Vice President of Regional Retirement Services
2 weeks ago
Role Overview:
The Principal Financial Group is in search of a Vice President of Regional Retirement Services. In this pivotal role, you will oversee and guide a team of relationship managers within our retirement sector. Your primary focus will be on enhancing revenue retention and fostering robust client and advisor relationships throughout the designated region.
Key Responsibilities:
- Lead and mentor Relationship Managers to ensure that all assigned clients and advisors are equipped with strategic plans that align with their objectives, providing tailored consultations and solution-oriented recommendations to drive growth and retention.
- Manage the hiring, training, performance evaluations, coaching, and financial oversight for the region.
- Engage in both in-person and virtual job shadowing, and actively participate in client and advisor meetings.
Our Commitment:
At Principal, we are dedicated to being a purpose-driven organization, committed to making financial security accessible to everyone. Our mission, integrity, and customer-centric approach have established us as a trusted leader for over 140 years.
Candidate Profile:
- A Bachelor’s degree or equivalent, along with 8+ years of relevant experience, particularly in the retirement industry.
- Proven experience in client relationship management.
- Ability to effectively lead and manage remote employees.
- Possession of FINRA Series 6, 63, and 26 Licenses, or the capability to obtain SIE, 6, and 63 within 5 months, and 26 within 9 months of employment.
- Comprehensive knowledge of business unit and company products.
- Exceptional leadership, communication, planning, decision-making, and relationship management skills.
- Strong financial acumen and basic computer proficiency.
- Willingness to travel up to 50%, including overnight stays.
Compensation and Benefits:
The salary range for this position is $185,000 per year. Non-sales roles may participate in a bonus program, while sales positions are eligible for additional incentives based on performance. Actual compensation will be determined based on various factors including geographic location, experience, education, and required licenses.
Time Off and Pension:
We offer a Flexible Time Off (FTO) program for salaried employees, allowing for paid time away from work for various personal needs. Additionally, this position is pension eligible.
Equal Opportunity Employer:
Principal is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
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