Director - Document Services

Principal Financial Group

12h • $141,000 - $191,000 • Hybrid

About The Position

We're looking for a Director of Document Services! In this role you’ll lead overall business support for Retirement & Income Solution document functions. In addition, you’ll collaborate with business leaders to establish strategies, budgets, policies and quality control procedures. You'll have the opportunity to: Provide strategic direction and leadership within Document Services. Manage and direct staff responsible for providing comprehensive Plan document and agreement drafting services to RIS internal and external clients. Communicate vision, goals and objectives to build line of sight for staff. Empower, encourage, and develop staff to enable them in being successful. Manage and coach staff, which includes hiring, training, career development, budgeting and financial management. Engage and build a high-caliber team; ensuring a strong bench; mentoring and developing junior talent to succeed; and being a champion of the culture of PFG and of the importance of an outstanding compliance and service organization. Provide high level Document Services with emphasis on educating clients about RIS Documents and Agreements. Stay apprised of client needs and expectations. Provide thought leadership on complex Document Services issues, offering appropriate resources, fostering capabilities, and developing additional solutions, as the need arises. Participate in strategy planning and assist in setting and implementing strategic direction to ensure goals are attained. Lead all aspects of sophisticated, high-risk, high visibility, strategically aligned RIS Document Services projects for successful completion 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

• Requires a bachelor's degree or equivalent with at least 15 plus years of related business experience including supervisory experience.
• Requires expert knowledge of all aspects of full service RIS operations.
• Ability to cultivate and maintain relationships with all levels of plan sponsor management, including the executive level, advisors, and internal service team, to ensure that consulting services continue to meet or exceed client needs.
• Deep understanding of Principal products and services, including pre-approved Plan document production, in order to effectively problem solve and identify solutions needed to meet the needs of internal and external clients.
• Ability to effectively deploy resources, develop project timetables and ensure projects are delivered timely to meet client needs.
• Assertive and entrepreneurial.
• Travel required up to 10% of the time.
• Assertive and entrepreneurial.

Responsibilities

• Provide strategic direction and leadership within Document Services.
• Manage and direct staff responsible for providing comprehensive Plan document and agreement drafting services to RIS internal and external clients.
• Communicate vision, goals and objectives to build line of sight for staff.
• Empower, encourage, and develop staff to enable them in being successful.
• Manage and coach staff, which includes hiring, training, career development, budgeting and financial management.
• Engage and build a high-caliber team; ensuring a strong bench; mentoring and developing junior talent to succeed; and being a champion of the culture of PFG and of the importance of an outstanding compliance and service organization.
• Provide high level Document Services with emphasis on educating clients about RIS Documents and Agreements.
• Stay apprised of client needs and expectations.
• Provide thought leadership on complex Document Services issues, offering appropriate resources, fostering capabilities, and developing additional solutions, as the need arises.
• Participate in strategy planning and assist in setting and implementing strategic direction to ensure goals are attained.
• Lead all aspects of sophisticated, high-risk, high visibility, strategically aligned RIS Document Services projects for successful completion

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: Director
• Number of Employees: 5,001-10,000 employees