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Founded by Melissa Toonen, we blend behavioral science, operational expertise, and genuine human connection to build bridges between exceptional talent and values-driven organizations that truly invest in their people. We are seeking a highly social, relationship-driven Business Relationship Manager (BRM) to develop and manage referral partnerships that generate real estate investment opportunities.

<div><strong>Business Relationship Manager<br/>Real Estate Investment / Deal Sourcing<br/>De Pere, WI<br/></strong><br/></div><div>We are seeking a highly social, relationship-driven Business Relationship Manager (BRM) to develop and manage referral partnerships that generate real estate investment opportunities.<br/><br/></div><div>This role is focused on building relationships and sourcing deals through agents, referral partners, community connections, and industry networking. The ideal candidate loves meeting new people, building trust, and turning relationships into business opportunities.<br/><br/></div><div>Success comes from networking, maintaining relationships, hosting events, and consistently nurturing referral sources.</div><div>The Business Relationship Manager acts as the bridge between our company and the outside real estate community.<br/><br/></div><div><strong>The ideal BRM is motivated by two things:</strong></div><ul><li>Building strong relationships.</li><li>Turning those relationships into deals.</li></ul><div><br/></div><div>This role requires someone who enjoys being out in the community, meeting new people, and creating long-term partnerships.<br/><br/><strong>Successful candidates typically demonstrate:</strong></div><ul><li>High social energy and strong interpersonal skills.</li><li>Confidence starting conversations with new people.</li><li>Ability to build trust quickly.</li><li>Persistence despite rejection.</li><li>Self-direction and independence.</li><li>Comfort networking and attending events regularly.</li></ul><div><strong>Key Responsibilities:<br/>Relationship Development:</strong></div><ul><li>Build relationships with real estate agents, brokers, wholesalers, and referral partners.</li><li>Attend real estate networking events and industry meetups.</li><li>Host or coordinate events to develop new partnerships.</li><li>Maintain regular contact with referral partners.</li></ul><div><strong>Deal Sourcing:</strong></div><ul><li>Generate off-market deal opportunities through relationships.</li><li>Identify potential investment opportunities from referral partners.</li><li>Work with internal acquisition teams to evaluate opportunities.</li></ul><div><strong>Partnership Management:</strong></div><ul><li>Maintain a growing database of referral partners.</li><li>Build long-term trust with real estate professionals.</li><li>Serve as the primary relationship point for external deal sources.</li></ul><div><strong>Sales & Marketing Activities:</strong></div><ul><li>Implement outreach campaigns to grow referral channels.</li><li>Manage relationship follow-ups and communication.</li><li>Track opportunities and partnerships in CRM.</li></ul><div><strong>Qualifications: </strong>Preferred backgrounds include:</div><ul><li>Outside sales.</li><li>Real estate agent or mortgage broker.</li><li>Car sales or commission sales.</li><li>Business development.</li><li>Community or event networking roles.</li><li>Real estate experience is helpful but not required.</li></ul><div><strong>More important is the ability to:</strong></div><ul><li>Build genuine relationships.</li><li>Communicate confidently with strangers.</li><li>Stay motivated despite rejection.</li><li>Consistently generate new conversations and opportunities.</li></ul><div><strong>Ideal Personality Traits: </strong>Candidates who succeed in this role are typically:</div><ul><li>Highly social.</li><li>Naturally relationship-oriented.</li><li>Comfortable networking frequently.</li><li>Self-motivated and independent.</li><li>Able to close opportunities when they arise.</li></ul><div>This role is best suited for someone who loves meeting people and thrives in social environments.<br/><br/><strong>Compensation:</strong></div><ul><li>Base Salary 60k base</li><li>Commission per deal closed- $350</li><li>Expected earnings: 70k -80k</li></ul><br/><br/><strong>About Toonen Consulting LLC:</strong><p>Your Career. Our Mission.
At Toonen Consulting, we’re career architects. Founded by Melissa Toonen, we blend behavioral science, operational expertise, and genuine human connection to build bridges between exceptional talent and values-driven organizations that truly invest in their people.

Why Candidates Choose Us
You’re not another résumé in a pile. We take the time to understand your strengths, values, and long-term vision, then match you with selective partners who prioritize growth, balance, and impact. We only work with companies we’d proudly join ourselves. If they don’t value their people, they don’t work with us. Period.

Our Core Services
•	Talent Acquisition & Retention 
•	Business Development 
•	Strategic Planning 
•	Business Assessment 

Ready to stop settling and start thriving? 
Partner with Toonen Consulting, where your next career move isn’t just a job, it’s the right one.

 
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Toonen Consulting LLC

Business Relationship Manager (Real Estate Investment)

Alliance/Partner Management

Automotive Sales

Bridge Building

Brokerage

Business Analysis

Business Development

Campaigns

Consulting

Contact Management

Customer Relationship Management (CRM)

Database Administration

Establish Priorities

Event Management

Field Sales

Interpersonal Skills

Marketing

Mortgage Brokers

Network Connectivity

Networking Events

Public/Media/Press/Analyst Relations

Real Estate

Real Estate Sales

Relationship Management

Sales

Sales Closing Skills

Sales Commission

Sales Qualification

Strategic Planning

Team Player

Betterteam

FULL_TIME

Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. <p>As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will be tasked with delivering exceptional client service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient management of operational requests such as account opening, money movement, and investment trades, with a strong emphasis on precision and promptness. You will play a crucial role in aiding Advisors in fostering and preserving client relationships, conducting account reviews, and advocating firm services to enhance client relationships. Your responsibilities will also involve active participation in Risk Management procedures, backing the operational processes of the business unit, and complying with regulatory requirements. You will be required to prioritize daily tasks, track progress, and consistently meet deadlines, while fostering and maintaining a positive team environment.</p><p><strong>Job responsibilities</strong></p><p/><ul><li>Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades</li><li>Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation</li><li>Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports</li><li>Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires</li><li>Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)</li><li>Prioritize daily work, track progress for current work, and consistently meet deadlines</li><li>Maintain and foster team culture </li></ul><p><strong>Required qualifications, capabilities, and skills</strong></p><p/><ul><li>A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment</li><li>If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam</li><li>A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment</li></ul><p>INVESTMENT AND INSURANCE PRODUCTS ARE:</p><p>• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED</p><p>Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.</p><p>Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. </p><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. </p><p>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p><p>Equal Opportunity Employer/Disability/Veterans

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Business Relationship Manager (Real Estate Investment) Toonen Consulting LLC

J.P. Morgan Wealth Management - Private Client Investment Associate - Neenah, WI JPMorgan Chase Bank, N.A.

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