Retirement Relationship Manager – III

🔥 15 hours ago

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

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

💵 $75k - $90k / year

⏰ Full Time

🟠 Senior

🔴 Lead

💰 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 • 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

🎯 Requirements

• 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

🏖️ 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