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Relationship Manager - TPA Customer Care (Retirement Solutions)

Company

Principal Financial Group

Location

New York, United States

Type

Full-time

**What You'll Do**

As a **Relationship Manager** within our TPA Customer Care area, you will play a pivotal role in developing and nurturing deep relationships with advisors, unbundled plan sponsors, and third-party administrators operating within our 10M - 200M market segment. You will serve as a strategic partner, offering innovative and tailored solutions to meet our clients' business objectives such as retention, growth, and retirement readiness.

Here are a few examples of the kinds of things you'll do:

+ Collaborate with the TPA, plan sponsor and the advisor on plan features, investments, retirement readiness, services and new opportunities.
+ Plan level health reviews.
+ Problem solving complex issues.

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...

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