Private Client Services Relationship Manager

Johnson Financial Group•Green Bay, WI

About The Position

The Private Client Services Relationship Manager (PCS-RM) is responsible for delighting our clients by proactive business development and portfolio management for the highest segment of our Private Banking portfolio as defined by income and investable asset levels. The PCS-RM position is accountable for significant loan, deposit and revenue growth and the management of complex financial solutions and transactions. The individual will act as the lead relationship manager and responsible party for delivery of all JFG products and services.

Requirements

Minimum of 6 years’ experience in the financial industry in a client facing business development role.
Financial experience must include demonstrated credit skills, understanding of cash flow management, balance sheet, income statement and tax return analysis.
Bachelors or advanced degree in finance, accounting, economics, business management or relevant area of study preferred, work experience may be considered in lieu of education.
Strong working knowledge of MS Office products; ability to effectively utilize JFG Operating systems.
National Mortgage Licensing System (NMLS) registration under the terms of the Safe Act of 2008 required.

Nice To Haves

Relevant certifications CFP, CWS, CFTA, CFA, ChFC, and/or FINRA licenses highly desired.
Experienced Private Client Services RM’s are required to have an advanced designation of CFP, CWS, CFTA, CFA, ChFC, CPA, or JD. Financial Planning will be preferred of associates in concert with Wealth Management advisors

Responsibilities

Development and execution of an individual business plan to achieve new Target Market client acquisition, business line referrals and product/business line penetration inside portfolios; achievement of retention objectives; and consistent portfolio growth in the PCS segment.
Responsible for significant growth in core banking portfolios (loan and deposit production) and revenue growth.
Deliver a distinctive client experience that leverages our unique value proposition through the referral of investment management, financial planning and advisory services spanning wealth, mortgage, insurance, brokerage and commercial banking.
Ability to articulate and conversant in all aspects of our business offerings as well as financial industry topics/trends and financial planning topics
Understand client’s financial objectives through consistent purposeful discovery process
Work within a collaborative environment to deliver the most appropriate products and services integrating JFG’s personal and corporate services.
Match prospect needs with JFG Business Partners to provide solutions resulting in closed new business and expanding depth of relationship.
Thorough management of complex financial solutions in deposit and credit products; including communication, implementation, maintenance and on-going administration of the complete client relationship.
Utilizes effective use of the JFG CRM system as a primary tool for managing client relationships.
Execution of our comprehensive sales process which includes successful prospecting, planning and gaining new business.
Knowledge of full portfolio of JFG products and services; actively cross-sells full breadth and depth of products. Responsible for meeting or exceeding sales, cross-sales and referral goals.
Actively call/joint call on identified target market segments, prospects, centers of influence, etc. to lead new business development and client acquisition efforts in close collaboration with Wealth Management Advisors.
Expand new and existing relationships by advising and recommending appropriate solutions that will exceed client expectations.
Develop and maintain strong working relationships with business partners to expand customer relationships across all lines of business
Meets or exceeds client retention goals.
Perform proactive customer needs assessments on a regular basis utilizing JFG Financial Planning.
Give persuasive sales presentations and tailors delivery and material to meet audience needs.
Applies sound judgment, innovation and appropriate creativity in management of client relationships.
Participate in an active and meaningful role in a community or industry organization.