Manager, Retirement Account Management - PEP

Alerus

6h • $85,000 - $115,000

About The Position

As the Manager of Account Management, you will lead and oversee a team of account managers responsible for PEP clients. Your role is to build a cohesive, high-performing team by directing daily activities, fostering clear and effective communication, and applying sound judgment and leadership to ensure exceptional client service and drive strong client retention.

Requirements

• Bachelor’s Degree in a business related field, or equivalent experience.
• Minimum of five years’ experience in defined contribution account management specifically with PEP emphasis, paired with at least two years of people leadership.
• Demonstrated leadership experience, either through formal team management or by mentoring, training, or guiding peers in a collaborative, fast-paced environment.
• Excellent organizational, communication, and interpersonal skills with the ability to balance multiple priorities and stakeholders.
• A mindset focused on continuous improvement, with a history of contributing to process enhancements or operations efficiency efforts.
• 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.
• Intermediate of Microsoft Word and Excel.

Nice To Haves

• QKA credential (Qualified 401(k) Administrator) is strongly recommended; candidates actively pursing the designation or with equivalent expertise will be considered.

Responsibilities

• Coach, mentor, and motivate staff to evaluate and take actions that follow established practice standards leading to a consistent service model.
• You will provide day-to-day support to a team of Account Managers, including a team lead with whom you will collaborate to identify team priorities and distribute workload effectively.
• Responsible for managing work volumes and monitoring overall team performance.
• You will engage with internal stakeholders as needed for project involvement and collaborate on the resolution of escalated issues.
• Assure progress is made toward achieving all major goals and objectives within timelines established by working with staff in executing the plans.
• 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.
• Implement changes to standardize processes and procedures to enhance operational effectiveness and effective client delivery.
• Regularly participate in client calls to support issue resolution and strengthen client relationships.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Number of Employees: 251-500 employees