Relationship Manager II

Principal Financial Group • Louisville, KY

10h • Hybrid

About The Position

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 Kentucky 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. Positioned where financial services meet technology, Principal creates financial tools that assist our customers in living better lives. We are proud to be a purpose-oriented organization, guided by our mission to ensure financial security is within everyone's reach. Our mission, integrity, and customer dedication have made us a reliable leader for more than 140 years!

Requirements

• Bachelor's degree or 4+ years of equivalent retirement industry experience required.
• 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 become an associated person of Principal Securities, Inc.
• 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

Responsibilities

• 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.

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.
• Pension Eligible

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level