JobMesh

Manager, Retirement Account Management - PEP

Alerus · US

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...

Job description

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: 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. WHAT YOU’LL BE DOING: - Coach, mentor,...