Strategic Relationship Manager, Retirement Solutions (Remote — MN)

Principal Financial Group; Minneota (MN); Hybrid; USD 85,000 - 140,000; Full time

Benefits offered by this job

Work from home

Job summary

Principal Financial Group in Minnesota is seeking a Relationship Manager II to build deep, trust-based partnerships with advisors, plan sponsors and third-party administrators in our 10M–200M market segment. You will design solutions that support retention, growth, and retirement readiness to meet client goals.

Relentless focus on client outcomes, teamwork and thoughtful financial discussions. Travel about 10% is expected.

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 strongly preferred (Defined Benefit, Defined Contribution).
• Excellent leadership, negotiation, presentation, organizational, and problem-solving skills.
• Assertive and entrepreneurial mindset.
• Approximately 10% travel, mostly day travel with some overnight travel.

Responsibilities

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

Skills

Relationship management

Communication

Leadership

Negotiation

Problem solving

Analytical thinking

Education

Bachelor's degree or 8 years equivalent experience

Job description

Principal Financial Group in Minnesota is seeking a Relationship Manager II to build deep, trust-based partnerships with advisors, plan sponsors and third-party administrators in our 10M–200M market segment. You will design solutions that support retention, growth, and retirement readiness to meet client goals.

Relentless focus on client outcomes, teamwork and thoughtful financial discussions. Travel about 10% is expected.