Relationship Manager - TPA Customer Care (Retirement Solutions)

Principal Financial Group • Minneapolis, MN

1d • Remote

About The Position

As a Relationship Manager in the TPA Customer Care area, you will develop and nurture relationships with advisors, unbundled plan sponsors, and third-party administrators serving the 10M–200M market segment. You will act as a strategic partner, providing tailored solutions that support client objectives such as retention, growth, and retirement readiness. The role operates at the intersection of financial services and technology and involves regional travel in the assigned territory.

The position is offered at Relationship Manager II or Relationship Manager III level, with level determined based on the candidate’s skills and experience. Sales positions are eligible for sales incentives and, in some cases, a bonus plan. Compensation is based on factors including location, experience, education, licensure, and skill level. The role is pension eligible and salaried employees receive Flexible Time Off.

Requirements

• Bachelor’s degree or 8 years of equivalent experience.
• At least 4 years of retirement industry experience.
• Must become an associated person of Principal Securities, Inc.
• Demonstrated leadership, negotiation, presentation, organizational, and problem-solving skills.
• Strong interpersonal, analytical, oral communication, and written communication skills.
• Must be assertive and entrepreneurial.
• Willingness to travel 25–50%, including day and overnight stays, depending on the territory.
• Obtain FINRA Series 6 (or equivalent) and FINRA Series 63 within 5 months of employment; fully licensed candidates are strongly preferred.
• Attain a resident Life and Health appointment.
• Meet applicable state or federal licensing requirements and company licensing policy.

Nice To Haves

• Qualified Plan knowledge and unbundled experience, particularly with Defined Benefit and Defined Contribution plans.
• Fully licensed at the time of application.

Responsibilities

• Collaborate with third-party administrators, plan sponsors, and advisors on plan features, investments, retirement readiness, services, and new opportunities.
• Conduct plan-level health reviews.
• Solve complex issues.

Benefits

• Flexible Time Off for salaried employees, with paid time away for vacation, personal needs, or short-term illness.
• Pension eligibility.
• Comprehensive benefits intended to support physical, financial, and social well-being.
• Sales incentives and, in some instances, a bonus plan.

What This Job Offers

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