Manager, Retirement Relationship Management

About the role

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.

Responsibilities

• 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.

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.
• Available to work overtime to cover peak workloads and other business needs.

Qualifications

• Basic knowledge of Microsoft Word, PowerPoint, and Excel.

Skills

• Strong leadership and mentoring skills.
• Excellent interpersonal and communication skills.
• Proficiency in CRM software.
• Advanced knowledge of retirement plans and ERISA regulations.
• Ability to work independently and set priorities.
• Ability to interpret documents and resolve technical problems.

Benefits

• Competitive compensation including base salary, bonus and/or incentive opportunities.
• 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 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.

Pay

Base Pay Range: $115,000 - $135,000 per year based on experience. Candidates with extensive knowledge in the industry will be reviewed for an increased compensation range.

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.