Retirement Plan Documents Lead & Strategy Manager

Alerus; Minnesota; On-site; USD 95,000 - 105,000; Full time

Benefits offered by this job

Competitive compensation & incentives

Comprehensive benefits package

Generous paid time off

Job summary

Alerus is seeking a Plan Document Manager to lead a small team of plan document experts and oversee related projects. You will coach, develop, and guide team members while ensuring high-quality service to clients and associates.

You will partner with Compliance leadership to maintain service standards, drive performance, and improve processes. Strong retirement plan knowledge and people leadership are essential for success in this role at Alerus.

Qualifications

• Bachelor's degree or equivalent experience in a business-related field.
• Demonstrated leadership experience in a fast-paced environment.
• Depth of knowledge of retirement plan document provisions and their interpretation.
• QKA credential strongly recommended; pursuing designation or equivalent expertise will be considered.
• Excellent organizational, communication, and interpersonal skills balancing multiple priorities.
• Continuous improvement mindset with history of process enhancements or efficiency efforts.
• Ability to maintain professional relationships with clients and internal partners.
• Ability to work independently and set priorities.
• Ability to interpret documents and resolve technical problems.
• Experience with Microsoft Office products.

Responsibilities

• Lead a small team of plan document experts and manage related projects.
• Coach, develop, and guide team members to deliver high-quality service.
• Monitor performance, identify risks, and support escalation resolutions.
• Provide guidance to internal partners and clients as needed.
• Build relationships with cross-functional partners and stakeholders.
• Assist audits, procedures, and process adherence.
• Participate in onboarding and training of new hires.

Skills

Leadership

Organizational skills

Communication

Interpersonal skills

Work independently

Education

Bachelor's Degree in business-related field

Tools

Microsoft Office

Job description

Alerus is seeking a Plan Document Manager to lead a small team of plan document experts and oversee related projects. You will coach, develop, and guide team members while ensuring high-quality service to clients and associates.

You will partner with Compliance leadership to maintain service standards, drive performance, and improve processes. Strong retirement plan knowledge and people leadership are essential for success in this role at Alerus.