Hiring: Wealth RPS Business Development Officer/ Relationship Manager Company: Johnson Financial Group Location: Green Bay, WI Job Posted Time: 2026-09-10 15:05:14 Target Skills & Keywords : Financial Planning About the job Experience: •4 years of experience working with business and organization leaders and/or affluent clientele (or equivalent combination of education and experience). •At least 4 years of experience working with business and organization leaders and/or affluent clientele (or equivalent combination of education and experience). Required Skills: •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. •Operational 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! Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!