Manager, Retirement Relationship Management

Alerus

Managing a team of Relationship Managers for Alerus, enhancing retirement relationships and generating new revenue opportunities. Mentoring, coaching, and ensuring high service level across retirement solutions.

Posted 7/9/2026full-timeRemote • Arizona, Minnesota, North Dakota • 🇺🇸 United StatesSeniorLead💰 $115,000 - $135,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing retirement business relationships and leading a team of Relationship Managers to deliver comprehensive financial guidance. Proficient in utilizing CRM software for tracking client communications and opportunities while applying advanced investment knowledge and ERISA regulations.

Highest-signal resume keywords

Retirement Plan ManagementTeam Leadership and MentoringCRM Software UtilizationFinancial Services AccreditationClient Relationship Development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Retirement Plan ExperienceFinancial Needs AssessmentInvestment KnowledgeERISA ComplianceSales Management

Soft Skills

Coaching and Empowering StaffProfessional CommunicationOrganizational SkillsClient Service Skills

Tools & Technologies

CRM SoftwareMicrosoft WordMicrosoft PowerPointMicrosoft Excel

Certifications & Qualifications

QPACKACFPCFACPACWSMBA

Industry Keywords

Financial ServicesRetirement BusinessClient Relationship ManagementInvestment SolutionsStrategic Planning

About the role

Key responsibilities & impact

Will manage a team of Relationship Managers as they enhance existing retirement business relationships and develop new revenue-generating opportunities.
This position is a mentor and coach for ensuring retirement Relationship Managers deliver comprehensive financial guidance to Alerus retirement clients and serve as their trusted primary point of contact.
This involves leading, coordinating, and tracking the efforts of the Relationship Managers as they work with a team of product subject matter experts and support staff to ensure efficient use of resources in serving our client needs.
Will also manage their own portfolio of retirement relationships and generate new business opportunities.
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.

Requirements

What you’ll need

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

Benefits

Comp & perks

Comprehensive benefits package providing a wide range of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance;
401(k) and ESOP for retirement savings.
Generous paid time off programs such as flexible time off, company-paid holidays, parental and bereavement leave.
Learning and development resources for personal and professional career development, and advancement opportunities.
Access to financial experts for guidance, financial wellness tools, and discounts on Alerus products and services.
Support for the communities we live in through paid volunteer time and a company donation match opportunity.