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Principal Financial Group · 2 days ago

Sr Relationship Director - Large Market Retirement

United States

Full-time

Remote

Director/Executive

$141K/yr - $191K/yr

15+ years exp

Principal Financial Group is a purpose-led firm that builds financial tools to help customers achieve financial security. The Sr Relationship Director will develop deep relationships with clients in the large market retirement space, focusing on providing strategic solutions to meet their business goals.

Financial ServicesInsurance

No H1B

U.S. Citizen Only

Responsibilities

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

Partner on sales opportunities

Planning with C-Suite executives on multiple plan types

Problem solving sophisticated issues

Leading large and complex client projects

Qualification

Relationship managementSales experienceInvestment licensingLeadership skillsClient relationship developmentMarket understandingNegotiation skillsProblem solvingCritical thinkingPersuasive communicationPlanning skillsPresentation skillsOrganization skills

Required

15+ years of related industry experience or equivalent demonstrated through one or a combination of the following; work experience, training, military experience, education

10+ years of relationship management and/or sales experience. Must have experience working with large and complex clients

Must possess excellent leadership, presentation, negotiation, organization, problem solving, persuasive communication, critical thinking, and planning skills

Travel approximately 25-50% of the time. Overnight stays are required

Understanding of the broader marketplace and competitive landscape

Ability to demonstrate experience developing client relationships and influencing all levels, especially the KDM, committee, or senior executives. You should also be able to build and finalize a strategy while navigating ambiguity to achieve results

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

Preferred

Candidates based in the Central or Eastern U.S. time zones are preferred to support business needs

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