Is the Relationship Manager II position at Principal Financial Group fully remote?

Yes, this Relationship Manager II position at Principal Financial Group is a remote position. The role is available for candidates in United States.

Is this a full-time or part-time Relationship Manager II role?

This is a full-time Relationship Manager II position at Principal Financial Group.

What are the main requirements for the Relationship Manager II role?

Key requirements include: 4+ years retirement industry experience, must become an associated person of principal securities, inc, qualified plan knowledge strongly preferred (defined benefit, defined contribution), and more.

How do I apply for the Relationship Manager II position at Principal Financial Group?

You can apply for this Relationship Manager II position by clicking the "Apply Now" button on this page, which will take you to Principal Financial Group's application portal.

Relationship Manager II at Principal Financial Group

United States

<h2 class="jdheading"><strong> What You'll Do</strong></h2><br><br><p style="margin: 0px;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">In our Customer Care area, the <strong>Relationship Manager</strong> develops deep relationships with advisors, plan sponsors, and third-party administrators that are in our 10M - 200M market space in the <span style="color: black;">South Central Region (Texas, Louisiana, Oklahoma and Arkansas).</span></span></p><p style="margin: 0px;"> </p><p style="margin: 0px;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">This role is the strategic partner to our clients and advisors to provide creative solutions that meet business goals of retention, growth, and retirement readiness to name a few.</span></p><p style="margin: 0px;"> </p><p style="margin: 0px;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Here are a few examples of the kinds of things you’ll do:</span></p><ul><li><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Collaborate with the plan sponsor and the advisor on plan design, investments, retirement readiness, services and new opportunities.</span></li><li><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Plan level health reviews.</span></li><li><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Problem solving complex issues.</span></li></ul><p style="margin: 0px;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. 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!</span></p> <br><h3 class="jdheading"><strong >Who You Are</strong></h3><br><br><ul><li><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Bachelor's degree or 8 years of equivalent experience required</span></li><li><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">4+ years retirement industry experience</span></li><li><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Must become an associated person of Principal Securities, Inc</span></li><li><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Qualified Plan knowledge strongly preferred (Defined Benefit, Defined Contribution)</span></li><li><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Excellent demonstrated leadership, negotiation, presentation, organizational, and problem-solving skills required, as well as superior interpersonal, analytical, and oral and written communication skills</span></li><li><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Must be assertive and entrepreneurial</span></li><li><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Travel required (25 - 30%), mostly day travel but there will be some overnight travel, as well.</span></li></ul><p style="margin: 0px;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Licensing will be required based on state/federal laws and/or company policy in accordance with current licensing policy. The below licenses are required within 5 months of employment (strong preference for fully licensed):</span></p><ul><li><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">FINRA Series 6 or 7</span></li><li><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">FINRA Series 63</span></li><li><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Life & Health</span></li></ul> <br><h2 class="jdheading"><strong>Salary Range Information</strong></h2><br><br>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. <br><h3 class="jdheading"><strong>Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)</strong></h3><br><br>$84600 - $171600 / year <br><strong class="jdheading">Salary Details</strong><br><br><p style="margin-bottom: 0in;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: #000000;">The following levels and locations are examples of market-specific salary ranges across different job levels and geographies. Candidates will be evaluated to determine the appropriate job level based on their skills and experience.<strong> </strong></span></p><ul><li style="list-style-type: none;"><ul><li style="margin-bottom: 0in;"><div><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Relationship Manager II: $84,600 – $139,700/ year</span></div></li><li style="margin-bottom: 0in;"><div><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Relationship Manager III: $104,400 – $171,600 / year </span></div></li></ul></li></ul> <br><h3 class="jdheading"><strong>Time Off Program</strong></h3><br><br>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. <br><h3 class="jdheading"><strong>Pension Eligible</strong></h3><br><br>Yes <h2><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><strong>Location(s)</strong></span></h2><p style="margin: 0px;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">The territory covered by this position requires the candidate to live within the <span style="color: black;">South Central Region (Texas, Louisiana, Oklahoma and Arkansas).</span></span></p><h2><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><strong>Work Environments</strong></span></h2><p style="margin: 0px;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">You will be able to work from home when not at customer meetings.</span></p><h2><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><strong>Job Level</strong></span></h2><p style="margin: 0px;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">We’ll consider talent at the next level (Relationship Manager III) with the right experiences and skills. This level requires a minimum of 6+ years of retirement industry experience on top of the above qualifications.</span></p><h2><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><strong>Work Authorization/Sponsorship </strong></span></h2><p style="margin: 0px;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">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.</span></p><p style="margin: 0px;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><a href="https://www.uscis.gov/working-in-the-united-states/temporary-nonimmigrant-workers" target="_blank" rel="noopener">Nonimmigrant Workers</a> and <a href="https://www.uscis.gov/green-card/green-card-eligibility/green-card-for-employment-based-immigrants" target="_blank" rel="noopener">Green Card for Employment-Based Immigrants</a></span></p><h2><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><strong>Investment Code of Ethics </strong></span></h2><p style="margin: 0px;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">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.</span></p><h2><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><strong>Experience Principal </strong></span></h2><p style="margin: 0px;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">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 <a href="https://www.principal.com/about-us/careers" target="_blank" rel="noopener">careers site</a> to learn more about our purpose, values and benefits.</span></p><h2><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><strong>Principal is an Equal Opportunity Employer </strong></span></h2><p style="margin: 0px;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">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.</span></p> <br><h3 class="jdheading"><strong>Posting Window</strong></h3><br><br>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. <br><h4 class="jdheading"><strong>Original Posting Date</strong></h4><br><br>9/22/2026 <br><h4 class="jdheading"><strong>Most Recently Posted Date</strong></h4><br><br>9/22/2026 <br><h4 class="jdheading"><strong> </strong></h4><br><br><p style="margin: 0px;">Principal uses artificial intelligence tools to assist in reviewing and evaluating job applications, fraud prevention, and candidate matching and comparisons. These AI tools support our human recruiters in the initial review process but do not make final hiring decisions without human involvement. By submitting your application, you acknowledge this use of AI in our recruitment process. Please review our <a href="https://secure02.principal.com/publicvsupply/GetFile?fm=WW962&ty=VOP" target="_blank" title="https://secure02.principal.com/publicvsupply/GetFile?fm=WW962&ty=VOP" class="x_x_OWAAutoLink" data-auth="NotApplicable" data-linkindex="1" rel="noopener">Workforce (U.S.) Privacy Notice</a> for more details on our practices and your data privacy rights.</p> <br><p style=color:#FFFFFF>LinkedIn Remote Hashtag</p><br><br>#LI-Remote

Apply Now

Remote Opportunity

Relationship Manager II

Join Principal Financial Group as a senior professional working remotely from United States. Explore the role, benefits, and apply in one place.

Relationship Manager II

Principal Financial Group

Full Time

3 weeks ago

What You'll Do In our Customer Care area, the Relationship Manager develops deep relationships with advisors, plan sponsors, and third-party administrators that are in our 10M - 200M market space in the South Central Region (Texas, Louisiana, Oklahoma and Arkansas).

United States

Engineering

Senior

Relationship Management

Retirement Planning

Financial Services

+5 more

Job Description

What You'll Do

In our Customer Care area, the Relationship Manager develops deep relationships with advisors, plan sponsors, and third-party administrators that are in our 10M - 200M market space in the South Central Region (Texas, Louisiana, Oklahoma and Arkansas).

This role is the strategic partner to our clients and advisors to provide creative solutions that meet business goals of retention, growth, and retirement readiness to name a few.

Here are a few examples of the kinds of things you’ll do:

Collaborate with the plan sponsor and the advisor on plan design, investments, retirement readiness, services and new opportunities.
Plan level health reviews.
Problem solving complex issues.

Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. 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!

Who You Are

Bachelor's degree or 8 years of equivalent experience required
4+ years retirement industry experience
Must become an associated person of Principal Securities, Inc
Qualified Plan knowledge strongly preferred (Defined Benefit, Defined Contribution)
Excellent demonstrated leadership, negotiation, presentation, organizational, and problem-solving skills required, as well as superior interpersonal, analytical, and oral and written communication skills
Must be assertive and entrepreneurial
Travel required (25 - 30%), mostly day travel but there will be some overnight travel, as well.

Licensing will be required based on state/federal laws and/or company policy in accordance with current licensing policy. The below licenses are required within 5 months of employment (strong preference for fully licensed):

FINRA Series 6 or 7
FINRA Series 63
Life & Health

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)

$84600 - $171600 / year
Salary Details

The following levels and locations are examples of market-specific salary ranges across different job levels and geographies. Candidates will be evaluated to determine the appropriate job level based on their skills and experience.

- Relationship Manager II: $84,600 – $139,700/ year
- Relationship Manager III: $104,400 – $171,600 / 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

Location(s)

The territory covered by this position requires the candidate to live within the South Central Region (Texas, Louisiana, Oklahoma and Arkansas).

Work Environments

You will be able to work from home when not at customer meetings.

Job Level

We’ll consider talent at the next level (Relationship Manager III) with the right experiences and skills. This level requires a minimum of 6+ years of retirement industry experience on top of the above qualifications.

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 and 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 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

9/22/2026

Most Recently Posted Date

9/22/2026

Principal uses artificial intelligence tools to assist in reviewing and evaluating job applications, fraud prevention, and candidate matching and comparisons. These AI tools support our human recruiters in the initial review process but do not make final hiring decisions without human involvement. By submitting your application, you acknowledge this use of AI in our recruitment process. Please review our Workforce (U.S.) Privacy Notice for more details on our practices and your data privacy rights.

LinkedIn Remote Hashtag

#LI-Remote

Requirements

4+ years retirement industry experience
must become an associated person of principal securities, inc
qualified plan knowledge strongly preferred (defined benefit, defined contribution)
must be assertive and entrepreneurial
finra series 6 or 7
finra series 63
life & health
relationship manager ii: $84,600 – $139,700/ year

Skills

Relationship Management

Retirement Planning

Financial Services

Strategic Planning

Client Retention

Business Growth

Leadership

Qualified Plan Knowledge

Ready to Apply?

Join Principal Financial Group today

Posted 3 weeks ago

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