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Retirement Relationship Manager

Alerus Financial

in Troy MI / East Lansing MI

Our growing organization is seeking talented professionals who are in search of a challenging and rewarding work environment!

We are currently hiring a Retirement Relationship Manager II in our Troy or East Lansing MI location to establish and maintain relationships with assigned retirement plan clients in order to achieve or exceed client service and retention standards. Define and implement annual service plan for assigned clients, introducing new features available to them, coordinating plan changes and other plan related topics, as necessary. Help foster a cohesive service team by directing workflow, supporting strong communication and displaying good judgment and leadership to ensure the proper administration of all accounts.  Coordinate and monitor workflow between departments to facilitate efficient operations and optimal client service.  Assist Retirement Sales Consultants in sales process as requested and assist with new business implementation process. (All usage of the term “client” refers to plan sponsor, advisor, broker, TPA). This position will require significant travel via car and air in the continental United States.

Job Function Number 1: Client Retention – 50%

  • Proactively manage assigned client relationships to achieve or exceed client service satisfaction and ARB retention standards.
  • Define and implement proactive client service plan for direct full service plans based on client tier to set/manage client plan objectives, suggesting changes where necessary.
  • Engage client service team members for larger clients to complete education and investment commitments.
  • Proactively manage client service plan activity through use of Client Gateway.
  • Identify and establish strong working relationship with client key decision makers / influencers.
  • Maintain ongoing communication with client to understand their goals/objectives and identify service concerns.
  • Proactively and consistently present ARB value proposition.
  • Actively assess client satisfaction to identify at-risk clients and work with manager to address issues.
  • Introduce clients to other ARB and bank services as appropriate to underscore the ARB full service value proposition.
  • Actively employ / share technical knowledge of and experience with ERISA and retirement plan administration with clients and colleagues.
  • Apply basic / intermediate investment knowledge as it pertains to retirement plans, including asset classes, models, CIFs and target date funds.
  • Be able to prepare and present investment reviews for both non-fiduciary and fiduciary clients.
  • Identify opportunities to work with ARB Investment Team to present fiduciary services to clients not utilizing the service.
  • Demonstrate ability to engage and interact with varying audience types including plan participants, plan sponsors, investment committees, and peer groups.
  • Produce and review annual plan data with client.
  • Conduct retention fee analysis and recommend fee changes.

Job Function Number 2: Teamwork and Communication - 25%

  • Maintain positive relationships with internal and external customers while providing quality service.
  • Take responsibility for service team communication and workflow; maintain excellent and timely communication among all involved parties.
  • Resolve workflow issues on team and address issues that cross department lines, using judgment with respect to manager/management involvement.
  • Provide solutions to plan needs by working with administration and underwriting on outstanding issues and/or new features available due to recent legislation or product enhancements.

Job Function Number 3: Leadership and Engagement – 25%

  • Actively engage in the success of ARB and Alerus, promoting and supporting new and ongoing initiatives with positive active team involvement resulting in a successful outcome.
  • Embrace and model change.
  • Actively participate in or lead projects to improve the products and services offered by ARS, including project groups tasked with developing enhanced procedures or policies.
  • Offer suggestions and ideas to management and engage in their development as approved.
  • Mentor or coach new colleagues as assigned by management.

Alerus offers a challenging and rewarding work environment as well as competitive compensation and a comprehensive benefits package which includes health, dental, vision, paid time off & holidays, retirement benefits, and more!

Alerus is a customer-driven financial services company unlike any other. We are an independent, multibillion-dollar financial services organization serving customers across the country and around the world. We offer a broad array of banking and wealth management products and services. Our knowledgeable staff assists our customers in identifying and attaining their financial goals.

Alerus Financial is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.

How to Apply

For more information regarding the responsibilities and qualifications for this opportunity or to apply, visit our website at www.alerus.com/about-us/careers/employment.

Go to “View Jobs” and then select the position titled “Retirement Relationship Manager II”.

We look forward to reviewing your application and thank you for your interest in Alerus Financial!

Visit our web site.


This ad has been viewed 610 times. It expires on 11/27/2017.

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