Relationship Manager

2 days ago


Atlanta, Georgia, United States Principal Financial Group Full time
About the Role

We are seeking a skilled Relationship Manager to join our team in Atlanta, GA. As a key member of our Retirement area, you will play a pivotal role in developing and nurturing deep relationships with advisors, plan sponsors, and third-party administrators.

As a strategic partner, you will offer innovative and tailored solutions to meet our clients' business objectives, such as retention, growth, and retirement readiness. Your expertise will be essential in collaborating with plan sponsors and advisors on plan design, investments, retirement readiness, services, and new opportunities.

Key Responsibilities
  • Collaborate with plan sponsors and advisors to design and implement effective plans that meet their business objectives.
  • Conduct plan level health reviews to identify areas for improvement and provide recommendations for optimization.
  • Develop and implement solutions to complex issues that impact our clients' businesses.
Requirements
  • Bachelor's degree or 8 years of equivalent experience required, with 4+ years of 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 required, as well as outstanding interpersonal, analytical, and oral and written communication skills.
  • Must be assertive and entrepreneurial.
  • Travel required (including day and overnight stays combined, mostly day trips).
What We Offer

We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for over 140 years. We offer a competitive salary range, flexible time off, and a comprehensive benefits package, including pension eligibility.

At Principal Financial Group, we value diversity and inclusion, and we are committed to creating a workplace where everyone feels valued and respected. We are an equal opportunity employer and welcome applications from qualified candidates who share our values and commitment to excellence.



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