Remote Relationship Manager II – Retirement Solutions

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

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