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741 relationship manager jobs at 434 companies in Wisconsin

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Relationship Manager - Private Wealth
Milwaukee, Wisconsin, United States
$160k-$215k/yr OnsiteFull Time
CIBC
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.
MS Office
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Elan Sr. Technology Relationship Manager
Brookfield or Atlanta or Minneapolis or San Francisco or New York City or Chicago or Denver or Irving
$127k-$149k/yr OnsiteFull Time
U.S. Bank
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
8+ YOEBachelor’s degree or equivalent, 8+ years in technology/technical account or relationship management (financial services/payments preferred), strong API/UAT/certificate knowledge, compliance (CAT/PRISM) experience, and cross‑functional communication skills.
APIs, UAT, Elan, Fiserv, CardHub, SpendTrack, PRISM, CAT
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Relationship Manager
Missouri or Kansas or Iowa or Wisconsin or Illinois
FieldFull Time
McGuire Sponsel
McGuire Sponsel: Provides specialized tax consulting and advisory services for businesses.
3+ YOEBachelor's degree, 3+ years B2B sales or professional services experience, prior sales required, travel up to 40%, valid US driver's license, proficiency in Microsoft Office and CRM tools.
Salesforce, Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint
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Relationship Manager - Commercial Banking
Cincinnati or Wisconsin or Illinois or Minnesota or Missouri
$108k-$185k/yr HybridFull Time
Associated Bank
Associated BankNYSE: ASB: Provides personal, commercial, and private banking and financial services.
8+ YOEBachelor's in Business/Finance/Accounting or equivalent, 8+ years commercial banking or B2B business development, proven portfolio growth and credit analysis skills, strong commercial product knowledge and client relationship ability.
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3w
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Senior Premier Relationship Manager
Wauwatosa, Wisconsin, United States
$52k-$96k/yr OnsiteFull Time
BMO
BMOTSX: BMO: Provides personal and commercial banking, investment, and wealth services.
4+ YOE4+ years financial services experience preferred; knowledge of banking, brokerage, insurance, credit, lending and portfolio management; required securities and insurance licenses; strong communication, analytical and relationship skills.
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5d
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Business Relationship Manager I - Officer
Green Bay or Stevens Point
FieldFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
1+ YOERequires 1+ year in business banking relationship management or related lending, business credit knowledge, strong communication and relationship-building skills, and proficiency with Microsoft Office tools. Finance bachelor's degree preferred.
Microsoft Office, Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
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Business Banking Relationship Manager (RM)
Janesville, Wisconsin, United States
OnsiteFull Time
Johnson Financial Group
Johnson Financial Group: Provider of banking, wealth management, and insurance solutions.
3+ YOE3+ years business banking experience (levels vary 3–8+ years), strong credit analysis and prospecting skills, proven sales track record, BA preferred, ability to develop and service business client relationships.
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2w
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COMMERCIAL RELATIONSHIP MANAGER
Milwaukee, Wisconsin, United States
$62k-$199k/yr OnsiteFull Time
Old National Bank
Old National Bank: Provides personal and business banking and wealth management services.
5+ YOE5+ years commercial banking experience, proven sales and credit skills, strong communication, financial analysis and portfolio management abilities.
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Commercial Banking Relationship Manager
New Berlin, Wisconsin, United States
OnsiteFull Time
Landmark Credit Union
Landmark Credit Union: Provides member-owned banking services and competitive consumer loans.
6+ YOEBachelor's degree and 6+ years business/commercial credit analysis experience; strong financial and credit analysis, documentation and collateral knowledge; excellent communication and judgment.
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Agriculture Relationship Manager I (42369)
Durand, Wisconsin, United States
OnsiteFull Time
Security Financial Bank
Security Financial Bank: Community bank providing personal, business, and agricultural banking services.
3+ YOEBachelor's degree or equivalent; minimum 3 years agricultural lending with portfolio development; strong credit, cash flow and collateral analysis; sales and relationship-building skills; insurance license preferred.
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Client Relationship Manager
Milwaukee or Wisconsin
$99k-$124k/yr RemoteFull Time
Voya Financial
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.
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Client Relationship Manager - IntelliScript (Remote)
Chicago or Brookfield
$72k-$132k/yr RemoteFull Time
Milliman
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
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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
Foth
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.
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2w
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Sr. Relationship Manager - Global Commercial Banking (Middle Market) Milwaukee, WI
Milwaukee, Wisconsin, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
10+ YOE10+ years commercial lending or investment banking experience; strong corporate finance, financial modeling and credit training; proven sales and relationship management; undergraduate degree desired, MBA preferred; obtain SIE, Series 7 & 63 within 180 days.
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Sr. Relationship Manager - Global Commercial Banking/Middle Market (Milwaukee, WI)
Milwaukee, Wisconsin, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
10+ YOE10+ years commercial lending or investment banking experience; strong corporate finance, credit training, financial modeling, sales and relationship management skills; undergraduate degree preferred; must obtain SIE, Series 7 & 63 within 180 days.
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Commercial Relationship Manager III
Tulsa or California or District of Columbia or New Jersey or New York or Colorado or Connecticut or Delaware or Illinois or Massachusetts or Maryland or Minnesota or Pennsylvania or Rhode Island or Texas or Washington or Wisconsin or United States
$100k-$189k/yr HybridFull Time
UMB Financial
UMB FinancialNASDAQ: UMBF: Provides banking, wealth management, and institutional financial services.
5+ YOE5+ years sales experience (including 2 years in commercial bank sales), bachelor's degree or equivalent preferred, knowledge of credit and bank products, ability to build loan portfolio and cross-sell treasury and other services.
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Relationship Manager - Community Banking - Lake Geneva, WI
Lake Geneva or Chicago or Denver or Milwaukee or Grand Rapids or Rosemont or Illinois or Florida or Indiana or Michigan or Wisconsin or United States
$71k-$92k/yr OnsiteFull Time
Wintrust Financial Corporation
Wintrust Financial CorporationNASDAQ: WTFC: Provides community banking, commercial finance, and wealth management services.
3+ YOEBachelor's degree or equivalent experience; 3+ years financial or banking experience; experience with B2B/small business banking or consultative sales is a plus; strong credit and portfolio management skills.
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2w
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Executive Director, Senior Lead Commercial Banking Relationship Manager
Green Bay or Milwaukee
$159k-$254k/yr OnsiteFull Time
Wells Fargo
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
7+ years commercial banking relationship management experience; deep expertise in commercial lending and treasury; credit risk and financial analysis proficiency; strong communication and market development skills.
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Relationship Banker (Hilldale Branch)
Madison, Wisconsin, United States
OnsiteFull Time
Park Bank
Park Bank: A community bank providing personal and business financial services.
3+ YOEAssociate degree required (Bachelor's preferred), minimum 3 years related experience, consumer lending knowledge preferred, proven leadership skills, ability to cross-sell products and manage client relationships.
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Voluntary Benefits Client Relationship Management
Chicago or St. Louis or Chicago or Indianapolis or Minneapolis or Milwaukee
$119k-$238k/yr HybridFull Time
Marsh McLennan
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
5+ YOEBachelor's degree, 5+ years consultant/client management experience, voluntary benefits subject-matter expertise, life/health license (or ability to obtain), strong financial acumen and communication skills.
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