Relationship Manager - TPA Customer Care (Retirement Solutions)

Principal Financial Group is hiring a Relationship Manager in TPA Customer Care to develop relationships with advisors, plan sponsors, and third-party administrators in the 10M–200M market segment. The role supports client retention, growth, and retirement readiness through tailored solutions, plan reviews, and complex issue resolution.

Responsibilities:

• Collaborate with the TPA, plan sponsor and the advisor on plan features, investments, retirement readiness, services and new opportunities
• Plan level health reviews
• Problem solving complex issues

Requirements:

• Bachelor's degree or 8 years of equivalent experience required
• 4+ years retirement industry experience
• Must become an associated person of Principal Securities, Inc
• Excellent demonstrated leadership, negotiation, presentation, organizational, and problem-solving skills required
• outstanding interpersonal, analytical, and oral and written communication skills
• Must be assertive and entrepreneurial
• 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
• 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
• Qualified Plan knowledge and unbundled experience strongly preferred (Defined Benefit, Defined Contribution)
• (strong preference for fully licensed)