Alerus
The role supports and grows advisor relationships for Alerus' retirement plans, serving as the primary point of contact for escalations, upsell opportunities, fee negotiations, and plan design discussions. It involves managing a portfolio of business clients, delivering participant education, and ensuring client retention through proactive communication and technical expertise in retirement plan administration.
Headquarters
Grand Forks, North Dakota, United States
Achieve financial confidence with Alerus Financial's expert guidance and innovative solutions, offering Comprehensive Financial Services for Business and Personal Success.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Alerus.
33% below the average for this role