Senior Retirement Relationship Manager

Alerus Financial; Phoenix (AZ); On-site; USD 65,000 - 72,000; Full time

Benefits offered by this job

Health and well-being benefits

401(k) and ESOP for retirement savings

Generous paid time off programs

Job summary

Alerus Financial is seeking a professional to manage and support advisor relationships in Phoenix, Arizona. This role involves handling client communications and conducting regular plan reviews, requiring a Bachelor's Degree and a minimum of five years in the retirement industry.

The ideal candidate will possess strong analytical skills and an understanding of investment and fee structures. Alerus offers a competitive compensation package, including health benefits, paid time off, and opportunities for professional development.

The work environment is primarily office-based, with a commitment to providing exceptional financial product expertise and support.

Qualifications

• Minimum of five years' experience in the retirement industry.
• In-depth knowledge of investments and fee schedules.
• Ability to maintain professional relationships with clients.

Responsibilities

• Manage and retain a portfolio of business clients.
• Maintain communication with client influencers/decision-makers.
• Conduct regular plan, investment and service reviews.
• Act as the primary Advisor contact for direct plans.
• Review fee schedules with clients.

Skills

Client service skills

Written communication

Organizational skills

Technical problem-solving

Knowledge of ERISA

Education

Bachelor's Degree in a business related field

Tools

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

Alerus Financial is seeking a professional to manage and support advisor relationships in Phoenix, Arizona. This role involves handling client communications and conducting regular plan reviews, requiring a Bachelor's Degree and a minimum of five years in the retirement industry.

The ideal candidate will possess strong analytical skills and an understanding of investment and fee structures. Alerus offers a competitive compensation package, including health benefits, paid time off, and opportunities for professional development.

The work environment is primarily office-based, with a commitment to providing exceptional financial product expertise and support.