Senior Private Client Relationship Manager

Johnson Financial Group; Milwaukee (WI); On-site; USD 90,000 - 160,000; Full time

Job summary

Johnson Financial Group is seeking a Private Client Services Relationship Manager in Milwaukee to lead relationships for high-net-worth clients. You’ll coordinate banking, wealth, mortgage, brokerage and advisory solutions through a unified JFG team.

The role requires a consultative, relationship-first approach with deep credit knowledge and the ability to uncover client needs. Local community involvement is encouraged.

Qualifications

• Bachelor's or higher in finance, accounting, economics or related field.
• Six+ years in financial services, client-facing business development or relationships.
• Strong credit knowledge and financial analysis skills.
• CFP/Series 65/66 or related designation preferred; advanced designations encouraged.
• NMLS registration is required in this role.

Responsibilities

• Develop and execute a business plan to drive client acquisition and revenue growth.
• Grow core portfolios by expanding loan and deposit relationships.
• Deliver a relationship-centered client experience through discovery and needs assessments.
• Lead as the relationship manager for high-net-worth Private Banking clients; coordinate across partners.
• Articulate JFG’s offerings and financial planning concepts to clients.
• Match client needs with the right JFG partners to close new business.
• Manage complex deposit and credit solutions end-to-end from start to finish.
• Execute the sales process with prospecting, planning and joint calls with Wealth Management Advisors.
• Use CRM to track activity and ensure timely follow-through.
• Represent JFG in community and industry organizations to strengthen local relationships.

Skills

Relationship mgmt

HNW client service

Needs assessment

Consultative selling

CRM proficiency

Education

Bachelor's degree in finance/accounting/business

CFP designation

Series 65/66

CFA/CPA/JD

Tools

MS Office

CRM systems

NMLS license

Job description

Johnson Financial Group is seeking a Private Client Services Relationship Manager in Milwaukee to lead relationships for high-net-worth clients. You’ll coordinate banking, wealth, mortgage, brokerage and advisory solutions through a unified JFG team.

The role requires a consultative, relationship-first approach with deep credit knowledge and the ability to uncover client needs. Local community involvement is encouraged.