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What You'll Do

We're looking for Sr. Retention Consultant to come up with an unbiased strategy to retain ESOP clients within the firm. An in-depth review of the client is performed; pricing is reviewed and relationships are leveraged (Sales, CRM team, Sales Leadership, RFP team, etc) to determine what the retention strategy should be. In this role you'll present our story to the client alongside the Relationship Managers and Consultants in competitive RFP situations.

• Strategically positions Principal in the retention process by customizing the approach with client knowledge gained by performing a thorough administrative review and implementing the finals strategy.

• Ensures strategic and thorough communication between service team and client/advisor throughout the process.

• Responsible for sharing deal specific, real time best practices across the sales teams and relationship management.

• Uses existing consultant relations team, sales representative relationships, and at times, develop own relationships, with advisor and/or consultant in an effort to accurately understand the situation and improve the likelihood to retain.

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 an equivalent combination of education and professional work experience

• Must have 5+ years of retirement sales experience with strong technical expertise in one or a combination of defined contribution, defined benefit, non-qualified or Trust & Custody products

• Must have excellent verbal and written communication skills to coordinate with clients and internal stakeholders

• Must have strong understanding of industry, portfolio construction, capital markets, financial service products and regulations

• Role requires the ability to manage multiple projects, problem-solving skills, oral and written communication skills, leadership skills, advanced analytical skills regarding pricing and different plan designs, presentation skills, negotiation skills, relationship building, time management skills and knowledge of business unit and company products

• Must have the ability to project manage highly complex projects/RFPs

• Must have the ability to travel as required

Skills that will help you stand out:

• Strong preference towards ESOP experience.

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 (Non-Exempt expressed as hourly; Exempt expressed as yearly)

$123000 - $167000 / 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 with a strong preference for the North East or Texas.

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.

Nonimmigrant Workers (https://www.uscis.gov/working-in-the-united-states/temporary-nonimmigrant-workers) and Green Card for Employment-Based Immigrants (https://www.uscis.gov/green-card/green-card-eligibility/green-card-for-employment-based-immigrants)

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 careers site (https://www.principal.com/about-us/careers) 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.

Original Posting Date

6/28/2024

Most Recently Posted Date

6/28/2024

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