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Client Acquisition Manager Jobs in Wisconsin (NOW HIRING)

Acrisure

Client Advisor

Stevens Point, WI · On-site

$71K - $150K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Client Acquisition & Relationship Management * Serve as a trusted advisor by developing deep client relationships, providing a consultative sales approach while understanding unique business ...

BANK FIRST

Treasury Management Sales

Beloit, WI

Treasury Management Sales The Treasury Management Sales position plays a pivotal role in driving ... Key Responsibilities Sales and Client Acquisition * Develop and implement strategic sales plans to ...

BANK FIRST

Treasury Management Sales

Beloit, WI · On-site

Treasury Management Sales The Treasury Management Sales position plays a pivotal role in driving ... Key Responsibilities Sales and Client Acquisition * Develop and implement strategic sales plans to ...

Acrisure

Associate Client Advisor

Stevens Point, WI · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Client Acquisition & Relationship Management * Serve as a trusted advisor by developing deep client relationships, providing a consultative sales approach while understanding unique business ...

Bank of Montreal

Client Relationship Specialist

Onalaska, WI · On-site

$41K - $65K/yr

  • Medical

  • Life

  • Retirement

... acquisition both from internal referrals (within existing book of business) and external sources ... Ensures client needs are met or exceeded; manages requests in accordance with established policies ...

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All JobsClient Acquisition JobsClient Acquisition Manager JobsClient Acquisition Manager Jobs in Wisconsin

Client Acquisition Manager information

See Wisconsin salary details

$11.1K

$57.3K

$108.5K

How much do client acquisition manager jobs pay per year?

As of Aug 20, 2026, the average yearly pay for client acquisition manager in Wisconsin is $57,342.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,400.00 and $74,200.00 per year, depending on experience, location, and employer.

What does a client acquisition manager do?

A Client Acquisition Manager is responsible for identifying and securing new clients for a company. Their role involves researching potential markets, developing strategies to attract prospective customers, and building relationships through networking, presentations, and negotiations. They often collaborate with marketing and sales teams to design campaigns and track performance metrics. The ultimate goal of a Client Acquisition Manager is to grow the company's customer base and increase revenue by acquiring high-value clients.

What are the key skills and qualifications needed to thrive as a client acquisition manager, and why are they important?

To thrive as a Client Acquisition Manager, you need strong sales expertise, market research skills, and a track record in business development, often supported by a degree in business or marketing. Familiarity with CRM systems like Salesforce, lead generation tools, and data analytics platforms is typically required. Outstanding interpersonal communication, negotiation, and relationship-building abilities set top performers apart in this role. These competencies are vital for identifying prospects, building trust, and consistently driving revenue growth for the organization.

What are some common challenges faced by a client acquisition manager and how can they be overcome?

Client Acquisition Managers often face challenges such as reaching new target markets, building trust with potential clients, and managing a lengthy sales cycle. To overcome these, it's important to stay updated on industry trends, use data-driven strategies to identify prospects, and work closely with marketing and product teams to tailor offerings. Additionally, developing strong communication and follow-up skills helps in nurturing leads and converting them into long-term clients.

What is the difference between Client Acquisition Manager vs Sales Executive?

AspectClient Acquisition ManagerSales Executive
Primary FocusDeveloping strategies to attract new clientsClosing sales and meeting sales targets
ResponsibilitiesLead generation, client outreach, relationship buildingPresenting products, negotiating deals, closing sales
Required SkillsCommunication, strategic planning, market researchPersuasion, negotiation, product knowledge
Work EnvironmentMarketing teams, business developmentSales teams, direct client interactions

The Client Acquisition Manager focuses on creating strategies to attract and acquire new clients, often working closely with marketing and business development teams. In contrast, a Sales Executive primarily concentrates on closing sales deals and meeting sales quotas. Both roles require strong communication skills, but their core responsibilities differ, with the Acquisition Manager emphasizing strategy and outreach, and the Sales Executive emphasizing direct sales and negotiations.

What are popular job titles related to Client Acquisition Manager jobs in Wisconsin?

For Client Acquisition Manager jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Client Acquisition Manager jobs in Wisconsin look for?

The top searched job categories for Client Acquisition Manager jobs in Wisconsin are:

What cities in Wisconsin are hiring for Client Acquisition Manager jobs?

Cities in Wisconsin with the most Client Acquisition Manager job openings:

Client Acquisition Manager jobs near you
Infographic showing various Client Acquisition 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 $57,342 per year, or $27.6 per hour.

J.P. Morgan Wealth Management - Private Client Advisor - Racine, WI

JPMorgan Chase & Co.

Racine, WI • On-site

Full-time

Medical, Retirement

Posted 22 days ago

JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 495 frontline employees who took The Breakroom Quiz

72nd of 171 rated banks

Job description


At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
  • Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
  • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
  • Demonstrate a deep understanding of financial markets and sound business judgement
  • Exhibit unwavering integrity that points toward doing right by clients at every opportunity
  • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
  • Provide a holistic view of clients' needs and financial coaching beyond investments
  • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Required qualifications, capabilities, and skills
  • At least 2 years in a Financial Advisor role or equivalent financial services experience
  • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
  • Demonstrated ability and commitment to goals-based planning and advice
  • A valid and active Series 7
  • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
  • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

Preferred qualifications, capabilities, and skills
  • Certified Financial Planning (CFP®) certification is preferred
  • Bachelor's degree preferred

INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
About Us
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans

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