[Hiring] SMB TPA Relationship Manager - Retirement Solutions @Principal Financial Group

Role Description

As a Relationship Manager within our TPA Customer Care area, you will play a pivotal role in developing and nurturing deep relationships with advisors, unbundled plan sponsors, and third-party administrators operating within our 10M - 200M market segment. You will serve as a strategic partner, offering innovative and tailored solutions to meet our clients' business objectives such as retention, growth, and retirement readiness.

Here are a few examples of the kinds of things you'll do:

• Collaborate with the TPA, plan sponsor and the advisor on plan features, investments, retirement readiness, services and new opportunities.
• Plan level health reviews.
• Problem solving complex issues.

Qualifications

• Bachelor's degree or 8 years of equivalent experience required
• 4+ years retirement industry experience
• Must become an associated person of Principal Securities, Inc
• Qualified Plan knowledge and unbundled experience strongly preferred (Defined Benefit, Defined Contribution)
• Excellent demonstrated leadership, negotiation, presentation, organizational, and problem-solving skills required
• Outstanding interpersonal, analytical, and oral and written communication skills
• Must be assertive and entrepreneurial
• Travel required - 25 - 50% (including day and overnight stays combined, and dependent on the territory)
• Licensing will be required based on state/federal laws and/or company policy in accordance with current licensing policy
• Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or equivalent and FINRA Series 63) required within 5 months of employment
• Resident Life and Health appointment must be attained

Requirements

• Salary Range: $139200 - $187200 / year
• Flexible Time Off (FTO) is provided to salaried (exempt) employees
• Pension Eligible: Yes
• This role will be in NY or NJ with regional travel expectations
• Work from home or in the office, depending on your location

Benefits

• Non-sales positions have the opportunity to participate in a bonus program
• Sales positions are eligible for sales incentives, and in some instances a bonus plan

Company Description

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! Principal® named one of the 2024 World’s Most Ethical Companies by Ethisphere for the 13th time.