What You'll DoIn 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 Northeast Region (Connecticut, New York, Pennsylvania, New Jersey, and Massachusetts).
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.
Here are a few examples of the kinds of things you’ll do:
- 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.
Who You Are
- 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.
Licensing will be required based on state/federal laws and/or company policy in accordance with current licensing policy. The below licenses are required within 5 months of employment (strong preference for fully licensed):
- FINRA Series 6 or 7
- FINRA Series 63
- Life & Health
Salary Range InformationSalary ranges below reflect targeted base salaries. 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, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Salary Range$94000 - $152400 / year
Salary Details
The following levels and locations are examples of market-specific salary ranges across different job levels and geographies. Candidates will be evaluated to determine the appropriate job level based on their skills and experience.
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- Relationship Manager II: $94,000 – $152,400/ year
- Relationship Manager III: $127,600 – $187,200 / year
Time Off ProgramFlexible 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 EligibleYes
Additional Information
Location(s)
The territory covered by this position requires the candidate to live within the Northeast area (Connecticut, New York, Pennsylvania, New Jersey, and Massachusetts).
Work Environments
You will be able to work from home when not at customer meetings.
Job Level
We’ll consider talent at the next level (Relationship Manager III) with the right experiences and skills. This level requires a minimum of 6+ years of retirement industry experience on top of the above qualifications.
Work Authorization/Sponsorship
At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.
Nonimmigrant Workers and Green Card for Employment-Based Immigrants
Investment Code of Ethics
For Principal Asset Management positions, you’ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.
