Neenah, WI · On-site
... client retention go hand in hand? If yes, then we should talk. Our longstanding Regional Bank is seeking a Regional Wealth Management Leader, a Trust Officer Manager, to oversee profitability ...
Quick apply
Neenah, WI · On-site
... client retention go hand in hand? If yes, then we should talk. Our longstanding Regional Bank is seeking a Regional Wealth Management Leader, a Trust Officer Manager, to oversee profitability ...
Neenah, WI · On-site
... client retention go hand in hand? If yes, then we should talk. Our longstanding Regional Bank is seeking a Regional Wealth Management Leader, a Trust Officer Manager, to oversee profitability ...
Quick apply
Neenah, WI · On-site
... client retention go hand in hand? If yes, then we should talk. Our longstanding Regional Bank is seeking a Regional Wealth Management Leader, a Trust Officer Manager, to oversee profitability ...
Neenah, WI · On-site
... client retention go hand in hand? If yes, then we should talk. Our longstanding Regional Bank is seeking a Regional Wealth Management Leader, a Trust Officer Manager, to oversee profitability ...
Quick apply
Neenah, WI · On-site
... client retention go hand in hand? If yes, then we should talk. Our longstanding Regional Bank is seeking a Regional Wealth Management Leader, a Trust Officer Manager, to oversee profitability ...
Oak Creek, WI · On-site
$53K - $73K/yr
Ensure timely contract renewals and assist with client retention strategies. * Track client ... Proficiency with CRM and work order management software is a plus.
Oak Creek, WI · On-site
$53K - $73K/yr
Ensure timely contract renewals and assist with client retention strategies. * Track client ... Proficiency with CRM and work order management software is a plus.
Neenah, WI · On-site
... client retention go hand in hand? If yes, then we should talk. Our longstanding Regional Bank is seeking a Regional Wealth Management Leader, a Trust Officer Manager, to oversee profitability ...
Quick apply
Neenah, WI · On-site
... client retention go hand in hand? If yes, then we should talk. Our longstanding Regional Bank is seeking a Regional Wealth Management Leader, a Trust Officer Manager, to oversee profitability ...
Neenah, WI · On-site
... client retention go hand in hand? If yes, then we should talk. Our longstanding Regional Bank is seeking a Regional Wealth Management Leader, a Trust Officer Manager, to oversee profitability ...
Quick apply
Neenah, WI · On-site
... client retention go hand in hand? If yes, then we should talk. Our longstanding Regional Bank is seeking a Regional Wealth Management Leader, a Trust Officer Manager, to oversee profitability ...
Stevens Point, WI · On-site
Maintaina high levelof client retention by managing the day-to-day service needs of our clients and constantlyworktoward strong client relationships. Market and service accountsin accordance withthe ...
Stevens Point, WI · On-site
Maintaina high levelof client retention by managing the day-to-day service needs of our clients and constantlyworktoward strong client relationships. Market and service accountsin accordance withthe ...
Client Relationship Management * Develop and maintain trusted client relationships through ... Promote high levels of client retention, reference ability, and client advocacy, including the ...
Client Relationship Management * Develop and maintain trusted client relationships through ... Promote high levels of client retention, reference ability, and client advocacy, including the ...
This role supports client retention and agency growth by managing day-to-day account service, coordinating renewals, and identifying opportunities to enhance coverage. You'll play a key role in ...
Quick apply
This role supports client retention and agency growth by managing day-to-day account service, coordinating renewals, and identifying opportunities to enhance coverage. You'll play a key role in ...
Madison, WI · On-site
SVA is looking for a Senior Manager to join our growing Tax team in our Madison, WI location. This ... Achieve client retention targets. * Achieve new and existing cross selling and upselling goals.
Madison, WI · On-site
SVA is looking for a Senior Manager to join our growing Tax team in our Madison, WI location. This ... Achieve client retention targets. * Achieve new and existing cross selling and upselling goals.
Waukesha, WI · On-site
$156K - $268K/yr
... operational management of a diverse regional book of business, ensuring exceptional client satisfaction, retention, and profitability. * Partner with regional health plan leadership, clinical ...
Waukesha, WI · On-site
$156K - $268K/yr
... operational management of a diverse regional book of business, ensuring exceptional client satisfaction, retention, and profitability. * Partner with regional health plan leadership, clinical ...
Brookfield, WI · On-site
SVA is looking for a Senior Manager to join our growing Tax team in our Brookfield, WI location ... Achieve client retention targets. * Achieve new and existing cross selling and upselling goals.
Brookfield, WI · On-site
SVA is looking for a Senior Manager to join our growing Tax team in our Brookfield, WI location ... Achieve client retention targets. * Achieve new and existing cross selling and upselling goals.
... retention rate ! Learn more at foth.com/careers . Foth is seeking a client-focused business ... This role combines client management, business development, and strategic planning. Flexible work ...
... retention rate ! Learn more at foth.com/careers . Foth is seeking a client-focused business ... This role combines client management, business development, and strategic planning. Flexible work ...
$115K - $130K/yr
The Assurance Manager is responsible for leading audit and assurance engagements, managing client ... Demonstrated success in business development, client retention, and expanding professional service ...
Quick apply
$115K - $130K/yr
The Assurance Manager is responsible for leading audit and assurance engagements, managing client ... Demonstrated success in business development, client retention, and expanding professional service ...
Brookfield, WI · On-site
SVA is looking for a Senior Manager to join our Real Estate team in our Brookfield, WI location ... Achieve client retention targets. * Achieve new and existing cross selling and upselling goals.
Brookfield, WI · On-site
SVA is looking for a Senior Manager to join our Real Estate team in our Brookfield, WI location ... Achieve client retention targets. * Achieve new and existing cross selling and upselling goals.
Madison, WI · On-site
$115K - $130K/yr
The Assurance Manager is responsible for leading audit and assurance engagements, managing client ... Demonstrated success in business development, client retention, and expanding professional service ...
Quick apply
Madison, WI · On-site
$115K - $130K/yr
The Assurance Manager is responsible for leading audit and assurance engagements, managing client ... Demonstrated success in business development, client retention, and expanding professional service ...
Waukesha, WI · On-site
$156K - $268K/yr
... operational management of a diverse regional book of business, ensuring exceptional client satisfaction, retention, and profitability. * Partner with regional health plan leadership, clinical ...
Waukesha, WI · On-site
$156K - $268K/yr
... operational management of a diverse regional book of business, ensuring exceptional client satisfaction, retention, and profitability. * Partner with regional health plan leadership, clinical ...
Madison, WI · On-site
SVA is looking for a Senior Manager to join our Real Estate team in our Madison, WI location. This ... Achieve client retention targets. * Achieve new and existing cross selling and upselling goals.
Madison, WI · On-site
SVA is looking for a Senior Manager to join our Real Estate team in our Madison, WI location. This ... Achieve client retention targets. * Achieve new and existing cross selling and upselling goals.
Madison, WI · On-site
SVA is looking for a Senior Manager to join our Real Estate team in our Madison, WI location. This ... Achieve client retention targets. * Achieve new and existing cross selling and upselling goals.
Madison, WI · On-site
SVA is looking for a Senior Manager to join our Real Estate team in our Madison, WI location. This ... Achieve client retention targets. * Achieve new and existing cross selling and upselling goals.
New Richmond, WI · On-site
$78K - $106K/yr
Drive client acquisition and retention through proactive outreach, networking, referrals ... Track and report client interactions, feedback, and outcomes using CRM tools while maintaining ...
New Richmond, WI · On-site
$78K - $106K/yr
Drive client acquisition and retention through proactive outreach, networking, referrals ... Track and report client interactions, feedback, and outcomes using CRM tools while maintaining ...
$65.1K - $70.6K
10% of jobs
$70.6K - $76.1K
11% of jobs
$77.9K is the 25th percentile. Wages below this are outliers.
$76.1K - $81.6K
11% of jobs
$81.6K - $87.1K
11% of jobs
The median wage is $90.4K / yr.
$87.1K - $92.6K
10% of jobs
$92.6K - $98.1K
0% of jobs
$98.1K - $103.6K
0% of jobs
$103.6K - $109.1K
0% of jobs
$109.1K - $114.7K
0% of jobs
$114.7K - $120.2K
0% of jobs
$122.7K is the 75th percentile. Wages above this are outliers.
$120.2K - $125.7K
46% of jobs
$65.1K
$101.2K
$125.7K
| Aspect | Client Retention Manager | Customer Success Manager |
|---|---|---|
| Primary Focus | Retaining existing clients and reducing churn | Ensuring customer satisfaction and long-term success |
| Key Responsibilities | Develop retention strategies, manage client relationships | Onboard clients, provide support, and optimize product usage |
| Required Skills | Relationship management, communication, analytics | Customer support, product knowledge, communication |
| Work Environment | Account management teams, client-facing roles | Customer support teams, onboarding teams |
While both roles focus on client relationships, the Client Retention Manager primarily concentrates on reducing churn and maintaining existing accounts, whereas the Customer Success Manager emphasizes onboarding, support, and ensuring customers derive value from products or services. Both roles are vital for customer satisfaction but differ in scope and daily activities.
Trust Officer Manager
Do you know the difference between a revocable trust and an irrevocable one, can you spot a fiduciary issue before it becomes a headline, and believe that business development and client retention go hand in hand? If yes, then we should talk.
Our longstanding Regional Bank is seeking a Regional Wealth Management Leader, a Trust Officer Manager, to oversee profitability, compliance, strategy, and growth for its Trust and Wealth Management business while leading a team of trust officers and support professionals. You'll inherit an established book of business, deepen client relationships, drive new business opportunities, and help shape the future of the Wealth Management platform, because "maintaining the status quo" isn't exactly a growth strategy.
Qualified candidates will bring 7-10 years of Personal Trust, Estate & Probate experience, 4-7 years of leadership experience, and at least 7 years of personal financial planning expertise. A Bachelor's degree is required, while a JD, CFP®, and CTFA credentials are highly valued. If you enjoy helping clients preserve wealth, mentoring talented professionals, and occasionally explaining why estate planning is far more exciting than it sounds, you may have found your next chapter.
To learn more about our organization please visit us at www.westportone.com
To apply for this position, submit your resume by choosing one of the following:
Sourced by ZipRecruiter
Recruiting and staffing services
1,001 - 5,000 Employees
Goose Creek, SC, US
