Banking :: Wealth :: Retirement
Manager, Retirement Relationship Management
Location
Arizona + 2 moreAll locations: Arizona | North Dakota | Minnesota
Posted
2 days ago
Salary
$115K - $135K / year
Seniority
Lead
Job Description
Manager, Retirement Relationship Management
Alerus
• 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.
Job Requirements
- Bachelor's degree in business, finance or related field or equivalent work experience required
- 10+ years of financial services experience, to include five or more years of progressive management level experience
- Minimum of eight years of retirement plan/ERISA experience
- Possess professional financial services accreditation(s) or advanced professional training i.e. QPA, CKA, CFP, CFA, CPA, CWS, MBA
- Expertise in assessing a client's financial needs and making proactive recommendations
- Committed to developing, coaching, empowering, and communicating with staff and continuously developing leadership skills
- Experience utilizing CRM software to track and manage sales opportunities
- Record of proven client service and sales abilities
- 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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