Relationship Manager (Principal Custody Solutions-Western Region)
Principal Financial Group•Costa Mesa, CA
463d•$95,200 - $182,400•Remote
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About The Position
The Relationship Manager for Principal Custody Solutions in the Western Region is responsible for developing and maintaining strong relationships with advisors, plan sponsors, finance contacts, trustees, and third-party administrators. This role serves as a strategic partner to clients, providing scalable solutions that align with their business goals, focusing on retention and growth within the institutional trust and custody space.
