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Director Client Solutions Jobs in Wisconsin (NOW HIRING)

Bank of Montreal

Wealth Advisor, Director

Madison, WI · On-site

Coordinates multi-disciplinary teams to craft and execute creative solutions for the client. * Proactively identifies and executes growth opportunities within existing client relationships, drives ...

Elevance Health

Director Pharmacy Account

Waukesha, WI

$156K - $268K/yr

Director Pharmacy Account Director Pharmacy Account Anticipated Job Posting End Date: 08/21/2026 ... and integrated client solutions preferred. * Strong executive presence with exceptional ...

Elevance Health

Director Pharmacy Account

Waukesha, WI

$156K - $268K/yr

Director Pharmacy Account Anticipated Job Posting End Date: 08/21/2026 Location: This field-based ... and integrated client solutions preferred. * Strong executive presence with exceptional ...

Treasure AI

WI · On-site

$125 - $155/hr

Your Role: We are seeking a highly skilled and experienced Account Director with a deep ... Solution Selling: * Conduct in-depth discovery sessions to understand client requirements and ...

Berndt CPA LLC

Tax Director/ Partner

Madison, WI · On-site

Position SummaryThe Tax Director / Partner will assist in managing the firm's tax planning ... payroll, and HR teams to deliver integrated client solutions.Recommended Skills and ...

Berndt CPA

Tax Director/ Partner

Madison, WI · On-site +1

Position Summary The Tax Director / Partner will assist in managing the firm's tax planning ... client solutions. Recommended Skills and Qualifications * CPA license (MST or JD/LLM in Taxation ...

Berndt CPA LLC

Tax Director/ Partner

Madison, WI · On-site

Position Summary The Tax Director / Partner will assist in managing the firm's tax planning ... client solutions. Recommended Skills and Qualifications * CPA license (MST or JD/LLM in Taxation ...

TransPerfect

Digital Account Manager

Milwaukee, WI · On-site

Digital Account Manager As part of the Digital Client Solutions Department, the Digital Account ... This position reports to a Regional Director of Digital Marketing Services and assists with ...

TransPerfect

Digital Account Manager

Milwaukee, WI · On-site

Digital Account Manager As part of the Digital Client Solutions Department, the Digital Account ... This position reports to a Regional Director of Digital Marketing Services and assists with ...

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Director Client Solutions information

What does a director of client solutions do?

A Director of Client Solutions is responsible for overseeing the development and delivery of customized solutions to meet clients' needs. They work closely with sales, product, and operations teams to ensure client satisfaction, manage key relationships, and drive business growth. Their role often involves identifying new business opportunities, leading solution design, and ensuring projects are executed effectively. This position requires strong leadership, strategic thinking, and deep industry knowledge.

How does a director of client solutions typically collaborate with sales and product teams to address client needs?

A Director of Client Solutions often acts as a strategic bridge between clients, sales, and product teams. They work closely with sales to understand client objectives and with product teams to ensure solutions are tailored to those needs. This involves regular meetings, joint planning sessions, and ongoing feedback loops to refine offerings. Effective collaboration helps ensure high client satisfaction and drives innovation based on real-world client challenges.

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

To thrive as a Director Client Solutions, you need a strong background in client relationship management, business strategy, and solution development, typically supported by a bachelor’s or master’s degree in business, marketing, or a related field. Familiarity with CRM platforms, data analytics tools, and project management systems is essential, along with relevant certifications like PMP or Six Sigma being advantageous. Exceptional communication, leadership, and problem-solving skills set top performers apart in guiding teams and managing client expectations. These skills and qualifications are crucial for delivering tailored solutions that drive client satisfaction and business growth.

What is the difference between Director Client Solutions vs Client Services Manager?

AspectDirector Client SolutionsClient Services Manager
ResponsibilitiesOversees client solutions strategy, manages large accounts, leads sales and business developmentManages client accounts, ensures service delivery, maintains client relationships
Required CredentialsBachelor's degree, experience in sales, solutions consulting, or account managementBachelor's degree, experience in client management or customer service
Work EnvironmentStrategic, leadership-focused, often in corporate or agency settingsOperational, client-facing, in office or remote customer service teams

The main difference is that the Director Client Solutions focuses on strategic leadership, sales, and large account management, while the Client Services Manager handles day-to-day client relationships and service delivery. The director role involves higher-level planning and business growth initiatives, whereas the manager role emphasizes client retention and operational support.

What are the most commonly searched types of Client Solutions jobs in Wisconsin?

The most popular types of Client Solutions jobs in Wisconsin are:

What are popular job titles related to Director Client Solutions jobs in Wisconsin?

For Director Client Solutions jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Director Client Solutions jobs in Wisconsin look for?

The top searched job categories for Director Client Solutions jobs in Wisconsin are:

What cities in Wisconsin are hiring for Director Client Solutions jobs?

Cities in Wisconsin with the most Director Client Solutions job openings:

Director Client Solutions jobs near you
Infographic showing various Director Client Solutions job openings in Wisconsin as of August 2026, with employment types broken down into 82% Full Time, 12% Part Time, and 6% Contract. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution.

Wealth Advisor, Director

Bank of Montreal

Madison, WI • On-site

Full-time

Medical, Life, Retirement

Re-posted 6 days ago

Job description

Application Deadline:
09/03/2026
Address:
1 W Main Street
Job Family Group:
Wealth Sales & Service
Serves as the primary relationship manager for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, delivering a comprehensive wealth management experience that integrates banking solutions, investment strategies, and holistic financial planning. This role combines credit and lending proficiency with investment and planning expertise ensuring clients receive seamless, end-to-end financial advice. Coordinates multi-disciplinary teams to craft and execute creative solutions for the client.
  • Proactively identifies and executes growth opportunities within existing client relationships, drives increased wallet share through strategic cross-selling and relationship deepening initiatives.
  • Drives complex acquisition strategies for "One Client" delivery through partnerships with Retail, Commercial and Capital Markets.
  • Develops and executes the business development strategy, sales targets and the sales results for the assigned region.
  • Develops internal and external networks and referral sources to grow business in the assigned portfolio / jurisdiction.
  • Enhances presence in the marketplace by collaborating with other experts (e.g. internal team, outside attorneys, accountants) to create integrated business development plan.
  • Acts as the primary Relationship Manager for assigned client relationships
  • Leads / assists with creation business proposals or presentations (e.g. relationship plans, financial plans and reviews)
  • Leads Annual Client Review with team members to evaluate changing needs, increase communication with client, and implement the client experience.
  • Produces client reports that demonstrate the value provided and assesses clients at-risk for retention.
  • Ensures timely execution of transactions and requests.
  • Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
  • Acts as a subject matter expert on relevant regulations and policies.
  • May network with industry contacts to gain competitive insights and best practices.
  • Shares wealth solutions expertise and product knowledge across regional team.
  • Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.
  • Acts as the prime subject matter expert for internal/external stakeholders.
  • Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
  • Monitors and tracks performance, and addresses any issues.
  • Designs and produces regular and ad-hoc reports, and dashboards.
  • Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
  • Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
  • Demonstrates advanced understanding of industry trends and regulatory requirements, applying insights to deliver innovative client solutions and mentor junior team members.
  • Oversees the design, development, and implementation of tools and training required to deliver business results.
  • Acts as the central point of contact for clients, coordinating all aspects of their financial needs.
  • Builds deep, trusted relationships and delivers personalized advice aligned with clients' goals.
  • Provides tailored banking solutions that include credit facilities, mortgages, and liquidity strategies.
  • Designs and implements investment portfolios and wealth planning strategies (e.g. retirement, estate, tax optimization).
  • Collaborates with internal specialists for tax, trust and insurance solutions to deliver holistic advice.
  • Ensures adherence to regulatory, legal and ethical requirements.
  • Maintains rigorous risk management practices across all client solutions.
  • Conducts regular reviews to assess progress toward financial objectives.
  • Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.
  • Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
  • Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
  • Implements changes in response to shifting trends.
  • Broader work or accountabilities may be assigned as needed.

Qualifications:
  • Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
  • MBA certification preferred.
  • Certified Financial Planner is preferred.
  • Experience dealing with HNW clients and equivalent knowledge base.
  • Broad knowledge of all facets of wealth management.
  • In-depth / expert knowledge of Bank products, services and capabilities.
  • Seasoned professional with a combination of education, experience and industry knowledge.

Advanced Proficiency:
  • Strategic relationship management
  • Networking
  • Business Development
  • Commercial acumen (i.e. can apply business and financial principles to create value for both the client and the firm)
  • Financial planning
  • Client service
  • Collaboration
  • Customer Service
  • Problem Solving

Salary:
$91,800.00 - $171,000.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at http://jobs.bmo.com/us/en
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
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About BMO

Sourced by ZipRecruiter

BMO, or Bank of Montreal, is one of the biggest multinational banking and financial services corporations in North America. Developed in 1817, BMO's American headquarters are located ideally in Chicago, Illinois while its main world headquarters are situated in Montreal. The bank operates in a multitude of sectors including personal and commercial banking, wealth management and investment banking products and solutions. Over the years, BMO has been recognized for its commitment to doing what's right for its customers, employees, and society.

Industry

Banking and credit intermediation

Company size

5,001 - 10,000 Employees

Headquarters location

Chicago, IL, US

Social media

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