Retirement Implementation Specialist

The Retirement Implementation Specialist is responsible for leading the onboarding process for new Alerus retirement plan clients, including startup plans, transfer plans and internal conversions, managing all elements of the onboarding process by leading internal departments and external parties through an established implementation timeline. The Retirement Implementation Specialist is responsible for communicating the implementation plan, including the key objectives and deliverables, scheduling, tracking and reporting to internal and external parties, assigning and perform tasks to meet service timelines to ensure a successful transition of new business from sales to the Alerus account representative while delivering a positive customer experience.