Relationship Manager - Private Wealth
About The Position
As a Relationship Manager or Senior Relationship Manager, you will grow direct revenue, retain high-net-worth client relationships, and expand business within your portfolio. You will align services with clients’ sophisticated financial needs and investment objectives while supporting organizational strategies. The role also involves building the client base through networking, community involvement, and effective relationship management. The work arrangement, including the proportion of on-site and remote work, will be discussed during the interview. The position is based at 743 N Water St in Milwaukee, Wisconsin, and is a regular position with 40 weekly hours. The role does not offer visa sponsorship.
Requirements
- Bachelor’s degree and/or advanced certification such as an MBA, CFA, CPA, CFP, or JD.
- 10–15+ years of experience in portfolio management, wealth management, personal tax, or financial planning.
- Comprehensive understanding of investment products and strategies for sophisticated high-net-worth clients.
- Strong financial analysis skills and ability to advise on complex, high-value client relationships.
- Ability to build relationships and make persuasive recommendations tailored to client needs.
- Confident presentation skills for small or large groups and excellent writing skills for professional proposals and presentations.
- Advanced negotiation and influencing skills to identify business development opportunities.
- Professionalism, sound judgment, client-service orientation, and thorough understanding of operational, regulatory, and compliance requirements.
- Legally eligible to work at the specified location and, where applicable, hold a valid work or study permit.
Responsibilities
- Manage a portfolio of client relationships to support client retention and business growth, aligned with client investment objectives and organizational policies.
- Acquire new high-net-worth clients with complex financial needs through targeted business development and collaboration with Business Development Officers.
- Achieve revenue goals, control expenses, monitor profitability, and take corrective action as needed.
- Provide exceptional relationship management and service using investment and wealth advisory expertise.
- Participate in client-focused events to support business development and strengthen relationships.
- Build internal partnerships to provide seamless, professional, and timely client service.
- Implement and maintain effective operational and compliance risk controls.
Benefits
- Competitive salary and incentive pay, potentially including a discretionary bonus.
- Medical, dental, and vision coverage.
- Health Savings Account.
- Life, disability, and other insurance plans.
- Paid time off, including sick leave, parental leave, and vacation.
- Paid holidays.
- 401(k).
- Banking benefits.
- Wellbeing support.
- Purpose Day, a paid day off for personal growth and development.
- MomentMakers social, points-based recognition program.
- Other special perks for team members.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
