Relationship Manager II - Retirement Solutions (Northeast Region)

Principal Financial Group; Boston (MA); Hybrid; USD 94,000 - 152,000; Full time

Benefits offered by this job

Pension Eligible

Flexible Time Off

Job summary

Principal Financial Group is seeking a Relationship Manager to develop deep relationships with advisors, plan sponsors, and third-party administrators across the Northeast region. You will act as a strategic partner to deliver solutions that support retention, growth, and retirement readiness.

Expect travel, licensing, and a path toward seniority in a dynamic, finance-driven tech-enabled environment. The role emphasizes collaboration, leadership, and problem-solving to drive client success, with

Qualifications

• Bachelor's degree or 8 years of equivalent experience required.
• Excellent leadership, negotiation, presentation, organizational, and problem-solving skills.
• Assertive and entrepreneurial approach is needed.
• Travel 25-30% with day travel and some overnight travel.

Responsibilities

• Collaborate with plan sponsors and advisors on plan design, investments, and retirement readiness.
• Conduct plan-level health reviews and identify opportunities for growth and services.
• Resolve complex issues and provide strategic solutions to clients and advisors.

Skills

Leadership

Negotiation

Presentation

Communication

Problem solving

Entrepreneurial mindset

Education

Bachelor's degree or 8 years of equivalent experience

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 Northeast Region (Connecticut, New York, Pennsylvania, New Jersey, and Massachusetts). 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.

Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose‑led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!

Who You Are

• Bachelor's degree or 8 years of equivalent experience required
• 4+ years retirement industry experience
• Must become an associated person of Principal Securities, Inc
• 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 be assertive and entrepreneurial
• Travel required (25 - 30%), mostly day travel but there will be some overnight travel, as well.

Licensing

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)

$94000 - $152400 / year

Salary Details

The following levels and locations are examples of market‑specific salary ranges across different job levels and geographies. Candidates will be evaluated to determine the appropriate job level based on their skills and experience.

• Relationship Manager II: $94,000 - $152,400/ year
• Relationship Manager III: $127,600 - $187,200 / 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(s)

The territory covered by this position requires the candidate to live within the Northeast area (Connecticut, New York, Pennsylvania, New Jersey, and Massachusetts).

Work Environments

You will be able to work from home when not at customer meetings.

Job Level

We’ll consider talent at the next level (Relationship Manager III) with the right experiences and skills. This level requires a minimum of 6+ years of retirement industry experience on top of the above qualifications.

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 and 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 to learn more about our purpose, values and benefits.

Principal is an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Posting Window

We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.

Original Posting Date

9/11/2026

Most Recently Posted Date

9/11/2026

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