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Relationship Manager
2 months ago
We are seeking a skilled Relationship Manager to join our team at Principal Financial Group. 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.
Key Responsibilities- Strategic Partnership: Collaborate with plan sponsors and advisors to design and implement tailored solutions that meet their business objectives, such as retention, growth, and retirement readiness.
- Plan Level Health Reviews: Conduct thorough reviews of plan health to identify areas for improvement and provide recommendations for optimization.
- Problem Solving: Utilize strong analytical and problem-solving skills to resolve complex issues and provide innovative solutions.
- Education and Experience: Bachelor's degree or 8 years of equivalent experience required, with 4+ years of retirement industry experience.
- Licensing and Registration: Must become an associated person of Principal Securities, Inc, and obtain necessary licenses, including FINRA Series 6 or equivalent and FINRA Series 63.
- Skills and Qualifications: Excellent leadership, negotiation, presentation, organizational, and problem-solving skills, as well as outstanding interpersonal, analytical, and oral and written communication skills.
- Competitive Salary: Salary ranges below reflect targeted base salaries, with opportunities for bonus and sales incentives.
- Time Off Program: Flexible Time Off (FTO) provides the opportunity to take time away from the office with pay for vacation, personal, or short-term illness.
- Pension Eligibility: Yes
We are 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.
