25 senior relationship manager licensed jobs found

This is a licensed position requiring the SIE, Series 6, 63, Life and Health Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations. Acts as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies. Works collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience. Uses a consultative sales process to develop strong customer relationships; acts as client’s trusted advisor and primary point of contact. Proactively works with assigned customer portfolio to uncover needs, provide solutions, and identify additional sales opportunities. Makes key recommendations on products, pricing, and services; links customer to business partner experts based on key financial decisions. Achieves results and meets sales targets by acquiring new assets from existing client portfolio...

Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for Stantec. Clicking "Apply Now" or "Read more" on Lensa redirects you to the job board/employer site. Any information collected there is subject to their terms and privacy notice. Strong communities don’t just happen. They’re thoughtfully planned and future-ready. We bring life to urban downtowns, suburban hubs, small towns, and rural areas through master-planned communities, mixed-use developments, parks, and recreation facilities. The result: vibrant economic centers, resilient neighborhoods, and welcoming places that feel like home. Your Opportunity This role is for a Civil Engineer focusing on Mission Critical Data Center projects within our Community...

Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for Stantec. Clicking "Apply Now" or "Read more" on Lensa redirects you to the job board/employer site. Any information collected there is subject to their terms and privacy notice. Strong communities don’t just happen. They’re thoughtfully planned and future-ready. We bring life to urban downtowns, suburban hubs, small towns, and rural areas through master-planned communities, mixed-use developments, parks, and recreation facilities. The result: vibrant economic centers, resilient neighborhoods, and welcoming places that feel like home. Your Opportunity This role is for a Civil Engineer focusing on Mission Critical Data Center projects within our Community...

Operations Manager – Paving Division Location: Union Grove, WI Company: Asphalt Contractors, Inc. About Us Asphalt Contractors, Inc. is a second-generation, family-owned company celebrating over 45 years in business. We produce our own aggregate and asphalt products and perform all roles in asphalt and concrete projects — from milling and grading to paving, curb and gutter, flatwork, and asphalt maintenance. Our commitment to quality, efficiency, and teamwork drives everything we do. Position Overview We are seeking an experienced Operations Manager to lead and oversee all field operations within our Paving Division , including two paving crews, our milling crew, grading crew, and asphalt maintenance division. This leadership role is responsible for ensuring projects are completed safely, on schedule, within budget, and to the highest quality standards. The ideal candidate is a strong communicator, hands-on leader, and strategic thinker who thrives in a...

Markets companies' products and services to assigned Commercial Lines accounts and independent agencies and underwrite with those partners. What You’ll Do The Territory Underwriting Specialist will be responsible for agent and broker relationships. The ideal candidate will work from home and reside in Wisconsin. As a Territory Underwriting Specialist, you will: Solicit accounts through select agents and brokers Evaluate, underwrite, and price prospective accounts to select independent agents Serve as the primary contact with assigned agents and brokers Provide comprehensive sales expertise to increase production through agency channels Work with assigned agents and brokers on the coordinating of resolutions In addition, you will: Solicit accounts through appointed commercial lines independent agents and/or selected agents/brokers, or in response to inquiries from prospective clients, or referrals. You will be tasked with prospecting...

Markets companies' products and services to assigned Commercial Lines accounts and independent agencies and underwrite with those partners. What You’ll Do The Territory Underwriting Specialist will be responsible for agent and broker relationships. The ideal candidate will work from home and reside in Wisconsin. As a Territory Underwriting Specialist, you will: Solicit accounts through select agents and brokers Evaluate, underwrite, and price prospective accounts to select independent agents Serve as the primary contact with assigned agents and brokers Provide comprehensive sales expertise to increase production through agency channels Work with assigned agents and brokers on the coordinating of resolutions In addition, you will: Solicit accounts through appointed commercial lines independent agents and/or selected agents/brokers, or in response to inquiries from prospective clients, or referrals. You will be tasked with prospecting...

Title: Principal Supervisor: President Supervises: Faculty, Assistant Principal Status: Full Time 12- month exempt, Salary General Hours: 7:30AM-4:30PM ; evenings and weekends as needed. This role requires significant flexibility and extended hours to meet the needs of the school community. Overview of the Principal Position: As a member of the Leadership Team, the Principal shall provide the leadership and management necessary to further the mission of the Sisters of Charity of St. Joan Antida. In collaboration with the school community, the Principal shall create an environment that fosters students to discover their God-given potential, give voice to their passion, and change the world. The Principal is responsible for owning and managing all the policies, regulations, and procedures to ensure that all students are being educated in a safe, Catholic learning environment that meets the approved curricula and mission of the school. Inherent in the position...

MSA has an opportunity for a Project Engineer focused on Site Design for Recreational Development projects. This position will assist with project types such as trails, parks, coastal/waterfront engineering, boat launches, splashpads, and more. In this role, you will collaborate closely with Landscape Architects, Engineers, Planners, and more. This position is Flex Time eligible, meaning MSA recognizes your time when you work over 40+ hours, and hybrid working arrangements are possible. Who We Are & How We Help What does it mean to serve communities for over 100 years? It means doing the type of work that helps people raise a family, grow a business, engage with their neighbors, and enjoy a variety of unique, enduring spaces that form the fabric of “home.” MSA’s roots reach back to 1919. What began with an entrepreneurial solo practitioner in Baraboo, Wisconsin, has grown into a robust and thriving company of over 400 employee owners conducting work across the...

Reynolds American is evolving into a global multi-category business. Our purpose is to create A Better Tomorrow™ by Building a Smokeless World. To achieve our ambition, we are looking for colleagues who are ready to join us on this journey. Tomorrow can’t wait, let’s shape it together! Reynolds American has an exciting opportunity for a Territory Manager within our Marketing Function in Milwaukee West WI As a Territory Manager, you will be a self-starter who thrives on taking initiative and driving results. You will be responsible for growing brands by building strong, lasting relationships with key clients and stakeholders. If you are passionate about taking on responsibility, holding yourself accountable, and making a significant impact, this is the role for you. Your Key Responsibilities Will Include Achieves commercial sales and growth objectives within territory assignment in support of Division, Region, and Company goals. Develops a local strategy and...

Introduction Bring your leadership and strategic planning expertise to the Department of Safety & Professional Services (DSPS) – Division of Professional Credentialing Processing (DPCP) as the Credentialing Deputy Division Administrator (Administrative Manager)! The Department of Safety and Professional Services mission is to promote economic growth and stability while protecting the citizens of Wisconsin as designated by statute. DSPS and related professional boards protect the citizens of Wisconsin by ensuring the safe and competent practice of licensed professionals. What We Are Looking For: DSPS is seeking an individual with strong leadership and strategic planning skills to help guide operations and lead teams within the Division of Professional Credentialing Processing (DPCP). Where We Are Located: This position currently offers a hybridized work schedule. The position will be headquartered at and required to work from the Hill Farms State...

Interested in joining Milwaukee County? Milwaukee County is searching for authentic people who are out to change the game and bring their whole selves to work every day. Milwaukee County oversees operations from our Airport, Behavioral Health, Child Support, Combined Court Operations, Sheriff's Department, Community Reintegration Center, Human Services, Parks, Public Safety, Public Works, Fleet Operations, Transportation, and at the Zoo. Our departments are also dedicated to our Seniors and those with Disabilities in Aging and Disability Services, and Veterans in Veterans Services. Our employees also remain committed to serving the cultural, human, recreational, and social needs of the entire community. Milwaukee County offers a wide variety of interesting jobs for people who want to make a difference in our community. Milwaukee County provides a competitive benefit package and is an Equal Opportunity Employer. If disability related accommodations are needed, please contact...

Application Deadline: 01/15/2026 Address: 320 S Canal Street Job Family Group: Legal Provides and manages the delivery of legal and regulatory advice on U.S. employment law, benefits plans (including ERISA plans), and equity compensation plans on behalf of BMO Financial Group. Provides legal advice based on knowledge of legal principles, practices and procedures, and knowledge of the financial services industry and its environment. Influences and negotiates to achieve business objectives. Works to achieve organizational goals while minimizing legal risk. Provides advice and counsel on wide range of employment, compensation, and employee benefit plans/ERISA matters, including on retirement plans, and health and welfare plans, and on issues including employee relations, performance management, leaves of absence and...

Position Purpose To proactively identify and engage potential clients and brokers. This is a dual role, specializing in highlighting the advantages of our commercial health plans, with opportunities to promote our Medicare Advantage offerings. The main goal of our Sales Representative is to close deals as well as increase our Medicare membership and expand our Medicare broker network. Essential Position Functions Conduct all phases of the sales cycle: identify, qualify, and meet with prospective clients. Generate leads through cold calling, referrals, and community outreach. Build and maintain strong relationships with referral sources such as community organizations, senior housing developments, small and large employer groups in our footprint, agencies and brokers, and financial planners. Promote Medicare Advantage plans to eligible beneficiaries and certified brokers. Qualify and enroll Medicare beneficiaries in compliance with CMS regulations. Complete...

Current Employees: If you are currently employed at any of the Universities of Wisconsin, log in to Workday to apply through the internal application process. Position Title: Director of Executive Recruitment Job Category: Limited Employment Type: Regular Job Profile: Talent Acquisition Dir (Inst) Job Duties: The Director of Executive Recruitment provides administrative management, strategic planning, and direction for ES and supervises at least one staff member, in delivering executive search services to the Universities of Wisconsin. The Director ensures compliance with university, state, and federal regulations and procedures as related to candidate sourcing and recruitment, screening, selection, and compensation. The Director is a primary liaison with the highest level of executives at the UWs, including the Chancellor, Provost, Vice Chancellors, Deans, and Department Heads. The Director handles politically sensitive and highly confidential...

Summary As the Director of Decision Support, you will report to the VP of Finance and be responsible for leading a team of financial planning and analysis professionals. This role will transform financial planning and decision making into a source of advantage for the enterprise by enabling the business to better anticipate opportunities, spot risks and drive faster resource reallocation. To accomplish this, you will accelerate FP&A’s adoption of AI-driven predictive planning and scale up technology-driven delivery of decision support. In addition to leading the financial planning, budgeting, and forecasting team, you will be the go-to resource for strategic decision support to senior organizational decision makers including the CFO, VP Finance, Chief Actuary, C-Suite, and board. You will foster innovation and digital skills development in FP&A. The ideal candidate will possess financial planning and analysis expertise, the ability to develop and manage technology- and...

At Wipfli, people count. At Wipfli, our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. Job Summary The Manager, Technical Accounting oversees complex accounting matters, ensures strict adherence to U.S. GAAP across the organization, and leads the technical accounting team to support accurate and compliant financial reporting. This role serves as a strategic partner to senior leadership, auditors, and cross-functional stakeholders in navigating accounting complexities, driving policy implementation, and reinforcing a strong internal control environment. Work Location Flexibility: This hybrid position has an opportunity to be 100% remote...

Location: Anywhere in Country At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. The opportunity We are seeking an experienced and results-driven Manager to join our Sales transformation practice within EY Studio+. In this role, you will work with client business teams spanning across the lead-to-cash process to help clients reimagine capabilities across their sales strategy, sales operations, sales process, and sales technology to accelerate revenue growth or optimize their sales efficiency. As a member of our Sales Transformation team, you will use your skills across the lead-to-cash process areas as well as your industry expertise to deliver complex, multi-part client engagements to drive our clients’ success. Whether you’re helping a client define their customer segmentation, sales coverage...

Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for Bowman. Clicking "Apply Now" or "Read more" on Lensa redirects you to the job board/employer site. Any information collected there is subject to their terms and privacy notice. Short Description Bowman has an opportunity for a Financial Project Manager to join our team remotely. At Bowman, we believe in creating opportunities for aspiring people to thrive and achieve ambitious goals. That’s why a career at Bowman is more than a job. It is an opportunity to be part of a diverse and engaged community of professionals, to be treated as a respected and valued member of a motivated team and to be empowered to do exceptional work that advances the best interest...

Are you a natural relationship-builder who thrives on driving sales and creating solutions for customers? We’re looking for an Outside Sales Representative who brings energy, expertise, and a results-driven mindset to every interaction. At J.H. Larson, we value professionals who enjoy collaborating with teammates, exceeding customer expectations, and taking ownership of the full sales process—from quoting through delivery. If you’re someone who excels at developing new business, strengthening existing partnerships, and working as a trusted advisor to customers, this is the role for you. J.H. Larson Company is an independent distributor of Electrical, Plumbing, HVAC and Datacom products with 8 locations in Minnesota, Wisconsin and South Dakota and 4 showroom locations. We remain dedicated to our employees, customers and vendors, and are positioned to move into the future as a family owned and operated business. We’re proudly celebrating our 95th anniversary this year!...

Location: Anywhere in Country At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Business Performance - Supply Chain - Manufacturing_P&G Alliance - Senior Manager Join EY’s Business Performance – Supply Chain – Manufacturing team, where we lead the transformation of manufacturing operations through intersecting process excellence, people, data, and digital to drive plant optimization. Our team is dedicated to driving operational excellence, enhancing asset productivity, and delivering innovative frameworks for predictive maintenance and resource management. As part of a collaborative and forward-thinking group, you’ll help clients achieve significant business outcomes and shape the future of manufacturing. The opportunity In our Business Performance – Supply Chain – Manufacturing practice,...

At Wipfli, people count. At Wipfli, our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. Job Summary Under the direction of the National Sales Director, the Senior Manager of Business Development is responsible for managing Business Developers across the Firm; growing Wipfli’s professional services sales into its target client segments and identifying and providing leads to the Firm’s industry resources as appropriate. The Senior Manager, Business Development will spend approximately 50% of their time managing direct reports and 50% on direct sales responsibilities, in accordance with company policies and procedures. Essential Responsibilities...

Sr Facilities Manager Job ID 253341 Posted 30-Dec-2025 Service line GWS Segment Role type Full-time Areas of Interest Facilities Management Location(s) Mount Pleasant - Wisconsin - United States of America About the Role: As a CBRE Facilities Sr. Manager, you will manage many functions of building operations and maintenance for a data center. This job is a part of the Facilities Management functional area which focuses on all aspects of the operations of a set of assets, providing support to the Property Managers regarding all repairs and investment plans. What You'll Do: Provide formal supervision to employees. Track the training and development of staff. Conduct performance evaluations and coaching. Oversee the recruiting and hiring of new employees. Coordinate and manage the team's daily activities. Establish work schedules, assign tasks, and cross-train staff. Set and track staff and department...

Clinical Liaison / Senior Care Advisor CarePatrol of Fox Cities Appleton, WI | Full-Time About CarePatrol of Fox Cities CarePatrol of Fox Cities is seeking a compassionate, relationship-driven Clinical Liaison / Senior Care Advisor who is passionate about improving outcomes for seniors and supporting healthcare professionals throughout the Fox Valley. CarePatrol is the Nation’s largest Senior Advisory Franchise, with over 230 locations nationwide and seven locations across Wisconsin. Our Fox Cities office has proudly ranked among the Top 5 CarePatrol franchise locations for five consecutive years and has received multiple national and local awards, including: Excellence in Customer Experience (2023–2024) Fox Cities Small Business of the Year (2022) Exemplar Franchisee of the Year (2021) Due to continued growth and increasing demand, we are expanding our team and welcoming a Clinical Liaison / Senior Care Advisor.This position is based in Appleton, WI and reports...

National Trade Association Manager – In the field Minneapolis/St. Paul, MN, Milwaukee, WI or Maddison, WI. United States 50% Travel Expected Come build something that matters. It takes great people to achieve greatness. People with a sense of purpose and integrity. People with a relentless pursuit of excellence. People who care about making things better For Those Who Make The World™. Sound like you? Join our top-notch team of approximately 48,000 diverse and high-performing professionals globally who are making their mark on some of the world’s most beloved brands, including DEWALT®, BLACK+DECKER®, CRAFTSMAN®, STANLEY®, CUB CADET®, and HUSTLER®. The Job: As a National Trade Association Manager, you’ll be part of our Commercial Construction team working as a remote employee in the field. You’ll get to: Achieve top-line sales targets based on assigned user base and goals & objectives through selling DEWALT brands to our end-user customer base. Establish,...