RPS Relationship Manager I
Wausau, WI - USA
Job Summary
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. Associated Bank conducts a thorough background check on all new hires.
Role SummaryManage and grow a portfolio of retirement plan relationships by delivering proactive service compliance support and participant education. This role partners closely with clients and internal teams to drive retention deepen relationships and expand assets. It offers strong exposure to client strategy retirement plan design and cross-functional collaboration.
Key Accountabilities
- Manage day-to-day client relationships resolving issues and delivering proactive service to plan sponsors and participants
- Advise clients on retirement plan design administration and compliance requirements to support satisfaction and retention
- Ensure adherence to ERISA IRS and regulatory standards including reporting testing and account maintenance
- Analyze plan documents and financial data to support accurate administration and identify potential issues
- Conduct employee education sessions and provide individualized participant guidance on savings and investment strategies
- Identify growth opportunities by cross-selling and referring clients to internal partners across business lines
- Support new business development through RFPs proposals and successful onboarding of new plans
- Collaborate with internal teams and communicate client insights to strengthen overall relationship management
Education & Experience
Required:
- Bachelors degree in Business Finance Accounting or equivalent experience
- 2 years of retirement plan services or related experience
- Working knowledge of ERISA and IRS regulations
- Strong client relationship communication and problem-solving skills
Preferred:
- Professional certifications such as AIF CEBS CRPS or ASPAA
- Experience with retirement plan design and participant education
- Proven ability to grow client relationships and generate referrals
Why Youll Love Working Here
At Associated Bank youll join a collaborative team focused on delivering meaningful financial outcomes for clients while supporting your professional growth. Youll gain hands-on experience across retirement services client strategy and cross-functional partnerships. Apply today to make an impact.
We welcome and encourage applications from all qualified parties including but not limited to people returning to the workforce people with disabilities those without a college degree and veterans or those with military experience.
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 diversity-focusedColleague Resource Groups.
Competitive salaries with professional development and advancement opportunities.
Bonus benefits including well-being 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 Minnesota and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the 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 Banc-Corp participates in the E-Verify Program. E-Verify 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.
$49840.00 - $85440.00 per yearRequired Experience:
Manager
About Company
Get your checking account, savings account, or loan at Associated Bank. Online bill pay, online banking, overdraft protection, and more. 24/7/365 customer care.