Managing Director – Total Retirement Solutions (Large Market-Remote) @ Principal Financial Group | Jobright.ai
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Managing Director – Total Retirement Solutions (Large Market-Remote) jobs in Des Moines, IA
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Principal Financial Group · 17 hours ago

Managing Director – Total Retirement Solutions (Large Market-Remote)

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Financial ServicesInsurance
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Responsibilities

Work closely with plan sponsors and advisors to improve and enhance plans, with a focus on investments, retirement readiness, services and new opportunities.
Apply your expertise in products, industry trends, and investments to differentiate Principal, address complex issues, and strengthen client relationships while minimizing any risks.
Drive collaboration and teamwork across multiple internal teams and business units, influencing efforts to achieve strategic objectives, without formal reporting relationships.
Partner with executive sponsors and leadership teams to capitalize on opportunities and address client risks and concerns, ensuring alignment and clarity.

Qualification

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Managing complex client relationshipsRetirement product solutionsInvestment Company Products licensingOralMA/preferredClient strategies implementationFINRA Series 6FINRA Series 63Health appointment

Required

Bachelor's degree or 8 years of equivalent experience required; MA/MBA preferred but not required
15+ years managing complex client relationships with multiple retirement product solutions (DC, DB, NQ, ESOP, Equity Comp, Trust & Custody, etc.)
Must become an associated person of Principal Securities, Inc
Proven track record of implementing client strategies that resulted in improved outcomes for the client and the organization
Excellent demonstrated leadership, negotiation, presentation, interpersonal, and problem-solving skills required, as well as outstanding interpersonal, analytical, and oral and written communication skills
Experience in working with large and complex clients and have a compelling executive presence
Travel required (40-50%), including overnight stays
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

Benefits

Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness.
Pension Eligible

Company

Principal Financial Group

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Principal Financial Group® is dedicated to improving the wealth and well-being of people and businesses around the world—helping more than 62M customers plan, protect, invest, and retire as of December 31, 2023.

Funding

Current Stage
Late Stage

Leadership Team

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Dan Houston
President and CEO
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Liliana (Lil) Waters, CPA, FLMI
CFO – US Distribution
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Company data provided by crunchbase
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