Relationship Manager II

Principal Financial Group; Kentucky; On-site; USD 85,000 - 172,000; Full time

Benefits offered by this job

Flexible Time Off

Pension Eligible

Job summary

Principal Financial Group in Kentucky seeks a Relationship Manager to build deep relationships with advisors, plan sponsors, and third‑party administrators in the 10M-200M market. You will be the strategic partner to meet retention, growth, and retirement readiness goals.

The role requires a Bachelor's degree or 4+ years of retirement industry experience, knowledge of Qualified Plans, strong leadership and communication skills, and licensing within 5 months (Series 6/7, Series 63, Life &

Qualifications

• Bachelor's degree or 4+ years retirement industry experience required.
• Qualified Plan knowledge strongly preferred (Defined Benefit, Defined Contribution).
• Leadership, negotiation, presentation, organizational, problem-solving, and strong communication skills.
• Licensing required within 5 months of employment (Series 6/7, Series 63, Life & Health).

Responsibilities

• Develop deep relationships with advisors, plan sponsors, and third-party administrators.
• Collaborate on plan design, investments, and retirement readiness.
• Conduct plan level health reviews.
• Solve complex problems.
• Travel 25-30% as needed.

Skills

Leadership

Negotiation

Presentation

Organizational skills

Problem solving

Interpersonal skills

Analytical skills

Oral & written communication

Travel willingness

Licensing knowledge

Education

Bachelor's degree or 4+ years retirement industry experience

Tools

FINRA Series 6/7

FINRA Series 63

Life & Health licensing

Job description

What You'll Do

In our Customer Care area, the Relationship Manager develops deep relationships with advisors, plan sponsors, and third‑party administrators that are in our 10M - 200M market space in the Kentucky area. This role is the strategic partner to our clients and advisors to provide creative solutions that meet business goals of retention, growth, and retirement readiness to name a few.

Here are a few examples of the kinds of things you'll do:

• Collaborate with the plan sponsor and the advisor on plan design, investments, retirement readiness, services and new opportunities.


• Plan level health reviews.


• Problem solving complex issues.

Positioned where financial services meet technology, Principal creates financial tools that assist our customers in living better lives. We are proud to be a purpose‑oriented organization, guided by our mission to ensure financial security is within everyone's reach. Our mission, integrity, and customer dedication have made us a reliable leader for more than 140 years!

Who You Are

• Bachelor's degree or 4+ years of equivalent retirement industry experience required.


• Qualified Plan knowledge strongly preferred (Defined Benefit, Defined Contribution).


• Excellent demonstrated leadership, negotiation, presentation, organizational, and problem‑solving skills required, as well as superior interpersonal, analytical, and oral and written communication skills.


• Must become an associated person of Principal Securities, Inc.


• Travel required (25 - 30%), mostly day travel but there will be some overnight travel as well.


• Licensing will be required based on state/federal laws and/or company policy in accordance with current licensing policy. The below licenses are required within 5 months of employment (strong preference for fully licensed):
  
  
  
  • FINRA Series 6 or 7
  
  
  • FINRA Series 63
  
  
  • Life & Health
  
  
  
  

Salary Range Information

Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)

$84600 - $171600 / year

Salary Details

• Relationship Manager II: $84,600 - 139,700 / year


• Relationship Manager III: $104,400 - $171,600 / year

Time Off Program

Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided.

Pension Eligible

Yes

Location

Due to territory, the ideal candidate will reside in Kentucky, Indiana, or Ohio.

Job Level

We'll consider talent at the next level with the right experiences and skills.

Work Authorization/Sponsorship

At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.

Nonimmigrant Workers (https://www.uscis.gov/working-in-the-united-states/temporary-nonimmigrant-workers) and Green Card for Employment-Based Immigrants (https://www.uscis.gov/green-card/green-card-eligibility/green-card-for-employment-based-immigrants)

Investment Code of Ethics

For Principal Asset Management positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.

Experience Principal

At Principal, we value connecting on both a personal and professional level. Together, we're imagining a more purpose‑led future for financial services - and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well‑being. Check out our careers site (https://www.principal.com/about-us/careers) to learn more about our purpose, values and benefits.