Relationship Manager Jobs in Wisconsin
Relationship Manager jobs in Wisconsin concentrate in commercial banking, wealth management, and business lending, with demand running from associate-level through senior portfolio roles. Milwaukee, Madison, and Green Bay are the primary hiring hubs, where employers like Associated Bank, Baird, and U.S. Bank maintain large relationship banking and wealth advisory teams. Client-facing commercial and small business relationship management are the most sought-after specialties across the state. Find a role that fits below and apply directly.
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.
As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships.
Job Responsibilities
- Acquire, retain and deepen a portfolio of approximately 40 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
- Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
- Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships.
- Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners
- Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects
- Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship
- Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
- Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client experience
- Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Required qualifications, capabilities, and skills
- Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience
- Strong current business network; active involvement in community organizations such as Chambers of Commerce, non-profit boards
- Demonstrates strong tactical business development and negotiation skills. Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
- Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes and leverage technology to interact with clients effectively and efficiently
- Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate
- Balance needs of clients with associated risks and interests of the firm
- Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
Preferred qualifications, capabilities, and skills
- Bachelor's degree in Finance or related field, or equivalent work experience
- Minimum of 3 years' managing clients >$10+MM revenue
- In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts
- Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.
As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships.
Job Responsibilities
- Acquire, retain and deepen a portfolio of approximately 40 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
- Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
- Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships.
- Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners
- Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects
- Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship
- Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
- Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client experience
- Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Required qualifications, capabilities, and skills
- Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience
- Strong current business network; active involvement in community organizations such as Chambers of Commerce, non-profit boards
- Demonstrates strong tactical business development and negotiation skills. Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
- Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes and leverage technology to interact with clients effectively and efficiently
- Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate
- Balance needs of clients with associated risks and interests of the firm
- Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
Preferred qualifications, capabilities, and skills
- Bachelor's degree in Finance or related field, or equivalent work experience
- Minimum of 3 years' managing clients >$10+MM revenue
- In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts
- Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
See All 26 Relationship Manager Jobs in Wisconsin
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Find Relationship Manager JobsRelationship Manager Jobs by City in Wisconsin
Where Wisconsin roles are concentrated, by current openings.
Relationship Manager Job Market in Wisconsin
A snapshot from current Wisconsin openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Banking & Financial Services
- Manufacturing
- Investment & Asset Management
What Wisconsin Employers Look For
The qualifications that appear most often in relationship manager jobs across Wisconsin.
- Bachelor's degree in finance, business, or a related field required by most Wisconsin employers
- FINRA Series 65 or Series 66 license preferred for wealth and investment relationship roles
- Two or more years of commercial banking or client portfolio management experience
- Demonstrated ability to grow and retain a book of business with measurable results
- Proficiency with CRM platforms such as Salesforce or nCino for pipeline and client management
- Strong knowledge of credit underwriting principles and Wisconsin commercial lending regulations
Relationship Manager Jobs in Wisconsin: Frequently Asked Questions
How do you become a relationship manager in Wisconsin?
Most Wisconsin employers require a bachelor's degree in finance, business administration, or economics as a baseline. For roles that involve investment products or advisory services, candidates typically need to pass the FINRA Series 65 or Series 66 exam, overseen at the federal level but administered through Wisconsin-licensed broker-dealers. Commercial banking roles often hire candidates with credit analyst or lending experience from Wisconsin-chartered banks or credit unions, with the Wisconsin Department of Financial Institutions setting the broader regulatory backdrop.
Which companies hire relationship managers in Wisconsin?
Wisconsin relationship manager roles are posted by Johnson Financial, JPMorganChase, and Associated Bank and others right now, based on current listings on Migrate Mate as of September 2026. Wisconsin's dense concentration of regional banks, credit unions, and wealth management firms means openings appear consistently throughout the year across both metro and mid-size markets.
Which Wisconsin cities have the most relationship manager jobs?
Milwaukee, Madison, and Brookfield account for the largest share of relationship manager openings in Wisconsin. Milwaukee drives volume through its concentration of regional bank headquarters, private wealth firms, and large commercial lenders, while Madison's growth in tech and state government services sustains demand for business and institutional relationship roles, and Green Bay's strong manufacturing and agribusiness economy supports a steady need for commercial relationship managers at community and regional banks.
Are there remote relationship manager jobs in Wisconsin?
Yes, but they're limited, since relationship management is fundamentally a client-facing role built on in-person meetings, site visits, and portfolio reviews. About 27% of relationship manager openings tied to Wisconsin are remote or hybrid as of September 2026, reflecting that most employers still expect regular presence with clients. The portions of the role most likely to be done remotely are internal reporting, CRM management, and virtual check-ins with established clients.
How can I get hired as a relationship manager in Wisconsin with little or no experience?
The most realistic entry path is through a credit analyst or personal banker role at a Wisconsin community bank or credit union, where credit underwriting and client interaction skills transfer directly into relationship management. Associated Bank and Landmark Credit Union both run structured development programs for early-career candidates. A bachelor's degree in finance or business, paired with Series 65 exam preparation, signals seriousness to hiring managers. Lateral moves from teller supervisor, lending assistant, or financial advisor associate roles are common stepping stones at Wisconsin institutions.
Where can I find and apply to relationship manager jobs in Wisconsin?
You can find and apply to relationship manager jobs in Wisconsin on Migrate Mate, which lists current Wisconsin openings across commercial banking, wealth management, and business development. Find roles that fit your experience and location and apply directly to the employers posting them.
See All 26 Relationship Manager Jobs in Wisconsin
Find roles in Wisconsin that match your experience and apply in just a few clicks.
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