Relationship Manager II, Retirement Solutions — Remote

Principal Financial Group; Hartford (CT); Hybrid; USD 94,000 - 152,000; Full time

Job summary

Principal Financial Group is seeking a Relationship Manager to cultivate deep relationships with advisors, plan sponsors, and third‑party administrators across the Northeast market. The role serves as a strategic partner to meet retention, growth, and retirement readiness goals, with travel 25–30% and potential for remote work when not meeting clients.

You will collaborate on plan design, investments, and services, conduct health reviews, and solve complex problems while leveraging your

Qualifications

• Bachelor's degree or 8 years of equivalent experience required.
• 4+ years retirement industry experience preferred.
• Licensing may be required; strong preference for fully licensed candidates.

Responsibilities

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

Skills

Leadership

Negotiation

Presentation

Communication

Analytical skills

Education

Bachelor's degree or 8 years of experience

Job description

Principal Financial Group is seeking a Relationship Manager to cultivate deep relationships with advisors, plan sponsors, and third‑party administrators across the Northeast market. The role serves as a strategic partner to meet retention, growth, and retirement readiness goals, with travel 25–30% and potential for remote work when not meeting clients.

You will collaborate on plan design, investments, and services, conduct health reviews, and solve complex problems while leveraging your