Remote Strategic Relationship Manager - Retirement Solutions

Posted 10 days ago

principal financial groupNew York (NY)

Personal Financial Advisors Portfolio Management and Investment Advice

SENIORITY

Senior

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About the role

Principal Financial Group in the Northeast region seeks a Relationship Manager to develop deep relationships with advisors, plan sponsors, and third-party administrators across CT, NY, PA, NJ, and MA. You will act as a strategic partner to deliver solutions that drive retention, growth, and retirement readiness. The role requires collaboration on plan design, investments, and services, with travel 25-30% and potential for day or overnight trips.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.