Relationship Manager – Principal Custody Solutions

Principal Financial Group • Des Moines, IA

7d • Remote

About The Position

In our Institutional Trust and Custody Customer Care team, the role of Relationship Manager – Principal Custody Solutions develops lasting relationships with advisors, plan sponsors, finance contacts, trustees, and third-party administrators that are in our institutional space. This role is the strategic partner to our clients to provide scalable solutions that meet business goals of retention and growth. 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

• Bachelors degree or 8 years of equivalent experience and 6+ years of experience in both DB and DC products.
• Deep Trust and Custody experience strongly preferred for both retirement and non-retirement assets.
• Relationship management experience required, and sales related experience preferred.
• Must possess excellent leadership, negotiation, organizational, problem solving, persuasive oral/written communication, experience in working with committees and strong presentation skills.
• Demonstrate experience building client relationships at all levels but especially at the key decision maker (KDM) level. Building and delivering a strategy for your client base.
• Expertise in working with client base in a virtual environment.
• Effectively dealing with ambiguity and managing change.
• Proven experience selling or influencing multiple decision makers.

Nice To Haves

• Post-graduate study resulting in an MA, MS or MBA degree, preferred.

Responsibilities

• Collaborate with the plan sponsor and the consultant on plan goals, investments, plan operations/financial reporting.
• Identify opportunities to expand your client relationships by identifying additional products/services to help our clients achieve their goals.
• Relationship plan reviews for your book of business highlighting best practices and technology solutions.
• Building and cultivating relationships with key decision makers and C-Suite executives.
• Highly responsive to client inquiries and problem solving.
• Leading client projects with successful implementation.

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: Principal