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SalaryWhat You'll Do:
As a Sr. Client Onboarding Manager in our Defined Benefit (DB) area, you’ll coordinate all aspects of multi-process onboarding for our larger more complex DB clients, while maintaining overall responsibility for onboarding and client communication.
Your day will be filled with:
- Working independently, act as a consultant and actively advise clients and prospects as they navigate through the acquisition/implementation phase of onboarding.
- Establishing and improve client/intermediary relationships through effective communication and delivery of expectations to ensure growth in retirement savings and profitability for all partners.
- Ensuring accuracy and integrity of the client's data and set up to ensure ongoing success.
- Mentoring and coaching team members along with managing and/or participating in special projects.
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: - Requires bachelor's degree or equivalent, and 7+ years Defined Benefit retirement experience (Defined Benefit onboarding experience preferred).
- Must possess excellent leadership, decision-making, and negotiation skills, along with the ability to maintain confidentiality.
- Requires strong analytical, innovative, and creative thinking, along with advanced problem solving skills.
- Excellent relationship building and communication skills, including verbal, written, phone, and presentation skills.
- Must have initiative and organizational skills to work efficiently and independently to meet aggressive deadlines on multiple projects.
- Must be detail-oriented with focus on accuracy.
- Comprehensive knowledge of all aspects of pension, including plan design, products, services, administrative systems, investments, laws and regulations.
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 applicants 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
At Principal, we value connecting on both a personal and professional level. Together, we’re imagining a more purpose-led future for financial services – and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits.
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.
Posting Window: We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. Date First Posted (TTF): 3/8/2024 Latest Post Date: Careers - US: 3/8/2024 LinkedIn Remote Hashtag
: #LI-Remote
