Investment & Product Solutions Analyst I

What You'll Do

We have an exciting opportunity to join Principal! We're looking for a Investment & Product Solutions Analyst I to join our team! You'll partner with the Sales and Service teams to package competitive fee quotes to retain retirement plan business up to $200M in assets. You'll provide analysis and details on the product & investment package to position our fee quote against competitors.

Here are few examples of the kinds of things you'll do when you join our team:

• Prepare fee quotes, including the pillars of our Total Retirement Suite, for assigned sales and service team areas or individuals.
• Evaluate a prospect/client's current investment lineup and offer solutions to support our asset management strategy.
• Analyze the competitiveness of our fee quote and service package to consult with field partners and leaders.
• Perform other job-related duties and special projects as required.

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 or equivalent experience required.
• 4+ years of financial retirement plan experience as an advisor, operations, customer care, administrative, or similar roles.
• Knowledge of retirement plan and products, including investments, plan design, and services, laws & regulations, industry standards, and the competitive environment.
• Provide prompt, courteous and excellent service to all customers, operate in an ethical manner.

Skills That Will Help You Stand Out:

• Experience with Excel and Salesforce.
• Time management.
• Ability to multi-task.
• Strong communication skills.
• Ability to coach, mentor, and train.

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

$51000 - $98400 / 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.

Additional Information

Location

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 determine 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 cultivate 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)

3/7/2024

Latest Post Date: Careers - US

3/7/2024

LinkedIn Remote Hashtag

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