Strategic Relationship Manager, Retirement Plans

Principal Financial Group; San Francisco (CA); On-site; USD 85,000 - 187,000; Full time

Benefits offered by this job

Pension eligibility

Flexible Time Off (FTO)

Job summary

Principal Financial Group is seeking a Relationship Manager in San Francisco within our TPA Customer Care area, building deep relationships with advisors, unbundled plan sponsors, and third-party administrators in the 10M-200M market. You will serve as strategic partner offering tailored solutions to meet retention, growth, and retirement readiness.

The role requires 4+ years retirement industry experience, licensing readiness (FINRA Series 6/63) and willingness to travel 25-50%.

Qualifications

• Bachelor's degree or 8 years of equivalent experience; 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, and problem-solving skills; strong interpersonal, analytical, and oral and written communication.
• Must be assertive and entrepreneurial; travel 25-50%.

Responsibilities

• Collaborate with the TPA, plan sponsor and the advisor on plan features, investments, retirement readiness, services and new opportunities.
• Plan level health reviews.
• Problem solving complex issues.

Skills

Leadership

Negotiation

Presentation

Organizational skills

Interpersonal skills

Analytical thinking

Written communication

Oral communication

Travel readiness

Education

Bachelor's degree or 8 years equivalent experience

Tools

FINRA Series 6

FINRA Series 63

Life & Health licensing

Job description

Principal Financial Group is seeking a Relationship Manager in San Francisco within our TPA Customer Care area, building deep relationships with advisors, unbundled plan sponsors, and third-party administrators in the 10M-200M market. You will serve as strategic partner offering tailored solutions to meet retention, growth, and retirement readiness.

The role requires 4+ years retirement industry experience, licensing readiness (FINRA Series 6/63) and willingness to travel 25-50%.