Relationship Manager -Retirement Solutions (Atl...
What You'll DoIn our Customer Care area, the Relationship Manager develops deep relationships with advisors, plan sponsors, and third-party administrators that are in our 10M - 200M market space in the Atlanta area. 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 a 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 complex issues.
- Bachelor's degree or 8 years of equivalent experience required
- 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 superior interpersonal, analytical, and oral and written communication skills
- Must be assertive and entrepreneurial
- Travel required (25 - 30%), mostly day travel but there will be some overnight travel, as well.