Senior Institutional Advisor

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.

CORE VALUES : Passion for Excellence : : Success is Never Final : : Do the Right Thing : : One Alerus

Alerus is seeking a strategic and relationship-driven Institutional Advisor to lead business development efforts with commercial banking, nonprofit organizations and government entities in the Minneapolis and Phoenix metro areas. This role is ideal for a seasoned professional with deep financial expertise and a passion for serving mission-driven institutions and public sector organizations.

The successful candidate will be responsible for identifying new opportunities, cultivating long-term relationships, and delivering tailored investment and advisory solutions that align with client objectives and fiduciary responsibilities.

What You'll Be Doing

• Develop and execute a regional business development strategy targeting nonprofit organizations, foundations, endowments, and government entities.
• Build and maintain strong relationships with key decision-makers, boards, and finance committees.
• Serve as a trusted advisor, providing guidance on investment strategy, fiduciary oversight, governance, and financial planning.
• Collaborate with internal teams across retirement, investment, wealth, and banking services to deliver integrated solutions.
• Represent Alerus at industry events, conferences, and community engagements to enhance visibility and generate leads.
• Prepare and present customized proposals, RFP responses, and investment reviews.
• Maintain accurate records of business development activities and pipeline management using CRM tools.

What You Should Have

What We Bring To The Table

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.

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