Principal Financial Group · 2 days ago
Client Onboarding Manager - Non-Qualified
Charlotte, NC
Full-time
Remote
Mid Level
$54K/yr - $98K/yr
4+ years exp
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Responsibilities
Apply project management methodology, serve as the main point of contact for clients/advisor interaction through the onboarding process.
Take ownership for developing the onboarding plan and seeing it to completion including implementing the plan design and financing strategies of an assigned group of NQ clients.
Develop relationships and partner with all areas of RIS Admin, RIS Field Service, Life Distribution, RIS Distribution, NQ Admin, NQ Consulting and other internal parties to orchestrate a successful onboarding and start to the ongoing relationship.
Use creativity, problem solving and in-depth product knowledge to arrive at solutions, ensure profitability and retain assets.
Negotiate solutions to meet both customers' and other stakeholder goals.
Demonstrate expertise and professionalism in our interactions, internal and external.
Possess a solid understanding of our competition and the retirement industry.
Effectively handle change and process improvements.
Perform other job-related duties and special projects as required.
Qualification
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Required
Bachelor’s degree or equivalent and 4+ years of related experience required.
FINRA 6 and SIE will be required within first 6 months of employment.
You’ll be required to become a non-registered fingerprint person of Principal Securities Incorporated.
Strong written and verbal communication, presentation, and negotiation skills required.
Accurate, organized, able to meet deadlines, and follow-through on tasks and campaigns.
Able to build and maintain positive relationships within the organization and externally.
Proficiency with MS Word and MS Excel.
Extensive knowledge and understanding of plan and contract documents, manuals, and procedures.
Advanced business unit knowledge and technical skills including products and regulations.
Strong command of financing concepts, expense structures, and administrative platform.
Able to balance working independently with working in a team environment.
Overnight travel may be expected to conduct customer meetings.
May be asked to present on behalf of sales support.
Preferred
Non-Qualified or Retirement experience preferred.
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
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.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Dan Houston
President and CEO
Liliana (Lil) Waters, CPA, FLMI
CFO – US Distribution
Recent News
2024-04-26
2024-03-13
2024-02-24
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