RPS Relationship Manager I

Associated Bank • Wausau, WI

1d

About The Position

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 Summary Manage 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

Requirements

• Bachelor’s 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

Nice To Haves

• 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

Responsibilities

• 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

Benefits

• 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-focused Colleague Resource Groups.
• Competitive salaries with professional development and advancement opportunities.
• Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
• Personal banking, loan, investment and insurance benefits.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees