Relationship Manager II – Retirement Plans & Advisors

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

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 &