Retirement Relationship Manager – III

🕒 il y a 1 mois

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

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

💵 $75 000 - $90 000 / an

⏰ Temps Plein

🟠 Senior

🔴 Expert

💰 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 • 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

🎯 Exigences

• 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

🏖️ 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