Retirement Implementation Manager

WHO ARE WE: Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always do the right thing; leading with integrity and providing valued advice and guidance to our clients. We value the expertise and skillsets each team member provides and encourage collaboration, innovation, adaptability, and an entrepreneurial spirit at all levels of our company. By consistently seeking improvements and growth, we foster long-term relationships with clients and team members. We are proud to be recognized as a Top Workplace by numerous industry and regional outlets.

CORE VALUES: Passion for Excellence :: Success is Never Final :: Do the Right Thing :: One Alerus

ABOUT THE ROLE:
Oversees and manages the overall retirement implementation process for new Alerus retirement plan clients and team members within the Retirement Implementation team. Helps foster a cohesive service team by directing workflow, supporting strong communication and displaying good judgement and leadership to ensure the proper implementation of all retirement plans.

WHAT YOU'LL BE DOING:

• Assure progress is made toward achieving all major goals and objectives within timelines established by working with staff in executing the plans.
• Coach, mentor, and motivate staff to evaluate and take actions that follow established practice standards leading to a consistent service model.
• Offer suggestions and ideas to management and actively engage in or manage the development as assigned by management.
• Actively engage in the success of Alerus Retirement and Benefits (ARB) and Alerus, promoting and supporting new and ongoing initiatives with positive active team involvement resulting in a successful outcome.
• Actively lead and/or participate in projects to improve the products and services offered by ARB, including project groups tasked with developing enhanced procedures or policies.
• Implement changes to standardize processes and procedures to enhance operational effectiveness and effective client delivery.
• Demonstrate effective problem solving, decision making, coaching and communication skills, setting a positive example for team members.
• 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 and consideration of high-level business impact and application.

WHAT YOU SHOULD HAVE:

• Bachelor's Degree in a finance or business-related field, or equivalent work experience.
• Minimum 7 years' experience in retirement implementation.
• Minimum 2 years' supervisory or proven leadership experience.
• Ability to work with detailed technical knowledge of all types of retirement plans.
• Proven leadership, management, and direct supervisory skills.
• High level written and verbal communication and presentation skills.
• Developed relational skills such as diplomacy, judgment, decision making, and discretion.
• Ability to multi-task, prioritize workflow of self and others and coordinate activity as an effective team member to meet deadlines and make effective decisions under pressure.
• Demonstrated ability to identity and problem solve complex situations and apply judgment with respect to high level business impact and risk.

WHAT WE BRING TO THE TABLE:

• Competitive compensation including base salary, bonus and/or incentive opportunities.
• Comprehensive benefits package providing a wide range of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance; and 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.

WORK ENVIRONMENT: Work is typically performed in an office setting. The employee is regularly required to sit for extended periods of time. The employee is occasionally required to move about the office utilizing proper ergonomic safeguards when doing so. Additionally, the employee must occasionally lift or move supplies and materials up to 20 pounds.

The above information in this description has been designed to indicate the general nature and level of work performed by employees in this position. It is not designed to contain or be interpreted as an exhaustive list of all responsibilities, duties, and qualifications required of employees assigned to this job.

Alerus is an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.