Relationship Manager II - Retirement Solutions (Northeast)
principal internationalNew York, NY
Relationship Manager II - Retirement Solutions (Northeast)
L5
principal internationalNew York, NY8 days ago
Occupations
Personal Financial AdvisorsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelInvestment Fund ManagersIndustries
Pension FundsPortfolio Management and Investment AdviceTrust, Fiduciary, and Custody ActivitiesPrincipal Asset Management in the Northeast seeks a Relationship Manager to build deep ties with advisors, plan sponsors, and administrators in CT, NY, PA, NJ, and MA. You’ll partner to design plans, review retirement readiness, and pursue opportunities.
The role requires a Bachelor’s degree or 8 years of equivalent experience, 4+ years in retirement, licensing within 5 months (Series 6/7, 63, Life & Health), and some travel. Remote work is possible when not in meetings.
Apply now
Level
SeniorL5
Location
New York, NY
Occupation
Personal Financial Advisors
Industry
Pension Funds
Posted
8 days ago
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