Retirement Relationship Manager II

🕒 vor 1 Monat

🌵 Arizona, North Dakota, +1 weitere Bundesländer – Remote

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

💵 $65.000 - $72.000 / Jahr

⏰ Vollzeit

🟡 Mittelstufe

🟠 Senior

💰 Account Manager

Jetzt Bewerben

Ähnliche Remote-Jobs finden

E-Mail-Benachrichtigung für neue Jobs einrichten

📊 Überprüfen Sie Ihre Lebenslauf-Bewertung für diese Stelle

Verbessern Sie Ihre Chancen auf ein Vorstellungsgespräch, indem Sie Ihre Lebenslauf-Bewertung vor der Bewerbung überprüfen.

Lebenslauf hochladen

Alerus

WebsiteLinkedInAlle Stellen

501 - 1000 Mitarbeiter

Gegründet 1879

🏦 Bankwesen

💸 Finanzen

Banking • Finance

Alerus ist eine regionale Bank und ein Finanzdienstleistungsunternehmen, das eine vollständige Palette an Produkten für Privat-, Geschäfts- und Vermögensverwaltung anbietet. Es bietet Privatkundenbanking (Girokonten, Sparbücher, CDs), digitales Banking, Hypotheken und Privatkredite, Geschäftskundenbanking und Firmenfinanzierung (einschließlich Gewerbeimmobilien, SBA- und Gerätefinanzierung), Treasury- und Händlerdienstleistungen, Verwaltung von Altersvorsorgeplänen, Anlageberatung, Treuhand- und Treuhanddienste sowie Versicherungsangebote. Alerus legt Wert auf persönliche Finanzberatung, lokale Filialen und Geldautomaten und bietet Garantien wie eine Hypothekenabschlussgarantie, um die Immobilienkauf- und Finanzziele der Kunden zu unterstützen.

Beschreibung

• 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.

🎯 Anforderungen

• 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.

🏖️ Vorteile

• 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.