About the role

Principal 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.

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JOB OVERVIEW

Experience level

Senior

Location

New York, NY

Occupation

Personal Financial Advisors

Industry

Pension Funds

Posted

9 days ago

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