Private Client Services Relationship Manager (RM)

About the Role

As a Private Client Services Relationship Manager at Johnson Financial Group, you will serve as the lead relationship manager for high-net-worth Private Banking clients. You will coordinate a team of JFG partners to deliver integrated banking, wealth, mortgage, brokerage, commercial banking, investment management, financial planning, and advisory solutions. This role focuses on building trusted relationships, solving complex financial needs, and helping clients feel confident about their future.

Responsibilities

• Develop and execute an individual business plan driving client acquisition, portfolio growth, business line referrals, product penetration, client retention, and revenue growth in the Private Client Services segment.
• Grow core banking portfolios by expanding loan and deposit relationships, increasing revenue opportunities, and strengthening long-term client value.
• Deliver a relationship-centered client experience by understanding each client’s financial objectives through purposeful discovery and proactive needs assessments.
• Coordinate JFG partners to provide integrated banking, wealth, mortgage, brokerage, commercial banking, investment management, financial planning, and advisory solutions.
• Act as a confident advisor, articulating JFG’s full breadth of offerings, financial planning concepts, industry trends, and relevant solutions.
• Match prospect and client needs with the right JFG business partners to close new business, deepen relationships, and deliver a seamless OneJFG client experience.
• Manage complex deposit and credit solutions from start to finish, including communication, implementation, maintenance, and ongoing administration of the complete client relationship.
• Execute JFG’s comprehensive sales process through prospecting, planning, persuasive sales presentations, joint calling with Wealth Management Advisors, and outreach to target segments.
• Use sound judgment, innovation, creativity, and JFG’s CRM system to manage relationships, track activity, and ensure timely follow-through.
• Represent JFG through active involvement in community and industry organizations to strengthen local relationships and expand market presence.

Requirements

• Bachelor’s or advanced degree in finance, accounting, economics, business management, or a related field preferred; relevant work experience may be considered in lieu of education.
• Six or more years of experience in the financial industry, ideally in a client-facing business development or relationship management role.
• Strong credit knowledge, including cash flow management, balance sheet, income statement, and tax return analysis.
• A consultative, relationship-first approach with the ability to uncover client needs and connect them with the right solutions.
• Series 65, 66, or CFP certification is ideal but not required. Advanced designations such as CFP, CWS, CFTA, CFA, ChFC, CPA, or JD are required for experienced Private Client Services Relationship Managers; financial planning experience is preferred.
• Strong working knowledge of Microsoft Office products and ability to effectively use JFG operating systems.
• National Mortgage Licensing System registration under the terms of the SAFE Act of 2008 required.

About Johnson Financial Group

Johnson Financial Group is a family-owned, privately held financial services company with deep Wisconsin roots. We combine the capabilities and expertise of a larger institution with the relationship-driven service, local decision-making, and genuine care of a community bank. Our associates are empowered to make a meaningful impact for clients, colleagues, and the communities we serve. Our culture embraces diversity and inclusion, where everyone feels valued and heard.