SB Financial Services Relationship Manager jobs in Buffalo, NY

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 throughout the Buffalo, NY area. 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.
• •  

In April, we were named to the Forbes list of America’s Best Employers for Diversity 2022. This is our third year on the list and our highest ranking yet—appearing at No. 56 on the total list of 500 companies. We’re No. 9 among companies in the financial services industry. Join us!

• Bachelor's degree or 8 years of equivalent experience required
• 2 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:

• • Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or equivalent and FINRA Series 63).
  • Resident Life and Health appointment must be attained.

Location

This position is remote within the territory due to local meetings.  Territory consists of Buffalo, NY.  Open to candidates within reasonable driving distance.

Work Authorization/Sponsorship

At this time, we're not considering candidates 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

While our expertise spans the globe, we're bound by one common purpose: to foster a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees – individually and all of us together. Explore our core values, benefits and why we’re an exceptional place to grow your career.

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.

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