Wealth RPS Business Development Officer

JOHNSON BANK • Green Bay, WI • 4h ago

JOB REQUIREMENTS: Overview Are you a strategic relationship builder with
a passion for helping businesses enhance their employee benefits? Join
our team as a Retirement Plan Services Advisor (Business Development
Officer), where you will play a key role in driving new business
development with business owners and providing their employees with
comprehensive retirement plan services.About the Role As a Retirement
Plan Services Advisor, you will be responsible for developing new
qualified and non-qualified retirement plan relationships, focusing on
both acquiring new clients and delivering outstanding service to
existing accounts. Your expertise will help business owners implement,
administer, and optimize qualified employee retirement plans that
support their workforce and their business goals.Key Responsibilities
Develop and implement a personal business plan focused on acquiring new
clients, generating referrals, and retaining existing relationships. In
addition to community involvement, there is a strong focus on internal
partnerships and referrals. Engage business owners through consultative
financial planning to understand and address their objectives. Advise
plan sponsors on conversions, design, amendments, and administration of
employee retirement plans. Interpret plan documents, respond to sponsor
and employee inquiries, and conduct educational meetings. Act as the
primary liaison, building strong relationships with clients, investment
managers, and recordkeeping teams. Coordinate client interactions to
ensure seamless transactions and clear communication of complex
financial solutions. Assemble internal specialist teams to deliver
holistic solutions and match client needs in brokerage, mortgage, and
commercial banking services.Qualifications Bachelor\'s degree and at
least 4 years of experience working with business and organization
leaders and/or affluent clientele (or equivalent combination of
education and experience). Series 65 license required, or ability to
obtain within 90 days of hire. Proven expertise in sales, networking,
negotiation, business development, and execution. Strong knowledge of
investment management, financial planning, and retirement plan services.
Industry certifications such as CEBS, QKA, AIF, CRPS, or similar highly
desirable. Familiarity with Lending/Banking, Qualified Plans, and
Business Succession is a plus. If you are ready to make an impact by
helping business owners provide outstanding retirement benefits to their
employees, we invite you to apply and be a part of our dedicated team!
Come as you are. Our culture embraces diversity, equity, & inclusion;
one where everyone feels valued and heard. For more information on
JFG\'s culture and diversity efforts, including our employee resource
groups, please visit theDiversitysection of our career website. Equal
Opportunity Employer of Minorities, Females, Protected Veterans, and
Individuals with Disabilities *** APPLICATION INSTRUCTIONS: Apply
Online: ipc.us/t/7E16D62BF8204048

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