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NM
Northwestern Mutual - Waukesha
Client Portfolio Advisor - Wealth Management
Career Insights for Client Relationship Manager
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Scorecard
Based on Wisconsin data
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What they do
A Client Relationship Manager manages high value client accounts for a company. Develops and maintains communication with company clients, promotes sales and services, and works to resolve problems. Accounts may be for product sales, advertising or marketing services or financial services such as banking.
$57,902 / year median in Wisconsin
-3% projected decline
Job Description
Overview Join our dynamic team as an Entity Advisor, where you'll play a pivotal role in guiding organizations through complex strategic and operational challenges. This position offers an opportunity to leverage your expertise in business development, client relationship management, and strategic planning to drive impactful solutions for diverse entities. As an Entity Advisor, you will be at the forefront of fostering long-term partnerships, utilizing CRM software and Salesforce tools to deliver tailored advice and support that empower clients to achieve their goals. Your energetic approach and proactive mindset will help shape the future success of our clients and organization alike.