• Will manage a team of Relationship Managers as they enhance existing retirement business relationships and develop new revenue-generating opportunities. • This position is a mentor and coach for ensuring retirement Relationship Managers deliver comprehensive financial guidance to Alerus retirement clients and serve as their trusted primary point of contact. • This involves leading, coordinating, and tracking the efforts of the Relationship Managers as they work with a team of product subject matter experts and support staff to ensure efficient use of resources in serving our client needs. • Will also manage their own portfolio of retirement relationships and generate new business opportunities. • Lead, mentor, coach, and manage the overall performance, development and recognition of the retirement business advisors individually and as a group. • Actively engage in developing career goals and paths for Retirement Relationship Managers. • Ensure the use of the CRM software for tracking opportunities, maintaining client communications and follow-up needs. • Effectively manage, analyze, and grow a portfolio of retirement plan clients to provide knowledgeable advanced solutions by delivering a high level of service, product expertise and support. • Serve retirement business clients' financial needs holistically across all Alerus solutions. • Proactively solicit new retirement business opportunities with existing clients through the plan review process. • Apply advanced investment knowledge including understanding of markets, basic economic data, asset classes, models, CIFS and target date funds. • 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. • Actively participate in strategic planning with the ARB leadership team to enhance processes, procedures and service models to achieve maximum efficiencies.

• 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

• Engage with RSP customers utilizing a consultative selling approach • Exceed measurable sales objectives and develop new logo accounts • Meet with key influencers and decision-makers • Work with Arista systems engineers to design solutions • Collaborate with technology partners to identify prospects • Conduct demand generation activities such as happy hours and tech forums

• Exceed measurable sales objectives • Align Arista’s technical resources to achieve customer business outcomes • Partner with Customer Engineers to execute on customer’s behalf • Meet with key influencers and decision-makers • Collaborate with technology partners to identify prospects