Relationship Manager - TPA Customer Care (Retirement Solutions)
About the position
As a Relationship Manager within our TPA Customer Care area, you will play a pivotal role in developing and nurturing deep relationships with advisors, unbundled plan sponsors, and third-party administrators operating within our 10M - 200M market segment. You will serve as a strategic partner, offering innovative and tailored solutions to meet our clients' business objectives such as retention, growth, and retirement readiness. Your responsibilities will include collaborating with the TPA, plan sponsor, and the advisor on plan features, investments, retirement readiness, services, and new opportunities. You will also conduct plan level health reviews and engage in problem-solving for complex issues that may arise. This role is essential in ensuring that our clients receive the highest level of service and support, aligning with our mission to make financial security accessible to all. We take pride in being a purpose-led firm, motivated by our mission, integrity, and customer focus, which have made us a trusted leader for more than 140 years. Principal® has been named one of the 2024 World's Most Ethical Companies by Ethisphere for the 13th time, reflecting our commitment to ethical practices and client satisfaction.
Responsibilities
• Develop and nurture relationships with advisors, unbundled plan sponsors, and third-party administrators.
,
• Collaborate with TPA, plan sponsors, and advisors on plan features and investments.
,
• Conduct plan level health reviews to assess and improve client plans.
,
• Problem-solve complex issues that arise in client relationships.
,
• Offer innovative and tailored solutions to meet clients' business objectives.
Requirements
• Bachelor's degree or 8 years of equivalent experience required.
,
• 4+ years of retirement industry experience required.
,
• Must become an associated person of Principal Securities, Inc.
,
• Strong knowledge of Qualified Plans and unbundled experience (Defined Benefit, Defined Contribution) preferred.
,
• Excellent leadership, negotiation, presentation, organizational, and problem-solving skills required.
,
• Outstanding interpersonal, analytical, and oral and written communication skills required.
,
• Must be assertive and entrepreneurial.
Nice-to-haves
• Experience with financial security solutions and retirement readiness strategies.
,
• Familiarity with investment products and variable contracts.
Benefits
• Flexible Time Off (FTO) for salaried employees.
,
• Pension eligibility.
,
• Opportunity to participate in a bonus program for non-sales positions.
,
• Sales positions eligible for sales incentives and bonus plans.
Apply Now
As a Relationship Manager within our TPA Customer Care area, you will play a pivotal role in developing and nurturing deep relationships with advisors, unbundled plan sponsors, and third-party administrators operating within our 10M - 200M market segment. You will serve as a strategic partner, offering innovative and tailored solutions to meet our clients' business objectives such as retention, growth, and retirement readiness. Your responsibilities will include collaborating with the TPA, plan sponsor, and the advisor on plan features, investments, retirement readiness, services, and new opportunities. You will also conduct plan level health reviews and engage in problem-solving for complex issues that may arise. This role is essential in ensuring that our clients receive the highest level of service and support, aligning with our mission to make financial security accessible to all. We take pride in being a purpose-led firm, motivated by our mission, integrity, and customer focus, which have made us a trusted leader for more than 140 years. Principal® has been named one of the 2024 World's Most Ethical Companies by Ethisphere for the 13th time, reflecting our commitment to ethical practices and client satisfaction.
Responsibilities
• Develop and nurture relationships with advisors, unbundled plan sponsors, and third-party administrators.
,
• Collaborate with TPA, plan sponsors, and advisors on plan features and investments.
,
• Conduct plan level health reviews to assess and improve client plans.
,
• Problem-solve complex issues that arise in client relationships.
,
• Offer innovative and tailored solutions to meet clients' business objectives.
Requirements
• Bachelor's degree or 8 years of equivalent experience required.
,
• 4+ years of retirement industry experience required.
,
• Must become an associated person of Principal Securities, Inc.
,
• Strong knowledge of Qualified Plans and unbundled experience (Defined Benefit, Defined Contribution) preferred.
,
• Excellent leadership, negotiation, presentation, organizational, and problem-solving skills required.
,
• Outstanding interpersonal, analytical, and oral and written communication skills required.
,
• Must be assertive and entrepreneurial.
Nice-to-haves
• Experience with financial security solutions and retirement readiness strategies.
,
• Familiarity with investment products and variable contracts.
Benefits
• Flexible Time Off (FTO) for salaried employees.
,
• Pension eligibility.
,
• Opportunity to participate in a bonus program for non-sales positions.
,
• Sales positions eligible for sales incentives and bonus plans.
Apply Now