Scott Francolini in

Scott Francolini

Go-getter · DISC type d
Senior Relationship Manager- TPA Customer Care at Principal Financial Group
📍 Greater Boston, United States

Scott is a relationship-driven executive with 30 years of experience in the retirement and financial services industry. He excels at building strategic partnerships to enhance client loyalty, retention, and business growth. He holds an MBA from the University of Hartford and a Series 26 license.

Based on his professional affiliations, Scott appears passionate about financial industry leadership and staying current on market trends. He follows prominent business publications and investment firms to inform his strategic approach to client management and business development.

After a 14-year tenure at John Hancock, he took a "purposeful pause" to reflect and recharge before beginning his current role.

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Experience
14 Years
Current Role
Senior Relationship Manager- TPA Customer Care
Job Level
Middle
Location
Greater Boston, United States
Personality Overview

How Scott shows up

Vision Oriented
Challenger
Self-Confident

They don’t always try to control the conversation but neither do they like yielding it fully. They can be nudged to make faster decisions by offering what they value. They respond well to confident salespeople.

Priorities

Topics Scott cares about

Client Relationship Management
His career is defined by building partnerships with plan sponsors and advisors to strengthen relationships, improve retention, and drive growth.
Retirement Industry
Possesses deep expertise from leadership roles at John Hancock, New York Life, and Principal, focusing on retirement and wealth management solutions.
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Career

Work history

11-2025
Senior Relationship Manager- TPA Customer Care
Principal Financial Group
4-2017 - 4-2024
SVP, Strategic Relationship Management & Consulting
John Hancock Retirement
4-2015
SVP, Mid/Large Strategic Relationship Management
John Hancock Retirement
4-2014 - 3-2015
Managing Director, Relationship Management
New York Life Investment Mgmt
8-2011 - 4-2014
National Practice Leader
New York Life Investment Management
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1999 - 2001
MBA
University of Hartford
1990 - 1994
BS
Bryant University
Social presence
in
Behavioral profile

DISC profile (public)

d

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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