Principal Financial Group
Relationship Manager - TPA Customer Care (Retirement Solutions)
Principal Financial Group, Dallas, Texas, United States, 75215
Relationship Manager - TPA Customer Care (Retirement Solutions)
Join to apply for the
Relationship Manager - TPA Customer Care (Retirement Solutions)
role at
Principal Financial Group .
Overview Relationship Manager - TPA Customer Care (Retirement Solutions) within our TPA Customer Care area, you will play a pivotal role in developing and nurturing deep relationships with advisors, unbundled plan sponsors, and third-party administrators operating within our 10M - 200M market segment. You will serve as a strategic partner, offering innovative and tailored solutions to meet our clients' business objectives such as retention, growth, and retirement readiness.
Responsibilities
Collaborate with the TPA, plan sponsor and the advisor on plan features, investments, retirement readiness, services and new opportunities.
Plan level health reviews.
Problem solving complex issues.
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! Principal named one of the 2024 World’s Most Ethical Companies by Ethisphere for the 13th time.
Join us!
Qualifications
Bachelor's degree or 8 years of equivalent experience required and 4+ years 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, as well as 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 and Certifications
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.
Salary and Benefits Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Salary Range : Non-Exempt expressed as hourly; Exempt expressed as yearly – $81,900 - $182,400 / year
Time Off and Benefits Time Off Program
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. Employees don’t accrue a bank of time off under FTO and there is no set number of days provided.
Pension Eligible
Yes
Location Location
Preferred hiring locations are CA, TX, AZ, MN, WI, IL, MI, PA, NJ, or NY with regional travel expectations. When not meeting with clients, you will be able to work from home.
Job Level Job Level
Willing to consider hiring at higher level depending on qualifications, experience, and skills.
Work Authorization/Sponsorship Work Authorization/Sponsorship
At this time, we\'re not considering candidates that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but is not limited to: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.
Nonimmigrant Workers and Green Card for Employment-Based Immigrants
Investment Code of Ethics Investment Code of Ethics
For Principal Asset Management positions, you’ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.
Experience Principal Experience Principal
While our expertise spans the globe, we\'re bound by one common purpose: to foster a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees - individually and all of us together. Explore our core values, benefits and why we’re an exceptional place to grow your career.
Principal is an Equal Opportunity Employer 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.
Posting Window Posting Window
We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.
Original Posting Date Original Posting Date
8/27/2025
Most Recently Posted Date Most Recently Posted Date
8/27/2025
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Sales and Business Development
#J-18808-Ljbffr
Relationship Manager - TPA Customer Care (Retirement Solutions)
role at
Principal Financial Group .
Overview Relationship Manager - TPA Customer Care (Retirement Solutions) within our TPA Customer Care area, you will play a pivotal role in developing and nurturing deep relationships with advisors, unbundled plan sponsors, and third-party administrators operating within our 10M - 200M market segment. You will serve as a strategic partner, offering innovative and tailored solutions to meet our clients' business objectives such as retention, growth, and retirement readiness.
Responsibilities
Collaborate with the TPA, plan sponsor and the advisor on plan features, investments, retirement readiness, services and new opportunities.
Plan level health reviews.
Problem solving complex issues.
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! Principal named one of the 2024 World’s Most Ethical Companies by Ethisphere for the 13th time.
Join us!
Qualifications
Bachelor's degree or 8 years of equivalent experience required and 4+ years 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, as well as 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 and Certifications
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.
Salary and Benefits Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Salary Range : Non-Exempt expressed as hourly; Exempt expressed as yearly – $81,900 - $182,400 / year
Time Off and Benefits Time Off Program
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. Employees don’t accrue a bank of time off under FTO and there is no set number of days provided.
Pension Eligible
Yes
Location Location
Preferred hiring locations are CA, TX, AZ, MN, WI, IL, MI, PA, NJ, or NY with regional travel expectations. When not meeting with clients, you will be able to work from home.
Job Level Job Level
Willing to consider hiring at higher level depending on qualifications, experience, and skills.
Work Authorization/Sponsorship Work Authorization/Sponsorship
At this time, we\'re not considering candidates that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but is not limited to: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.
Nonimmigrant Workers and Green Card for Employment-Based Immigrants
Investment Code of Ethics Investment Code of Ethics
For Principal Asset Management positions, you’ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.
Experience Principal Experience Principal
While our expertise spans the globe, we\'re bound by one common purpose: to foster a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees - individually and all of us together. Explore our core values, benefits and why we’re an exceptional place to grow your career.
Principal is an Equal Opportunity Employer 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.
Posting Window Posting Window
We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.
Original Posting Date Original Posting Date
8/27/2025
Most Recently Posted Date Most Recently Posted Date
8/27/2025
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Sales and Business Development
#J-18808-Ljbffr