salt Lake City or Norfolk or Jacksonville or Boulder or Nashville or Oak Brook or Las Vegas or Indianapolis or San Diego or Potomac or Omaha
$125k-$185k/yrOnsiteFull Time
BDO USA: Provides accounting, tax, and business advisory services to organizations.
6+ YOEBachelor’s degree and 6+ years of ERP industry experience, or high school diploma/GED and 7+ years; 6+ years in client relationship management or IT managed services; D365 experience required.
Microsoft Dynamics 365, Microsoft Power Platform, Power Apps, Power Automate, Power BI, Azure DevOps, Microsoft Outlook, Microsoft Teams, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, ServiceNow, Microsoft Dynamics CRM, ITSM
Fifth Third BankNASDAQ: FITB: Provides retail, commercial, and wealth management financial services.
College degree or equivalent, sales/financial industry experience, Series SIE/6/63 and insurance licenses required, obtain Series 65 within 90 days if external hire, SAFE Act/NMLS registration, consultative selling certification.
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
5+ YOEBachelor's degree or equivalent experience; 5–7 years relevant experience; strong relationship management, business development, analytical, and credit skills; knowledge of cash flow management and financial analysis.
Senior Relationship Manager, Community Banking - Kalamazoo, MI
Kalamazoo or Holland or Rosemont or Chicago or Denver or Milwaukee or Grand Rapids or Illinois or Florida or Indiana or Michigan or Wisconsin or United States
$98k-$132k/yrOnsiteFull Time
Wintrust Financial CorporationNASDAQ: WTFC: Provides community banking, commercial finance, and wealth management services.
10+ YOEBachelor's degree in business, finance, accounting, or related field; 10+ years of banking relationship management experience; strong credit, risk, communication, B2B, small business banking, or consultative sales experience.
Johnson Financial Group: Provider of banking, wealth management, and insurance solutions.
2+ YOEBachelor's degree and 2+ years working with affluent clientele; commitment to pursue CFP; Series 65 required or obtainable within six months; strong communication, organization, and financial knowledge.
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
1+ YOERequires Series 7 and 66 licenses with state registrations or ability to obtain Series 66, 1–3 years in financial services, client service, planning, financial markets knowledge, and strong communication skills.
Voya FinancialNYSE: VOYA: Provides retirement, investment, and insurance products and services.
4+ YOEResponsible for new business implementation, asset retention and growth, and client satisfaction; requires 4+ years in financial services (or 2+ in defined contribution), FINRA Series 6/7/63, state insurance license, bachelor’s degree preferred, and ability to travel frequently.
Milliman: Global provider of actuarial and risk management consulting services.
2+ YOERequires 2+ years of professional experience, critical thinking, client relationship skills, nationwide travel up to 20%, and proficiency with Excel, Outlook, Word, PowerPoint, Teams, and Zoom. Bachelor's degree and Power BI are preferred.
Microsoft Excel, Microsoft Outlook, Microsoft Word, Microsoft PowerPoint, Microsoft Teams, Zoom, Power BI, Salesforce
2+ YOEMinimum 2 years in indirect lending, sales, auto finance or client-facing roles; high school diploma (Associate preferred); strong relationship-building, communication, Microsoft Office and analytical skills; remote work setup required.
CognizantNasdaq: CTSH: Provides IT consulting and digital business process services.
10+ YOE10+ years life sciences client-facing experience in consulting or IT services, consultative selling, client P&L management ($15M+), large-deal and CXO engagement skills; MS/MBA preferred; must reside or relocate to Chicago area.
The Atlas Companies: Sells and services forklifts and industrial material handling equipment.
2+ YOEValid driver's license, good driving record, car insurance, 2–3 years of outside sales or account management preferred, strong communication and organization skills, and knowledge of Microsoft Office Suite and CRM databases.
Hales Corners or Waterford or Mequon or Twin Lakes
$68k-$116k/yrOnsiteFull Time
Associated BankNYSE: ASB: Provides personal, commercial, and private banking and financial services.
2+ YOEBachelor's in business/finance/accounting or equivalent, 2+ years commercial/business banking or B2B sales experience, experience developing client relationships and generating new business, valid driver's license/reliable transportation (if applicable).
Sr. Relationship Manager - Global Commercial Banking (Middle Market) Milwaukee, WI
Milwaukee, Wisconsin, United States
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
10+ YOE10+ years commercial lending or investment banking experience; strong corporate finance, financial modeling, credit training, sales and leadership skills; must obtain SIE, Series 7 & 63 within 180 days.
San Francisco or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or New York City or Cleveland or Oklahoma City or Austin or Albany or Chicago or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or Morristown or Denver or Boston or Philadelphia or Des Moines or Overland Park or Los Angeles or Charlotte or Walnut Creek or Carmel or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Beaverton or Nashville or Detroit or San Diego
$139k-$370k/yrRemoteFull Time
AccentureNYSE: ACN: Global provider of management consulting and technology services.
10+ YOE10+ years marketing experience, including 3+ years in account-based or client relationship marketing, with strong commercial, communication, project management, full-funnel, and client engagement skills.