[Hiring] Senior Relationship Manager @Principal Financial Group

Role Description

In our Client Service area, this role develops deep relationships with advisors, plan sponsors, trustees, and third-party administrators that are in our 200M+ space with this role specifically focusing on 200M - 1B+. Primary client coverage will be centered on the Midwest to Eastern half of the U.S. This role is the strategic partner to our clients to provide creative solutions that meet business goals of retention, growth, and retirement readiness to name a few.

• Collaborate with the plan sponsor and the consultant on plan design, investments, retirement readiness, services and new opportunities.
• Partner on sales opportunities.
• Planning with C-Suite executives on multiple plan types.
• Problem solving sophisticated issues.
• Leading large and complex client projects.

Qualifications

• 10+ years of related industry experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
• 7+ years of relationship management experience and sales related experience preferred.
• Must possess excellent leadership, presentation, negotiation, organization, problem solving, persuasive communication, critical thinking, and planning skills.
• Understanding of the broader marketplace and competitive landscape.
• Preferred product knowledge of qualified plans and plan design.
• Must be able to demonstrate experience building client relationships and influencing at all levels, especially at the KDM, committee, or senior executive level.
• Experience building and executing on a strategy, successfully dealing with ambiguity to drive results.

Requirements

• Travel approximately 25-50% of the time. Overnight stays are required.
• Sr. Relationship Director requires all the above plus additional experience listed below:
• 15+ years of related industry experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
• 10+ years of relationship management and/or sales experience. Must have experience working with large and complex clients.

Benefits

• Salary Range: $127,000 - $191,000 / year.
• Flexible Time Off (FTO) is provided to salaried (exempt) employees.
• Pension Eligible: Yes.

Company Description

Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being 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 more than 140 years!