Principal Financial Group - New York, NY

posted about 1 month ago

Full-time - Mid Level
New York, NY
Funds, Trusts, and Other Financial Vehicles

About the position

We're looking for an Associate Director, Institutional Business Enablement to join our Business Management & Analytics team. In this role, you'll drive strategic initiatives to enhance the effectiveness of Principal Asset Management's institutional business and client engagement. Strategic Planning & Execution: Lead initiatives to elevate client outcomes, optimize institutional business operations, and ensure alignment with business goals. Reporting & Insights: Track business enablement initiatives, analyze data, and prepare reports for senior leadership. Use insights to inform decision-making and recommend strategy adjustments. Cross-Functional Collaboration: Serve as a key liaison across internal teams (sales, client service, operations, technology, etc.) to enhance communication and alignment. Support change management efforts and oversee tools like Salesforce to drive efficiency. Operational Efficiency: Analyze workflows, identify opportunities for improvement, and implement solutions to streamline processes.

Responsibilities

  • Lead initiatives to elevate client outcomes and optimize institutional business operations.
  • Track business enablement initiatives, analyze data, and prepare reports for senior leadership.
  • Serve as a key liaison across internal teams to enhance communication and alignment.
  • Support change management efforts and oversee tools like Salesforce.
  • Analyze workflows, identify opportunities for improvement, and implement solutions.

Requirements

  • Bachelor's degree in business administration or a related field.
  • 6+ years of experience in business enablement, institutional client experience, client operations, project management, or similar role within asset management.
  • Experience working with institutional clients.
  • Experience leading projects, managing cross-functional teams, and driving business process improvements.

Nice-to-haves

  • Strong project management skills with the ability to manage multiple initiatives simultaneously.
  • Excellent communication, presentation, and interpersonal skills.
  • Analytical approach with problem-solving abilities and experience using data to drive decisions.
  • Demonstrated ability to collaborate across departments and with external partners.
  • Familiarity with business operations, financial processes, and institutional client needs.
  • Knowledge of business enablement tools and systems (e.g., Salesforce) a plus.

Benefits

  • Flexible Time Off (FTO) for salaried employees.
  • Opportunity to participate in a bonus program for non-sales positions.
  • Comprehensive, competitive benefit offerings.
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