Strategic Advisor Relationship Lead for Platinum Partners

Principal Financial Group; Des Moines (IA); Hybrid; USD 110,000 - 148,000; Full time

Job summary

The Principal Financial Group in Des Moines, IA is seeking an Advisor Relationship Consultant III to deliver a strategic advisor experience for Platinum-level distribution partners, acting as a trusted business partner and relationship lead. You’ll drive growth, oversee complex advisor engagements, and help improve profitability and efficiency across the portfolio.

Required are a bachelor’s degree or equivalent plus 7+ years in retirement plan strategy, strong communication skills, and the

Qualifications

• Bachelor's degree or equivalent experience required.
• 7+ years related experience.
• Advanced knowledge of retirement plan industry.
• Ability to align solutions to complex advisor needs.
• Strong communication and problem-solving skills.
• Travel required including overnight stays (20%).

Responsibilities

• Deliver a strategic advisor experience for Platinum-level distribution partners as a key relationship lead.
• Drive growth and retention by directing complex advisor relationships and spotting growth opportunities.
• Lead cross-functional efforts and represent Advisor Care in collaboration settings.
• Manage financial performance of advisor portfolio.
• Identify opportunities to improve profitability and operational efficiency.

Skills

Relationship management

Communication skills

Cross-functional leadership

Strategic thinking

Travel willingness

Industry knowledge

Education

Bachelor's degree or equivalent experience

Job description

The Principal Financial Group in Des Moines, IA is seeking an Advisor Relationship Consultant III to deliver a strategic advisor experience for Platinum-level distribution partners, acting as a trusted business partner and relationship lead. You’ll drive growth, oversee complex advisor engagements, and help improve profitability and efficiency across the portfolio.

Required are a bachelor’s degree or equivalent plus 7+ years in retirement plan strategy, strong communication skills, and the