Relationship Manager II - Retirement Solutions; Northeast Region

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 Northeast Region (Connecticut, New York, Pennsylvania, New Jersey, and Massachusetts). 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.

Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. 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!

• 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 there will be some overnight travel, as well.

Licensing will be required based on state/federal laws and/or company policy in accordance with current licensing policy. The below licenses are required within 5 months of employment (strong preference for fully licensed):

• FINRA Series 6 or 7
• FINRA Series 63
• Life & Health

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.

$94000 - $152400 / year

The following levels and locations are examples of market‑specific salary ranges across different job levels and geographies. Candidates will be evaluated to determine the appropriate job level based on their skills and experience.

• Relationship Manager II: $94,000 - $152,400/ year
• Relationship Manager III: $127,600 - $187,200 / 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 within the Northeast area (Connecticut, New York, Pennsylvania, New Jersey, and Massachusetts).

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

We’ll consider talent at the next level (Relationship Manager III) with the right experiences and skills. This level requires a minimum of 6+ years of retirement industry experience on top of the above qualifications.

At this time, we're…