Principal Financial Group offers retirement, asset management, investment, and insurance solutions for individuals and businesses around the world. Since its fo
Relationship Manager II
Location
United States
Posted
29 days ago
Salary
$103.4K - $139.7K / year
Seniority
Lead
No structured requirement data.
Job Description
Relationship Manager II
Principal Financial Group
Role Description As a Relationship Manager at Principal Financial Group, you will play a significant role in driving revenue growth, retention, and economic improvements for our clients. Your primary responsibilities will include: - Building and maintaining positive relationships with key advisors and clients to deliver tailored solutions. - Conducting regular meetings with clients and advisors to demonstrate the outcomes generated by our services. - Implementing strategies around plan design, services, investments, participant education, pricing, and compliance. - Providing consultation and solution-based recommendations to help plan sponsors meet their objectives. - Handling sensitive communications and negotiations to preserve favorable relationships and uphold Principal's interests. - Bringing to bear your knowledge of products, industry trends, and investments to proactively differentiate Principal. - Collaborating closely with internal partners to improve team collaboration while maintaining responsibility for client and advisor relationships. Qualifications - 4+ years of related industry experience or equivalent proven through one or a combination of the following: work experience, training, military experience, or education. - Licensing will be required based on state/federal laws and/or company policy in accordance with current licensing policy. - Excellent verbal and written communication and presentation skills. - Knowledge of business and retirement products strongly preferred. - Ability to understand and explain technical information to a variety of audiences. - Excellent interpersonal, problem-solving, analytical, decision-making, and multi-tasking skills. - Requires becoming an associated person of Principal Securities, Inc., which includes fingerprinting and a full background check. - Successful completion of a motor vehicle driving record check is also required. - Travel required (30%), including overnight stays (10%). Requirements - Salary Range: $103400 - $139700 / year. - Flexible Time Off (FTO) is provided to salaried (exempt) employees. - Pension Eligible: Yes. - This position will be remote, but requires residency in the Denver, CO area. - At this time, we are not considering applicants who require any form of immigration sponsorship to work in the United States now or in the future. Benefits - Investment Ethics Code: Required to observe an Investment Code of Ethics regarding conduct and personal trading. - Inclusive and competitive benefits that protect physical, financial, and social well-being. Company Description At Principal, we believe in forming connections both personally and professionally. Together, we’re crafting a future for financial services that is guided by purpose – and that begins with you. Our success depends on the outstanding experiences, backgrounds, and talents of our employees. We provide support to our employees in the same way as our customers. 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.
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Relationship Manager I
Principal Financial GroupPrincipal Financial Group offers retirement, asset management, investment, and insurance solutions for individuals and businesses around the world. Since its fo
Role Description As a Relationship Manager at Principal Financial Group, you will play a role in driving revenue growth, retention, and economic improvements for our clients. Your primary responsibilities will include: - Building and maintaining positive relationships with key advisors and clients to deliver tailored solutions. - Conducting regular meetings with clients and advisors to demonstrate the outcomes generated by our services. - Implementing strategies around plan design, services, investments, participant education, pricing, and compliance. - Providing consultation and solution-based recommendations to help plan sponsors meet their objectives. - Handling sensitive communications and negotiations to preserve favorable relationships and uphold Principal's interests. - Bringing to bear your knowledge of products, industry trends, and investments to proactively differentiate Principal. - Collaborating closely with internal partners to improve team collaboration while maintaining responsibility for client and advisor relationships. Qualifications - 2+ years of related industry experience or equivalent proven through one or a combination of the following: work experience, training, military experience, or education. - Licensing will be required based on state/federal laws and/or company policy in accordance with current licensing policy. - Excellent verbal and written communication and presentation skills. - Knowledge of business and retirement products strongly preferred. - Ability to understand and explain technical information to a variety of audiences. - Excellent interpersonal, problem-solving, analytical, decision-making, and multi-tasking skills. - Requires becoming an associated person of Principal Securities, Inc., which includes fingerprinting and a full background check. - Successful completion of a motor vehicle driving record check is also required. - Travel required (30%), including overnight stays (10%). Requirements - Salary Range: $58900 - $79800 / year. - Flexible Time Off (FTO) is provided to salaried (exempt) employees. - Pension Eligible: Yes. - This position will be remote, but requires residency in the Des Moines, IA area. - At this time, we are not considering applicants who require any form of immigration sponsorship to work in the United States now or in the future. - In Principal Asset Management positions, you are required to observe an Investment Code of Ethics regarding conduct and personal trading for yourself and those living with you. Benefits - Support to our employees in the same way as our customers. - Inclusive and competitive benefits protect physical, financial, and social well-being. Company Description At Principal, we believe in forming connections both personally and professionally. Together, we’re crafting a future for financial services that is guided by purpose – and that begins with you. Our success depends on the outstanding experiences, backgrounds, and talents of our employees. 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. 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. Original Posting Date: 4/30/2026 Most Recently Posted Date: 4/30/2026
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