Relationship Manager -Retirement Solutions; Atlanta

What You’ll Do

In our Customer Care area, the Relationship Manager develops deep relationships with advisors, plan sponsors, and third‑party administrators that are in our 10M‑200M market space in the Atlanta area. This role is the strategic partner to our clients and advisors to provide creative solutions that meet business goals of retention, growth, and retirement readiness to name a few.

Here are a few examples of the kinds of things you’ll do:

• Collaborate with the plan sponsor and the advisor on plan design, 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!

• Bachelor's degree or 8 years of equivalent experience required.
• 4+ years retirement industry experience.
• Must become an associated person of Principal Securities, Inc.
• Qualified Plan knowledge strongly preferred (Defined Benefit, Defined Contribution).
• Excellent demonstrated leadership, negotiation, presentation, organizational, and problem‑solving skills required, as well as superior interpersonal, analytical, and oral and written communication skills.
• Must be assertive and entrepreneurial.
• Travel required (25‑30%), mostly day travel but some overnight travel.

$94,000 - $156,000 / year

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.

Yes

The territory covered by this position requires the candidate to live in the Atlanta area.

You will be able to work from home when not at customer meetings.

We are open to hiring at a higher level based on professional experience.

At this time, we’re not considering candidates that need any type of immigration sponsorship (e.g., F1‑OPT, H‑1B, TN, L‑1, J‑1, etc.) in the present or future to work in the United States.

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.