Retirement Account Manager

Overview

Apply now for the Retirement Account Manager role at Alerus
.

Alerus is a national retirement provider and commercial wealth bank focused on helping clients achieve their financial goals. With a shared commitment to integrity and excellence, we value collaboration, innovation, and an entrepreneurial spirit at all levels.

Account Managers (AMs) deliver day‑to‑day client support, serve as the primary point of contact for all plan‑related questions, and ensure seamless service and timely resolution of client inquiries.

• Provide day‑to‑day client support and address immediate needs.
• Serve as the face of Alerus, delivering top‑tier customer service and leveraging internal knowledge.
• Act as the primary point of contact (“quarterback”) for plan‑related questions.
• Utilize Salesforce to route inquiries to appropriate teams within Alerus Retirement and Benefits.
• Maintain close oversight of all open items related to assigned plans, ensuring timely resolution and consistent client satisfaction.
• Build and maintain positive relationships with a portfolio of clients.
• Track account activity and update CRM tools and documentation regularly.
• Coordinate with internal teams (sales, operations, support) to ensure client needs are met.

• Bachelor’s degree in a business‑related field or equivalent experience.
• Minimum 3 years' experience in defined contribution plans.
• Qualified 401(k) Administrator (QKA) credential strongly recommended.
• Excellent organizational, communication, and interpersonal skills.
• Ability to manage multiple priorities and stakeholders.
• Mindset focused on continuous improvement and process enhancements.
• Intermediate proficiency in Microsoft Word and Excel.
• Ability to work independently and set priorities.

Base salary $50,000 – $85,000 per year, plus bonus and incentive opportunities. Comprehensive benefits package includes medical, dental, vision, life, long‑term disability, 401(k), ESOP, and generous paid time off. Learning and development resources with advancement opportunities.

Work is performed in an office setting. Employees regularly sit for extended periods and may lift or move supplies up to 20 lbs as needed.

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. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Alerus Financial is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.