Manager, Retirement Relationship Management

Description

Job Details:
Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always do the right thing; leading with integrity and providing valued advice and guidance to our clients. We value the expertise and skillsets each team member provides and encourage collaboration, innovation, adaptability, and an entrepreneurial spirit at all levels of our company.

By consistently seeking improvements and growth, we foster long-term relationships with clients and team members. We are proud to be recognized as a Top Workplace by numerous industry and regional outlets.

CORE VALUES: Passion for Excellence ::
Success is Never Final ::
Do the Right Thing ::
One Alerus

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. This involves leading, coordinating, and tracking the efforts of the Relationship Managers as they work with a team of product subject matter experts and support staff to ensure efficient use of resources in serving our client needs.

Will also manage their own portfolio of retirement relationships and generate new business opportunities.

• 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.

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

• Competitive compensation including base salary, bonus and/or incentive opportunities.
• Comprehensive benefits package…