Retirement Relationship Manager – III

Alerus

Retirement Relationship Manager handling advisor relationships for a commercial wealth bank and national retirement provider. Facilitating client education and supporting financial product expertise.

Posted 7/9/2026full-timeRemote • Arizona, Minnesota, North Dakota • 🇺🇸 United StatesSeniorLead💰 $75,000 - $90,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates advanced investment knowledge and expertise in the retirement plan industry, including ERISA compliance and fee benchmarking. Capable of managing client relationships effectively while providing tailored financial solutions and maintaining high levels of client service.

Highest-signal resume keywords

Retirement Industry ExperienceInvestment KnowledgeClient Relationship ManagementERISA ComplianceFinancial Product Expertise

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment KnowledgeFee BenchmarkingRetirement Plan StructureData AnalysisPortfolio Management

Soft Skills

Communication SkillsOrganizational SkillsClient Service SkillsProblem-Solving Skills

Tools & Technologies

Microsoft WordMicrosoft PowerPointMicrosoft Excel

Industry Keywords

ERISAInvestment ReviewsPlan DesignClient EducationParticipant Enrollment

About the role

Key responsibilities & impact

Grow/Support the advisor relationship, point of contact for escalations, upsell goals, fund changes, fee negotiations, managing reporting and data feed requests
Non-fiduciary investment reviews, fee benchmarking and plan design discussions
Effectively manage, analyze, and retain a portfolio of business clients to provide knowledgeable advanced solutions by delivering a high level of financial product expertise and support
Maintain ongoing communication with client influencers/decision makers to understand their goals/objectives and identify service concerns
Proactively and consistently present Alerus value proposition
Apply advanced investment knowledge including understanding of markets, basic economic data, asset classes, models, CIFS and target date funds
Present technical knowledge of and experience with ERISA and retirement plan industry with clients and intermediaries while conducting regular plan, investment and service reviews
Act as the primary Advisor contact or Sponsor contact for direct plans
Travel to client locations for education as needed
Responsible for improving overall plan health through participant education and enrollment support

Requirements

What you’ll need

Bachelor’s Degree in a business related field, or equivalent experience
Minimum of seven years’ of experience in the retirement industry
In depth knowledge of investments and fee schedules
In depth knowledge of retirement plan structure
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