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Relationship Manager

2 months ago

Brentwood, Tennessee, United States Principal Financial Group Full time
About the Role

We are seeking a skilled Relationship Manager to join our team at Principal Financial Group. As a key member of our Customer Care area, you will be responsible for developing and maintaining strong relationships with advisors, plan sponsors, and third-party administrators in our 25M - 200M market space in the Memphis, TN area.

Key Responsibilities
  • Collaborate with plan sponsors and advisors on plan design, investments, retirement readiness, services, and new opportunities.
  • Conduct plan level health reviews and provide strategic solutions to meet business goals.
  • Develop and implement creative solutions to complex issues.
Requirements

To be successful in this role, you will need:

  • Bachelor's degree or 8 years of equivalent experience.
  • 2+ years of experience in the retirement industry.
  • 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.
  • Superior interpersonal, analytical, and oral and written communication skills.
What We Offer

As a Relationship Manager at Principal Financial Group, you will have the opportunity to work with a purpose-led firm that is committed to making financial security accessible to all. We offer a competitive salary range, flexible time off, and a comprehensive benefits package, including pension eligibility.

Our mission, integrity, and customer focus have made us a trusted leader for over 140 years. We are proud to be named one of the 2024 World's Most Ethical Companies by Ethisphere for the 13th time.

Location and Work Arrangements

This role is located in Memphis, TN, but we also consider Nashville, TN. You will have the flexibility to work from home when not out at client meetings.

We are an equal opportunity employer and welcome applications from diverse candidates. Please submit your application in a timely manner, as there is no guarantee the posting will be available beyond the applicable deadline.