Senior Transition Coordinator - Principal Financial Group

What You'll Do:

We’re looking for a Senior Transition Coordinator to join our Retirement and Income Solutions Transition team. In this role, you’ll lead projects, provide operational support and act as a consultant for our most complex conversions, deconversions and up sell activities for trust and custody plans. You'll put your collaboration and project management skills into action to ensure high quality and efficient service to meet customer expectations!

 

Here are a few examples of the kind of things you will do:

• Work closely with Clients, Relationship Managers, Sales, Middle Office, Underwriting Document and PCS operations and external partners team to gather required documentation and information needed to onboard, reconcile trust assets and process cash/security transfer needs accurately.
• Act as project manager for assigned conversion projects including scheduling, planning and leading meetings with internal and external partners including new clients and third part providers - the conversions will include internal/external team needs, project planning, creating a timeline and updating as needed, escalation if timeline is not being met, transfer and future processing need conversations
• Support the risk management and compliance process ensuring effective use of tools and other risk mitigation activities to limit exposure and improve audit results
• Perform maintenance activities including intra-department follow up and actioning service tickets using internal systems (i.e., Jira and Salesforce)
• Travel (~5%) may be required for Final Sales presentations.

 

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:

• 8 + years of client services or financial services
• BS/BA degree or equivalent
• 8 + years of client services, financial services, preferably in trust & custody operations (processing assets) or project management
• Strong MS Office experience including PowerPoint, Excel, Word, Outlook, and Teams
• Detailed and solutions orientated to identify and resolve reoccurring issues

 

Skills That Will Help You Stand Out

• Significant exposure to trust operations / asset processing
• Excellent collaboration, communication, organizational and presentation skills
• Advance knowledge of Excel (formulas, VLOOKUP), Salesforce and Jira (other ticketing system).
• Knowledge of Trust 3000 system preferred

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:$63750 - $121200 / yearTime 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:YesAdditional Information:

Location(s)

This role is hiring in Minneapolis, MN - Des Moines, IA - Charlotte, NC and open to remote work.

 

Work Environments

This role offers in-office, hybrid (blending at least three office days in a typical workweek), and remote work arrangements (only if residing more than 30 miles from Des Moines, IA, or Charlotte, NC). You’ll work with your leader to figure out which option may align best based on several factors.

Work Authorization/Sponsorship

At this time, we're not considering candidates 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 Global Investors 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

While our expertise spans the globe, we're bound by one common purpose: to foster a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees – individually and all of us together. Explore our core values, benefits and why we’re an exceptional place to grow your career.

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.Date First Posted (TTF):10/7/2024Latest Post Date: Careers - US:10/7/2024

LinkedIn Remote Hashtag

:#LI-Remote