Senior Retirement Plan Document Manager

Alerus

North Dakota

On-site

USD 95,000 - 105,000

Full time

14 days+
Application generator

Stand out for this role — generate a tailored resume and cover letter in about a minute.

Get past ATS filters

Benefits offered by this job

Competitive pay
Benefits package
Generous PTO
Career development
Financial wellness tools
Volunteer time & donation match

Job summary

Alerus is seeking a Plan Document Manager to lead a small team of plan document experts and manage related projects. The role balances supervision, mentorship, and cross-functional collaboration to deliver high-quality client outcomes.

You will work with Compliance and stakeholders, driving process improvements and coaching team members in a fast-paced environment. Competitive base pay and comprehensive benefits are offered.

Qualifications

  • Leadership experience in a fast-paced environment or through formal team management.
  • Depth of knowledge of retirement plan documents, interpretation, and operational application.
  • Excellent organizational, communication, and interpersonal skills with ability to balance multiple priorities.
  • Ability to work independently and set priorities; strong problem-solving focus.

Responsibilities

  • Lead a small team of plan document experts and manage team-related projects.
  • Coach, develop, and guide team members; support performance management and succession planning.
  • Provide SME guidance on retirement plan documents and collaborate with Compliance leadership.

Skills

Leadership experience
Microsoft Office
Strong communication
Interpersonal skills

Education

Bachelor’s degree in business-related field
QKA credential (strongly recommended)

Tools

Microsoft Office

Job description

Alerus is seeking a Plan Document Manager to lead a small team of plan document experts and manage related projects. The role balances supervision, mentorship, and cross-functional collaboration to deliver high-quality client outcomes.

You will work with Compliance and stakeholders, driving process improvements and coaching team members in a fast-paced environment. Competitive base pay and comprehensive benefits are offered.

Get your free, confidential resume review.
or drag and drop your file here.
Similar jobs

Similar jobs worth comparing

Senior Retirement Plan Document Manager
Senior Retirement Plan Document Manager

Alerus Financial • Excelsior (MN)

On-site
USD 95,000 - 105,000
Competitive compensation with base and
Comprehensive benefits package
Generous paid time off
+2
Senior Retirement Plan Documents Lead
Senior Retirement Plan Documents Lead

Alerus Financial • United States

On-site
USD 95,000 - 105,000
Competitive pay
Comprehensive benefits
Paid time off
+2
Retirement Plan Document Lead
Retirement Plan Document Lead

Alerus Financial • Oak Knoll (MN)

On-site
USD 95,000 - 105,000
Bonus eligibility
Health benefits
401(k) plan
Retirement Plan Documents Lead & Strategy Manager
Retirement Plan Documents Lead & Strategy Manager

Alerus • Minnesota

On-site
USD 95,000 - 105,000
Competitive compensation & incentives
Comprehensive benefits package
Generous paid time off
Retirement Plan Document Leader - Team & Projects
Retirement Plan Document Leader - Team & Projects

Alerus • National City (CA)

On-site
USD 95,000 - 105,000
Competitive pay
Bonus potential
Benefits package
+4
Retirement Plan Documentation Lead
Retirement Plan Documentation Lead

Alerus Financial • Minnesota

On-site
USD 95,000 - 105,000
Competitive pay
Benefits package
Paid time off
+3
Retirement Plan Documents Lead & Team Manager
Retirement Plan Documents Lead & Team Manager

Alerus • Arizona

On-site
USD 95,000 - 105,000
Competitive compensation
Bonus opportunities
Comprehensive benefits package
+2
Retirement Plan Documents Lead & Team Coach
Retirement Plan Documents Lead & Team Coach

Alerus Financial • West Fargo (ND)

On-site
USD 95,000 - 105,000
Base pay + bonus
Health benefits
Retirement plans (401(k) and ESOP)
+3
Plan Document Design Lead – Retirement Plans
Plan Document Design Lead – Retirement Plans

Alerus • United States

On-site
USD 95,000 - 105,000
Competitive pay
Health benefits
401(k) and ESOP
+3
Retirement Plan Document/Design Manager
Retirement Plan Document/Design Manager

Alerus • North Dakota

On-site
USD 95,000 - 105,000
Competitive pay
Benefits package
Generous PTO
+3