Manager, Client Services – CODS Operations
About The Position
We’re looking for a Manager to join our Client Onboarding and Deconversion Services team. In this role, you’ll lead team members who support Defined Contribution (DC) retirement plan transitions. You’ll play a key role in ensuring successful execution of our services through effective talent management, collaboration with global partners, and leadership of transformational outcomes through improved workflow, metrics, and business literacy. 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
- 5+ years of experience in client service, financial services, or retirement plan operations or equivalent gained through work, training, military service, or education.
- Minimum of 2+ years of leadership experience (direct or indirect)
- Strong communication, coaching, and collaboration skills.
- Ability to manage day-to-day operations, prioritize workloads, and balance team assignments.
- Problem-solving and decision-making skills for operational and client issues.
- Basic financial or operational acumen (budget awareness, resource allocation, performance tracking).
- Attention to detail and adherence to policies, procedures, and compliance requirements.
Responsibilities
- Oversee key functions of retirement plan transition events with a focus on continuous improvement.
- Develop a team that delivers excellent service through ownership, accountability, and results. Instill loyalty and satisfaction by ensuring quality client experiences are taking place.
- Identify, analyze and provide guidance to team members for issue resolution. Act as a liaison with internal and external customers to find solutions.
- Build and maintain effective working relationships with internal partners to identify and understand customer and business unit needs and objectives. Support multiple product lines and meet business goals.
- Create and foster a culture that values the contributions of others and inspires trust and respect between team members.
- 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.
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
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
