Retirement Account Manager

Retirement Account Manager

Alerus is a commercial wealth bank and national retirement provider with a core purpose: helping clients achieve their financial goals. We are committed to doing the right thing and leading with integrity while providing valued advice and guidance. We value expertise and skillsets of every team member, encouraging collaboration, innovation, adaptability, and an entrepreneurial spirit. By consistently seeking improvement and growth, we foster long‑term relationships with clients and our team.

Account Managers (AMs) provide day‑to‑day client support, ensuring seamless service and addressing immediate needs. As the face of Alerus, AMs deliver top‑tier customer service by leveraging their own expertise and the depth of institutional knowledge from internal colleagues. Acting as the primary point of contact — or “quarterback” — for all plan‑related questions, AMs use Salesforce to route inquiries and maintain close oversight of open items for their assigned plans, ensuring timely resolution and consistent client satisfaction.

• Play a key role in supporting client relationships and ensuring their needs are met with care and attention.
• Learn to manage non‑compliance tested accounts, full‑service accounts, and coordinate with internal teams under guidance of senior team members.
• Build and maintain positive relationships with a portfolio of clients.
• Serve as the day‑to‑day point of contact for client inquiries and support.
• Coordinate with internal teams (e.g., sales, operations, support) to meet client needs.
• Track account activity and update CRM tools and documentation regularly.

• Bachelor’s Degree in a business‑related field, or equivalent experience.
• Minimum of three years’ experience in defined contribution plans.
• QKA credential (Qualified 401(k) Administrator) is strongly recommended; candidates actively pursuing the designation or with equivalent expertise will be considered.
• Excellent organizational, communication, and interpersonal skills with the ability to balance multiple priorities and stakeholders.
• A mindset focused on continuous improvement, with a history of contributing to process enhancements or operations efficiency efforts.
• 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.
• Intermediate proficiency in Microsoft Word and Excel.

• Competitive compensation, including base salary, bonus, and/or incentive opportunities.
• Comprehensive benefits package with 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 serve 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, occasionally lift or move supplies and materials up to 20 pounds, and utilize ergonomic safeguards when moving about the office.

$50,000 – $85,000 per year, based on experience.

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

Mid‑Senior Level

Full‑time

Sales and Business Development