SMB Relationship Manager II

Principal Financial Group • Salt Lake City, UT

31d • $94,000 - $127,000 • Remote

About The Position

As an SMB Relationship Manager at Principal Financial Group, you will play a significant role in driving revenue growth, retention, and economic improvements for our clients. Your primary responsibilities will include:
Building and maintaining positive relationships with key advisors and clients to deliver tailored solutions.
Conducting regular meetings with clients and advisors to demonstrate the outcomes generated by our services.
Implementing strategies around plan design, services, investments, participant education, pricing, and compliance.
Providing consultation and solution-based recommendations to help plan sponsors meet their objectives.
Handling sensitive communications and negotiations to preserve favorable relationships and uphold Principal's interests.
Bringing to bear your knowledge of products, industry trends, and investments to proactively differentiate Principal.
Collaborating closely with internal partners to improve team collaboration while maintaining responsibility for client and advisor relationships.
Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!

Requirements

• 4+ years of related industry experience or equivalent proven through one or a combination of the following: work experience, training, military experience, or education.
• Licensing will be required based on state/federal laws and/or company policy in accordance with current licensing policy.
• Excellent verbal and written communication and presentation skills.
• Knowledge of business and retirement products strongly preferred
• Ability to understand and explain technical information to a variety of audiences.
• Excellent interpersonal, problem-solving, analytical, decision-making, and multi-tasking skills.
• Requires becoming an associated person of Principal Securities, Inc., which includes fingerprinting and a full background check. Successful completion of a motor vehicle driving record check is also required.
• Travel required (30%), including overnight stays (10%).

Nice To Haves

• Knowledge of business and retirement products strongly preferred

Responsibilities

• Building and maintaining positive relationships with key advisors and clients to deliver tailored solutions.
• Conducting regular meetings with clients and advisors to demonstrate the outcomes generated by our services.
• Implementing strategies around plan design, services, investments, participant education, pricing, and compliance.
• Providing consultation and solution-based recommendations to help plan sponsors meet their objectives.
• Handling sensitive communications and negotiations to preserve favorable relationships and uphold Principal's interests.
• Bringing to bear your knowledge of products, industry trends, and investments to proactively differentiate Principal.
• Collaborating closely with internal partners to improve team collaboration while maintaining responsibility for client and advisor relationships.

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. Employees don’t accrue a bank of time off under FTO and there is no set number of days provided.
• Pension Eligible

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed