Retirement Relationship Manager – III

🕒 vor 27 Tagen

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

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

💵 $75.000 - $90.000 / Jahr

⏰ Vollzeit

🟠 Senior

🔴 Experte

💰 Account Manager

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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 • 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

🎯 Anforderungen

• 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

🏖️ 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