Principal Financial Group
Website:
principal.com
Job details:
Responsibilities
We’re looking for a Assoicate Manager to join our RIS Resource Center team! In this role, you’ll lead a team of 10-15 Business Coordinators/Help Desk and System Liason roles who provide technical and operational support across retirement recordkeeping and customer solutions. You’ll be responsible for:
- Lead and manage a cross-functional team of Business Coordinators, Help Desk specialists, and System Liaisons delivering operational, technical, and client service support across retirement operations. Support cross-functional projects, defect remediation efforts, and workflow/process improvements.
- Help to facilitate partnerships with IT and product areas to refine systems, conduct testing, and implement enhancements that reduce errors and elevate user experience.
- Coach and develop team members to take ownership, innovate, and make impactful decisions and maintain Business SLA
- Help your team navigating complex system, participant, and compliance issues ensuring alignment with organizational goals.
- Set and achieve goals in alignment with business unit priorities, track trends and use data to improve team performance
Qualifications
QUALIFICATIONS
- 6+ years in retirement services or financial operations accounting or finance experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education.
- 2+ years leadership experience.
- Proven ability to lead a team through changing business needs or regulatory updates
- Solid understanding of retirement plan rules and regulations (e.g., IRS, DOL, ERISA)
- Manages daily operational execution with accountability for meeting quality, productivity, and compliance targets
- Leads process improvement efforts and supports business strategy through operational execution
- Skilled at collaborating cross-functionally to ensure aligned execution
- Influences and develops team members to deliver results
Additional Expertise
- Industry Expertise: 6–10 years in retirement or financial services with strong knowledge of 401(k), Defined Benefit plans, Annuities, and banking products.
- Operational Leadership: Experience leading teams responsible for system defect management, customer support, and business transformation initiatives.
- Customer-Centric Mindset: Ability to anticipate service needs, translate feedback into action, and empower teams to exceed customer expectations.
- Influence & Communication: Strong stakeholder management skills with the ability to collaborate cross-functionally and navigate ambiguity with clarity and confidence.
- People Development: Proven experience in coaching, performance management, and fostering a positive, growth-oriented team culture.
Future-Ready Skills & Certifications
- Commitment to continuous learning with a focus on industry-recognized certifications such as ASPPA (American Society of Pension Professionals & Actuaries) and LOMA (Life Office Management Association).
- Strong orientation toward digital and systems proficiency, including adapting to evolving retirement technology platforms.
- Ability to leverage data, automation, and analytics to drive operational efficiency and informed decision-making.
- Demonstrated learning agility and openness to upskilling in emerging trends within retirement services and financial technology.
Additional Information
Operating at the intersection of financial services and technology, Principal builds innovative financial tools that help customers live better lives. Driven by our mission to make financial security accessible to all, we are a purpose-led organization with over 140 years of trusted industry leadership, built on integrity and a strong focus on customer success.
Shift Timings - 5.30 PM - 2.30 AM/6.30 PM - 3.30 AM
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