Retirement Relationship Manager II

🕒 Junho 25

🌵 Arizona, North Dakota, +1 estados a mais – Remoto

🌵 Arizona – Remote 🌾 North Dakota – Remote ❄️ Minnesota – Remote

💵 $65.000 - $72.000 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

💰 Gerente de Contas

Candidatar-se

Encontrar Vagas Remotas Similares

Configurar Alerta de Email para Novas Vagas

📊 Verifique sua pontuação de currículo para esta vaga

Melhore suas chances de conseguir uma entrevista verificando sua pontuação de currículo antes de se candidatar.

Enviar Currículo

Alerus

SiteLinkedInTodas as Vagas

501 - 1000 funcionários

Fundada em 1879

🏦 Bancário

💸 Finanças

Banking • Finance

Alerus é um banco regional e uma empresa de serviços financeiros que oferece uma gama completa de produtos de gestão pessoal, empresarial e de patrimônio. Oferece serviços bancários de varejo (contas correntes, poupança, CDBs), banco digital, hipotecas e empréstimos pessoais, serviços bancários para empresas e empréstimos comerciais (incluindo financiamentos imobiliários comerciais, SBA e financiamento de equipamentos), serviços de tesouraria e adquirência, administração de planos de aposentadoria, consultoria de investimentos, serviços fiduciários e de confiança, além de ofertas de seguros. A Alerus enfatiza o aconselhamento financeiro personalizado, agências locais e caixas eletrônicos, e garantias como a garantia de fechamento de hipotecas para apoiar os objetivos financeiros e de compra de imóveis dos clientes.

Descrição

• Grow/Support the advisor relationship, point of contact for escalations, upsell goals, fund changes, fee negotiations, managing reporting and data feed requests, Non-fiduciary investment reviews, fee benchmarking and plan design discussions. • Effectively manage, analyze, and retain a portfolio of business clients to provide knowledgeable advanced solutions by delivering a high level of financial product expertise and support. • Maintain ongoing communication with client influencers/decision makers to understand their goals/objectives and identify service concerns. • Proactively and consistently present Alerus value proposition. • Proactively employ/share technical knowledge of and experience with ERISA and retirement plan industry with clients and intermediaries while conducting regular plan, investment and service reviews. • Will act as the primary Advisor contact or Sponsor contact for direct plans. • Assigned a book of plans, based on advisor relationship. • Responsible for helping to support and grow advisor relationships. • Proactively demonstrate ability to engage and interact with varying audience types including plan participants, plan sponsors, investment committees, and peer groups. • Review fee schedules and structure with clients. • For direct business, responsible for improving overall plan health through participant education and enrollment support and growing the client relationship with Alerus. • Handles all escalations and is responsible for client/advisor retention. • Will partner with internal stakeholders to research and resolve client issues.

🎯 Requisitos

• Bachelor’s Degree in a business related field, or equivalent experience. • Minimum of five years’ of experience in the retirement industry. • In depth knowledge of investments and fee schedules. • Good written/oral communication, organization, and client service skills required. • Ability to maintain professional working relationships with internal and external clients. • Ability to work independently and set priorities. • Ability to interpret documents and resolve technical problems. • Basic knowledge of Microsoft Word, PowerPoint, and Excel. • Available to work overtime to cover peak workloads and other business needs.

🏖️ Benefícios

• Comprehensive benefits package providing a wide range of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance; • 401(k) and ESOP for retirement savings. • Generous paid time off programs such as flexible time off, company-paid holidays, parental and bereavement leave. • Learning and development resources for personal and professional career development, and advancement opportunities. • Access to financial experts for guidance, financial wellness tools, and discounts on Alerus products and services. • Support for the communities we live in through paid volunteer time and a company donation match opportunity.