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What You'll DoAs a Client Onboarding Manager in our Retirement Client Onboarding and Deconversion Services area, you’ll lead and coordinate all aspects of a multi-process project plan, while maintaining overall responsibility for the onboarding experience. What makes a candidate successful is being motivated to lead change, growth and profitability.Your day will be filled with:
Independently acting as a consultant and actively advising clients and prospects as they navigate through the acquisition/implementation phase of onboarding.
Establishing and improving client/intermediary relationships through effective communication and delivering expectations to ensure growth in retirement savings and profitability for all partners.
Communicating effectively with all parties by providing timely status reports through scheduled conference calls and timeline/project plan updates while sustaining overall responsibility.
Demonstrating flexibility to meet the needs of all customers.
Ensuring accuracy and integrity of the client's data and setting up to ensure ongoing success.
Performing other job-related duties 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 and 4+ years of related experience is required.
Strong leadership, decision-making, and negotiation skills.
Proficient analytical, innovative, and creative thinking, along with problem solving skills.
Excellent relationship building and communication skills, including verbal, written, phone, and presentation skills.
Proven ability to take initiative and have organizational skills to work efficiently to meet deadlines on multiple transitions.
Highly focused on accuracy, details, and confidentiality.
Strong knowledge of all aspects of pension plans, including plan design, products, services, administrative systems, investments, laws and regulations is preferred.
Salary Range InformationSalary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)$51000 - $98400 / yearTime Off ProgramFlexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don’t accrue a bank of time off under FTO and there is no set number of days provided.Pension EligibleYesAdditional InformationLocationThis 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/SponsorshipAt 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:Nonimmigrant Workers (https://www.uscis.gov/working-in-the-united-states/temporary-nonimmigrant-workers) and Green Card for Employment-Based Immigrants (https://www.uscis.gov/green-card/green-card-eligibility/green-card-for-employment-based-immigrants)Investment Code of EthicsFor 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 PrincipalWhile 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 (https://www.principal.com/about-us/careers#core-values) , benefits (https://www.principal.com/about-us/careers#benefits) and why we’re an exceptional place (https://www.principal.com/about-us/careers#reputation) to grow your career.Principal is an Equal Opportunity EmployerAll 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 WindowWe 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.Original Posting Date8/29/2024Most Recently Posted Date8/29/2024LinkedIn Remote Hashtag#LI-Remote
