Analysis Skills, Annuities, Asset Management, Best Practices, Business Growth, Communication Skills, Corporate Policies, Customer Experience, Customer Relations, Customer Relationship Management (CRM), Customer Service Management, Customer Support/Service, Detail Oriented, ERISA (Employee Retirement Income Security Act of 1974), Financial Services, Identify Issues, Maintain Compliance, Microsoft Office, Military, Multitasking, Operations Planning, People Management, Presentation/Verbal Skills, Process Improvement, Regulations, Resolve Customer Issues, Retirement Plan, Retirement and Pension Management, Risk, Sales, Time Management, Trend Analysis, Willing to Travel, Work From Home, Writing Skills
Manages day-to-day client relationships, managing an assigned portfolio to ensure accurate, timely service. This role builds trust by helping clients navigate questions, issues, and requests while maintaining service standards and company policies. By providing dependable support and solutions, helps clients get their needs met accurately and on time, strengthens satisfaction, fosters long-term relationships, and supports improvements that drive retention and business growth.
- Independently manage a small portfolio of clients, providing guidance on retirement plan administration and participant inquiries. Resolve moderately complex client questions using discretion, identifying when escalation is necessary. Collaborate with internal partners (operations, advisors, compliance) to coordinate client deliverables and plan milestones.
- Review and approve routine retirement plan transactions, ensuring accuracy and adherence to policy. Analyze participant accounts to identify inconsistencies or trends requiring attention. Partner with internal teams to resolve errors or exceptions efficiently.
- Ensure client activities comply with ERISA, IRS, and company policies. Identify potential regulatory or operational risks and escalate as appropriate.
- Prepare client-facing and internal reports, ensuring clarity and accuracy. Document client interactions, decisions, and resolutions in systems to maintain audit readiness.
- Recommend enhancements to processes, workflows, and reporting for efficiency and client experience. Share knowledge and best practices with peers.
- 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:
- 2+ years of experience in client service, financial services, or retirement plan operations or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
- Solid understanding of retirement plan administration and financial concepts, with the ability to apply procedures accurately, efficiently, and with some independent judgment.
- Familiarity with retirement products and services such as 401(k), 403(b), defined benefit arrangements, pension risk transfer group annuity contracts, or other defined contribution offerings highly preferred.
- Ability to guide clients and internal teams through complex plan features and processes.
- Effective written and verbal communication skills, including comfort interacting directly with clients and internal partners.
- Attention to detail, with the ability to identify, troubleshoot, and resolve data discrepancies with minimal supervision.
- Proficient in Microsoft Office and experienced in recordkeeping or workflow systems, with the ability to optimize processes where appropriate.
- Able to manage multiple priorities in a fast-paced environment, making informed decisions about workload and deadlines.
- Ability to travel as needed.
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:
$55800 - $90000 / year
Salary Details:
,he following locations are examples of market-specific salary ranges across different geographies.
• Wichita, KS: $55,800 – $75,600 / year
• Des Moines, IA: $58,900 – $79,800 / year
• Charlotte, NC: $62,000 – $84,000 / year
• Chicago / Minneapolis: $68,200 – $92,400 / year
• Los Angeles / New York City: $74,400 – $90,000 / 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:
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 Raleigh, NC 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):
7/13/2026
Latest Post Date: Careers - US:
7/20/2026
LinkedIn Remote Hashtag
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#LI-Remote