Senior Relationship Manager, Retirement & TPA Solutions

Principal Financial Group; Chicago (IL); On-site; USD 85,000 - 187,000; Full time

Job summary

Principal Financial Group in the United States is seeking a Relationship Manager for our TPA Customer Care team in Chicago. You will nurture relationships with advisors, unbundled plan sponsors, and third-party administrators in the 10M-200M market, delivering tailored solutions to support retention, growth, and retirement readiness.

You will collaborate on plan features and investments, conduct health reviews, and solve complex issues, while traveling 25-50% to support regional clients.

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 preferred (Defined Benefit, Defined Contribution)
• Excellent leadership, negotiation, presentation, organizational, and problem-solving skills; strong interpersonal, analytical, and written communication
• Must be assertive and entrepreneurial
• Travel required - 25-50% (territory dependent)
• Licensing: FINRA Series 6/63 and Resident Life and Health appointment when possible

Responsibilities

• Develop and nurture relationships with advisors, unbundled plan sponsors, and TPAs in the 10M-200M market segment
• Collaborate on plan features, investments, retirement readiness, services and opportunities
• Conduct plan-level health reviews and solve complex issues

Skills

Bachelor's degree / experience

retirement industry experience

leadership & communication

entrepreneurial mindset

travel readiness

Education

Bachelor's degree or 8 years of equivalent experience

Tools

FINRA Series 6/63

Job description

Principal Financial Group in the United States is seeking a Relationship Manager for our TPA Customer Care team in Chicago. You will nurture relationships with advisors, unbundled plan sponsors, and third-party administrators in the 10M-200M market, delivering tailored solutions to support retention, growth, and retirement readiness.

You will collaborate on plan features and investments, conduct health reviews, and solve complex issues, while traveling 25-50% to support regional clients.