Principal Financial Group
Relationship Manager - TPA Customer Care (Retirement Solutions)
Principal Financial Group, San Francisco, California, United States, 94199
Relationship Manager - TPA Customer Care (Retirement Solutions)
Interested in this role You can find all the relevant information in the description below. Join to apply for the Relationship Manager - TPA Customer Care (Retirement Solutions) role at Principal Financial Group.
What You'll Do As a Relationship Manager 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.
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, focused on making financial security accessible to all.
Who You Are
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%
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 Range Information 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 Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay. Employees don’t accrue a bank of time off under FTO and there is no set number of days provided.
Pension Eligible Yes
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 Willing to consider hiring at higher level depending on qualifications, experience, and skills.
Work Authorization/Sponsorship At this time, we’re not considering candidates that need 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.
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.
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 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 8/27/2025
Most Recently Posted Date 8/27/2025
Seniority level Mid-Senior level
Employment type Full-time
Job function Sales and Business Development
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Interested in this role You can find all the relevant information in the description below. Join to apply for the Relationship Manager - TPA Customer Care (Retirement Solutions) role at Principal Financial Group.
What You'll Do As a Relationship Manager 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.
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, focused on making financial security accessible to all.
Who You Are
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%
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 Range Information 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 Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay. Employees don’t accrue a bank of time off under FTO and there is no set number of days provided.
Pension Eligible Yes
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 Willing to consider hiring at higher level depending on qualifications, experience, and skills.
Work Authorization/Sponsorship At this time, we’re not considering candidates that need 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.
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.
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 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 8/27/2025
Most Recently Posted Date 8/27/2025
Seniority level Mid-Senior level
Employment type Full-time
Job function Sales and Business Development
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