Principal Financial Group · 14 hours ago
Learning & Development Consultant 3
United States
Full-time
Remote
Mid, Senior Level
$69K/yr - $110K/yr
6+ years expPrincipal Financial Group is looking for a Learning & Development Consultant to join their Plan Document Team. The role involves planning, designing, and delivering advanced technical training while supporting retirement plan systems and documentation through collaborative efforts with various departments.
Financial ServicesInsurance
No H1B
U.S. Citizen Only
Responsibilities
Coordinate training for internal teams on new plan provisions, system updates, major projects, and technical initiatives
Design and develop training materials including classes, reference guides, onboarding modules, and user documentation
Deliver hands‑on training sessions, workshops, and ongoing support to staff
Partner with Learning & Development and Marketing to create internal and external training communications
Ensure all training materials remain accurate, up to date, and aligned with current systems, processes, and regulations
Document procedures, workflows, and training plans with clarity and consistency
Maintain and enhance documentation using established templates and standards
Collaborate with Business Consultants and SMEs to validate content and ensure accuracy
Translate system enhancements and project updates into clear, user‑friendly training materials
Apply strong understanding of plan provisions, Principal’s pre‑approved plan documents, RIS systems, plan UI, and related recordkeeping platforms
Serve as a resource to internal teams by answering plan design and procedural questions
Analyze learning needs, design and implement training solutions, and evaluate effectiveness to meet business expectations and service standards
Own and manage training plans for complex business areas, ensuring alignment with overall functional training strategy
Develop and maintain a comprehensive training curriculum to build staff expertise in plan design and service delivery
Provide consultation to leaders and staff on training needs, performance improvement, and learning best practices
Partner with Legal, Compliance, and other stakeholders to support large product rollouts and drive training strategy for major initiatives
Qualification
Required
6+ years of experience in financial services, insurance, or retirement, or an equivalent combination of work experience, training, military service, or education
3+ years of experience in training, talent development, or instructional design
Strong analytical, leadership, problem solving, decision making, negotiation, planning, facilitation, and presentation skills
Excellent organizational, interpersonal, verbal, and written communication skills
Results driven and detail oriented, with the ability to adapt to change in a fast paced, dynamic environment
Advanced legal and technical knowledge of retirement laws, regulations, plan document provisions, and related products and services
Experience designing and delivering training for pension plan designs
High level of creativity, resourcefulness, and innovation in developing learning solutions
Proven ability to work independently and collaboratively with individuals at all levels of the organization
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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