Relationship Manager - Retirement Solutions (NY Metro/NJ)

Principal Financial Group • Woodcliff Lake, NJ

4d • 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 New York metro or New Jersey 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. Principal has been named one of the 2026 World’s Most Ethical Companies® by Ethisphere—our 15th time earning this recognition. Every decision we make, every customer interaction, and every commitment we uphold reflects the trust that millions of people place in us. Today, we serve 75 million customers around the world, and our culture of doing what’s right continues to guide how we help them build a more secure financial future.

Requirements

• 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.
• 6+ years of retirement industry experience

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
• Education Level: Associate degree