Client Onboarding Manager

Principal Financial Group • Des Moines, IA

8d • $54,000 - $98,400 • Hybrid

About The Position

As a Client Onboarding Manager in our Retirement Client Onboarding and Deconversion Services area, you’ll lead and coordinate all aspects of a multi-process project plan, while maintaining overall responsibility for the onboarding experience. What makes a candidate successful is being motivated to lead change, growth and profitability.
Your day will be filled with:
Independently acting as a consultant and actively advising clients and prospects as they navigate through the acquisition/implementation phase of onboarding.
Establishing and improving client/intermediary relationships through effective communication and delivering expectations to ensure growth in retirement savings and profitability for all partners.
Communicating effectively with all parties by providing timely status reports through scheduled conference calls and timeline/project plan updates while sustaining overall responsibility.
Demonstrating flexibility to meet the needs of all customers.
Ensuring accuracy and integrity of the client's data and setting up to ensure ongoing success.
Performing other job-related duties 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!

Requirements

• Bachelor's degree or equivalent experience and 4+ years of related experience is required.
• Strong leadership, decision-making, and negotiation skills.
• Proficient analytical, innovative, and creative thinking, along with problem solving skills.
• Excellent relationship building and communication skills, including verbal, written, phone, and presentation skills.
• Proven ability to take initiative and have organizational skills to work efficiently to meet deadlines on multiple transitions.
• Highly focused on accuracy, details, and confidentiality.

Nice To Haves

• Strong knowledge of all aspects of defined contribution plans, including plan design, products, services, administrative systems, investments, laws and regulations is preferred.
• Knowledge of all aspects of defined contribution plans, including plan design, products, services, administrative systems, investments, laws and regulations required.

Responsibilities

• Independently acting as a consultant and actively advising clients and prospects as they navigate through the acquisition/implementation phase of onboarding.
• Establishing and improving client/intermediary relationships through effective communication and delivering expectations to ensure growth in retirement savings and profitability for all partners.
• Communicating effectively with all parties by providing timely status reports through scheduled conference calls and timeline/project plan updates while sustaining overall responsibility.
• Demonstrating flexibility to meet the needs of all customers.
• Ensuring accuracy and integrity of the client's data and setting up to ensure ongoing success.
• Performing other job-related duties as required.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees