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Principal Financial Group · 1 day ago

Relationship Manager - Retirement Solutions (Remote in Metro NYC/NJ area)

United States

Full-time

Remote

Mid, Senior Level

$113K/yr - $175K/yr

4+ years exp

Principal Financial Group is a purpose-led firm committed to making financial security accessible to all. The Relationship Manager develops deep relationships with advisors and plan sponsors in the retirement solutions space, providing strategic partnership and creative solutions to meet business goals.

Financial ServicesInsurance

No H1B

U.S. Citizen Only

Responsibilities

Collaborate with the plan sponsor and the advisor on plan design, investments, retirement readiness, services and new opportunities

Plan level health reviews

Problem solving complex issues

Qualification

Retirement industry experienceQualified Plan knowledgeLeadership skillsNegotiation skillsPresentation skillsAnalytical skillsAssertivenessEntrepreneurial mindsetOrganizational skillsProblem-solving skillsInterpersonal skillsOral communicationWritten communication

Required

Bachelor's degree or 8 years of equivalent experience required

4+ years retirement industry experience

Must become an associated person of Principal Securities, Inc

Excellent demonstrated leadership, negotiation, presentation, organizational, and problem-solving skills required, as well as 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, as well

Preferred

Qualified Plan knowledge strongly preferred (Defined Benefit, Defined Contribution)

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

Glassdoor3.9

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.

Founded in 1879

Des Moines, Iowa, USA

10001+ employees