Wealth RPS Business Development Officer

The Wealth RPS Business Development Officer is responsible for developing new Employee Benefit Trust relationships with the objective to grow revenue through client acquisition and exceptional service. The ability to balance new business activities and servicing of existing relationships will be critical in this role.

Key Responsibilities

• Ongoing development and execution of an individual business plan to achieve new business development, client referral and retention objectives.
• Understand client's financial objectives utilizing a purposeful discovery process and financial planning approach.
• Advisor will work closely with Plan Sponsors on plan conversions, design, amendments and administration of qualified employee retirement plans.
• Candidate will be responsible for reviewing and interpreting plan documents and serve as a resource to the Plan Sponsors conducting employee meetings and responding to inquiries.
• Develop and maintain strong relationships with key business partners both internal and external. Key liaison between client, investment management team and recordkeeping areas.
• Responsible for all aspects of client interaction, including directing and coordinating execution of transactions.
• Clearly communicate financial solutions and effectively overcome objections.
• Assemble collaborative teams of specialists to deliver comprehensive advice and solutions spanning insurance, brokerage, mortgage and commercial banking.
• Match prospect needs with JB investment solutions resulting in new business.
• Establish investment strategy to include; implementation, maintenance, communication.
• Actively manage inherent risks by adhering to internal policies and procedures, regulatory and statutory requirements and exercising sound judgment.
• Complete, timely and accurate documentation of client relationship.

Qualifications:

• Bachelor's Degree and 4 years' experience working with affluent clientele. A combination of appropriate education and experience will be considered.
• Demonstrated expertise in sales, networking, negotiating, business acumen and execution.
• Knowledge of investment management and financial planning.
• Industry specific professional certifications highly desired; CFP, CTFA, ChFC, CFA.
• Knowledge of Estate Planning & Trust, Lending/Banking, Qualified Plans, and Business Succession desired.
• Understanding and strong working knowledge of MS Office products; ability to effectively utilize Bank and Wealth Operating Systems.

Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.