Relationship Manager - TPA Customer Care (Retirement Solutions) (Principal)

What You'll Do

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.

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!

Who You Are

• Bachelor's degree or 8 years of equivalent experience required and 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, as well as 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. The below licenses are required within 5 months of employment (strong preference for fully licensed):

• Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or equivalent and FINRA Series 63).
• Resident Life and Health appointment must be attained.

For additional job details, visit the link above ("Apply for this Position" button at the top of this page).

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