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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.

 
</p>

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

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You will act as a vital point of contact for Investment & Retirement Services clients, expertly assisting with IRA transactions, rollovers, transfers, and account inquiries, ensuring exceptional customer service throughout every interaction. This position is perfect for someone who loves building relationships, enjoys providing financial services, and thrives in a fast-paced, client-focused environment, contributing to the overall growth and success of our clients' financial journeys.

<p><strong>Career Growth Opportunity - Kohler Credit Union - Investment & Retirement Services</strong></p><p>Starting your career after graduation and looking for a role where you can grow professionally, build real-world experience, and make an impact? You will gain hands-on experience in the investment and financial services industry while working closely with experienced Financial Advisors and developing the skills needed to grow into an advisor or leadership role.</p><p><strong>Why Join Kohler Credit Union</strong></p><p>At Kohler Credit Union, we believe in investing in people early in their careers. Whether you are a recent graduate or someone looking to begin a long-term career in financial services, you will be supported through mentorship, training, and ongoing professional development opportunities. We prioritize work-life balance and offer a competitive starting wage of <strong>$23 - $26 per hour</strong>, along with comprehensive benefits including <strong>medical</strong>, <strong>dental</strong>, <strong>vision</strong>, a <strong>401(k) plan</strong>, <strong>generous paid time off</strong>, and <strong>tuition assistance</strong>. You will thrive in a collaborative environment where professional development, learning, and making a meaningful impact for our members and community are part of every day.</p><p><strong>Your day to day as an Investment Program Associate</strong></p><p>As an Investment Program Associate at Kohler Credit Union, your day will be a dynamic blend of client support and financial operations, all while fostering teamwork. You will act as a vital point of contact for Investment & Retirement Services clients, expertly assisting with IRA transactions, rollovers, transfers, and account inquiries, ensuring exceptional customer service throughout every interaction. Supporting Financial Advisors will be a key part of your role as you coordinate schedules, prepare client documentation, and maintain comprehensive CRM records, all while adhering to financial regulations. Additionally, you'll collaborate with marketing and branch teams to enhance client outreach, organize retirement seminars, and promote financial wellness events.</p><p>This position is perfect for someone who loves building relationships, enjoys providing financial services, and thrives in a fast-paced, client-focused environment, contributing to the overall growth and success of our clients' financial journeys.</p><p><strong>Qualifications</strong></p><ul><li>2+ years of experience in financial services, banking, investments, or client service preferred; relevant internship experience will also be considered.</li><li>Associate's or Bachelor's degree in finance, business, or related field (preferred)</li><li>Series 6 license preferred (or willingness to obtain additional licenses)</li><li>Strong organizational and communication skills</li><li>Ability to manage multiple priorities and deadlines</li><li>Interest in long-term career growth in the investment industry</li></ul><p><strong>About Kohler Credit Union</strong></p><p>Kohler Credit Union is committed to helping our members achieve financial success while supporting the communities we serve. We invest in our employees through development opportunities and career growth pathways.</p><p><strong>Apply today to start building your future in the investment industry!</strong></p><p><em>Applicants must be authorized to work in the United States without current or future visa sponsorship.</em></p><br/><br/>

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Investment Jobs in Tannery, WI

Business Relationship Manager (Real Estate Investment) Toonen Consulting LLC

Investment Program Associate Kohler Credit Union

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