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Position Summary: The Private Banking Relationship Manager serves as a strategic relationship leader responsible for delivering sophisticated financial solutions and cultivating long-term partnerships with high-net-worth members. Serves as the primary relationship officer and trusted advisor for high-net-worth and ultra-high-net-worth members, developing deep relationships based on trust, financial expertise, and personalized service.

YEAR

Position Summary:
The Private Banking Relationship Manager serves as a strategic relationship leader responsible for delivering sophisticated financial solutions and cultivating long-term partnerships with high-net-worth members. This role manages a significant portfolio of affluent relationships, acting as a trusted advisor who understands each member’s complex financial goals. Additionally, providing tailored strategies through proactive collaboration with internal partners and contributing to initiatives that enhance private banking programs and member experience. This position plays a key role in expanding private banking relationships, identifying growth opportunities, and enhancing the overall member experience through proactive engagement, financial insight, and personalized service. GREENSTATE CULTURE:At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success—now and in the future—is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life.   Salary range for this position is $124,938.84 - $146,067.74 with a progressive benefit package. This position is incentive eligible. 

Essential Duties and Responsibilities:
<div class="section-title"><div class="btn-group float-right">Performs essential duties and responsibilities in the following areas which may include but are not limited to those listed and are subject to change.</div></div><ol><li>Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision.</li><li>Demonstrates a positive member service (internal and external) focus at all times.</li><li>Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities.</li><li>Ensures confidentiality of member information.</li><li>Supports a diverse and inclusive work environment.</li><li>Demonstrates commitment to the Credit Union’s core values and service standards while advancing the mission and vision of GreenState.</li><li>Maintains a strong member-first mindset in all interactions with internal and external stakeholders.</li><li>Promotes teamwork and collaboration across departments to deliver exceptional member service.</li><li>Protects and maintains strict confidentiality of member financial information.</li><li>Supports and contributes to a diverse, inclusive, and respectful work environment.</li><li>Serves as the primary relationship officer and trusted advisor for high-net-worth and ultra-high-net-worth members, developing deep relationships based on trust, financial expertise, and personalized service.</li><li>Conducts comprehensive financial discovery to understand members’ long-term financial objectives, risk tolerance, and life goals.</li><li>Designs and delivers customized financial strategies that integrate investment management, lending solutions, insurance planning, and estate considerations.</li><li>Provides proactive financial guidance and ongoing portfolio reviews to ensure alignment with members’ evolving financial needs.</li><li>Manages and grows a substantial portfolio of high-net-worth relationships, focusing on long-term retention, asset growth, and relationship expansion.</li><li>Identifies and pursues opportunities to deepen member relationships through strategic cross-selling of all products and services including lending, treasury management, and insurance solutions.</li><li>Develops and executes relationship management plans to increase wallet share and enhance the value delivered to members.</li><li>Generates new business through referrals, networking, community engagement, and partnerships with internal lines of business.</li><li>Partners closely with internal specialists including wealth management advisors, mortgage and commercial lenders, trust officers, and insurance professionals to deliver integrated solutions.</li><li>Coordinates the delivery of complex financial services to ensure a seamless and elevated private banking experience.</li><li>Builds strong relationships across business units to support collaborative sales strategies and comprehensive member service.</li><li>Contributes to the development and enhancement of private banking programs, services, and client experience initiatives.</li><li>Provides insights and feedback to leadership on emerging member needs, competitive market trends, and potential product enhancements.</li><li>Participates in strategic initiatives aimed at strengthening the credit union’s private banking and wealth management capabilities.</li><li>Ensures adherence to all regulatory requirements, credit union policies, and risk management standards related to private banking activities.</li><li>Evaluates financial information and member risk profiles to recommend appropriate financial strategies and credit solutions.</li><li>Maintains accurate documentation and compliance with internal controls and industry regulations.</li><li>Performs other duties as assigned.</li></ol>

Job Requirements/Expectations:
<ol><li>Bachelor’s degree in finance, Business Administration, Economics, or related field, or equivalent combination of education, training, and experience.</li><li>Master’s degree (MBA or similar advanced degree) preferred</li><li>Minimum of 7 years of experience in private banking, wealth management, or financial services, with demonstrated success managing affluent client relationships.</li><li>Demonstrated expertise in high-net-worth relationship management and consultative financial advisory.</li><li>Proven success in business development, portfolio growth, and client retention.</li><li>Strong financial acumen with the ability to analyze complex financial data and develop strategic recommendations.</li><li>Comprehensive knowledge of investment products, insurance strategies, lending solutions, and wealth planning concepts.</li><li>Exceptional interpersonal, communication, and relationship-building skills with affluent clients.</li><li>Strong organizational skills and ability to manage multiple complex client relationships simultaneously.</li><li>Ability to operate effectively in a fast-paced, relationship-driven environment.</li><li>Demonstrates integrity, professionalism, and a client-first philosophy.</li><li>Maintains a positive attitude and professional presence.</li><li>Must be bondable.</li></ol>

Reporting Relationship:
This position reports to the SVP Wealth & Premier Banking.

Supervisory Responsibilities:
This position is not responsible for the supervision of others.

Equal Opportunity Employment Statement:
GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union.

#LI #ID

GreenState Credit Union

Private Banking Relationship Manager

Alliance/Partner Management

Bank Management

Banking Services

Business Administration

Business Development

Commercial Loans

Credit Union

Cross-Selling

Customer Experience

Customer Relationship Management (CRM)

Customer Retention/Renewal

Documentation

Economics

Equal Employment Opportunity (EEO)

Finance

Financial Analysis

Financial Risk

Financial Services

Financial Strategy

High Net Worth

Insurance

Interpersonal Skills

Investment Management

Leadership

Loans

Maintain Compliance

Management Consulting

Market Trend Analysis

Mortgage Lending

Organizational Skills

Philosophy

Private Banking

Private Wealth Management

Product Strategy

Regulations

Regulatory Compliance

Regulatory Requirements

Relationship Management

Risk

Risk Management

Sales Management

Sales Strategy

Sales Support

Service Delivery

Strategic Planning

Team Player

Treasury Management

Wealth Management

[AW]-iCims

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

Overview:
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:   Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis  Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.   We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.  

Responsibilities:
As a financial advisor, you will: <ul style="margin-bottom:0;margin-top:0"><li dir="ltr" style="background-color:transparent;color:#000000;font-family:'calibri' , sans-serif;font-size:12pt;font-style:normal;font-variant:normal;font-weight:400;list-style-type:disc;text-decoration:none;vertical-align:baseline;white-space:pre">Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience</li><li dir="ltr" style="background-color:transparent;color:#000000;font-family:'calibri' , sans-serif;font-size:12pt;font-style:normal;font-variant:normal;font-weight:400;list-style-type:disc;text-decoration:none;vertical-align:baseline;white-space:pre">Build personalized, holistic financial plans tailored to every client’s unique needs</li><li dir="ltr" style="background-color:transparent;color:#000000;font-family:'calibri' , sans-serif;font-size:12pt;font-style:normal;font-variant:normal;font-weight:400;list-style-type:disc;text-decoration:none;vertical-align:baseline;white-space:pre">Manage your client’s financial plans to help them achieve their goals </li><li dir="ltr" style="background-color:transparent;color:#000000;font-family:'calibri' , sans-serif;font-size:12pt;font-style:normal;font-variant:normal;font-weight:400;list-style-type:disc;text-decoration:none;vertical-align:baseline;white-space:pre">Grow relationships with clients to support them through every stage of life  </li></ul>Training, licensing & designationsNorthwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.    Compensation & Benefits<ul style="margin-bottom:0;margin-top:0"><li dir="ltr" style="background-color:transparent;color:#000000;font-family:'calibri' , sans-serif;font-size:12pt;font-style:normal;font-variant:normal;font-weight:400;list-style-type:disc;text-decoration:none;vertical-align:baseline;white-space:pre">Performance-based earnings and revenue1: <ul style="margin-bottom:0;margin-top:0"><li dir="ltr" style="background-color:transparent;color:#000000;font-family:'calibri' , sans-serif;font-size:12pt;font-style:normal;font-variant:normal;font-weight:400;list-style-type:disc;text-decoration:none;vertical-align:baseline;white-space:pre">Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)</li><li dir="ltr" style="background-color:transparent;color:#000000;font-family:'calibri' , sans-serif;font-size:12pt;font-style:normal;font-variant:normal;font-weight:400;list-style-type:disc;text-decoration:none;vertical-align:baseline;white-space:pre">Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)</li></ul></li><li dir="ltr" style="background-color:transparent;color:#000000;font-family:'calibri' , sans-serif;font-size:12pt;font-style:normal;font-variant:normal;font-weight:400;list-style-type:disc;text-decoration:none;vertical-align:baseline;white-space:pre">Additional income structure to support training and early development</li><li dir="ltr" style="background-color:transparent;color:#000000;font-family:'calibri' , sans-serif;font-size:12pt;font-style:normal;font-variant:normal;font-weight:400;list-style-type:disc;text-decoration:none;vertical-align:baseline;white-space:pre">Renewal income earned for continued client support and policy management</li><li dir="ltr" style="background-color:transparent;color:#000000;font-family:'calibri' , sans-serif;font-size:12pt;font-style:normal;font-variant:normal;font-weight:400;list-style-type:disc;text-decoration:none;vertical-align:baseline;white-space:pre">Bonus programs and expense allowances</li><li dir="ltr" style="background-color:transparent;color:#000000;font-family:'calibri' , sans-serif;font-size:12pt;font-style:normal;font-variant:normal;font-weight:400;list-style-type:disc;text-decoration:none;vertical-align:baseline;white-space:pre">Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more </li><li dir="ltr" style="background-color:transparent;color:#000000;font-family:'calibri' , sans-serif;font-size:12pt;font-style:normal;font-variant:normal;font-weight:400;list-style-type:disc;text-decoration:none;vertical-align:baseline;white-space:pre">Certified Financial Planner® licensing support2 </li><li dir="ltr" style="background-color:transparent;color:#000000;font-family:'calibri' , sans-serif;font-size:12pt;font-style:normal;font-variant:normal;font-weight:400;list-style-type:disc;text-decoration:none;vertical-align:baseline;white-space:pre">Fully company-funded retirement package and pension plan </li><li dir="ltr" style="background-color:transparent;color:#000000;font-family:'calibri' , sans-serif;font-size:12pt;font-style:normal;font-variant:normal;font-weight:400;list-style-type:disc;text-decoration:none;vertical-align:baseline;white-space:pre">Competitive and comprehensive medical, vision, and dental plans</li><li dir="ltr" style="background-color:transparent;color:#000000;font-family:'calibri' , sans-serif;font-size:12pt;font-style:normal;font-variant:normal;font-weight:400;list-style-type:disc;text-decoration:none;vertical-align:baseline;white-space:pre">Life Insurance and Disability Income Insurance </li><li dir="ltr" style="background-color:transparent;color:#000000;font-family:'calibri' , sans-serif;font-size:12pt;font-style:normal;font-variant:normal;font-weight:400;list-style-type:disc;text-decoration:none;vertical-align:baseline;white-space:pre">Parental benefits at every stage of family planning #LI-Onsite</li></ul> 

Qualifications:
You could be right for this opportunity if you have: <ul style="margin-bottom:0;margin-top:0"><li dir="ltr" style="background-color:transparent;color:#000000;font-family:'calibri' , sans-serif;font-size:12pt;font-style:normal;font-variant:normal;font-weight:400;list-style-type:disc;text-decoration:none;vertical-align:baseline;white-space:pre">Bachelor’s degree </li><li dir="ltr" style="background-color:transparent;color:#000000;font-family:'calibri' , sans-serif;font-size:12pt;font-style:normal;font-variant:normal;font-weight:400;list-style-type:disc;text-decoration:none;vertical-align:baseline;white-space:pre">Entrepreneurial ambitions to be a business owner </li><li dir="ltr" style="background-color:transparent;color:#000000;font-family:'calibri' , sans-serif;font-size:12pt;font-style:normal;font-variant:normal;font-weight:400;list-style-type:disc;text-decoration:none;vertical-align:baseline;white-space:pre">History of success in relationship-building or client-facing roles </li><li dir="ltr" style="background-color:transparent;color:#000000;font-family:'calibri' , sans-serif;font-size:12pt;font-style:normal;font-variant:normal;font-weight:400;list-style-type:disc;text-decoration:none;vertical-align:baseline;white-space:pre">Excellent time-management skills </li><li dir="ltr" style="background-color:transparent;color:#000000;font-family:'calibri' , sans-serif;font-size:12pt;font-style:normal;font-variant:normal;font-weight:400;list-style-type:disc;text-decoration:none;vertical-align:baseline;white-space:pre">Desire for continuous learning and collaboration</li><li dir="ltr" style="background-color:transparent;color:#000000;font-family:'calibri' , sans-serif;font-size:12pt;font-style:normal;font-variant:normal;font-weight:400;list-style-type:disc;text-decoration:none;vertical-align:baseline;white-space:pre">Proficient critical thinking skills</li><li dir="ltr" style="background-color:transparent;color:#000000;font-family:'calibri' , sans-serif;font-size:12pt;font-style:normal;font-variant:normal;font-weight:400;list-style-type:disc;text-decoration:none;vertical-align:baseline;white-space:pre">Strong communicator</li><li dir="ltr" style="background-color:transparent;color:#000000;font-family:'calibri' , sans-serif;font-size:12pt;font-style:normal;font-variant:normal;font-weight:400;list-style-type:disc;text-decoration:none;vertical-align:baseline;white-space:pre">Strong sense of motivation and drive</li><li dir="ltr" style="background-color:transparent;color:#000000;font-family:'calibri' , sans-serif;font-size:12pt;font-style:normal;font-variant:normal;font-weight:400;list-style-type:disc;text-decoration:none;vertical-align:baseline;white-space:pre">Legal authorization to work in the US without sponsorship </li></ul> Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 20242Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. 3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. 

Posted Salary Range:
USD $61,000.00 - USD $250,000.00 /Yr.

<h1>Who We Are</h1>
 What we believe. 
 We believe relationships are built on trust. That our lives and our work matter. And that doing what’s right is good for everyone — our clients, our employees, our financial representatives and our communities. 
 These beliefs launched our company nearly 160 years ago. Today, they’re just a few of the reasons why people choose to build careers at Northwestern Mutual.
 
 
 We’re known for our financial strength. 
 That means we’ll be here for the millions of people who are counting on us—our clients, our employees, our financial representatives and our communities. 
 
 We care.
 We make a positive difference in our communities. Nationally, thousands have benefited from our support of research and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they’re passionate about. 
 

<h1>Why Work Here</h1>
 We’re strong and growing. 
 In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We’re strong, innovative and growing. And we want you to grow with us.
 
 
 We invest in our people. 
 We provide opportunities for employees to grow themselves, their careers, and, in turn, our business. Movement around the company is encouraged and we help our people build meaningful, long-term careers.
 
 Be part of building our future.
 We’re expanding our campus in downtown Milwaukee overlooking Lake Michigan. The Northwestern Mutual Tower and Commons will include a state-of-the-art employee Learning Institute, and will feature a natural light-filled, 21st century work environment. This signature development reinforces our commitment to job growth, attracting top talent and drawing new business to Milwaukee. 
 
 Enjoy Milwaukee. 
 Located on beautiful Lake Michigan, Milwaukee offers a perfect balance of big city and small town living. Home to Summerfest, the world’s largest music festival, Milwaukee has a thriving music scene, a celebrated annual film festival and vibrant performing arts community. Professional sports teams include the Milwaukee Brewers, Milwaukee Bucks and other major teams. And outdoor family fun is easy here. An extensive urban bike path network links our lakefront parks, beaches and other recreational hotspots. 
 
 <h1>Our Culture</h1>
 We are always evolving. 
 At Northwestern Mutual, our employees, and our business, are always evolving. We are agile and continuously learning and improving. We have a work environment that empowers problem solving and encourages innovation—you will make an impact here.
 
 
 We do what’s right. 
 Our “do-what’s-right” value is pervasive. We ask ourselves: “Is this in the best interest of our clients? Our employees? Our financial representatives?” Acting on this value improves our clients’ experience, and makes Northwestern Mutual a better place to work. 
 
 We recognize and develop possibilities in our people.
 Onsite training and leadership development programs help employees succeed and grow. We also sponsor learning opportunities outside the company to help employees stay current in their fields, network with peers and gain external perspective. 
 
 Diversity makes us better. 
 We believe diversity and inclusion cultivate creativity, innovation and a better experience for our clients. That’s why we recruit and grow people who bring unique perspectives, ideas, beliefs and cultural backgrounds.

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Private Banking Relationship Manager GreenState Credit Union

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