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About the Role
The Relationship Manager develops deep relationships with advisors, plan sponsors, and third-party administrators in the 10M - 200M market space within the South Central Region. This role serves as a strategic partner, offering creative solutions to meet client business goals for retention, growth, and retirement readiness.
Responsibilities
- Collaborate with the plan sponsor and the advisor on plan design, investments, retirement readiness, services and new opportunities.
- Conduct plan level health reviews.
- Solve complex issues.
Requirements
- 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 strongly preferred (Defined Benefit, Defined Contribution).
- Excellent demonstrated leadership, negotiation, presentation, organizational, and problem-solving skills required.
- Superior interpersonal, analytical, and oral and written communication skills.
- Must be assertive and entrepreneurial.
- Travel required (25 - 30%), mostly day travel but there will be some overnight travel.
- FINRA Series 6 or 7 required within 5 months of employment.
- FINRA Series 63 required within 5 months of employment.
- Life & Health licenses required within 5 months of employment.
- Must live within the South Central Region (Texas, Louisiana, Oklahoma and Arkansas).
- No immigration sponsorship is being considered now or in the future.
- Must follow an Investment Code of Ethics.
Skills
- Leadership
- Negotiation
- Presentation
- Organizational skills
- Problem-solving skills
- Interpersonal skills
- Analytical skills
- Oral communication skills
- Written communication skills
Location
- South Central Region (Texas, Louisiana, Oklahoma and Arkansas)
Work Type
- Remote
- Hybrid
Experience Level
- 4+ years retirement industry experience
- 6+ years retirement industry experience (for Relationship Manager III)
Education Level
- Bachelor's degree or 8 years of equivalent experience
Salary/Compensations
- $84,600 – $139,700 / year (Relationship Manager II)
- $104,400 – $171,600 / year (Relationship Manager III)
Benefits
- Flexible Time Off (FTO)
- Pension Eligible
- Comprehensive, competitive benefit offerings crafted to protect physical, financial, and social well-being.
About the Company
- Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives.
- Principal is a purpose-led firm, motivated by its mission to make financial security accessible to all.
- Principal has been a trusted leader for more than 140 years.
- Principal values connecting on both a personal and professional level.
- Principal is imagining a more purpose-led future for financial services.
- Principal's success depends on the unique experiences, backgrounds, and talents of its employees.
- Principal supports its employees with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being.
Equal Opportunity
- All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.