Address
Form of work
SalaryAs a Client Service Manager on our Employee Stock Ownership Plan (ESOP) Administration team, you’ll manage and provide consultation to several key client accounts handling all aspects of their ESOP plans. You’ll proactively build relationships with C-Suite executives, company owners, financial executives and HR personnel while balancing technical activities of the plans. Educating, teaching and handling their unique requests provides for a very valued partner experience with your clients.
Here are a few examples of the kinds of things you'll do:
- Develop a working knowledge of ESOP technical requirements to create and propose solutions to meet client needs.
- Understand and implement key features on plan documents such as performing trust accounting, compliance testing and government reporting.
- Take the lead on client ESOP allocations, reports, participant stock statements, and distribution and cash management services.
- Communicate with clients proactively to assist with questions, plan complexity discussions, education, participant data, plan administration procedures, etc.
- Bachelor's degree or equivalent experience. (Accounting or Finance preferred)
- 6+ years related business experience.
- Previous ESOP exp is required.
- Quality review experience is a plus.
- Strong accounting, numerical critical thinking, and analytical skills.
- Strong written and verbal communication skills, including problem-solving and persuasion/ negotiation skills.
- Open to occasional overnight travel (1-3 times per year) to participate in customer meetings and industry conferences. may be necessary.
- Ability to balance working independently with working in a team environment to meet customer needs and achieve overall goals.
- Possess a strong understanding of accounting and record-keeping systems and PC applications.
Job level
Work Environments
This role offers in-office, hybrid (blending at least three office days in a typical workweek), and remote work arrangements (only if residing more than 30 miles from Des Moines, IA, or Charlotte, NC). You’ll work with your leader to figure out which option may align best based on several factors.
Work Authorization/Sponsorship
At this time, we're not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role. (This includes, but is not limited to students on F1-OPT, F1-CPT, 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 Global Investors 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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