Banking :: Wealth :: Retirement
Retirement Relationship Manager – III
Location
Arizona + 2 moreAll locations: Arizona | North Dakota | Minnesota
Posted
2 days ago
Salary
$75K - $90K / year
Seniority
Lead
Job Description
Retirement Relationship Manager – III
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 • 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
Job Requirements
- 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
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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