Vice President of Regional Retirement Services

2 weeks ago


Woodcliff Lake, New Jersey, United States Principal Financial Services, Inc. Full time

Position Overview

Principal Financial Services, Inc. is in search of a Vice President of Regional Retirement Services. In this pivotal role, you will oversee and guide a team of retirement relationship managers, ensuring excellence in client and advisor interactions across the region.

Key Responsibilities

  • Lead and mentor relationship managers to develop strategic plans that align with client objectives, offering tailored consultation and solution-driven recommendations.
  • Manage the hiring, training, and performance evaluation processes for your team, fostering a culture of continuous improvement and professional development.
  • Engage in both in-person and virtual client and advisor meetings, reinforcing strong partnerships and driving business growth.
  • Ensure financial management and budgeting align with organizational goals while promoting a client-centric approach.

Who You Are

You possess a Bachelor's degree or equivalent experience, complemented by over 8 years in the retirement sector, showcasing your expertise in client relationship management. Your leadership skills are complemented by a strong understanding of financial products and services.

Qualifications

  • Demonstrated ability to lead remote teams effectively.
  • Possession of FINRA Series 6, 63, and 26 Licenses or the ability to obtain them within specified timeframes.
  • Strong financial acumen and proficiency in basic computer applications.
  • Willingness to travel up to 50%, including overnight stays.

Compensation and Benefits

The compensation package includes a competitive salary, with opportunities for bonuses based on performance. Flexible Time Off (FTO) is available for exempt employees, allowing for a balanced work-life dynamic.

Commitment to Diversity

At Principal, we are dedicated to fostering an inclusive environment. We welcome applications from all qualified individuals, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.



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