Sr Product Consult-Investments

Principal • Full-time • Remote • $116k - $136k / year • 13h ago

What You'll Do

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.

Key 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.

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!

Who You Are

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.

Skills That Will Help You Stand Out:

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.

Salary Range Information

Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Salary Range

$116000 - $136000 / year

Time Off Program

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

Yes

Additional Information

Work Authorization/Sponsorship

At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.

Nonimmigrant Workers and Green Card for Employment-Based Immigrants

Investment Code of Ethics

For Principal Asset Management positions, you’ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.

Experience Principal

At Principal, we value connecting on both a personal and professional level. Together, we’re imagining a more purpose-led future for financial services – and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits.

Principal is an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Posting Window

We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.