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Primary AccountabilitiesServices a diverse book of retirement plan accounts that consists mostly of accounts ranging from start-up plans to mid-tier level accounts ($1 million - $6 million) with some large-tier level accounts ($7 million plus). Works with the client, Midland Investment Management Group and/or the assigned Portfolio Manager to select the appropriate investment line-up from the approved investment list prepared by Midland and conduct periodic fund analysis and performance reviews with the client.

YEAR

Position Title: Retirement Plan Officer/Consultant Locations: Rockford_IL Time Type: Full time Req ID: JR1322-Rockford_IL At Midland, we're proud to be a little different. You can see it in our bright orange signs-but there's more to it than that. With our heartfelt and personalized approach, we're focused on meeting every customer's needs with the brightest solutions. For more than 140 years, we've learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking. We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all. Our humble ambition keeps us growing, giving back, and looking ahead. We're innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel. You might say we're unlike any other bank. And you'd be right." At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements. Retirement Plan Officer/Consultant Salary Range: $89,950 - $119,950+ annually Position Summary Develops and manages qualified and non-qualified retirement plans (401(k), 403(b), 457, profit sharing, deferred compensation, top hat, and defined benefit) established by employers by interacting with employers through correspondence, face-to-face and virtual meetings, and employer's centers of influence (attorneys, accountants, consultants, and advisors). Service management includes, but is not limited to, ensuring that employers complete all IRS and DOL documents and amendments. Ensures delivery of services and communications to plan sponsors, trustees, administrators, and participants. Responsible for pursuing, developing, and growing assigned retirement plan book of business assets under management through additional retirement plan and rollover opportunities and responsible to identify new business opportunities for other bank departments from the assigned book of business to make referrals to the appropriate department(s). Primary Accountabilities<ul><li>Services a diverse book of retirement plan accounts that consists mostly of accounts ranging from start-up plans to mid-tier level accounts ($1 million - $6 million) with some large-tier level accounts ($7 million plus).</li><li>Manages the employer relationship regarding the retirement account.</li><li>Communicates with Retirement Plan Administrator II, Retirement Plan Enrollment/Education Specialist, and Retirement Plan Administrator I to understand and be aware of items that these individuals are working on in servicing the account as far as day-to-day administration and employee education.</li><li>Periodically reviews account fee schedules using Retirement Plan Services Pricing Model to determine the appropriate fee schedule for accounts that results in a profitable relationship for the client and the Bank.</li><li>Works with the client, Midland Investment Management Group and/or the assigned Portfolio Manager to select the appropriate investment line-up from the approved investment list prepared by Midland and conduct periodic fund analysis and performance reviews with the client.</li><li>Uses technical, compliance and plan knowledge to solve plan issues and communicate resolutions to clients.</li><li>Keeps updated on all changes in the law under ERISA, the Internal Revenue Code, DOL regulations and all other applicable federal regulations that affect the administration of retirement plans for the clients.</li><li>Consults with clients about plan designs to best meet goals of their program.</li><li>Collaborates with Retirement Plan Administrator to complete annual compliance testing and ensures accuracy per plan elections, as needed.</li><li>Coordinates and collaborates with Retirement Plan Specialist to facilitate and/or conduct on-site participant education meetings, as needed.</li><li>Develops new and additional business among existing customers.</li><li>Accurate and timely maintains account files, including correspondence, memoranda, and other required documentation.</li><li>Obtains all required documentation to open new accounts and to close accounts.</li><li>Ensures individual plan compliance with plan provisions.</li><li>Conducts face-to-face meetings and makes telephone calls to existing clients for purposes of keeping informed, maintaining and enhancing the relationship.</li><li>Participates in the business development and marketing efforts for retirement plans through contacting and meetings with prospects and other professionals.</li><li>Assists with completion of RFPs.</li><li>The role requires occasional travel for training and team meetings, and willingness to travel periodically, to locations within market as needed.</li><li>May require work in a Midland office to ensure collaboration and support of internal and external customers. </li><li>Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA).</li><li>Other duties as assigned.</li></ul> Position Qualifications Education/Experience:<ul><li>Bachelor's Degree (four-year college or university).</li><li>3-10 years of previous experience in administering and servicing retirement plans with a comprehensive understanding and knowledge of ERISA and federal regulations associated with the retirement plan industry.</li><li>3-5 years previous experience in investment management or advanced credentials or certifications in investments or administration of retirement plans.</li><li> Experience in administering and servicing retirement plans with a comprehensive understanding and knowledge of ERISA and federal regulations associated with the retirement plan industry and previous experience in investment management.</li><li>6 years minimum of experience in administering and servicing retirement plan.</li><li>Analytical skills to complete detailed fundamental analysis on asset allocation.</li><li>Understanding of fixed income, equity, and alternative investments.</li><li>Strong understanding of business and economics to research target companies and determine potentially profitable investments.</li><li>Ability to articulate ideas concisely.</li><li>Ability to work in a dynamic and fast past environment.</li><li>Demonstrated success working in team environment.</li><li>Ability to meet time constraints without constant supervision.</li><li>Excellent written and verbal communication.</li><li>Professionalism and courtesy in dealing with customers and bank employees.</li><li>High degree of accuracy with attention to detail required.</li></ul> Competencies: <ul><li>Business insight</li><li>Cultivates innovation</li><li>Drives results</li><li>Makes sound decisions</li><li>Being a brand champion</li><li>Collaborates</li><li>Communicates effectively</li><li>Customer focus</li><li>Being Authentic</li><li>Emotional Intelligence</li><li>Self development</li><li>Being flexible and adaptable</li></ul> If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at . THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We're proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at . Midland States Bank may use automated tools and artificial intelligence ("AI") to assist with recruiting, screening, and hiring decisions. In accordance with the Illinois Human Rights Act (effective January 1, 2026), these tools are designed and monitored to be neutral and job-related, and must not be used in a way that discriminates against applicants or employees based on any protected characteristic. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT Compensation details: 50 Yearly Salary PIef04b5-

Midland States Bank

Retirement Plan Officer/Consultant

Analysis Skills

Asset Management

Bank Secrecy Act

Banking Services

Business Development

Business Plan

Communication Skills

Compensation Management

Compensation and Benefits

Consulting

Customer Relations

Detail Oriented

Documentation

ERISA (Employee Retirement Income Security Act of 1974)

Economics

Equity Securities

Federal Laws and Regulations

Fee Schedule

File Maintenance

Fixed Income Investments

Follow Through

Fundamental Analysis

Futures

Investment Analysis

Investment Management

Investment Services

Legal

Maintain Compliance

Marketing

Performance Reviews

Precision Testing

Presentation/Verbal Skills

Problem Solving Skills

Product Pricing

Regulations

Regulatory Compliance

Request for Proposals (RFP)

Retirement Plan

Sales Prospecting

Service Delivery

Staff Training

Startup

Time Management

Willing to Travel

Writing Skills

Capital Markets Placement_feed

OTHER

FEED

ASSA ABLOY’s offerings include products and services related to locks, doors, gates, and entrance automation such as controlling access and confirming identities with keys, cards, tags, mobile and biometric identity verification systems, mechanical and digital locks, cylinders, security doors and automated entrances. We provide unsurpassed security and life-safety solutions and the essential support services (LEED consultation, code compliance, access control system integration, product research and selection, specification writing services, technical support, etc.) to ensure well-functioning doorway systems in the commercial building industry.

<div>Sales Representative, End User Location: Oregon ASSA ABLOY is a global leader in door opening solutions dedicated to providing a safe, secure, and accessible building environment. Every day, we help billions of people move through a safer, more open world with ease. If you’ve ever walked through an automatic door, stayed in a hotel, or gone through passport control, you’ve probably used one of our products or services. ASSA ABLOY’s offerings include products and services related to locks, doors, gates, and entrance automation such as controlling access and confirming identities with keys, cards, tags, mobile and biometric identity verification systems, mechanical and digital locks, cylinders, security doors and automated entrances. Are you as passionate as we are in servicing our customers in the healthcare, school, university, military, and commercial building setting?  We provide unsurpassed security and life-safety solutions and the essential support services (LEED consultation, code compliance, access control system integration, product research and selection, specification writing services, technical support, etc.) to ensure well-functioning doorway systems in the commercial building industry.  If so, we have an exciting opportunity on our ASSA ABLOY sales team that is meant for you. What you will be doing: In this role, you will be responsible for calling on Facility Managers, Security Directors, IT Directors, and Construction and Planning Departments within an end user account.  Additionally, you will partner with local selling partners including wholesalers, integrators, locksmiths, and distributors to maximize positive impact with end user accounts. We need a sales professional capable of relationship and technical solution selling within the commercial construction, multi-family, and property management market segments to gain approval for the product lines represented by Door Security Solutions. You can expect to be part of a fun, hardworking team with colleagues dedicated to mutual success. Key areas you will contribute to the role include:  <ul><li>Communicate effectively with a variety of decision makers and influencers including locksmiths, facility managers, IT networking managers, and executives.</li><li>Develop short and long-term sales plans.</li><li>Identify and classify the sales potential of each client.</li><li>Establish a network of clients with a high level of trust, developing relationships quickly and easily.</li><li>Sell opening solutions as a consultant using a communication approach that can be effective with a diverse audience.</li><li>Apply discovery abilities including prospecting, profiling, qualifying, identifying client needs, and presenting solutions.</li></ul> What we are looking for: <ul><li>You have an entrepreneurial spirit and are excited about selling a full range of door opening solutions.</li><li>You are detail-oriented, organized, and known for follow-up habits.</li><li>You are a self-motivated, organized individual who takes pride in attention to details and accuracy in their work.</li><li>You're a multi-tasker who can manage time and projects proficiently.</li><li>You’re a strong communicator, active listener, and negotiator.</li><li>You can work independently but believe in teamwork.</li><li>You have the ability to read, understand specifications/facility standards, and have industry-related technical and sales aptitude.</li><li>Ability to travel (up to 75% locally) and meet to the requirements of customers.</li><li>Ability to perform responsibilities both in a home office environment or while traveling.</li><li>You can lift/carry up to 50 lbs. of sample and display material for sale presentations.</li></ul> Education and/or experience: <ul><li>Your background includes a College/University degree (preference for specialization in related curricula such as: architectural design/engineering, construction science/management, or similar), or have work experience commensurate with, minimum high school/GED diploma.</li><li>Minimum 2 – 3 years of sales experience, with building material or construction-related experience preferred.</li><li>Proficiency in Microsoft Office tools.</li><li>Utilization and maintenance of CRM tools for sales and activity reporting.</li><li>Working knowledge of industry-related software is a plus.</li></ul> ASSA ABLOY offers a competitive compensation and benefits package, including discretionary bonus, a 401(k) plan, medical/dental/vision/life insurance, education assistance, company car, and an environment that reflects our commitment to our employees. Further benefits include paid time off for thirteen holidays and ten vacation days. The wage range for this role is $80K - $95K and considers a broad scope of factors that are considered when making compensation decisions.   Pay within each range is based on a variety of factors including, but not limited to, to primary work job-related knowledge, skills, experience, training, licensure and certifications, business requirements, geographic location and other business and organizational needs. This salary range is a reasonable estimate for this position at the time of posting. ASSA ABLOY conducts regular review of compensation ranges and therefore reserves the right to alter this range at any given time. Working for ASSA ABLOY means that you will be part of a dynamic environment, developing innovative solutions to improve our customers' lives. As the global leader in door opening solutions, we are using the latest technologies to open doors to events, hospitals, education, homes, hotels, airports and businesses. Joining ASSA ABLOY means being part of a fast-moving company with many opportunities. “Let’s open the doors to the future – together!” ASSA ABLOY is an Equal Opportunity Employer/Minorities/Females/Disabled/Veteran</div>

Assa Abloy Sales and Marketing Group Inc

Sales Representative, End User

Access Control

Architectural Design

Architectural Engineering

Automation

Commercial Construction

Computer Security

Construction

Construction Engineering

Construction Management

Construction Planning

Customer Relationship Management (CRM) Systems

Customer Support/Service

Distribution Channel

Emerging Technology

Entrepreneurship

Facilities Management

Healthcare

High School Diploma

Hospital

Industry Standards

Lift/Move 50 Pounds

Market Segmentation

Microsoft Office

Military

Multi-Family Buildings

Multitasking

Needs Assessment

Negotiation Skills

Network Administration/Management

Organizational Skills

Partner Sales

Property Management

Revenue/Sales Reporting

Sales

Sales Presentation

Sales Tools

Solution Sales

System Integration (SI)

Team Player

Technical Sales

Technical Support

Technical Writing

Technical/Engineering Design

Training/Teaching Curriculum

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Retirement Plan Officer/ConsultantMidland States Bank

Sales Representative, End UserAssa Abloy Sales and Marketing Group Inc

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