Sr Relationship Director - Large Market Retirement
About The Position
In our Client Service area, this role develops deep relationships with advisors, plan sponsors, trustees, and third-party administrators that are in our 200M+ space with this role specifically focusing on 200M - 1B+.Primary client coverage will be centered on the Eastern half of the U.S., with opportunities for travel nationwide. This role is the strategic partner to our clients to provide creative solutions that meet business goals of retention, growth, and retirement readiness to name a few. 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
- 15+ years of related industry experience or equivalent demonstrated through one or a combination of the following; work experience, training, military experience, education.
- 10+ years of relationship management and/or sales experience. Must have experience working with large and complex clients.
- Must possess excellent leadership, presentation, negotiation, organization, problem solving, persuasive communication, critical thinking, and planning skills.
- Travel approximately 25-50% of the time. Overnight stays are required.
- Understanding of the broader marketplace and competitive landscape
- Ability to demonstrate experience developing client relationships and influencing all levels, especially the KDM, committee, or senior executives. You should also be able to build and finalize a strategy while navigating ambiguity to achieve results.
- Licensing will be required based on state/federal laws and/or company policy in accordance with current licensing policy.
- Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or equivalent and FINRA Series 63).
- Resident Life and Health appointment must be attained.
Responsibilities
- Collaborate with the plan sponsor and the consultant on plan design, investments, retirement readiness, services and new opportunities.
- Partner on sales opportunities.
- Planning with C-Suite executives on multiple plan types.
- Problem solving sophisticated issues.
- Leading large and complex client projects.
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
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
