Manager, Retirement Account Management - PEP

About the role

As the Manager of Account Management, you will lead and oversee a team of account managers responsible for PEP clients. Your role is to build a cohesive, high-performing team by directing daily activities, fostering clear and effective communication, and applying sound judgment and leadership to ensure exceptional client service and drive strong client retention.

Responsibilities

• Coach, mentor, and motivate staff to evaluate and take actions that follow established practice standards leading to a consistent service model.
• Provide day-to-day support to a team of Account Managers, including a team lead with whom you will collaborate to identify team priorities and distribute workload effectively.
• Manage work volumes and monitor overall team performance.
• Engage with internal stakeholders as needed for project involvement and collaborate on the resolution of escalated issues.
• Assure progress is made toward achieving all major goals and objectives within timelines established by working with staff in executing the plans.
• Actively engage in the success of Alerus Retirement and Benefits (ARB) and Alerus, promoting and supporting new and ongoing initiatives with positive active team involvement resulting in a successful outcome.
• Implement changes to standardize processes and procedures to enhance operational effectiveness and effective client delivery.
• Regularly participate in client calls to support issue resolution and strengthen client relationships.

Requirements

• Bachelor's Degree in a business related field, or equivalent experience.
• Minimum of five years' experience in defined contribution account management specifically with PEP emphasis, paired with at least two years of people leadership.
• QKA credential (Qualified 401(k) Administrator) is strongly recommended; candidates actively pursing the designation or with equivalent expertise will be considered.
• Demonstrated leadership experience, either through formal team management or by mentoring, training, or guiding peers in a collaborative, fast-paced environment.
• Excellent organizational, communication, and interpersonal skills with the ability to balance multiple priorities and stakeholders.
• A mindset focused on continuous improvement, with a history of contributing to process enhancements or operations efficiency efforts.
• 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.
• Intermediate of Microsoft Word and Excel.

Qualifications

• Minimum of five years' experience in defined contribution account management specifically with PEP emphasis, paired with at least two years of people leadership.
• QKA credential (Qualified 401(k) Administrator) is strongly recommended; candidates actively pursuing the designation or with equivalent expertise will be considered.
• Demonstrated leadership experience, either through formal team management or by mentoring, training, or guiding peers in a collaborative, fast-paced environment.
• Excellent organizational, communication, and interpersonal skills with the ability to balance multiple priorities and stakeholders.
• A mindset focused on continuous improvement, with a history of contributing to process enhancements or operations efficiency efforts.
• 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.
• Intermediate of Microsoft Word and Excel.

Skills

• Leadership
• Communication
• Interpersonal Skills
• Continuous Improvement
• Document Interpretation
• Microsoft Word
• Microsoft 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; and 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 or 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.

Pay

Base pay range: $85,000 - $115,000 per year

Schedule

Work is typically performed in an office setting. The employee is regularly required to sit for extended periods of time. The employee is occasionally required to move about the office utilizing proper ergonomic safeguards when doing so. Additionally, the employee must occasionally lift or move supplies and materials up to 20 pounds.