Retirement Relationship Manager – III

🕒 Julho 9

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

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

💵 $75.000 - $90.000 / ano

⏰ Tempo Integral

🟠 Sênior

🔴 Especialista

💰 Gerente de Contas

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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 • Apply advanced investment knowledge including understanding of markets, basic economic data, asset classes, models, CIFS and target date funds • Present technical knowledge of and experience with ERISA and retirement plan industry with clients and intermediaries while conducting regular plan, investment and service reviews • Act as the primary Advisor contact or Sponsor contact for direct plans • Travel to client locations for education as needed • Responsible for improving overall plan health through participant education and enrollment support

🎯 Requisitos

• Bachelor’s Degree in a business related field, or equivalent experience • Minimum of seven years’ of experience in the retirement industry • In depth knowledge of investments and fee schedules • In depth knowledge of retirement plan structure • Ability to present in a professional manner to all levels of knowledge among clients • 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

🏖️ 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