Principal Financial Group
Relationship Manager - TPA Customer Care (Retirement Solutions)
Principal Financial Group, Minneapolis, Minnesota, United States, 55400
Overview
Relationship Manager - TPA Customer Care (Retirement Solutions) at Principal Financial Group. This role focuses on developing deep relationships with advisers, unbundled plan sponsors, and third-party administrators in the 10M - 200M market segment, acting as a strategic partner to meet client objectives such as retention, growth, and retirement readiness.
Responsibilities 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.
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
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 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 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 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 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 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 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 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.
Job Details
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Sales and Business Development
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Responsibilities 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.
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
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 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 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 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 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 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 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 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.
Job Details
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Sales and Business Development
#J-18808-Ljbffr