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
Education & Experience
Required:
- 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
Preferred:
- 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
Why You’ll Love Working Here
At Associated Bank, you’ll join a collaborative team focused on delivering meaningful financial outcomes for clients while supporting your professional growth. You’ll gain hands-on experience across retirement services, client strategy, and cross-functional partnerships. Apply today to make an impact.
We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience.
In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
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.
Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X.
Compliance Statement
Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.
Responsible to report ethical concerns as needed to Associated Bank’s anonymous Ethics Hotline.
Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process.
Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish.
Associated Bank is Pay Transparency compliant.
The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.
$49,840.00 - $85,440.00 per year
