ZipRecruiter

Log In

1

Business Development Relationship Manager Jobs in Wisconsin

Lake Ridge Bank

Business Relationship Manager

WI · On-site

Join our team as a Business Relationship Manager based out of our Oregon Office, where you will ... business development, sales or similar environment. * Firm comprehension of loan documents and ...

Wegner CPAs

Business Development Manager

Verona, WI · On-site

... for a Business Development Manager! Are you energized by helping manufacturers solve complex ... Build relationships with qualified manufacturing prospects * Visit customer facilities to ...

next page

Showing results 1-20

All JobsBusiness Development Relationship JobsBusiness Development Relationship Manager JobsBusiness Development Relationship Manager Jobs in Wisconsin

Business Development Relationship Manager information

How does a business development relationship manager typically collaborate with sales and marketing teams to achieve organizational goals?

A Business Development Relationship Manager works closely with both sales and marketing teams to identify new business opportunities and nurture key client relationships. They often participate in strategy meetings, share market insights, and coordinate on lead generation campaigns to ensure alignment of goals. Regular communication with these teams helps streamline outreach efforts and ensures a seamless client experience from prospecting to onboarding. This collaborative approach not only drives revenue growth but also fosters a team-oriented work environment.

What is the difference between Business Development Relationship Manager vs Sales Executive?

AspectBusiness Development Relationship ManagerSales Executive
Required CredentialsBachelor's degree, experience in client management, sales, or marketingBachelor's degree, sales training, or related certifications
Work EnvironmentClient-facing, strategic planning, long-term relationship buildingTarget-driven, transactional sales, prospecting
Employer & Industry UsageUsed across industries like finance, tech, and consulting for client growthCommon in retail, real estate, and B2B sales sectors
Search & Comparison IntentUnderstanding client relationship roles and strategic growthFocus on direct sales targets and closing deals

The Business Development Relationship Manager focuses on building and maintaining long-term client relationships, strategic growth, and partnership development. In contrast, a Sales Executive primarily concentrates on closing sales, meeting targets, and transactional selling. Both roles require strong communication skills and industry knowledge, but their core objectives differ—relationship management versus direct sales performance.

What are the key skills and qualifications needed to thrive as a business development relationship manager?

To thrive as a Business Development Relationship Manager, you need strong sales acumen, market research abilities, and a background in business or related fields, often supported by a bachelor's degree. Experience with CRM software, sales analytics tools, and lead generation platforms is typically required. Exceptional communication, negotiation, and interpersonal skills help build and sustain client relationships and drive business growth. These skills are essential for identifying opportunities, establishing trust, and achieving revenue targets in a competitive marketplace.

What does a business development relationship manager do?

A Business Development Relationship Manager is responsible for identifying new business opportunities, building and maintaining relationships with clients or partners, and helping to grow the company's market presence. They work closely with sales and marketing teams to develop strategies for attracting new customers and retaining existing ones. Their role often involves negotiating deals, attending industry events, and staying informed about market trends to drive business growth. Strong communication, networking, and analytical skills are essential for success in this position.
What are popular job titles related to Business Development Relationship Manager jobs in Wisconsin? For Business Development Relationship Manager jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Business Development Relationship Manager jobs in Wisconsin look for? The top searched job categories for Business Development Relationship Manager jobs in Wisconsin are:
What cities in Wisconsin are hiring for Business Development Relationship Manager jobs? Cities in Wisconsin with the most Business Development Relationship Manager job openings:
Business Development Relationship Manager jobs near you

Wealth RPS Business Development Officer/ Relationship Manager

Johnson Financial Group

Appleton, WI

Full-time

Retirement

Re-posted 4 days ago

Johnson Financial Group rating

8.8

Company rating: 8.8 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Overview

Are you a strategic relationship builder with a passion for helping businesses enhance their employee benefits? Join our team as a Retirement Plan Services Advisor (Business Development Officer), where you will play a key role in driving new business development with business owners and providing their employees with comprehensive retirement plan services.

About the Role

As a Retirement Plan Services Advisor, you will be responsible for developing new qualified and non-qualified retirement plan relationships, focusing on both acquiring new clients and delivering outstanding service to existing accounts. Your expertise will help business owners implement, administer, and optimize qualified employee retirement plans that support their workforce and their business goals.

Key Responsibilities
  • 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.
  • 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!


Come as you are.

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.

Qualifications:UNAVAILABLEEducation:UNAVAILABLEEmployment Type: FULL_TIME

What Johnson Financial Group employees say

Pay

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply