We have an exciting opportunity to join Principal! We're looking for a Investment & Product Solutions Analyst I to join our team! You'll partner with the Sales and Service teams to package competitive fee quotes to retain retirement plan business up to $200M in assets. You'll provide analysis and details on the product & investment package to position our fee quote against competitors.
Here are few examples of the kinds of things you’ll do when you join our team:
- Prepare fee quotes, including the pillars of our Total Retirement Suite, for assigned sales and service team areas or individuals.
- Evaluate a prospect/client's current investment lineup and offer solutions to support our asset management strategy.
- Analyze the competitiveness of our fee quote and service package to consult with field partners and leaders.
- Perform other job-related duties and special projects as required.
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 equivalent experience required.
- 4+ years of financial retirement plan experience as an advisor, operations, customer care, administrative, or similar roles.
- Knowledge of retirement plan and products, including investments, plan design, and services, laws & regulations, industry standards, and the competitive environment.
- Provide prompt, courteous and excellent service to all customers, operate in an ethical manner.
Skills That Will Help You Stand Out:
- Experience with Excel and Salesforce.
- Time management.
- Ability to multi-task.
- Strong communication skills.
- Ability to coach, mentor, and train.
Location
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 determine 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 (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.
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 cultivate 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
LinkedIn Remote Hashtag
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