Relationship Manager - Retirement Solutions (Minnesota)
Core
Strategic partner to advisors, plan sponsors, and third-party administrators in the 10M-200M market space in Minnesota, providing creative solutions for retention, growth, and retirement readiness.
Role type
Senior IC Relationship Manager (Retirement Solutions)
Builds
Retirement plans and services for plan sponsors and advisors
Domain
Financial Services / Retirement Planning
Deliverable
client delivery
Required skills
Retirement industry expertise, plan design, investment strategy, problem solving, negotiation, leadership, presentation, analytical skills
Preferred skills
Qualified Plan knowledge (Defined Benefit, Defined Contribution), Associated Person of Principal Securities, Inc.
Technologies
None stated
Responsibilities
Collaborate with plan sponsors and advisors on plan design and investments; Conduct plan level health reviews; Solve complex client issues; Develop deep relationships with stakeholders.
Seniority
Senior, hands-on IC