Sr Product Consult-Investments

Principal Financial Group • Des Moines, IA

7d • $116,000 - $136,000 • Remote

About The Position

We’re looking for a Sr Product Consult to join our retirement product Investment team. In this role you’ll lead strategic initiatives and high-visibility investment projects to successful completion. Manage and strengthen internal and third-party relationships that support Principal Financial Group’s investment products and services. Drive development and implementation of new investment offerings while providing training, clear communications, and support to sales teams, financial professionals, retirement plan clients, participants, and other stakeholders. 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 (Finance, Business, related field) or equivalent experience with 7+ years of relevant professional experience.
• Strong written and verbal communication skills, organizational ability, leadership, math, decision-making, time-management, project management, and analytical skills.
• Capable of delivering formal presentations to internal and external audiences.
• Customer service orientation with general knowledge of investment markets, products, services, operations, and systems.
• Knowledge of managed accounts and related processes.
• High level of confidentiality, professionalism, and business ethics.

Nice To Haves

• Advanced degree and/or FINRA Series 7 and 66
• Leadership and mentoring skills demonstrated through guiding cross-functional teams and supporting colleague development.
• Ability to communicate and influence ideas and recommendations effectively.

Responsibilities

• Manage third-party, and internal, relationships to deliver product efficiency for managed accounts. Oversee workflows to ensure quality and timeliness.
• Serve as primary liaison and escalation point between vendors and internal business partners.
• Track and analyze vendor performance, providing leadership with insights and recommendations for improvement.
• Drive strategic initiatives with third-party firms and internal teams (finance, IT, compliance, sourcing) including contract management, performance metrics, budget adherence, risk mitigation, and due diligence.
• Control costs and mitigate expense increases without disrupting operations.
• Lead product and service enhancements, partnering with cross-functional teams to implement improvements or launch new offerings.
• Collaborate with sourcing on vendor selection and contract reviews. Evaluate suppliers based on experience, capacity, quality, and financial stability. Advocate for business needs and cost limits.

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