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What You'll Do

We’re looking for a Client Onboarding Manager to join our Non-Qualified team. In this role, you’ll get the opportunity to showcase your excellent client facing skills with a department that continues to grow and provide exciting possibilities. As a Client Onboarding Manager, you will coordinate all aspects of a multi-process transition for our Non-Qualified clients while maintaining overall responsibility and integrity for the transition.

• Apply project management methodology, serve as the main point of contact for clients/advisor interaction through the onboarding process.

• Take ownership for developing the onboarding plan and seeing it to completion including implementing the plan design and financing strategies of an assigned group of NQ clients.

• Develop relationships and partner with all areas of RIS Admin, RIS Field Service, Life Distribution, RIS Distribution, NQ Admin, NQ Consulting and other internal parties to orchestrate a successful onboarding and start to the ongoing relationship.

• Use creativity, problem solving and in-depth product knowledge to arrive at solutions, ensure profitability and retain assets. Negotiate solutions to meet both customers' and other stakeholder goals.

• Demonstrate expertise and professionalism in our interactions, internal and external. Possess a solid understanding of our competition and the retirement industry.

• Effectively handle change and process improvements.

• 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 and 4+ years of related experience required. Non-Qualified or Retirement experience preferred.

• FINRA 6 and SIE will be required within first 6 months of employment.

• You’ll be required to become a non-registered fingerprint person of Principal Securities Incorporated.

• Strong written and verbal communication, presentation, and negotiation skills required.

• Accurate, organized, able to meet deadlines, and follow-through on tasks and campaigns.

• Able to build and maintain positive relationships within the organization and externally.

• Proficiency with MS Word and MS Excel.

• Extensive knowledge and understanding of plan and contract documents, manuals, and procedures.

• Advanced business unit knowledge and technical skills including products and regulations.

• Strong command of financing concepts, expense structures, and administrative platform.

• Able to balance working independently with working in a team environment.

• Overnight travel may be expected to conduct customer meetings.

• May be asked to present on behalf of sales support.

Salary Range Information

Salary 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)

$54000 - $98400 / year

Time Off Program

Flexible 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 Eligible

Yes

Additional Information

Job level

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

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 (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 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 (https://www.principal.com/about-us/careers) 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.

Original Posting Date

12/12/2024

Most Recently Posted Date

12/12/2024

LinkedIn Remote Hashtag

#LI-Remote