• Working independently, act as a consultant and actively advise clients and prospects as they navigate through the acquisition/implementation phase of onboarding.
• Establishing and improving 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.

• Bachelor's degree or equivalent and 4+ years of related experience required.
• Defined benefit knowledge and customer service skills strongly preferred.
• Strong leadership, decision-making, and negotiation skills, along with the ability to maintain confidentiality.
• Analytical, innovative, and creative thinking along with problem solving skills.
• Excellent relationship building and communication skills, including verbal, written, phone, and presentation skills.
• Strong initiative and organization skills to work efficiently to meet deadlines on multiple transitions.

Job level

We’ll consider talent at the next level with the right experiences and skills.

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.

https://www.uscis.gov/working-in-the-united-states/temporary-nonimmigrant-workers and https://www.uscis.gov/green-card/green-card-eligibility/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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