Sr Relationship Manager - Large Market

Principal Financial Group is a company dedicated to making financial security accessible to all. They are seeking a Senior Relationship Manager to develop strong relationships with clients in the $200M to $1B market, focusing on providing strategic solutions for retention, growth, and retirement readiness.

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

Requirements:

• 10+ years of related industry experience or equivalent demonstrated through one or a combination of the following; work experience, training, military experience, education
• 7+ years of relationship management and/or sales experience
• 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
• Must be able to demonstrate experience building client relationships and influencing at all levels but especially at the KDM, committee, or senior executive level; while building and executing on a strategy, successfully dealing with ambiguity to drive 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
• Preferred company product knowledge
• Candidates based in the Central or Eastern U.S. time zones are preferred to support business needs