Alerus · 21 hours ago
Retirement Implementation Specialist
USA
Full-time
Onsite
Mid Level
$55K/yr - $70K/yr
3+ years expAlerus Financial is a commercial wealth bank and national retirement provider committed to helping clients achieve their financial goals. The Retirement Implementation Specialist is responsible for leading the onboarding process for new retirement plan clients, coordinating with various stakeholders to ensure a successful transition and a positive customer experience.
BankingFinancial ServicesVenture Capital
Responsibilities
As the primary point of contact, partner with Alerus sales consultant to coordinate the new business implementation process
Schedule and facilitate implementation calls with client, advisor, TPA, prior vendor(s) and Alerus team members to define the implementation timeline including a blackout period, key milestones, and plan effective date
Determine unique features, service definitions, and scope of service offerings agreed upon during the sales process and participate in presentations on key accounts when required
Collaborate with stakeholders to find solutions for complex requests while maintaining consistency with established service offerings
Request, collect, and review new plan documentation and agreements for all Alerus Retirement Plan segments including Direct, Advisor and TPA business
Confirm investment menu with client, advisor, and fund wholesaler and review the fund selection to ensure availability, establishment of account, and trading information
Resolve residual issues to ensure funds, share classes, trading activity and account setup is correct
Provide clear communication regarding the roles of each individual involved in the implementation process
Properly document key discussions and decisions related to plan setup and onboarding
Coordinate, schedule and facilitate meetings with internal and external parties throughout implementation process including but not limited to document design, payroll and website training, data and asset transition, etc
Provide updates to internal tracking tools. Communicate with internal and external parties to proactively identify and manage implementation expectations, needs, and concerns. Follow up promptly on potential timeline slippage
Manage and coordinate preparation and delivery of education materials, participant mailings, required notices and enrollment meeting dates with external and internal parties
Discuss and finalize the collection process for internal and external fees with advisor/client
Review all internal systems for accuracy and timely completion
Understand breadth of product offering and features of each. Discuss options with appropriate parties as opportunities arise
Calculate, document, and updated expected ongoing revenue
Facilitate transition calls with internal and external parties to on-going service team
Demonstrate advanced understanding of how the recordkeeping, trust systems and sponsor & participant websites operate and report information. Maintain current knowledge about system enhancements
Deliver training and support to Alerus staff including sales, relationship management, compliance, operations, and administration
Update materials, procedures, instructions etc. Distribute to staff as required
Foster a positive work environment and support co-workers in achievement of departmental goals
Establish work objectives and priorities to perform work in a cost-effective manner
Proactively recommend changes in procedures, forms, and checklists to reduce account errors, increase productivity, or improve the client experience
Qualification
Required
Associate's degree in Business, Finance, Accounting or related field or equivalent experience required
Minimum of 3 years of experience in defined contribution industry, preferably in recordkeeping or administration, required
Proven 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 written/oral communication, presentation, and organization skills
Exhibited commitment to delivering a high-level of client service
Proficient knowledge of Microsoft Office programs including Word, Excel, PowerPoint, and Outlook
Available to cover peak workloads
Ability to travel on occasion
Established interpersonal skills such as diplomacy, judgment, decision making, discretion, etc
Exhibits an analytical approach to solving complex challenges while keeping both the client and the company's needs in problem-solving
Self-motivated, takes initiative, seeks creative solutions, and actively engages in all work responsibilities
Disciplined, strong attention to detail, and well organized
Considerate, approachable and professional when collaborating with internal and external parties
Proactive in anticipating customer needs and adaptable to unforeseen changes typical of a fast-paced environment
Preferred
Previous experience with new client onboarding and/or project management preferred
Previous experience supporting advisors, brokers, and third-party vendors preferred
Benefits
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
Company
Alerus
Alerus (Nasdaq: ALRS) is a commercial wealth bank and national retirement services provider.
501-1000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2019-09-12IPO
Leadership Team
Al Villalon
Executive Vice President, Chief Financial Officer at Alerus (NASDAQ: ALRS)
Kris Compton
Chief Operating Officer
Recent News
2026-01-05
Morningstar.com
2025-12-30
2025-09-02
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