Relationship Manager

17 hours ago


Atlanta, Georgia, 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 Retirement area, you will play a pivotal role in developing and nurturing deep relationships with advisors, plan sponsors, and third-party administrators.

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 clients' business objectives.
  • Solve complex issues and provide exceptional customer service.
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
  • Competitive salary range: $152,000/year.
  • Flexible Time Off (FTO) program.
  • Pension eligibility.
About Us

Principal Financial Group is a purpose-led firm motivated by our mission to make financial security accessible to all. We take pride in being a trusted leader for over 140 years and have been recognized as one of the 2024 World's Most Ethical Companies by Ethisphere for the 13th time.

We are an equal opportunity employer and welcome applications from diverse candidates. Please submit your application within 3 days of the original posting date.



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