Relationship Manager - TPA Customer Care (Retirement Solutions)

Overview

This role is responsible for developing and nurturing deep relationships with advisors, unbundled plan sponsors, and third-party administrators within the organization’s 10M–200M market segment. The Relationship Manager will serve as a strategic partner, providing tailored solutions to support client objectives including retention, growth, and retirement readiness.

Responsibilities

• Collaborate with third-party administrators (TPAs), plan sponsors, and advisors on plan features, investments, retirement readiness, services, and new opportunities
• Conduct plan level health reviews
• Solve complex issues and support issue resolution
• Operate at the intersection of financial services and technology to support client needs

Requirements

• Bachelor’s degree OR 8 years of equivalent experience
• 4+ years of retirement industry experience
• Must become an associated person of Principal Securities, Inc
• Travel required: 25%–50% (including day and overnight stays combined, dependent on the territory)
• Licensing will be required based on state/federal laws and/or company policy in accordance with current licensing policy
  • Required within 5 months of employment (strong preference for fully licensed)
  • 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
• Work Authorization/Sponsorship:
  • Not considering applicants who need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States, including F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc.

Preferred Qualifications

• Qualified Plan knowledge and unbundled experience (Defined Benefit, Defined Contribution)
• Strong leadership, negotiation, presentation, organization, and problem-solving skills
• Strong interpersonal, analytical, and oral and written communication skills
• Ability to be assertive and entrepreneurial

Compensation & Benefits

• Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly): $84,600 – $187,200 / year
• Sales positions may be eligible for sales incentives and, in some instances, a bonus plan, where total compensation may exceed base salary depending on individual performance.
• Actual compensation will be finalized at the time of offer based on geographic location, work experience, education, licensure requirements, and/or skill level.

Salary range by job level:

• Relationship Manager II: $84,600 – $152,400 / year
• Relationship Manager III: $104,400 – $187,200 / year

Time Off Program:

• Flexible Time Off (FTO) provided to salaried (exempt) employees
• No accrual of a bank of time off under FTO and no set number of days provided

Pension Eligible:

• Yes

Location

Hiring areas with regional travel expectations:

• Northern CA (San Francisco)
• CO (Denver)
• IL (Chicago)
• MN (No preference on city)
• Upstate NY (Buffalo)

Additional Information

• The organization will consider talent at the next level with the right experiences and skills.
• For Principal Asset Management positions, an Investment Code of Ethics related to personal and business conduct and personal trading activities for you and members of your household is required; similar requirements may apply to other positions.
• Posting window details:
  • Applications accepted for 3 full days following the Original Posting Date (posting may remain open or be removed based on applications received)
  • If reposted, applications accepted for at least 1 full day following the Most Recently Posted Date
  • Original Posting Date: 11/5/2026
  • Most Recently Posted Date: 11/5/2026
• Artificial intelligence tools may assist with reviewing and evaluating job applications, fraud prevention, and candidate matching/comparisons; final hiring decisions are made with human involvement.