Opportunity Description
**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 10M - 200M market space in the Kentucky 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.
Positioned where financial services meet technology, Principal creates financial tools that assist our customers in living better lives. We are proud to be a purpose-oriented organization, guided by our mission to ensure financial security is within everyone's reach. Our mission, integrity, an...
In 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 Kentucky 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.
Positioned where financial services meet technology, Principal creates financial tools that assist our customers in living better lives. We are proud to be a purpose-oriented organization, guided by our mission to ensure financial security is within everyone's reach. Our mission, integrity, an...
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