Senior Relationship Manager - National Wealth Management Firm

Company: TWM Executive Search
Location: Milwaukee
Posted on: April 3, 2026

Job Description:

Senior Relationship Manager opportunity with established national wealth management firm expanding its Milwaukee office. Serve as primary point of contact for HNW/UHNW clients in providing full suite of investment and wealth management services Work in a collaborative team environment to manage client portfolios and implement sophisticated investment and asset allocation strategies Build and utilize a personal referral network to discover and onboard prospects. Firm has established resources in place (ex. Suites at local sports teams) to assist candidate with developing a network of referral sources Partner with Trust and Wealth Strategists to develop and deepen client relationships by identifying wealth planning needs and effectively communicating firm's services The firm has a team of Business Development Officers to help facilitate new business opportunities Requires 8 years' strong relationship management background with deep technical exposure to investment management CFA, CFP or MBA preferred

Keywords: TWM Executive Search, Milwaukee , Senior Relationship Manager - National Wealth Management Firm, Accounting, Auditing , Milwaukee, Wisconsin