BenefitsLink logo
EmployeeBenefitsJobs logo
Search Jobs:
Search the News

Subscribe to Newsletters

Join 4,031 candidates ...
Get New Jobs by Email  
Get the BenefitsLink app for iPhone and iPadLinkedIn

Relationship Manager II

Principal Financial Group

in Houston, TX

Are you looking for a new challenge? 

Principal is currently seeking a Relationship Manager to join the Houston team.

As a Relationship Manager, you will be the main point of contact for financial advisors and retirement plan sponsors located throughout Indiana. Leveraging your retirement plan knowledge and strong communication skills to help advisors and plan sponsors achieve positive outcomes will be essential.

What's in it for you?

  • The ability to work with a BEST IN CLASS organization that has the known reputation for providing quality service to their clients.
  • The opportunity to collaborate with financial advisors and plan sponsors.
  • The ability to make a difference in the retirement readiness for employees throughout Indiana.
  • Personal growth opportunities in a successful regional office.
  • The ability to retain and grow business in a TEAM environment.


  • Bachelor's degree or equivalent required
  • 2+ years work related experience within the retirement plan industry which would include the following type of experience: retirement plan client relationship management, retirement plan participant education experience, or related corporate retirement plan experience
  • Active FINRA Series 6, Series 63, RIA, and Life and Health licensing. If you do not have active licensing, Series 6 and 63 and Life/Health, all must be obtained within 4 months of employment. You will also be required to complete the application for appointment with Princor’s RIA and apply and receive the Investment Advisor Representative approval from state(s) within 4 months employment.Requirements to be an IAR vary by state, however most states require the Series 65 or 66.
  • Excellent verbal and written communication and presentation skills required.
  • Ability to understand and explain technical information to a variety of audiences.
  • Excellent interpersonal, negotiation, decision-making and multitasking skills are required.
  • Basic computer skills required.
  • Must be self-motivated, flexible and be able to use independent judgment.
  • Must be able to work well independently and in a team environment.
  • Strong work ethic demonstrated by ability to meet and exceed established goals, and to execute routinely.
  • Willingness to travel (up to 80% day travel including some overnight stays of approximately 10%). Territory for this position is throughout Texas.

Preferred Skills

  • Corporate Plan Recordkeeping, Administration, Client Services, and Compliance experience preferred
  • Experience working with financial professionals, consultants, and clients at the Plan level
  • Finalist Sales Presentation, Client Presentation, and Participant Education experience preferred
  • Experience working with multiple retirement plan types (Defined Contribution, Defined Benefit, ESOP, Non-Qualified, Non Profit)

It’s not what we do. It’s who we are.

At Principal®, every role supports a greater purpose—to give real people an edge in planning and protecting their financial lives. And after more than 130 years of service, we’ve never had a more vibrant and dynamic global team united in our purpose.

Through community involvement, innovative financial solutions and dedication to career development, we make a difference in millions of lives every day, including our employees’.

The Principal is an Affirmative Action and Equal Opportunity Employer.  All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, gender identity, gender expression, pregnancy, national origin, citizenship status, disability, genetic characteristics, sexual orientation, marital status, domestic partner status, military status, protected veteran status, disability status or any other characteristic protected by law.

At the Principal Financial Group, we offer a competitive total compensation package and a comprehensive benefits package to meet each of your needs.

How to Apply

Apply directly on Principal career site using this link:

This ad has been viewed 1167 times. It expires on 4/29/2017.

Renew this job Edit this job Remail this job Delete this job Feature This Job


© 2017, Inc. /
Privacy Policy