Manager Field Operations

Principal Financial Group • Modesto, CA

19h • Hybrid

About The Position

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

• Bachelors degree or equivalent, plus 6+ years of related work experience including 6+ years of direct management or leadership experience required
• Excellent communication, leadership, analytical and problem solving, organizational, time management, training and PC skills are required
• Must work effectively under pressure, exercising good judgement and maintain confidentiality
• Understanding of financial services products, services and systems
• Travel to corporate center and field offices required (approximately 25% of time)

Nice To Haves

• Knowledge of producer licensing, contracting and registration preferred

Responsibilities

• Oversee the department operations staff, establishing production standards and budget that meet the business need and monitor results.
• Provide team leadership, assist with workflow, and implement guidelines to meet the needs of the customer and field partners.
• Increase production of risk and investment products through broker, advisor and field office support activities.
• Oversee business center operations by establishing production standards and monitoring results.
• Act to improve results as needed while continuing to drive efficiencies and meet the needs of the field and customers.
• Ensure strengthening partnerships between home office contacts, local field offices, internal and external customers.
• Build a strong organization by hiring, leading, retaining, and developing employees within processing business roles.
• Promote business literacy and competency development.
• Achieve performance expectations as established by the business.
• Build strong relationships with advisors.
• Promote processes and services that fully support the growth strategy as well as the success of advisors.
• Manage the movement of experience advisors to our broker/dealer to ensure their block of business is effectively transferred over to Principal.
• Perform all other job related duties or special projects as needed.

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.
• Pension Eligible
• comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager