Johnson Financial Group · 1 day ago
Private Client Services Relationship Manager
Appleton, WI
Full-time
Onsite
Senior Level
6+ years expJohnson Financial Group is dedicated to providing exceptional client service and is seeking a Private Client Services Relationship Manager. This role involves proactive business development and portfolio management for high-net-worth clients, focusing on loan and deposit growth while delivering comprehensive financial solutions.
Financial ServicesInsuranceLocal Business
Responsibilities
Development and execution of an individual business plan to achieve new Target Market client acquisition, business line referrals and product/business line penetration inside portfolios; achievement of retention objectives; and consistent portfolio growth in the PCS segment
Responsible for significant growth in core banking portfolios (loan and deposit production) and revenue growth
Deliver a distinctive client experience that leverages our unique value proposition through the referral of investment management, financial planning and advisory services spanning wealth, mortgage, insurance, brokerage and commercial banking
Ability to articulate and conversant in all aspects of our business offerings as well as financial industry topics/trends and financial planning topics
Understand client’s financial objectives through consistent purposeful discovery process
Work within a collaborative environment to deliver the most appropriate products and services integrating JFG’s personal and corporate services
Match prospect needs with JFG Business Partners to provide solutions resulting in closed new business and expanding depth of relationship
Thorough management of complex financial solutions in deposit and credit products; including communication, implementation, maintenance and on-going administration of the complete client relationship
Utilizes effective use of the JFG CRM system as a primary tool for managing client relationships
Execution of our comprehensive sales process which includes successful prospecting, planning and gaining new business
Knowledge of full portfolio of JFG products and services; actively cross-sells full breadth and depth of products. Responsible for meeting or exceeding sales, cross-sales and referral goals
Actively call/joint call on identified target market segments, prospects, centers of influence, etc. to lead new business development and client acquisition efforts in close collaboration with Wealth Management Advisors
Expand new and existing relationships by advising and recommending appropriate solutions that will exceed client expectations
Develop and maintain strong working relationships with business partners to expand customer relationships across all lines of business
Meets or exceeds client retention goals
Perform proactive customer needs assessments on a regular basis utilizing JFG Financial Planning
Give persuasive sales presentations and tailors delivery and material to meet audience needs
Applies sound judgment, innovation and appropriate creativity in management of client relationships
Participate in an active and meaningful role in a community or industry organization
Qualification
Required
Minimum of 6 years' experience in the financial industry in a client facing business development role
Financial experience must include demonstrated credit skills, understanding of cash flow management, balance sheet, income statement and tax return analysis
Strong working knowledge of MS Office products; ability to effectively utilize JFG Operating systems
National Mortgage Licensing System (NMLS) registration under the terms of the Safe Act of 2008 required
Preferred
Bachelors or advanced degree in finance, accounting, economics, business management or relevant area of study preferred, work experience may be considered in lieu of education
Relevant certifications CFP, CWS, CFTA, CFA, ChFC, and/or FINRA licenses highly desired
Experienced Private Client Services RM's are required to have an advanced designation of CFP, CWS, CFTA, CFA, ChFC, CPA, or JD. Financial Planning will be preferred of associates in concert with Wealth Management advisors
Company
Johnson Financial Group
Johnson Financial Group is a provider of banking, wealth, and insurance products and services in Wisconsin and Arizona.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Dominic Ceci
Chief Investment Officer
Jeff Pierce
EVP, President of Wealth
Recent News
BizTimes Milwaukee
2025-09-12
2025-09-02
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