Relationship Manager II – Retirement Solutions (Hybrid/Remote)

Principal Financial Group; Bethesda (MD); Hybrid; USD 85,000 - 152,000; Full time

Job summary

Principal Financial Group in the Washington DC metro region seeks a Relationship Manager to deepen partnerships with advisors, plan sponsors, and third-party administrators in the 10M–200M market. You’ll collaborate on plan design, retirement readiness, and services, with travel 25–30% and the option to work from home when not meeting clients.

The role requires a bachelor’s degree or 8 years of equivalent experience, 4+ years retirement experience, and licenses (Series 6/7, 63, Life & Health)

Qualifications

• Bachelor's degree or 8 years of equivalent experience.
• 4+ years retirement industry experience.
• Must become an associated person of Principal Securities, Inc.
• Qualified Plan knowledge strongly preferred (Defined Benefit, Defined Contribution).
• Excellent leadership, negotiation, presentation, organizational, and problem-solving skills; strong interpersonal, analytical, and written communication.
• Must be assertive and entrepreneurial.
• Travel required (25-30%), mostly day travel with some overnight travel.
• Licensing within 5 months: FINRA Series 6 or 7, FINRA Series 63, Life & Health.

Responsibilities

• Collaborate with plan sponsor and advisor on plan design, investments, retirement readiness, services and new opportunities.
• Plan level health reviews.
• Problem solving complex issues.

Skills

Leadership

Negotiation

Presentation

Organizational skills

Problem-solving

Interpersonal skills

Analytical thinking

Oral and written communication

Assertiveness

Entrepreneurial mindset

Travel willingness

Education

Bachelor's degree or equivalent experience

Tools

FINRA Series 6 or 7

FINRA Series 63

Life & Health

Job description

Principal Financial Group in the Washington DC metro region seeks a Relationship Manager to deepen partnerships with advisors, plan sponsors, and third-party administrators in the 10M–200M market. You’ll collaborate on plan design, retirement readiness, and services, with travel 25–30% and the option to work from home when not meeting clients.

The role requires a bachelor’s degree or 8 years of equivalent experience, 4+ years retirement experience, and licenses (Series 6/7, 63, Life & Health)