Retirement Relationship Manager II

This is a fully remote position, open to applicants in Arizona, +2 more states.

📋 Description

• Cultivate and support advisor relationships, serving as the main contact for escalations, upselling objectives, fund modifications, fee negotiations, and managing reporting and data feed requests, alongside non-fiduciary investment evaluations, fee benchmarking, and discussions on plan design.

• Efficiently manage, analyze, and retain a portfolio of business clients to offer knowledgeable, advanced solutions by providing a high level of financial product expertise and support.

• Maintain continuous communication with client influencers and decision-makers to understand their goals and objectives while identifying service-related concerns.

• Consistently and proactively present the Alerus value proposition.

• Actively utilize and share technical knowledge and experience in ERISA and the retirement plan industry with clients and intermediaries during regular plan, investment, and service reviews.

• Serve as the primary contact for Advisors or Sponsors for direct plans.

• Manage a portfolio of plans based on advisor relationships.

• Responsible for aiding in the support and growth of advisor relationships.

• Demonstrate the ability to engage and interact with a diverse audience, including plan participants, plan sponsors, investment committees, and peer groups.

• Review fee structures and schedules with clients.

• In direct business, tasked with enhancing overall plan health through participant education, enrollment support, and strengthening the client relationship with Alerus.

• Address all escalations and ensure client and advisor retention.

• Collaborate with internal stakeholders to investigate and resolve client issues.

⛳️ Requirements

• Bachelor’s Degree in a business-related field or equivalent experience.

• A minimum of five years of experience in the retirement industry.

• In-depth understanding of investments and fee schedules.

• Strong written and oral communication, organization, and client service skills are necessary.

• Capability to maintain professional working relationships with both internal and external clients.

• Ability to work independently and prioritize tasks effectively.

• Skill in interpreting documents and solving technical issues.

• Basic proficiency in Microsoft Word, PowerPoint, and Excel.

• Availability to work overtime to accommodate peak workloads and other business requirements.

🏝️ Benefits

• Comprehensive benefits package that includes a variety of health and well-being benefits such as medical, dental, vision, life, and long-term disability insurance;

• 401(k) plan and ESOP for retirement savings.

• Generous paid time off programs including flexible time off, company-paid holidays, parental leave, and bereavement leave.

• Access to learning and development resources for personal and professional growth, along with advancement opportunities.

• Availability of financial experts for guidance, financial wellness tools, and discounts on Alerus products and services.

• Commitment to community support through paid volunteer time and opportunities for company donation matches.