Teams at Alerus

Support SEI wealth platform back-office operations and firm-specific wealth management processes. Ensure timely, accurate trade settlement, income posting, tax document production, corporate action processing, client statement distribution, transaction processing, and cash/house account reconciliations while partnering with investment and sales teams and supporting audits.

Support change initiatives across retirement and benefits by creating clear change communications, training materials, and enablement artifacts; coordinate stakeholder reviews and approvals; monitor feedback and basic effectiveness metrics; maintain templates and content libraries to drive adoption and protect client experience.

The Wealth & Fiduciary Advisor manages fiduciary relationships, administers trusts and estates, ensures regulatory compliance, and provides exceptional service to affluent clients while supporting business development.