Senior Advisor Relationship Consultant — Remote Impact

Principal International

Des Moines (IA)

Hybrid

USD 110,000 - 148,000

Full time

7 days ago
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Job summary

Principal Asset Management is seeking an Advisor Relationship Consultant III to serve as a trusted partner for Platinum-level distribution partners in Des Moines, IA. You will lead strategic advisor engagements, drive growth and retention, and work cross-functionally to deliver solutions that improve outcomes.

The role requires a Bachelor's degree with 7+ years of related experience, deep retirement plan knowledge, and strong communication and cross-functional leadership skills.

Qualifications

  • Bachelor's degree or equivalent experience is required.
  • 7+ years of related experience in retirement or financial services.
  • Strong knowledge of retirement plan design and consulting.

Responsibilities

  • Deliver a strategic advisor experience for Platinum-level partners.
  • Drive growth and retention by managing complex advisor relationships.
  • Lead cross-functional initiatives to improve advisor outcomes.
  • Manage the financial performance of the advisor portfolio.
  • Identify opportunities to improve profitability and operations.

Skills

Strategic advisor experience
Cross-functional leadership
Client relationship management
Communication skills
Travel willingness

Education

Bachelor's degree or equivalent experience

Job description

Principal Asset Management is seeking an Advisor Relationship Consultant III to serve as a trusted partner for Platinum-level distribution partners in Des Moines, IA. You will lead strategic advisor engagements, drive growth and retention, and work cross-functionally to deliver solutions that improve outcomes.

The role requires a Bachelor's degree with 7+ years of related experience, deep retirement plan knowledge, and strong communication and cross-functional leadership skills.

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