Job Closed
This listing is no longer active.
Principal Financial Group offers retirement, asset management, investment, and insurance solutions for individuals and businesses around the world. Since its fo
Sr Relationship Manager - Large Market
Location
United States
Posted
92 days ago
Salary
$127K - $171K / year
Seniority
Lead
No structured requirement data.
Job Description
Sr Relationship Manager - Large Market
Principal Financial Group
What You'll Do In our Client Service area, this role develops deep relationships with advisors, plan sponsors, trustees, and third-party administrators that are in our 200M+ space with this role specifically focusing on $200M up to $1B. Primary client coverage will be centered on the Eastern half of the U.S., with opportunities for travel nationwide. This role is the strategic partner to our clients 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 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. Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years! Who You Are - 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 - Preferred company product knowledge - 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. 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) $127000 - $171000 / year Time Off Program Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don’t accrue a bank of time off under FTO and there is no set number of days provided. Pension Eligible Yes Location This role is fully remote; however, candidates based in the Central or Eastern U.S. time zones are preferred to support business needs. 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 Asset Management 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 grow 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 accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. Original Posting Date 3/13/2026 Most Recently Posted Date 3/19/2026 LinkedIn Remote Hashtag #LI-Remote
Job 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.
- Understanding of the broader marketplace and competitive landscape.
- Preferred company product knowledge.
- 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.
- Travel approximately 25-50% of the time. Overnight stays are required.
- 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.
Benefits
- Salary Range: $127,000 - $171,000 / year.
- Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness.
- Pension Eligible: Yes.
- Location
- This role is fully remote; however, candidates based in the Central or Eastern U.S. time zones are preferred to support business needs.
- 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.
- Investment Code of Ethics
- For Principal Asset Management 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.
Related Guides
Related Job Pages
More Account Executive Jobs
Senior Account Executive (DTC and ecommerce brands focus)
CheckmateAn agentic AI marketing platform that connects brands to shoppers like never before.
The Problem We’re Solving 🎯 Most DTC brands are leaving revenue on the table. They spend millions acquiring customers through paid channels, then lose 60%+ of high-intent shoppers to cart abandonment, anonymous browsing, and missed retargeting opportunities. The issue isn't traffic—it's conversion architecture. Brands lack the infrastructure to capture intent signals, recognize returning visitors, and re-engage shoppers at the moments that matter most. That's where Checkmate comes in. Our AI-powered platform captures shopping intent from 100M+ shoppers across the web—wishlists, carts, browsing sessions—and turns it into high-converting campaigns that consistently deliver revenue uplift in 30 days. But here's the thing: selling this solution requires more than a good pitch deck. It requires someone who can walk into a growth team's meeting, diagnose where they're leaving money on the table, and prescribe a strategic path forward. About Checkmate 🛍 📲 Checkmate is an AI marketing platform that helps DTC brands capture anonymous shoppers, launch targeted campaigns, and drive measurable revenue. Our platform uses AI to de-anonymize site traffic, uncover missed conversion opportunities, and launch high-performance campaigns that engage the 100M+ high-intent shoppers in our network. We offer three core products for brands: - Enrichment: Reveal and resolve anonymous visitors to fuel smarter lifecycle flows. - Targeting: Deliver single-use offers through high-converting surfaces like our app, extension, email, and SMS. - Audiences: Capture pre-checkout emails via gated discounts and gain competitive insights. We work with leading DTC brands like Stanley, Quay, ColourPop, Laneige, and Dockers. Backed by Google Ventures, Fuel Capital, and others. The Role 💼 This isn't a traditional AE role. You'll function as a strategic growth advisor who also carries quota. Focusing on the fashion, beauty, and home verticals, you'll identify brands in our ICP, diagnose their conversion problems, prescribe compelling solutions with Checkmate's product offerings, build trusted partnerships with DTC growth teams, and then close those relationships. What You’ll Do ⚡ - Build Strategic Partnerships - Target high-growth Shopify merchants ($10M–$500M GMV) in fashion, beauty, and home verticals - Conduct deep discovery to understand growth challenges, constraints, and team priorities - Present data-driven business cases showing projected ROAS, incremental revenue, and payback periods - Navigate complex buying committees involving Growth, Marketing, RevOps, and Finance stakeholders - Establish yourself as a trusted advisor—not just a vendor - Drive Revenue - Own a quota and manage full-cycle sales from prospecting to close - Build pipeline through outbound prospecting, agency partnerships, and ecosystem relationships - Maintain disciplined pipeline management and forecasting in Hubspot - Support onboarding and identify expansion opportunities based on performance data - Shape the Playbook - Contribute product feedback based on real customer needs and market gaps - Help refine our GTM strategy as we scale into new verticals and use cases - Collaborate with Product, Marketing, and Customer Success to improve the customer journey - Be a founding member of our sales organization—what you build here will scale
• Own the full sales cycle from initial outreach through close. • Earn long-term client relationships by winning the first deal. • Execute against a defined ICP and strategic GTM plan. • Stay informed about industry trends, competitor activities, and emerging services. • Maintain accurate records of sales activities and client interactions using CRM tools.
• Manage and call on new and existing leads • Ideate and implement sales campaign ideas with the BDR team • Work with BDR to prospect new leads • Continue to nurture and upsell accounts on an ongoing basis post-close • Nurture potential prospects • Manage sales pipeline and CRM data • Work with internal team to scope requirements on opportunities • Work with the delivery team to craft proposals and design solutions • Craft tailored solutions presentation decks and present to clients • Ensure a smooth transition to the delivery team
Expansion Account Executive
Arize AIArize AI is a machine learning observability platform for ML practitioners to detect and troubleshoot model issues
Role Description We're looking for a driven Enterprise Expansion Account Executive to own and grow revenue within Arize's existing customer base. You'll work with AI engineers, Data Scientists, and platform teams who are already using our Enterprise platform - helping them unlock more value, expand into new teams, and deepen their investment as their AI initiatives scale. This is a high-impact, high-ownership role at the intersection of a fast-moving product and a customer base growing rapidly alongside the AI industry. - Own the full expansion and renewal sales cycle across your book of business, executing a complex, value-based process that spans multiple stakeholders, teams, and use cases within each account. - Proactively identify and develop new growth opportunities by analyzing customer usage, mapping whitespace, and targeting high-value needs across business lines and technical teams. - Build and maintain executive relationships, creating awareness and buy-in at the VP and C-suite level to support pipeline growth and long-term account expansion. - Define and execute account strategies in close partnership with Solutions Managers and internal account teams to drive sales velocity and deliver customer outcomes. - Clearly articulate Arize's unique value - technically and commercially - tailoring your message to both technical practitioners and business decision-makers. - Forecast accurately and consistently, leveraging key metrics and pipeline data to provide visibility and inform go-to-market decisions. - Maintain rigorous hygiene in Salesforce, tracking all activity, opportunities, and account intelligence to support a high-performing revenue team. - Travel as needed to build relationships and engage customers on-site. Qualifications - 5+ years of B2B SaaS sales experience - Proven track record of driving expansion and upsell revenue within Enterprise accounts, bonus for selling AI/ML or data infrastructure software to VP and C-suite stakeholders. - Demonstrated success building and deepening executive relationships across Global 2000 organizations, engaging both technical leaders (AI/ML, data engineering, platform) and business decision-makers. - Expertise in developing multi-year account plans that expand Arize's footprint by aligning product value to evolving customer needs and AI initiatives. - Established ability to manage a robust and diverse pipeline of expansion opportunities, balancing near-term wins with long-term strategic growth within a collaborative go-to-market team. - Team player: Collaboration with peers and other organizations within Arize is critical to success, we deeply value the success of the collective team over individual gains. - Strong communication skills: Clearly and objectively communicate observations from the field. - Previous history of also working and closing new business deals and selling through product led experience. Requirements - The estimated annual salary and variable compensation for this role is between $250,000 - $300,000, plus a competitive equity package. - Actual compensation is determined based upon a variety of job related factors that may include: transferable work experience, skill sets, and qualifications. - Total compensation also includes a comprehensive benefit package, including: medical, dental, vision, 401(k) plan, unlimited paid time off, generous parental leave plan, and others for mental and wellness support. Benefits - While we are a remote-first company, we have opened offices in New York City and the San Francisco Bay Area, as an option for those in those cities who wish to work in-person. - For all other employees, there is a WFH monthly stipend to pay for co-working spaces.




