What You’ll Do
As a Relationship Manager 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. 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 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 advanced issues
This position is also an excellent way to advance your career! As a growing company with over 18,000 employees around the world, Principal offers a lot of ways for you to learn more, earn more and achieve more. One of 100 companies to be named one of the World’s Most Ethical Companies by the Ethisphere Institute, which recognizes organizations that have had a material impact on the way business is conducted by fostering a culture of ethics and clarity at every level of the company. This is the twelfth year Principal has been recognized by Ethisphere. (February 2023)
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 outstanding interpersonal, analytical, and oral and written communication skills
- Must be assertive and goal driven
- Travel required (20%) day trips, including (5 – 10%) 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 Information
Salary 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 (Non-Exempt expressed as hourly; Exempt expressed as yearly)
$91000 – $152000 / year
Additional Information
Job Level
We are open to hiring at a higher level based on professional experience.
Location
The territory covered by this position requires the candidate to live in North Carolina. If you live within 30 miles of Charlotte, NC, you will have a hybrid work environment that can include 3 days in the office per week, when not at customer meetings.
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 foster 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.
Posting Window
We will be accepting applications for at least 3 days from when the job was originally posted, after which we may keep open or remove the posting based upon applications we receive. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond 3 days of the original posting date.
Original Posting Date
9/7/2023
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