Relationship Manager

1 week 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 develop deep 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.
  • Problem-solve complex issues and provide creative solutions to clients.
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 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 of $86,450 - $144,400 per year, flexible time off, and a pension plan. Additionally, you will have the opportunity to work from home and travel to client meetings.

Requirements
  • Bachelor's degree or 8 years of equivalent experience required.
  • 2+ 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.
  • Must be assertive and entrepreneurial.
  • Travel required (25 - 30%), mostly day travel but occasional overnight travel.
Investment Code of Ethics

For Principal Global Investors positions, you will need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household.

Equal Opportunity Employer

Principal Financial Group 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.



  • Brentwood, Tennessee, United States Dynasty Financial Partners, LLC Full time

    Job DescriptionAt Dynasty Financial Partners, LLC, we are seeking a highly skilled and experienced Relationship Manager to join our team. As a key member of our Relationship Management Team, you will be responsible for building and maintaining strong relationships with our client firms, providing strategic guidance and support to help them achieve their...

  • Relationship Manager

    1 month ago


    Brentwood, Tennessee, United States Dynasty Financial Partners, LLC Full time

    Job DescriptionAt Dynasty Financial Partners, LLC, we are seeking a highly skilled and experienced Relationship Manager to join our team. As a key member of our organization, you will play a critical role in building and maintaining strong relationships with our clients, driving business growth, and providing exceptional service.Key...

  • Relationship Manager

    2 weeks ago


    Brentwood, Tennessee, United States Principal Financial Group Full time

    About the RoleWe 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...

  • Relationship Manager

    3 weeks ago


    Brentwood, Tennessee, United States Principal Financial Group Full time

    About the RoleWe 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 develop deep relationships with advisors, plan sponsors, and third-party administrators in our 25M - 200M market space in the Memphis, TN area.Key ResponsibilitiesCollaborate with plan sponsors and...


  • Brentwood, Tennessee, United States Dynasty Financial Partners Full time

    Relationship ManagerDynasty Financial Partners is seeking a seasoned professional to join our team as a Relationship Manager. This key role will be responsible for building and maintaining strong relationships with our client firms, driving business growth, and providing strategic guidance to our partners.Key Responsibilities:Develop and execute strategic...


  • Brentwood, Tennessee, United States Ardent Corporate Full time

    Job Title: Business Relationship ManagerArdent Corporate is seeking a highly skilled Business Relationship Manager to join our team. As a key member of our organization, you will be responsible for fostering strong relationships with stakeholders, communicating effectively with executives, and driving continuous improvement in IT and non-IT business...

  • Account Manager

    1 day ago


    Brentwood, Tennessee, United States Clayton Blunt - State Farm Agent Full time

    Job OverviewAs a key member of the Clayton Blunt - State Farm Agent team, the Account Manager plays a vital role in driving business growth and customer satisfaction. This dynamic role requires a strong ability to build and maintain client relationships, identify sales opportunities, and provide exceptional service.Key ResponsibilitiesDevelop and execute...

  • Account Manager

    3 weeks ago


    Brentwood, Tennessee, United States Dejuan Buford - State Farm Agent Full time

    ROLE DESCRIPTION: As an Account Manager for Dejuan Buford - State Farm Agent, you play a vital role in our daily business operations and customers' success. Your key responsibilities include establishing and maintaining strong customer relationships, providing prompt and accurate customer service, and promoting successful and long-lasting customer...

  • Tax Manager

    3 weeks ago


    Brentwood, Tennessee, United States Rezult Group Full time

    Key ResponsibilitiesAs a Tax Manager at Rezult Group, you will oversee and manage federal, state, and local tax filings for individual, corporate, partnership, and other entity types, ensuring compliance with applicable tax laws and regulations.Client ManagementYou will serve as the primary point of contact for tax clients, fostering strong client...

  • Restaurant Manager

    4 weeks ago


    Brentwood, Tennessee, United States Santhem Residences Full time

    Restaurant Manager Job DescriptionAt Santhem Residences, we are seeking a highly skilled and experienced Restaurant Manager to lead our food and beverage team. As a key member of our management team, you will be responsible for ensuring the highest quality of food and beverage service within our village.Key Responsibilities:Lead and manage the food and...

  • Account Manager

    1 month ago


    Brentwood, Tennessee, United States Steamboat Transportation Group, LLC Full time

    Job SummaryWe are seeking a highly skilled and experienced professional to join our team as an Account Manager at Steamboat Transportation Group, LLC. As an Account Manager, you will be responsible for maintaining and developing relationships with new and existing customers, providing exceptional customer service, and identifying and securing qualified...

  • Procurement Manager

    2 weeks ago


    Brentwood, Tennessee, United States FC Compassus LLC Full time

    Job SummaryThe Procurement Manager is responsible for modeling the Compassus values of Compassion, Integrity, Excellence, Teamwork, and Innovation and for promoting the Compassus philosophy, using the 6 Pillars of Success as the foundation. S/he is responsible for upholding the Code of Ethical Conduct and for promoting positive working relationships within...

  • Tax Manager

    1 week ago


    Brentwood, Tennessee, United States Rezult Group Full time

    Job Title: Tax ManagerWe are seeking a highly skilled Tax Manager to join our team at Rezult Group. As a Tax Manager, you will be responsible for overseeing and managing federal, state, and local tax filings for individual, corporate, partnership, and other entity types, ensuring compliance with applicable tax laws and regulations.Key...

  • Account Manager

    4 weeks ago


    Brentwood, Tennessee, United States Vaco Full time

    Job Summary:We are seeking a dynamic and results-driven Account Manager with healthcare or pharmacy experience to join our team at Vaco. The ideal candidate will have a proven track record in sales, strong relationship-building skills, and a deep understanding of the healthcare and pharmacy sectors, specifically with 340B experience.Key...


  • Brentwood, Tennessee, United States Steamboat Transportation Group, LLC Full time

    Job OverviewWe are seeking a highly skilled and motivated individual to join our team as a Logistics Account Manager at Steamboat Transportation Group, LLC.Key ResponsibilitiesMaintain and develop strong relationships with new and existing customers to drive business growth and satisfaction.Provide exceptional customer service and support to ensure seamless...

  • Procurement Manager

    2 weeks ago


    Brentwood, Tennessee, United States FC Compassus LLC Full time

    Job SummaryThe Procurement Manager is responsible for modeling the Compassus values of Compassion, Integrity, Excellence, Teamwork, and Innovation and for promoting the Compassus philosophy, using the 6 Pillars of Success as the foundation. S/he is responsible for upholding the Code of Ethical Conduct and for promoting positive working relationships within...


  • Brentwood, Tennessee, United States BluWave, LP Full time

    Job OverviewBluWave, LP is seeking a seasoned Director of Account Management to spearhead the expansion of our Private Equity (PE) client relationships. This dynamic role requires a highly motivated individual with a comprehensive background in PE, comfortable in a fast-paced environment and willing to travel up to 20% of the time.Key...

  • Account Manager

    2 weeks ago


    Brentwood, Tennessee, United States Dejuan Buford - State Farm Agent Full time

    Job OverviewWe are seeking a highly motivated and customer-focused Account Manager to join our team at Dejuan Buford - State Farm Agent. As a key member of our agency, you will play a vital role in growing our business through meaningful client relationships and providing exceptional customer service.Key ResponsibilitiesEstablish and maintain strong...


  • Brentwood, Tennessee, United States BLR | HCI | CCMI Full time

    Job Title: Client Success ManagerAt BLR | HCI | CCMI, we're committed to empowering our customers to achieve their goals. As a Client Success Manager, you'll play a critical role in ensuring our clients receive exceptional support and guidance throughout their journey with us.Key Responsibilities:Develop and maintain strong relationships with clients to...


  • Brentwood, Tennessee, United States BluWave Full time

    Job Title: Director of Account ManagementBluWave is seeking a seasoned professional to lead our account management efforts in the Private Equity sector. As a key member of our team, you will be responsible for expanding relationships with existing clients, building a book of business, and driving growth through strategic account leadership.Key...