Relationship Manager - Retirement Solutions

Principal International; United States; Remote; USD 85,000 - 187,000; Full time

Benefits offered by this job

Pension eligible

Flexible Time Off

Job summary

Principal is seeking a Relationship Manager in our TPA Customer Care area to develop and nurture relationships with advisors, unbundled plan sponsors, and third-party administrators across a broad market segment. You will serve as a strategic partner, offering innovative and tailored solutions to meet client objectives such as retention, growth, and retirement readiness.

Travel 25-50% may be required. Licensing will be required within five months of employment, with a preference for fully

Qualifications

• Bachelor's degree or 8 years of equivalent experience
• Must become an associated person of Principal Securities, Inc
• Qualified Plan knowledge and unbundled experience strongly preferred (Defined Benefit, Defined Contribution)
• Excellent leadership, negotiation, presentation, organizational, and problem-solving skills; strong interpersonal, analytical, and oral/written communication
• Must be assertive and entrepreneurial
• Travel required - 25-50% depending on territory

Responsibilities

• Collaborate with the TPA, plan sponsor and the advisor on plan features, investments, retirement readiness, services and opportunities
• Plan level health reviews
• Problem solving of complex issues

Skills

Relationship management

Negotiation

Presentation

Organizational

Analytical

Interpersonal

Communication (oral)

Communication (written)

Entrepreneurial spirit

Leadership

Education

Bachelor's degree or equivalent experience

Job description

Principal is seeking a Relationship Manager in our TPA Customer Care area to develop and nurture relationships with advisors, unbundled plan sponsors, and third-party administrators across a broad market segment. You will serve as a strategic partner, offering innovative and tailored solutions to meet client objectives such as retention, growth, and retirement readiness.

Travel 25-50% may be required. Licensing will be required within five months of employment, with a preference for fully