Strategic Relationship Manager — Retirement Solutions

Principal Financial Group

Minneapolis (MN)

On-site

USD 85,000 - 187,000

Full time

44 hours ago

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Job summary

Principal Financial Group is seeking a Relationship Manager within our TPA Customer Care area to develop and nurture strong relationships with advisors, unbundled plan sponsors, and third-party administrators in our 10M-200M market segment. You will serve as a strategic partner, delivering tailored solutions to support retention, growth, and retirement readiness.

The role requires a Bachelor's degree or 8 years of equivalent experience, 4+ years in retirement industry, and licensing as needed.

Qualifications

Bachelor's degree or 8 years of equivalent experience required.
Must become an associated person of Principal Securities, Inc.
Qualified Plan knowledge and unbundled experience strongly preferred (Defined Benefit, Defined Contribution)
Excellent demonstrated leadership, negotiation, presentation, organizational, and problem-solving skills required, as well as outstanding interpersonal, analytical, and oral and written communication skills
Must be assertive and entrepreneurial
Travel required - 25 - 50% (including day and overnight stays combined, and dependent on the territory)

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.