Senior Relationship Manager, TPA Advisory

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

Benefits offered by this job

Pension eligible

Flexible Time Off

Job summary

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

You will partner on plan features, investments and services, conduct level reviews, and resolve complex issues.

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 and unbundled experience strongly preferred (Defined Benefit, Defined Contribution).
• Excellent leadership, negotiation, presentation, organizational, problem-solving, and communication skills.
• Must be assertive and entrepreneurial.
• Travel required - 25% to 50% (including day and overnight stays)
• Licensing required within 5 months: FINRA Series 6 or equivalent and FINRA Series 63; Resident Life and Health appointment must be attained.

Responsibilities

• Develop and nurture deep relationships with advisors, unbundled plan sponsors, and third-party administrators in the 10M-200M market segment.
• Collaborate with TPA, plan sponsor and advisor on plan features, investments, and retirement readiness.
• Plan level health reviews and solve complex issues for clients.

Skills

Relationship management

Leadership

Negotiation

Presentation

Oral & written communication

Entrepreneurial mindset

Travel readiness

Education

Bachelor's degree or 8 years equivalent experience

Job description

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

You will partner on plan features, investments and services, conduct level reviews, and resolve complex issues.