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Director Relationship Manager Jobs in Wisconsin (NOW HIRING)

Beacon Pointe

WI · On-site

$70 - $95/hr

The Relationship Manager will join a highly talented team of wealth management and client service ... Participate in client meetings as directed by the assigned wealth advisor and/or present on ...

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, with a gradual increase in responsibility as appropriate. "Has minimum necessary access to ...

New

Medica

Sales Relationship Manager

Madison, WI · On-site

$64K - $110K/yr

Identify and qualify new sales opportunities through brokers, consultants, and direct employer ... Relationship Management * Serve as the primary point of contact for brokers and consultants ...

Imedica

Sales Relationship Manager

Madison, WI · On-site

$64K - $110K/yr

Identify and qualify new sales opportunities through brokers, consultants, and direct employer ... Relationship Management * Serve as the primary point of contact for brokers and consultants ...

Lake Ridge Bank

Business Relationship Manager

WI · On-site

Join our team as a Business Relationship Manager based out of our Oregon Office, where you will ... and Director Loan Committee * Work past dues, overdrafts, insurance exceptions and technical ...

CIBC

Relationship Manager - Private Wealth

Milwaukee, WI · Hybrid

$160K - $215K/yr

To learn more about CIBC, please visit CIBC.com What you'll be doing As a Relationship Manager / Senior Relationship Manager , you'll focus on growing direct revenue, retaining high-net-worth client ...

CIBC

Relationship Manager - Private Wealth

Milwaukee, WI · On-site

$160K - $215K/yr

To learn more about CIBC, please visit CIBC.com What you'll be doing As a Relationship Manager / Senior Relationship Manager , you'll focus on growing direct revenue, retaining high-net-worth client ...

CIBC US

Relationship Manager - Private Wealth

Milwaukee, WI · Hybrid

$160K - $215K/yr

To learn more about CIBC, please visit CIBC.com What you'll be doing As a Relationship Manager / Senior Relationship Manager , you'll focus on growing direct revenue, retaining high-net-worth client ...

SSB002 SOUTHSTATE BANK, NATIONAL ASSOCIATION

WI · On-site

$70 - $90/hr

May obtain information through direct inspection of the applicant's business and/or collateral ... Advise customers, where possible, concerning business management and financial matters. * Serves as ...

New

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All JobsRelationship JobsDirector Relationship Manager JobsDirector Relationship Manager Jobs in Wisconsin

Director Relationship Manager information

See Wisconsin salary details

$53K

$147.5K

$249.3K

How much do director relationship manager jobs pay per year?

As of Sep 4, 2026, the average yearly pay for director relationship manager in Wisconsin is $147,481.00, according to ZipRecruiter salary data. Most workers in this role earn between $100,400.00 and $196,800.00 per year, depending on experience, location, and employer.

What does a Director Relationship Manager do?

A Director Relationship Manager is a senior professional responsible for managing and nurturing relationships with key clients or stakeholders, often in financial services, banking, or corporate sectors. They oversee a team of relationship managers, develop strategies to enhance client satisfaction, and identify opportunities for business growth. Their role includes maintaining high-level client engagement, resolving complex issues, and ensuring that the organization's services align with client needs and expectations.

How does a Director Relationship Manager typically collaborate with other departments to support client needs?

A Director Relationship Manager works closely with teams such as product development, risk management, and operations to ensure comprehensive solutions for clients. This role often serves as the main point of contact, coordinating cross-functional efforts to address client inquiries and deliver tailored services. Regular meetings and strategic planning sessions with internal teams are common, enabling the Director to align client objectives with organizational capabilities and ensure high client satisfaction.

What are the key skills and qualifications needed to thrive as a Director Relationship Manager, and why are they important?

To thrive as a Director Relationship Manager, you need expertise in client relationship management, strategic business development, and a strong understanding of financial products, typically supported by a degree in business or finance. Familiarity with CRM software, data analytics tools, and compliance systems is commonly required. Exceptional interpersonal skills, leadership, and negotiation abilities help build trust and foster long-term client partnerships. These skills ensure the effective acquisition and retention of high-value clients, driving business growth and organizational success.

What is the difference between Director Relationship Manager vs Client Relationship Manager?

AspectDirector Relationship ManagerClient Relationship Manager
CredentialsTypically requires a bachelor’s degree, often with advanced certifications in finance or managementUsually holds a bachelor’s degree, with certifications like CRM or financial planning preferred
Work EnvironmentStrategic, leadership-focused, often overseeing teams and high-level client portfoliosOperational, client-facing, managing day-to-day client interactions and satisfaction
Employer & Industry UsageCommon in banking, finance, and corporate sectors for senior client management rolesWidespread across banking, insurance, and financial services for client support roles

The main difference is that a Director Relationship Manager focuses on strategic leadership and managing large portfolios, while a Client Relationship Manager handles daily client interactions and service delivery. Both roles require strong communication skills and industry knowledge, but the Director role involves higher-level decision-making and team oversight.

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 are popular job titles related to Director Relationship Manager jobs in Wisconsin?

For Director Relationship Manager jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Director Relationship Manager jobs in Wisconsin look for?

The top searched job categories for Director Relationship Manager jobs in Wisconsin are:

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

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

Director Relationship Manager jobs near you

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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