Principal Financial Group · 4 hours ago
Manager, Client Services – CODS Operations
Des Moines, IA
Full-time
Hybrid
Mid, Senior Level
$85K/yr - $152K/yr
5+ years expPrincipal Financial Group is a purpose-led firm that builds financial tools to help customers achieve better lives. They are seeking a Manager for their Client Onboarding and Deconversion Services team to lead transitions of Defined Contribution retirement plans, ensuring high-quality client experiences and effective team management.
Financial ServicesInsurance
No H1B
U.S. Citizen Only
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
Qualification
Required
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
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
Company
Principal Financial Group
Principal Financial Group® is dedicated to improving the wealth and well-being of people and businesses around the world—helping more than 62M customers plan, protect, invest, and retire as of December 31, 2023.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Dan Houston
President and CEO
Liliana (Lil) Waters, CPA, FLMI
CFO – US Distribution
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