Retirement Relationship Manager II

🔥 12 hours ago

🌵 Arizona, North Dakota, +1 more states – Remote

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

💵 $65k - $72k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

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Alerus

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1879

🏦 Banking

💸 Finance

Banking • Finance

Alerus is a regional bank and financial services company that provides a full range of personal, business, and wealth management products. It offers retail banking (checking, savings, CDs), digital banking, mortgages and personal loans, business banking and commercial lending (including commercial real estate, SBA, and equipment financing), treasury and merchant services, retirement plan administration, investment advisory, trust and fiduciary services, and insurance offerings. Alerus emphasizes personalized financial guidance, local branches and ATMs, and guarantees such as a mortgage closing guarantee to support customers' home-buying and financial goals.

📋 Description

• 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.

🎯 Requirements

• 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.

🏖️ Benefits

• 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.