Top 15 Retirement plan document/design manager Jobs in Winona, Mn

Retirement Plan Document/Design Manager
Alerus Financial —Minnesota
- $95,000 - $105,000 a year
- Office
- Bachelor's degree
- Mentoring
- Paid holidays
- Disability insurance
Quick Apply
11d
Senior Design Phase Manager - Preconstruction
M. A. Mortenson Company —Minnesota
- $144,300 - $238,400 a year
- Background check
- Bachelor's degree
- Travel
- AD&D insurance
- Paid holidays
Design Phase Manager II - Preconstruction
M. A. Mortenson Company —Minnesota
- $132,100 - $198,200 a year
- Background check
- Customer service
- 8 years
- AD&D insurance
- Paid holidays
Quality Manager - Wind
M. A. Mortenson Company —Minnesota
- $100,100 - $150,200 a year
- Up to 50% travel
- Construction site
- Mid-level
- AD&D insurance
- Paid holidays
Design Phase Engineer I and II - Power Delivery
M. A. Mortenson Company —Minnesota
- $82,000 - $123,000 a year
- Customer service
- Mid-level
- US work authorization
- AD&D insurance
- Paid holidays
Fire Sprinkler Fitter Foreman (TRAVELING)
North American Fire Protection —United States
- $30 - $40 an hour
- Overtime
- Background check
- Mechanic experience
- Construction site
- Profit sharing
- Paid training
Quick Apply
Provisioning & Video Review Manager
Confidential —United States
- $80,000 - $90,000 a year
- Full-time
- Google Workspace
- 5 years
- Analysis skills
- Health savings account
- Health insurance
Quick Apply
2d
Energy Storage-Electrical Manager
M. A. Mortenson Company —United States
- $125,600 - $216,500 a year
- Up to 50% travel
- Construction site
- Travel
- AD&D insurance
- Paid holidays
Senior Construction Environmental Specialist - Solar
M. A. Mortenson Company —United States
- $98,800 - $133,300 a year
- Construction site
- 8 years
- Driver's License
- AD&D insurance
- Paid holidays
Energy Storage - Design Phase Manager, Preconstruction
M. A. Mortenson Company —United States
- $110,700 - $166,100 a year
- Full-time
- Hybrid work
- Construction site
- Customer service
- Bachelor's degree
- AD&D insurance
- Paid holidays
Quality Engineer II - Structured Cabling
M. A. Mortenson Company —United States
- $89,500 - $120,800 a year
- Rotating shift
- Construction site
- Computer literacy
- Mid-level
- AD&D insurance
- Paid holidays
Construction SCADA Controls Manager I and II- Solar
M. A. Mortenson Company —United States
- $125,600 - $216,500 a year
- Up to 50% travel
- Construction site
- Customer service
- AD&D insurance
- Paid holidays

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Retirement Plan Document/Design Manager

Alerus Financial -
Minnesota

Quick Apply

Job Details

$95,000 - $105,000 a year
11 days ago

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Parental leave
Vision insurance
Employee stock ownership plan
Opportunities for advancement
Bereavement leave

Qualifications

Project team coordination
Employee onboarding
Document compliance management
Staff performance monitoring
Succession planning
Performance improvement leadership
Team supervision
Coaching
Client rapport building
Employee relationship building
Disciplinary action management
Team development
Professional development support
Bachelor's degree
Overseeing compliance functions
Task prioritization
Team training
Mentoring
Leading team collaboration initiatives
Managing projects
Overseeing audit functions
Operational excellence initiatives
Productivity software
Talent career development
401(k) retirement plans
Business operations
Senior level
Business
Escalation handling
Task assignment

Full 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 a Plan Document Manager, you will play a critical role in both people leadership and client service excellence. In addition to leading a small team of plan document experts, you will manage team-related projects (e.g., restatements) and have direct responsibility for coaching, developing, and guiding team members.

This role serves as the subject matter expert on retirement plan documents and partners closely with Compliance leadership to ensure consistent execution of service standards, support associate growth and performance, and drive operational effectiveness across the team. The position balances hands-on supervision, mentorship, escalation support, and cross-functional collaboration to deliver high-quality outcomes for clients and associates alike.

WHAT YOU’LL BE DOING:

While the primary focus will be leading a small team of plan document experts, you will also manage projects that impact the team. It is important to ensure balanced workload distribution, maintain high-quality deliverables, and drive strong cross-functional communication with key stakeholders.
Monitor team performance and productivity while identifying risks, training needs, and improvement opportunities; partner with leadership on performance management (including recognition, corrective action, and succession planning); and support client and operational escalations by collaborating to drive timely, effective resolutions.
Leverage industry expertise to help set and prioritize team objectives, providing consultative insights and guidance to both internal partners and clients as needed.
Build and maintain strong relationships with internal cross functional partners.
Provide oversight and support related to audits, procedures, and process adherence.
Participate in onboarding and ongoing training of new team members.
Help drive operational improvements through participation in new initiatives and process rollouts.

WHAT YOU SHOULD HAVE:

Bachelor’s Degree in a business-related field, or equivalent experience.
Demonstrated leadership experience, either through formal team management or by mentoring, training, or guiding peers in a collaborative, fast-paced environment.
Depth of knowledge of retirement plan document provisions, interpretation, and operational application.
QKA credential (Qualified 401(k) Administrator) is strongly recommended; candidates actively pursuing the designation or with equivalent expertise will be considered.
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.
Experience with Microsoft Office products.

WHAT WE BRING TO THE TABLE:

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.

BASE PAY: $95,000 - $105,000 based on experience.

WORK ENVIRONMENT: Work is typically performed in an office setting. The employee is regularly required to sit for extended periods of time. The employee is occasionally required to move about the office utilizing proper ergonomic safeguards when doing so. Additionally, the employee must occasionally lift or move supplies and materials up to 20 pounds.

The above information in this description has been designed to indicate the general nature and level of work performed by employees in this position. It is not designed to contain or be interpreted as an exhaustive list of all responsibilities, duties, and qualifications required of employees assigned to this job.

Alerus is an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

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Refine Your Search

retirement plan document/design manager jobs in winona, mn

Retirement Plan Document/Design Manager

Senior Design Phase Manager - Preconstruction

Design Phase Manager II - Preconstruction

Quality Manager - Wind

Design Phase Engineer I and II - Power Delivery

Fire Sprinkler Fitter Foreman (TRAVELING)

Provisioning & Video Review Manager

Energy Storage-Electrical Manager

Senior Construction Environmental Specialist - Solar

Energy Storage - Design Phase Manager, Preconstruction

Quality Engineer II - Structured Cabling

Construction SCADA Controls Manager I and II- Solar

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