What You'll Do

As an SMB 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.

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

• 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%).

Salary Range Information

Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)

Time Off Program

Pension Eligible

Location

This position will be remote, but requires residency in the Boston, MA area. Some travel required.

Work Authorization/Sponsorship

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. This includes F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, and similar visas.

Nonimmigrant Workers and Green Card for Employment-Based Immigrants

Investment Ethics Code

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. Other positions within the organization may have similar obligations.

Experience Principal

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. Our inclusive and competitive benefits protect physical, financial, and social well-being. Check 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.

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