Responsibilities

As a Retirement Services Manager on our Mutual Funds team, you'll lead and mentor a team of Retirement Specialists to ensure high quality, efficient, and timely service, meeting customer expectations. You'll play a key role to acquire, service, grow and retain profitable business through effective talent management, process improvement, workflow, metrics, and business literacy!

 

Here are a few examples of the types of things you'll do:

 

• Manage a team in a manner that ensures high quality customer service and foster a culture that supports multiple product lines and meets business goals.
• Lead and develop team members, including hiring, training, talent management, compensation administration, rewards and recognition, performance management, coaching and mentoring. Take appropriate and timely disciplinary action.
• Identify and analyze escalated problems and provide guidance to team members for resolution. Act as a liaison with internal and external customers and negotiate solutions when necessary.
• Establish and maintain effective working relationships with internal and external partners in order to identify and understand customer and business unit needs and objectives.

Qualifications

• Bachelor's degree or equivalent experience required.
• 8+ years related experience required.
• 2+ years of leadership experience.
• Coaching and mentoring skills and being able to influence and motivate others.
• Requires FINRA Series 6 licensing at the time of hire and 26 within 3 months of employment.
• While formal leadership experience is preferred, will consider informal leadership experience.
• Excellent analytical, problem solving, and verbal and written communication skills.
• Must also possess strong interpersonal, organizational/ leadership, and negotiation skills.
• Excellent understanding of retirement business and customer service requirements.
• Overnight travel may be required.

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

$81900 - $147600 / 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 Environment

 

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, Charlotte, NC, or Raleigh, NC).

Work Authorization/Sponsorship

At this time, we're not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role. (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.)

Nonimmigrant Workers and 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

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.