Regional VP – TPA Customer Care (Retirement Solutions)
Posted on Sep 21, 2024 by Principal Financial Group
Des Moines, IA
Other
Immediate Start
Annual Salary
Full-Time
What You'll Do:
The Principal Financial Group is seeking a Regional Vice President Retirement Relationship Manager in our TPA Customer Care area. As the Regional VP, you will be responsible for leading and managing a team of relationship managers in our retirement division who focus on advisors, unbundled plan sponsors, and third-party administrators operating within our 10M-200M market segment. This individual also has responsibility for the overall revenue retention and growth and management of client and advisor relationships in the region.
In addition, you'll:
Supervise RMs to ensure assigned TPAs, clients and advisors have a strategic plan which helps them meet their plan objectives by providing consultation, and solution-based recommendations within the client’s customer care model which will drive profitable growth and retention.
Responsible for regions hiring and training, performance management, coaching and mentoring and budgeting/financial management.
In person and virtual job shadowing. Attend client and advisor meetings.
We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!
Apply today!
Who You Are:
Bachelor's degree or equivalent, plus 8+ years related work experience; retirement industry experience & product knowledge required.
Client relationship management experience
Must be able to lead and handle off-site employees effectively
FINRA Series 6, 63, and 26 License(s) or ability to acquire SIE, 6 and 63 within 5 months; and 26 within 9 months of hire required. Must meet firm standards for registration within applicable jurisdictions
Business unit and company product knowledge required
Excellent leadership, communication, planning, decision-making, and proven relationship leadership skills required
Must have good financial leadership skills and basic computer knowledge
Travel required, up to 50% including overnight stays
Salary Range Information:
Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Salary Range:
$(phone number removed) - $(phone number removed) / year
Time Off Program:
Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don’t accrue a bank of time off under FTO and there is no set number of days provided.
Pension Eligible:
Yes
Additional Information:
Location
This is a remote position.
Work Authorization/Sponsorship
At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.
and
Investment Code of Ethics
For Principal Asset Management positions, you’ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.
Experience Principal
At Principal, we value connecting on both a personal and professional level. Together, we’re imagining a more purpose-led future for financial services – and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our to learn more about our purpose, values and benefits.
Principal is an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Posting Window:
We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.
Date First Posted (TTF):
8/21/2024
Latest Post Date: Careers - US:
9/20/2024
LinkedIn Remote Hashtag
#LI-Remote
The Principal Financial Group is seeking a Regional Vice President Retirement Relationship Manager in our TPA Customer Care area. As the Regional VP, you will be responsible for leading and managing a team of relationship managers in our retirement division who focus on advisors, unbundled plan sponsors, and third-party administrators operating within our 10M-200M market segment. This individual also has responsibility for the overall revenue retention and growth and management of client and advisor relationships in the region.
In addition, you'll:
Supervise RMs to ensure assigned TPAs, clients and advisors have a strategic plan which helps them meet their plan objectives by providing consultation, and solution-based recommendations within the client’s customer care model which will drive profitable growth and retention.
Responsible for regions hiring and training, performance management, coaching and mentoring and budgeting/financial management.
In person and virtual job shadowing. Attend client and advisor meetings.
We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!
Apply today!
Who You Are:
Bachelor's degree or equivalent, plus 8+ years related work experience; retirement industry experience & product knowledge required.
Client relationship management experience
Must be able to lead and handle off-site employees effectively
FINRA Series 6, 63, and 26 License(s) or ability to acquire SIE, 6 and 63 within 5 months; and 26 within 9 months of hire required. Must meet firm standards for registration within applicable jurisdictions
Business unit and company product knowledge required
Excellent leadership, communication, planning, decision-making, and proven relationship leadership skills required
Must have good financial leadership skills and basic computer knowledge
Travel required, up to 50% including overnight stays
Salary Range Information:
Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Salary Range:
$(phone number removed) - $(phone number removed) / year
Time Off Program:
Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don’t accrue a bank of time off under FTO and there is no set number of days provided.
Pension Eligible:
Yes
Additional Information:
Location
This is a remote position.
Work Authorization/Sponsorship
At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.
and
Investment Code of Ethics
For Principal Asset Management positions, you’ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.
Experience Principal
At Principal, we value connecting on both a personal and professional level. Together, we’re imagining a more purpose-led future for financial services – and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our to learn more about our purpose, values and benefits.
Principal is an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Posting Window:
We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.
Date First Posted (TTF):
8/21/2024
Latest Post Date: Careers - US:
9/20/2024
LinkedIn Remote Hashtag
#LI-Remote
Reference: 202119263
https://jobs.careeraddict.com/post/95505194
Regional VP – TPA Customer Care (Retirement Solutions)
Posted on Sep 21, 2024 by Principal Financial Group
Des Moines, IA
Other
Immediate Start
Annual Salary
Full-Time
What You'll Do:
The Principal Financial Group is seeking a Regional Vice President Retirement Relationship Manager in our TPA Customer Care area. As the Regional VP, you will be responsible for leading and managing a team of relationship managers in our retirement division who focus on advisors, unbundled plan sponsors, and third-party administrators operating within our 10M-200M market segment. This individual also has responsibility for the overall revenue retention and growth and management of client and advisor relationships in the region.
In addition, you'll:
Supervise RMs to ensure assigned TPAs, clients and advisors have a strategic plan which helps them meet their plan objectives by providing consultation, and solution-based recommendations within the client’s customer care model which will drive profitable growth and retention.
Responsible for regions hiring and training, performance management, coaching and mentoring and budgeting/financial management.
In person and virtual job shadowing. Attend client and advisor meetings.
We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!
Apply today!
Who You Are:
Bachelor's degree or equivalent, plus 8+ years related work experience; retirement industry experience & product knowledge required.
Client relationship management experience
Must be able to lead and handle off-site employees effectively
FINRA Series 6, 63, and 26 License(s) or ability to acquire SIE, 6 and 63 within 5 months; and 26 within 9 months of hire required. Must meet firm standards for registration within applicable jurisdictions
Business unit and company product knowledge required
Excellent leadership, communication, planning, decision-making, and proven relationship leadership skills required
Must have good financial leadership skills and basic computer knowledge
Travel required, up to 50% including overnight stays
Salary Range Information:
Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Salary Range:
$(phone number removed) - $(phone number removed) / year
Time Off Program:
Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don’t accrue a bank of time off under FTO and there is no set number of days provided.
Pension Eligible:
Yes
Additional Information:
Location
This is a remote position.
Work Authorization/Sponsorship
At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.
and
Investment Code of Ethics
For Principal Asset Management positions, you’ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.
Experience Principal
At Principal, we value connecting on both a personal and professional level. Together, we’re imagining a more purpose-led future for financial services – and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our to learn more about our purpose, values and benefits.
Principal is an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Posting Window:
We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.
Date First Posted (TTF):
8/21/2024
Latest Post Date: Careers - US:
9/20/2024
LinkedIn Remote Hashtag
#LI-Remote
The Principal Financial Group is seeking a Regional Vice President Retirement Relationship Manager in our TPA Customer Care area. As the Regional VP, you will be responsible for leading and managing a team of relationship managers in our retirement division who focus on advisors, unbundled plan sponsors, and third-party administrators operating within our 10M-200M market segment. This individual also has responsibility for the overall revenue retention and growth and management of client and advisor relationships in the region.
In addition, you'll:
Supervise RMs to ensure assigned TPAs, clients and advisors have a strategic plan which helps them meet their plan objectives by providing consultation, and solution-based recommendations within the client’s customer care model which will drive profitable growth and retention.
Responsible for regions hiring and training, performance management, coaching and mentoring and budgeting/financial management.
In person and virtual job shadowing. Attend client and advisor meetings.
We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!
Apply today!
Who You Are:
Bachelor's degree or equivalent, plus 8+ years related work experience; retirement industry experience & product knowledge required.
Client relationship management experience
Must be able to lead and handle off-site employees effectively
FINRA Series 6, 63, and 26 License(s) or ability to acquire SIE, 6 and 63 within 5 months; and 26 within 9 months of hire required. Must meet firm standards for registration within applicable jurisdictions
Business unit and company product knowledge required
Excellent leadership, communication, planning, decision-making, and proven relationship leadership skills required
Must have good financial leadership skills and basic computer knowledge
Travel required, up to 50% including overnight stays
Salary Range Information:
Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Salary Range:
$(phone number removed) - $(phone number removed) / year
Time Off Program:
Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don’t accrue a bank of time off under FTO and there is no set number of days provided.
Pension Eligible:
Yes
Additional Information:
Location
This is a remote position.
Work Authorization/Sponsorship
At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.
and
Investment Code of Ethics
For Principal Asset Management positions, you’ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.
Experience Principal
At Principal, we value connecting on both a personal and professional level. Together, we’re imagining a more purpose-led future for financial services – and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our to learn more about our purpose, values and benefits.
Principal is an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Posting Window:
We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.
Date First Posted (TTF):
8/21/2024
Latest Post Date: Careers - US:
9/20/2024
LinkedIn Remote Hashtag
#LI-Remote
Reference: 202119263
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