Relationship Manager (Retirement Solutions)

Principal Financial Services, Inc.; Tennessee; On-site; USD 86,000 - 145,000; Full time

Job summary

A leading financial services firm seeks a Relationship Manager to cultivate partnerships with clients and advisors in the North Central Florida region. This role involves strategizing to meet business objectives related to retention, growth, and retirement readiness. Candidates must possess leadership and interpersonal skills, along with a strong background in the retirement industry.

Benefits

Flexible Time Off

Pension Eligible

Qualifications

• 4+ years retirement industry experience required.
• Must become an associated person of Principal Securities, Inc.
• Qualified Plan knowledge strongly preferred.

Responsibilities

• Collaborate with plan sponsors and advisors on plan design.
• Conduct plan level health reviews.
• Solve complex issues.

Skills

Leadership

Negotiation

Problem Solving

Communication

Education

Bachelor's degree or 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 North Central Florida region. 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.

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! Principal named one of the 2024 World’s Most Ethical Companies by Ethisphere for the 13th time.

Join us!

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.

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)

$86450 - $144400 / 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
Additional Information

Location

The territory covered by this position requires the candidate to live in North Central Florida region.

Work Environment

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

Job Level

We are open to hiring at a higher level based on professional experience.

Work Authorization/Sponsorship

At this time, we're not considering candidates 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 WorkersandGreen Card for Employment-Based Immigrants

Investment Code of Ethics

For Principal Global Investors 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

While our expertise spans the globe, we're bound by one common purpose: to cultivate a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees – individually and all of us together. Explore our core values, benefits and why we’re an exceptional place to develop your career.

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

6/10/2025
Most Recently Posted Date

6/10/2025