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Assistant Relationship Manager Jobs in Wisconsin

Beacon Pointe

WI · On-site

$70 - $95/hr

The Relationship Manager will join a highly talented team of wealth management and client service ... documents * Assist with relationship onboarding tasks such as requesting account paperwork ...

New

Zenith American Solutions, Inc.

WI · On-site

$65 - $90/hr

The Client Relationship Manager works alongside the Director, Client Relationship to learn the role ... to assist you. Zenith American Solutions Real People. Real Solutions. National Reach. Local ...

New

Lake Ridge Bank

Business Relationship Manager

WI · On-site

Officer titling is based on experience (Officer, Assistant Vice President, Vice President, etc ... Actively utilize CRM system to track all loan notes, client and prospect activities and progress of ...

Enterprise Financial Services Corp.

WI · On-site

$90 - $130/hr

VP, Relationship Manager Enterprise Bank & Trust is looking for a VP, Relationship Manager to ... Actively participate with and assist senior lending officers on larger, more complex credits.

New

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All JobsRelationship JobsAssistant Relationship Manager JobsAssistant Relationship Manager Jobs in Wisconsin

Assistant Relationship Manager information

See Wisconsin salary details

$28.3K

$81.5K

$141.8K

How much do assistant relationship manager jobs pay per year?

As of Sep 4, 2026, the average yearly pay for assistant relationship manager in Wisconsin is $81,460.00, according to ZipRecruiter salary data. Most workers in this role earn between $51,000.00 and $106,500.00 per year, depending on experience, location, and employer.

How does an assistant relationship manager typically collaborate with senior relationship managers and other departments?

Assistant Relationship Managers work closely with senior relationship managers to support client onboarding, prepare financial analyses, and handle routine client inquiries. They frequently coordinate with departments such as credit, compliance, and operations to ensure client requests are handled efficiently and within regulatory guidelines. This collaborative environment helps Assistant Relationship Managers gain a holistic view of banking operations and develop skills essential for career growth in relationship management.

What are the key skills and qualifications needed to thrive as an assistant relationship manager, and why are they important?

To thrive as an Assistant Relationship Manager, you need strong financial acumen, analytical abilities, and a degree in finance, business, or a related field. Familiarity with CRM systems, banking software, and sometimes relevant certifications like CFA Level 1 can be advantageous. Excellent interpersonal skills, attention to detail, and effective communication help build and maintain client relationships. These competencies ensure client satisfaction, support business growth, and help effectively manage financial portfolios.

What is the difference between Assistant Relationship Manager vs Relationship Manager?

AspectAssistant Relationship ManagerRelationship Manager
CredentialsTypically requires a bachelor's degree in finance, business, or related field; certifications like CFA or CFP are a plusSame as Assistant Relationship Manager, often with additional experience or certifications
Work EnvironmentSupports senior managers, handles client inquiries, and assists in account management within banks or financial institutionsManages client portfolios, develops client relationships, and provides financial advice directly to clients
Employer & IndustryFinancial institutions, banks, wealth management firmsFinancial institutions, banks, wealth management firms

While both roles work within the financial industry and require similar educational backgrounds, the Assistant Relationship Manager primarily supports Relationship Managers by handling administrative tasks and client support. The Relationship Manager takes on a more active role in managing client portfolios and providing financial advice.

How much do assistant relationship managers make?

Assistant Relationship Managers typically earn between $40,000 and $60,000 annually, depending on experience, location, and the employer. They often receive additional benefits such as bonuses and commissions based on performance and client management skills.

What does an assistant relationship manager do?

An assistant relationship manager supports senior managers in maintaining client relationships, handling account inquiries, and providing customer service. They often assist with administrative tasks, prepare reports, and help ensure client satisfaction within banking, finance, or other service industries.

What are the most commonly searched types of Relationship Manager jobs in Wisconsin?

The most popular types of Relationship Manager jobs in Wisconsin are:

What cities in Wisconsin are hiring for Assistant Relationship Manager jobs?

Cities in Wisconsin with the most Assistant Relationship Manager job openings:

Assistant Relationship Manager jobs near you
Infographic showing various Assistant Relationship Manager job openings in Wisconsin as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 81% Physical, 2% Hybrid, and 17% Remote job distribution, with an average salary of $81,460 per year, or $39.2 per hour.

Relationship Manager

Beacon Pointe

WI • On-site

$70 - $95/hr

Other

Posted 3 days ago

New

Key responsibilities

  • Act as the primary liaison between high-net-worth clients, investment professionals, and the service support team to provide personalized service.

  • Research and respond to routine-to-complex client inquiries in a timely manner.

  • Assist with establishing new accounts, onboarding tasks, and account maintenance activities.

Job description

Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Relationship Manager on our Dallas-Fort Worth, TX team. The Relationship Manager will join a highly talented team of wealth management and client service professionals that serve the investment management and financial planning needs of high-net-worth individuals, families and institutions. The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm’s clients and associates.

Responsibilities
  • Act as the primary liaison between high-net worth (HNW) clients, investment professionals and other members of the service support team to provide clients with a personalized, high-touch service experience. This includes frequent interaction with HNW clients and prospects both verbally and in writing.
  • Research and respond to routine-to-complex HNW client inquires in a timely fashion.
  • Participate in client meetings as directed by the assigned wealth advisor and/or present on relevant service engagements.
  • Partner with clients, wealth advisory and central operations teams in the establishment of new accounts including general account set up and alternative subscription documents
  • Assist with relationship onboarding tasks such as requesting account paperwork, tracking setup via custodian partners and leading welcome and training calls for new clients.
  • Request, execute and confirm account maintenance tasks including deposits, cash disbursements, performance reporting, account terminations and other special requests as needed.
  • Maintain and update client files utilizing internal systems including Salesforce CRM and Tamarac portfolio management databases
  • Participate in team meetings and collaborate with advisor and operations leadership teams on projects and/or initiatives designed to streamline firm policies and procedures.
  • Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.
Qualifications
  • Four-year college degree (Bachelor's degree in Finance, Business or Economics preferred)
  • CFP or willing to pursue the CFP for completion within 24 months
  • 1-2+ years relevant experience
  • Excellent written and verbal communication skills
  • Strong organizational, analytical, and interpersonal skills
  • Ability to excel in a fast-paced, team environment
  • Proficiency in Microsoft Office applications is a must
  • Experience using Tamarac is a plus.
About Beacon Pointe Advisors

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron's, and more. For more information, please visit Awards Disclosures.

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