Senior Education Analyst - Retirement Services

Principal Financial Group • Charlotte, NC

5h • $55,800 - $100,800 • Hybrid

About The Position

Join our ambitious and world-class team at Principal Financial Group as a Senior Education Analyst! This is an outstanding opportunity to drive positive participant outcomes and improve financial wellness for employees across the country. You will collaborate with clients, financial professionals, and internal teams to propose and implement strategic retirement education meeting solutions.
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

• 2+ years of related work experience such as Qualified Plans (401k plans, 403b, Pension plans); including investments, plan design, administration, services, compliance, and marketing strongly preferred or equivalent proven through one or a combination of the following: work experience, training, military experience, or education
• Associate or Bachelor's degree preferred
• Analytical and critical thinking, consultative skills, and the ability to convert data into actionable insights. Capability to collaborate effectively across departments and sustain positive connections with clients, financial professionals, and internal teams.

Nice To Haves

• Effective presentation skills, influence, and negotiation skills
• Excellent verbal and written communication skills
• Strong decision-making and problem-solving abilities

Responsibilities

• Planning and Implementation: Collaborate with clients and internal teams to build and carry out personalized education meeting plans that align with client objectives. Evaluate plan structure, participant data, and incorporate Principal services and technologies to suggest strategic approaches.
• Content Development: Turn complex financial concepts into compelling, actionable content that drives behavioral change. Develop meeting materials and experiences that engage participants.
• Partnerships and Proposals: Partner with Relationship Managers and Education Strategists to prepare detailed annual education meeting proposals. Analyze plan demographics and industry trends to guide recommendations and improve participant outcomes.
• Quality Assurance: Collaborate with Education Strategists to ensure informative materials meet regulatory standards and quality requirements. Manage the distribution of resources across multiple platforms.

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: Senior