Relationship Manager - Retirement Solutions (Minnesota)

Principal Financial Group • Minneapolis, MN

8d • Remote

About The Position

The Relationship Manager develops deep relationships with advisors, plan sponsors, and third-party administrators in the 10M–200M market space in Minnesota. Serving as a strategic partner to clients and advisors, this role provides creative solutions that support goals such as retention, growth, and retirement readiness. The position works with plan sponsors and advisors on plan design, investments, retirement readiness, services, and new opportunities; conducts plan-level health reviews; and solves complex issues.

The position is offered at Relationship Manager II or Relationship Manager III level, with the appropriate level determined based on candidates’ skills and experience. The territory requires the employee to live in Minnesota. The employee can work from home when not attending customer meetings, and travel is approximately 10%, mostly day travel with some overnight travel. The role requires becoming an associated person of Principal Securities, Inc.

Requirements

• Bachelor's degree or 8 years of equivalent experience.
• At least 4 years of retirement industry experience for Relationship Manager II; at least 6 years for Relationship Manager III.
• Must become an associated person of Principal Securities, Inc.
• Excellent demonstrated leadership, negotiation, presentation, organizational, and problem-solving skills.
• Superior interpersonal, analytical, oral, and written communication skills.
• Must be assertive and entrepreneurial.
• Must live in Minnesota.
• Travel required, approximately 10%, mostly day travel with some overnight travel.

Nice To Haves

• Qualified Plan knowledge, including Defined Benefit and Defined Contribution.

Responsibilities

• Develop deep relationships with advisors, plan sponsors, and third-party administrators in the 10M–200M market space in Minnesota.
• Partner strategically with clients and advisors to provide creative solutions supporting retention, growth, and retirement readiness.
• Collaborate with plan sponsors and advisors on plan design, investments, retirement readiness, services, and new opportunities.
• Conduct plan-level health reviews.
• Solve complex issues.

Benefits

• Flexible Time Off (FTO) with pay for vacation, personal time, or short-term illness for salaried (exempt) employees.
• Pension eligibility.
• Non-sales positions have the opportunity to participate in a bonus program.
• Sales positions are eligible for sales incentives and, in some instances, a bonus plan.

What This Job Offers

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