Banking :: Wealth :: Retirement
Retirement Relationship Manager II
Location
Arizona + 2 moreAll locations: Arizona | North Dakota | Minnesota
Posted
1 day ago
Salary
$65K - $72K / year
Seniority
Senior
Job Description
Retirement Relationship Manager II
Alerus
• 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.
Job Requirements
- 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.
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.
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