Principal Financial Group · 6 hours ago
Director - Client Implementation
Des Moines, IA
Full-time
Hybrid
Senior Level, Lead/Staff
$141K/yr - $191K/yr
10+ years expPrincipal Financial Group is a purpose-led firm focused on making financial security accessible to all. They are seeking a Client Implementation Leader to lead and coordinate client transitions and product implementations, ensuring a best-in-class client experience and driving operational efficiency.
Financial ServicesInsurance
No H1B
U.S. Citizen Only
Responsibilities
Collaborate with our Global Sales and Client teams and engage directly with Clients to provide a best-in-class client experience throughout the onboarding process
Lead and develop a team supporting global client and product implementation. Build a culture of ownership and excellence through clear metrics, accountability, and strong project management capabilities across the team
Drive end-to-end client implementation including new account onboarding, in-kind transfers, complex mandate changes, and account closures. Ensure a best-in-class client experience throughout the entire lifecycle
Partner cross-functionally with Product, Sales, Client teams, Legal, Compliance, Investment Team, and Operations to coordinate project workstreams and ensure successful delivery of client transitions and product launches
Support new product launches in partnership with the Fund Platform team. Ensure operational requirements are understood and setup is facilitated with internal/external partners
Manage complex, concurrent projects using detailed planning, status tracking, monitoring, reporting, and stakeholder communication. Develop strategies for managing timelines across multiple deliverables and internal stakeholders
Enhance operational efficiency by simplifying client and product implementation through improved process design, technology integration, and driving thoughtful improvements across the organization
Maintain strong risk and control environment by working closely with Risk, Audit, and Operational Excellence teams. Build and maintain department procedures and documentation
Partner with Principal Client Experience Leadership team to enhance client experience and develop best practice for servicing our global client base
Stay current on industry trends and best practices to continuously advance Principal's client experience and operational excellence initiatives
Qualification
Required
Bachelor's degree, or equivalent, in accounting, finance, economics or business required
10+ years' related work experience required, preferably in investment/mutual fund operations or related field
Consultative communication skills and ability to communicate with stakeholders at all levels
Ability to translate and execute business strategies
Strong critical thinking, analytical, problem solving, interpersonal, time management, and decision making
Strong client service orientation
Ability to take initiative, be a self-starter and work independently
Preferred
Investment operations onboarding experience is preferred
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.
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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