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Relationship Manager -Retirement Solutions (Northern CA)

Company: Principal Financial Services, Inc.
Location: Walnut Creek
Posted on: May 23, 2023

Job Description:

What You'll Do
In our Client Service area, this role develops deep relationships with advisors, plan sponsors, and third-party administrators that are in our 10M - 100M market space throughout Illinois and Northern Indiana. 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 escalated issues.

    In April, we were named to the -Forbes list of America's Best Employers for Diversity 2022. -This is our third year on the list and our highest ranking yet-appearing at -No. 56 -on the total list of 500 companies. We're -No. 9 -among companies in the financial services industry. Join us!
    Who You Are

    • Bachelor's degree or 8 years of equivalent experience required and -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 (50 - 60%), including (10 - 20%) overnight stays

      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:

      • 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.

        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$109200 - $182400 / year
        Additional Information
        This position is remote within the territory. - Territory consists of Northern California. - Open to candidates within reasonable driving distance that live in the territory.
        Job Level
        We'll consider talent at the Relationship Manager III level with correlating experience and skills. - The pay range listed in this post, encompasses both positions.
        To be considered at the Relationship Manager II level, would require:

        • Bachelor's degree or equivalent experience and 4-6 years of experience

          To be considered at the Relationship Manager III level, would require:

          • Bachelor's degree or equivalent experience, plus 6+ years of experience

            Work Environments
            When not traveling or out at meetings, you will be able to work from home. - -
            Work Authorization/Sponsorship
            At this time, we're not considering candidates 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 Global Investors 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.
            Experience Principal
            While our expertise spans the globe, we're bound by one common purpose: to cultivate a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees - individually and all of us together. Explore our core values, benefits and why we're an exceptional place to develop your career.
            Principal is an Equal Opportunity Employer
            All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
            LinkedIn Hashtag#LI-BS1

Keywords: Principal Financial Services, Inc., Walnut Creek , Relationship Manager -Retirement Solutions (Northern CA), Executive , Walnut Creek, California

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