Relationship Manager - TPA Customer Care (Retirement Solutions)

Principal Financial Group; San Francisco (CA); Sur place; USD 85 000 - 187 000; Plein temps

Avantages offerts par ce poste

Pension eligibility

Flexible Time Off (FTO)

Résumé du poste

Principal Financial Group is seeking a Relationship Manager in San Francisco within our TPA Customer Care area, building deep relationships with advisors, unbundled plan sponsors, and third-party administrators in the 10M-200M market. You will serve as strategic partner offering tailored solutions to meet retention, growth, and retirement readiness.

The role requires 4+ years retirement industry experience, licensing readiness (FINRA Series 6/63) and willingness to travel 25-50%.

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 and unbundled experience strongly preferred (Defined Benefit, Defined Contribution).
• Excellent leadership, negotiation, presentation, organizational, and problem-solving skills; strong interpersonal, analytical, and oral and written communication.
• Must be assertive and entrepreneurial; travel 25-50%.

Responsabilités

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

Connaissances

Leadership

Negotiation

Presentation

Organizational skills

Interpersonal skills

Analytical thinking

Written communication

Oral communication

Travel readiness

Formation

Bachelor's degree or 8 years equivalent experience

Outils

FINRA Series 6

FINRA Series 63

Life & Health licensing

Description du poste

What You'll Do

As a Relationship Manager within our TPA Customer Care area, you will play a pivotal role in developing and nurturing deep relationships with advisors, unbundled plan sponsors, and third-party administrators operating within our 10M - 200M market segment. You will serve as a strategic partner, offering innovative and tailored solutions to meet our clients' business objectives such as retention, growth, and retirement readiness.

Here are a few examples of the kinds of things you'll do:

• Collaborate with the TPA, plan sponsor and the advisor on plan features, 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 and 4+ years retirement industry experience
• Must become an associated person of Principal Securities, Inc
• Qualified Plan knowledge and unbundled experience strongly preferred (Defined Benefit, Defined Contribution)
• Excellent demonstrated leadership, negotiation, presentation, organizational, and problem-solving skills required, as well as outstanding interpersonal, analytical, and oral and written communication skills
• Must be assertive and entrepreneurial
• Travel required - 25 - 50% (including day and overnight stays combined, and dependent on the territory)

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):

• Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or equivalent and FINRA Series 63).
• Resident Life and Health appointment must be attained.

Salary Range Information

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)

$84600 - $187200 / year

Salary Details

• Relationship Manager II: $84,600- $152,400/ year
• Relationship Manager III: $104,400 - $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

We are hiring in the following areas with regional travel expectations:

• Northern CA (San Francisco)
• CO (Denver)
• IL (Chicago)
• MN (No preference on city).
• Upstate NY (Buffalo)

Job Level

We'll consider talent at the next level with the right experiences and skills.

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

11/5/2026

Most Recently Posted Date

11/5/2026

Principal uses artificial intelligence tools to assist in reviewing and evaluating job applications, fraud prevention, and candidate matching and comparisons. These AI tools support our human recruiters in the initial review process but do not make final hiring decisions without human involvement. By submitting your application, you acknowledge this use of AI in our recruitment process. Please review our Workforce (U.S.) Privacy Notice for more details on our practices and your data privacy rights.

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