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 - 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

15+ years of related industry experience or equivalent demonstrated through one or a combination of the following; work experience, training, military experience, education.
10+ years of relationship management and/or sales experience. Must have experience working with large and complex clients.
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
Ability to demonstrate experience developing client relationships and influencing all levels, especially the KDM, committee, or senior executives. You should also be able to build and finalize a strategy while navigating ambiguity to achieve 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)

$141000 - $191000 / 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 applicants 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

At Principal, we value connecting on both a personal and professional level. Together, we’re imagining a more purpose-led future for financial services – and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits.

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

1/15/2026

Most Recently Posted Date