Senior Relationship Manager - RPS
Senior Relationship Manager - RPS
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported then Associated Bank may be the right place for you.
Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process.
Under limited supervision responsible for relationship management and proactive retention of assigned qualified retirement plans & plan participant accounts. Responsible for the growth of assets through deep selling to executives and plan participants account retention employee education retirement plan design knowledge problem solving and proactive service to deepen relationships across all business lines of Associated Bank.What you will do:
- Advise and consult with the business lines larger and more complex corporate clients concerning the design and administration of qualified and nonqualified retirement plans to assure customer satisfaction and retention.
- Responsively consult with plan participants on higherorder inquiries and needs in order to achieve longterm savings goals (savings rate asset allocation) and to satisfy shorterterm financial needs (plan loans hardship withdrawals).
- Conduct employee education programs such as group education meetings and oneonone account consultations.
- Profile existing customer base for additional financial service needs including both plan sponsors and plan participants and proactively solicit additional services either through direct sales efforts or through referrals to internal partners within and/or outside of Private Client and Institutional Services.
- Actively mentor Relationship Managers Retirement Plan Specialists and other colleagues. Potentially supervise the activities and development of assigned Retirement Plan Specialist to assure customer satisfaction standards are met.
- Participate in specific sales proposals and RFP responses to secure new RPS relationships for ATC. Once secured work with internal Retirement Plan Services Support (RPSS) staff to ensure proper account setup and effective conversion of the plan to ATC.
- Assure compliance with internal ATC account administrative procedures as well as external regulatory agencies including plan document compliance 5500 reporting etc.
- Research and keep informed of new developments and laws related to qualified plans nonqualified plans IRAs etc. Participant in efforts to educate other Retirement Plan Services colleagues on technical topics.
- Participate in community and business functions/groups to ensure a positive image for the bank within the regions marketplace. Establish referral contacts within the community.
Required:
- Bachelors Degree or equivalent combination of education and experience Business Finance or Accounting.
- 7 years Retirement plan relationship management. Retirement plan employee education relationship management retention and deep selling success.
- 7 years Knowledge of other bank business line products and success in identifying client needs and making referral to other bank products to address those needs. Demonstrated relationship management and client retention success within the financial services/trust industry. Compliance with and understanding of regulatory requirements.
- 7 years Business development skills and proven success in generating additional business from existing client base. Demonstrated success in generating additional business from existing clients base and creating and developing both internal and external referral network.
Preferred:
- AIFAccredited Investment Fiduciary by start date
- CEBSCertified Employee Benefits Specialist by start date
- ASPAAAmerican Society of Pension & Actuaries by start date
- CRPSCharted Retirement Specialist by start date
- PRPPlan sponsor Retirement Professional by start date
In addition to core traditional benefits we take pride in offering benefits for every stage of life.
Retirement savings including both 401(k) and Pension plans.
Paid time off to volunteer in your community.
Opportunities to connect with others through our diversityfocusedColleague Resource Groups.
Competitive salaries with professional development and advancement opportunities.
Bonus benefits including wellbeing programs and incentives parental leaveanemployee stock purchase plan military benefits and much more.
Personal banking loan investmentand insurance benefits.
Associated Bank serves more than 120 communities throughout Wisconsin Illinois and Minnesota and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.Join our community onFacebookLinkedInandX.
Compliance Statement
Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race religion color sex national origin age sexual orientation gender identity disability or veteran status among other factors.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.
Responsible to report ethical concerns as needed to Associated Banks anonymous Ethics Hotline.
Associated Bank provides additional assistance throughout the application interview and hiring process. Please contactif you need an accommodation at any time during the process.
Associated BancCorp is an Affirmative Action andEqual Opportunity Employer. Associated BancCorp participates in the EVerify Program. EVerify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.
Associated Bank isPay Transparencycompliant.
The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including but not limited to work location skills experience education and qualifications for the role.
$95130.00 $163080.00 per yearRequired Experience:
Manager
Employment Type
Full-Time
