Retirement Relationship Manager II

What you’ll be doing

• 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.
• Assign a book of plans based on advisor relationship. Support and grow advisor relationships.
• Demonstrate the 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, improve overall plan health through participant education and enrollment support and grow the client relationship with Alerus.
• Handle all escalations and be responsible for client/advisor retention.
• Partner with internal stakeholders to research and resolve client issues.

• Bachelor’s Degree in a business related field, or equivalent experience.
• Minimum 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.
• 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.
• Availability to work overtime to cover peak workloads and other business needs.

• 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.

Work is typically performed in an office setting. The employee is regularly required to sit for extended periods of time and may occasionally be 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.

$65,000 - $72,000 per year

Alerus is an equal opportunity employer and values diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.