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About the Role

As a Relationship Manager within TPA Customer Care, you will develop and nurture relationships with advisors, unbundled plan sponsors, and third-party administrators in the 10M - 200M market segment. You will act as a strategic partner, providing tailored solutions to meet client objectives such as retention, growth, and retirement readiness.

Responsibilities

Collaborate with the TPA, plan sponsor, and advisor on plan features, investments, retirement readiness, services, and new opportunities.
Conduct plan level health reviews.
Resolve complex issues.

Requirements

Bachelor's degree or 8 years of equivalent experience required.
4+ years of 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.
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 within 5 months of employment.
No immigration sponsorship will be provided now or in the future.
Must follow an Investment Code of Ethics related to personal and business conduct and personal trading activities for you and members of your household.

Skills

Leadership
Negotiation
Presentation
Organization
Problem-solving
Interpersonal skills
Analytical skills
Oral communication
Written communication

Location

Northern CA (San Francisco)
CO (Denver)
IL (Chicago)
MN (No preference on city)
Upstate NY (Buffalo)

Work Type

Regional travel expectations

Experience Level

4+ years retirement industry experience
Relationship Manager II
Relationship Manager III

Education Level

Bachelor's degree or 8 years of equivalent experience

Salary/Compensations

$84,600 - $187,200 / year
Relationship Manager II: $84,600- $152,400/ year
Relationship Manager III: $104,400 - $187,200 / year

Benefits

Flexible Time Off (FTO) is provided to salaried (exempt) employees.
Pension Eligible
Comprehensive, competitive benefit offerings crafted to protect their 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.
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!
At Principal, we value connecting on both a personal and professional level.
Together, we’re imagining a more purpose-led future for financial services – and that starts with you.
Our success depends on the unique experiences, backgrounds, and talents of our employees.
We support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being.
Check out our careers site to learn more about our purpose, values and benefits.

Equal Opportunity

Principal is an Equal Opportunity Employer.
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.