Advisor Relationship Consultant III
About The Position
As an Advisor Relationship Consultant III, you'll... Deliver on a firm focused partnership with advisors from one of our key partner firms. Serve as the advisor’s single point of contact, responsible for overall service delivery, creating a strategic service plan or roadmap for their block of Principal clients in order to make the business more efficient. Contribute to retention and growth by providing support, tools and training to advisors and their staff and becoming a trusted business partner through dedicated delivery of service. 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!
Requirements
- Bachelor's degree or equivalent experience required, plus at least 8 years related experience
- Must have knowledge of retirement plan industry, participant recordkeeping, plan compliance, plan consulting and relationship management
- Advanced business unit knowledge and knowledge of company products and services a plus
- Requires proven communication, interpersonal, technical and problem solving skills
- Must have strong understanding of the marketplace including employers, employees and intermediaries, and have the ability to influence internal and external clients and partners
- Must have project management experience including ability to manage multiple complex projects
- Requires proficiency with key MS Office programs such as Word, Outlook, Excel, PowerPoint
- Salesforce experience preferred
- Travel required including overnight stays (25%)
- 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: 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.
Nice To Haves
- Advanced business unit knowledge and knowledge of company products and services a plus
- Salesforce experience preferred
Responsibilities
- Deliver on a firm focused partnership with advisors from one of our key partner firms.
- Serve as the advisor’s single point of contact, responsible for overall service delivery, creating a strategic service plan or roadmap for their block of Principal clients in order to make the business more efficient.
- Contribute to retention and growth by providing support, tools and training to advisors and their staff and becoming a trusted business partner through dedicated delivery of service.
Benefits
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
