What You'll Do
We are looking for a Managing Director for our Total Retirement Solutions, Customer Care area, to cultivate strong relationships with advisors, plan sponsors, and third-party administrators within our $200M+ market space. In this strategic role, you will work closely with internal teams to ensure that top-tier expertise is in place, delivering innovative solutions that support key business objectives such as retention, growth, and retirement readiness for our large, sophisticated TRS clients. Your leadership will be essential in driving Principal’s growth goals and ensuring outstanding client experiences across all business units.
Here are a few of the things you'll do:
- Work closely with plan sponsors and advisors to improve and enhance plans, with a focus on investments, retirement readiness, services and new opportunities.
- Apply your expertise in products, industry trends, and investments to differentiate Principal, address complex issues, and strengthen client relationships while minimizing any risks.
- Drive collaboration and teamwork across multiple internal teams and business units, influencing efforts to achieve strategic objectives, without formal reporting relationships.
- Partner with executive sponsors and leadership teams to capitalize on opportunities and address client risks and concerns, ensuring alignment and clarity.
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!
- Heavy incentive component in addition to salary listed.
Apply today!
Who You Are
- Bachelor's degree or 8 years of equivalent experience required; MA/MBA preferred but not required
- 15+ years managing complex client relationships with multiple retirement product solutions (DC, DB, NQ, ESOP, Equity Comp, Trust & Custody, etc.)
- Must become an associated person of Principal Securities, Inc
- Proven track record of implementing client strategies that resulted in improved outcomes for the client and the organization
- Excellent demonstrated leadership, negotiation, presentation, interpersonal, and problem-solving skills required, as well as outstanding interpersonal, analytical, and oral and written communication skills
- Experience in working with large and complex clients and have a compelling executive presence
- Travel required (40-50%), including overnight stays
Licensing will be required based on state/federal laws and/or company policy in accordance with current licensing policy. The below licenses are required at time of employment:
- Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or equivalent and FINRA Series 63)
- Resident Life and Health appointment
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)
$153000 - $207000 / 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
Location
This is a remote position.
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.
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
12/11/2024
Most Recently Posted Date
12/11/2024
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