Remote Strategic Relationship Manager — Retirement Solutions

Principal Financial Group; Dallas (TX); Hybrid; USD 85,000 - 172,000; Full time

Job summary

Principal Financial Group seeks a Relationship Manager in the Customer Care area to develop deep relationships with advisors, plan sponsors, and third-party administrators in the South Central Region. You will partner with clients to design plans, review investments, and drive retention and growth while advancing retirement readiness.

Role requires a bachelor’s degree or 8 years of equivalent experience, 4+ years in retirement services, and licensing.

Qualifications

• 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).
• Licensing: FINRA Series 6 or 7, Series 63 and Life & Health within 5 months.
• Travel required (25-30%), mostly day travel with some overnight.

Responsibilities

• Collaborate with plan sponsor and advisor on plan design, investments and retirement readiness.
• Conduct plan-level health reviews and address complex issues.
• Build deep relationships with advisors, sponsors, and third-party administrators.

Skills

Leadership

Negotiation

Presentation

Communication

Analytical

Problem solving

Interpersonal

Travel

Education

Bachelor's degree or 8 years of equivalent experience

Job description

Principal Financial Group seeks a Relationship Manager in the Customer Care area to develop deep relationships with advisors, plan sponsors, and third-party administrators in the South Central Region. You will partner with clients to design plans, review investments, and drive retention and growth while advancing retirement readiness.

Role requires a bachelor’s degree or 8 years of equivalent experience, 4+ years in retirement services, and licensing.