Retirement Relationship Management Lead

Alerus; United States; On-site; USD 115,000 - 135,000; Full time

Benefits offered by this job

Competitive pay

Benefits package

Paid time off

Career development

Well-being tools

Volunteer time

Product discounts

Job summary

Alerus is seeking aSenior Relationship Manager to lead and mentor a team of retirement advisors, growing the client base and delivering comprehensive guidance across Alerus solutions.

You will oversee portfolio management, leverage CRM insights, and apply ERISA knowledge to optimize service delivery while driving new business opportunities. Extensive retirement/ERISA experience is essential.

Qualifications

• Bachelor's degree in business, finance or related field or equivalent work experience required.
• 10+ years of financial services experience, incl. 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.

Responsibilities

• 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.

Skills

Leadership

Communication skills

Client service

Sales abilities

Education

Bachelor's degree in business/finance

Professional financial accreditations

Tools

CRM software

Microsoft Word

PowerPoint

Excel

Job description

Alerus is seeking aSenior Relationship Manager to lead and mentor a team of retirement advisors, growing the client base and delivering comprehensive guidance across Alerus solutions.

You will oversee portfolio management, leverage CRM insights, and apply ERISA knowledge to optimize service delivery while driving new business opportunities. Extensive retirement/ERISA experience is essential.