Retirement Relationship Manager II

About the role

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. For direct plans, complete plan reviews and lead participant education and enrollment support.

Responsibilities

• 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.
• 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.
• Act as the primary Advisor contact or Sponsor contact for direct plans.
• Assigned a book of plans, based on advisor relationship. Responsible for helping to support and grow advisor relationships.
• Proactively demonstrate ability to engage and interact with varying audience types including plan participants, plan sponsors, investment committees, and peer groups.
• Review fee schedules and structure with clients.
• For direct business, responsible for improving overall plan health through participant education and enrollment support and growing the client relationship with Alerus.
• Handles all escalations and is responsible for client/advisor retention.
• Partner with internal stakeholders to research and resolve client issues.

Requirements

• Bachelor’s Degree in a business related field, or equivalent experience.
• Minimum of five years’ of experience in the retirement industry.
• In depth knowledge of investments and fee schedules.
• Good written/oral communication, organization, and client service skills required.
• Able to maintain professional working relationships with internal and external clients.
• Able to work independently and set priorities.
• Able to interpret documents and resolve technical problems.
• Basic knowledge of Microsoft Word, PowerPoint, and Excel.
• Available to work overtime to cover peak workloads and other business needs.

Qualifications

• Bachelor’s Degree in a business related field, or equivalent experience.
• Minimum of five years’ of experience in the retirement industry.
• In depth knowledge of investments and fee schedules.
• Good written/oral communication, organization, and client service skills.
• Able to maintain professional working relationships with internal and external clients.
• Able to work independently and set priorities.
• Able to interpret documents and resolve technical problems.
• Basic knowledge of Microsoft Word, PowerPoint, and Excel.

Skills

• Excellent communication and interpersonal skills.
• Ability to work independently and prioritize tasks.
• Knowledge of ERISA and retirement plan industry.
• Proficiency in Microsoft Office Suite.

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 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

$65,000 - $72,000 per year

Schedule

Full-time