What You'll Do

　　In our Customer Care area, the Relationship Manager develops deep relationships with advisors, plan sponsors, and third-party administrators that are in our 25M - 200M market space in the Nashville, TN 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.

　　In April, we were named to the Forbes list of America’s Best Employers for Diversity 2022 (https://www.forbes.com/lists/best-employers-diversity/?sh=230da88a6468) . This is our third year on the list and our highest ranking yet—appearing at No. 56 on the total list of 500 companies. We’re No. 9 among companies in the financial services industry. Join us!

　　Who You Are

　　Bachelor's degree or 8 years of equivalent experience required

　　2+ 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.

　　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)

　　$86450 - $144400 / year

　　Additional Information

　　Location

　　This job is located in Nashville, TN. It has a hybrid work arrangement in that you will mostly work at home and some in the office. Leadership has discretion if they need to adjust this work schedule at some point.

　　Job Level

　　We are open to hiring at a higher level based on professional experience.

　　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.

　　https://www.uscis.gov/working-in-the-united-states/temporary-nonimmigrant-workers and https://www.uscis.gov/green-card/green-card-eligibility/green-card-for-employment-based-immigrants

　　Investment Code of Ethics

　　For Principal Global Investors 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 (https://www.principal.com/about-us/careers#core-values) , benefits (https://www.principal.com/about-us/careers#benefits) and why we’re an exceptional place (https://www.principal.com/about-us/careers#reputation) 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

　　1/16/2024

　　Most Recently Posted Date

　　1/16/2024

　　LinkedIn Hashtag

　　#LI-BS1