Retirement Relationship Manager II

🕒 il y a 1 mois

🌵 Arizona, North Dakota, +1 états de plus – Distant

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

💵 $65 000 - $72 000 / an

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

💰 Responsable de comptes

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Alerus

Site WebLinkedInTous les Emplois

501 - 1000 employés

Fondée en 1879

🏦 Banque

💸 Finance

Banking • Finance

Alerus est une banque régionale et une société de services financiers qui propose une gamme complète de produits de gestion de patrimoine, d'affaires et personnels. Elle offre des services bancaires de détail (comptes chèques, d'épargne, certificats de dépôt), de banque numérique, de prêts hypothécaires et de prêts personnels, de banque commerciale et de prêts aux entreprises (y compris le financement immobilier commercial, les prêts SBA et le financement d'équipements), de services de trésorerie et de marchands, d'administration de régimes de retraite, de conseil en investissement, de services fiduciaires et de produits d'assurance. Alerus met l'accent sur des conseils financiers personnalisés, des agences locales et des distributeurs automatiques de billets, ainsi que sur des garanties telles qu'une garantie de clôture de prêt hypothécaire pour soutenir les objectifs d'achat de maison et financiers de ses clients.

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.

🎯 Exigences

• 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.

🏖️ Avantages

• 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.