Retirement Plan Jobs in Des Moines, IA
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Looking for Retirement Plan jobs in Des Moines, IA? Browse our curated listings with transparent salary information to find the perfect Retirement Plan position in the Des Moines, IA area.
CPA/Revenue and Accounts Receivable Manager
Company: Pivot Bio
Location: Des Moines, IA
Posted Mar 13, 2024
Pivot Bio is looking for an experienced Revenue and Accounts Receivable Manager to join their accounting team. The ideal candidate will have in-depth knowledge of revenue accounting, preferably in an agricultural environment, and strong leadership and business partnership skills.
HR Generalist
Company: Strategic America
Location: Des Moines, IA
Posted Mar 12, 2024
<p><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><b><u>About SA Our People<u><b><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><br ><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span>Think of the worlds most talented creative thinkers Problemsolvers Strategists At Strategic America we dont bring on anything less The way we see it if youre going to make the best work of your life you may as well do it with people you like<span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><br ><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span>At SA weve always been passionate about our employees Since 2021 were also employee owned with participation in an Employee Stock Option Plan ESOP Employee ownership ensures SA remains independent and allows our talented team members to share in the companys success With each year of employment SAers build equity in the company becoming fully vested after six years<span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><br ><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span>Our employeeled leadershipsupported ERGs celebrate the diversity of our team foster inclusivity and belonging and create a space to connect to each other Through connections and understanding we build a stronger and more dynamic team and help every person reach their personal peak<span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><br ><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><b><u>About SA The Company<u><b><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><br ><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span>When you join SA you join a strategic team yes its in our name who is also wired for action Authenticity is our focus and every day we help our clients propel their potential If youre ready for a fastpaced environment that challenges you supports you and rewards you then look no further Our clients rely on us and we rely on each other to go the extra mile to hold ourselves accountable because were better together and we know we can always find the better way<span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><br >Were proud to be a member of a thriving community Forbes recently named Des Moines the No 1 place for young professionals to live This is based on affordable monthly rent costs low unemployment the opportunity to find work quickly and access to vibrant attractions and events The Census Bureau noted the city is now the fastestgrowing metro area in the Midwest with a population nearing one million residents While we call the Des Moines metro our home we are proud to have an established remote workforce that spans across the United States <span><span><br ><span><span>Recently named a BestInClass Employer SA was recognized for its comprehensive framework for strategically investing in benefits compensation and employee communication to support the health financial security and career growth of its employees at a sustainable cost structure <br ><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><b><u>About The Role<u><b><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><br ><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span>We strive to create meaning in work and provide more than just a job a place to belong and grow As we leap toward our goals that will shape our future our employee experience is unique Flexibility connection inclusiveness and collaboration support our wellbeing and help us be our best Because when you feel like you belong work is no longer work its personal We believe better employees lead to better results<span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><br ><span><span><em><u><strong>The right candidate will join our Des Moines office on a hybrid schedule<br >A<strong><u><em><b><u>s the HR Generalist you will be responsible for a variety of culture and people practices<u><b><span><span><br ><p><div><br ><u><strong>Talent Acquisition<strong><u> <ul><li><span><span>Administers the recruitment and selection process for all nonexempt and exempt positions up to the Director level <span><span><li> <li><span><span>Partners with business leaders in the development and execution of staffing strategies to ensure recruitment of high potential talent <span><span><li> <li><span><span><span><span>Represents SA in job fairs and other various events ie APEX building community relationships for recruitment and diversity efforts<span> <span><span><span><li> <ul><p><u><strong>Onboarding Experience<strong><u> <p><ul><li><span><span>Ensures successful onboarding of all new hires and the completion of exit interviews for all exiting associates <span><span><li> <li><span><span>Serves as point person to evaluate and evolve onboarding for the agency <span><span><li> <ul><p><u><strong>Benefit Administration <strong><u> <p><ul><li><span><span><span><span><span>Administers all benefit programs including health and welfare plans tuition reimbursement workers compensation and STDLTD Inputs all benefit changes including new hire termination status changes address changes etc in the HRIS system to ensure accurate record keeping and proper deductions<span><span><span><span><span><li> <li><span><span><span><span><span>Works closely with broker and carriers to ensure that plan administration carrier portals and HRIS connections are accurate and that changes issues and updates are addressed timely<span><span><span><span><span><li> <li><span><span><span><span><span>Answers questions from new and existing associates in a timely and accurate manner Assists in the communication and education on available benefits and benefit changes<span><span><span><span><span><li> <li><span><span><span><span><span>Proactively monitors HRIS communications to ensure all benefit communication and documents are accurate and up to date<span><span><span><span><span><li> <li><span><span><span><span><span>Assists with the Open Enrollment process for the organization partners with broker and coordinates benefit meeting logistics Ensures HRIS is updated appropriately processes all benefit elections and submits to carriers<span><span><span><span><span><li> <li><span><span><span><span><span>Proactively provides input to leadership on benefit questions issues revisions updates and administration<span><span><span><span><span><li> <ul><div><u><strong>HRIS Administration <strong><u><div> <ul><li><span><span>Supports the processing of payroll as well as the daytoday operations of HRIS researches and resolves issues administers benefit changes and manages employee data ensuring accuracy and confidentiality<span><span><li> <li><span><span><span><span><span>Assists managers and associates on usage of system provides assistance and trains new hires on how to utilize the system<span><span><span><span><span><li> <li><span><span><span><span><span>Serves as primary resource for running reports from the HRIS systems and reviews reports ran for accuracy<span><span><span><span><span><li> <li><span><span><span><span><span>Compiles reports and completes annual EEO reporting<span><span><span><span><span><li> <li><span><span><span><span><span>Performs quality assurance audits on HRIS inputs including but not limited to new hires time off policy assignments merit increase data etc<span><span><span><span><span><li> <ul><p><u><strong>Performance Management amp Employee Development <strong><u> <p><ul><li><span><span>Assists and supports managers with departmental and individual performance needs provides guidance and recommendations to managers to optimize their team members performance supporting coaching and counseling efforts as needed<span><span><li> <ul><ul><li><span><span>As needed implements and supports delivery of corporate training initiatives for departments by working closely with HR Director leadership or agencywide opportunities <span><span><li> <ul><ul><li><span><span>Provides feedback and direction on review process to ensure fairness and consistency across the organization <span><span><li> <ul><p><u><strong>Legal Compliance<strong><u> <p><ul><li><span><span><span><span>Complies with federal state and local legal requirements with solid understanding of existing and new legislation anticipating legislation enforcing adherence to requirements advising management on needed actions<span><span><span><span><li> <li><span><span><span><span><span>Maintains personnel records and monitors department recordkeeping practices to ensure legal compliance<span><span><span><span><span><li> <ul><p><u><strong>Cultural Initiatives<strong><u> <p><ul><li><span><span><span>Assists with the organization delivery and communication of associate committee groups and programs such as Wellness Committee and Fun Committee <span><span><span><li> <li><span>Support annual events such as United Way allassociate events and other important cultural initiatives <span><li> <li><span><span>Administers Rewards amp Recognition program <span>Responsible for associate communications including employee anniversaries birthday and recognition programs <span><span><span><li> <li><span><span><span>Supports engagement initiatives including analyzing use of internal surveys and assists in the analysis of results to recommend and incorporate change<span><span><span><li> <ul><div> <p><span><strong>Knowledge Skills<strong> <strong>amp Abilities<strong><span> <p><ul><li><span>Requires strong organizational problemsolving analytical and listening skills<span><li> <li><span>Knowledge and understanding of general employment and management practices staffing employment law performance management compensation and benefits and employee relations <span><li> <li><span>Excellent oral and written communication skills including presentation skills<span><li> <li><span>Must be able to deal with conflicting points of view and demonstrate integrity and fairmindedness<span><li> <li><span>Must be able to maintain a high degree of confidentiality<span><li> <li><span>Ability to work collaboratively and effectively with individuals at all levels within the organization<span><li> <li><span>High level of interpersonal skills to foster teamwork commitment<span><li> <li><span>Must be able to work in a fastpaced environment<span><li> <li><span>Strong supporter of SAs desired culture<span><li> <ul><p><span><span><b>Education<b> Bachelors degree required<span><span><br ><span><span><b>Experience<b> 35 years in Human Resources <span><span><br ><span><span><b>Certifications Licenses Associations etc <b>PHR certification preferred <br ><b>Physical<b> Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions<br ><b>Travel<b> Negligible<span><span><p> <p><span><span><b>Our Commitment to Inclusivity and Diversity<b><span><span><p> <p><span><span>We are proud to be one of only 14 agencies nationwide and the first in the Midwest to earn the 4As Workplace Enlightenment Certification® and we couldnt have done it without our associates who participated in digital learning sessions on race ethnicity gender sexuality age disabilities and faith At SA we are committed to creating an inclusive and diverse environment where people of every background can thrive and feel welcome Learn more about our commitments here<span><span><p> <p><span><span>Dont meet every single requirement for this role Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification Because we are fully committed to our culture of diversity and inclusion one that reflects the clients we serve and communities we work in if youre excited about this role but your qualifications dont align perfectly we encourage you to apply anyway You may be just the right candidate for this or other roles<span><span><p>
Business Project Lead
Company: Principal Financial Group
Location: Des Moines, IA
Posted Mar 14, 2024
<p><strong>What Youll Do<strong> <p> <p>Were looking for a Business Project Lead to join our Benefits amp Protection Business Optimization PSI team In this role youll Identify and recommend opportunities for improvements related to the most complex systems products and services drive change within the business unit <p> <ul><li>Lead and coordinate major components on a project through implementation may serve as a project manager Provide business expertise on a variety of topics and projects including testing and data analysis Represent management on assigned functional committees<li> <li>Implement new policies procedures workflow approaches and system enhancements<li> <li>Develop document and maintain communication documentation and training through a variety of methods and mediums<li> <li>Provide coaching mentoring and training to internal and external customers<li> <ul><p>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 purposeled 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 <p> <p><strong>Who You Are<strong> <p> <ul><li>Bachelors degree or equivalent<li> <li>6+ years related experience<li> <li>Requires a strong knowledge of all aspects of a fullservice BrokerDealer and Registered Investment Adviser RIA operations<li> <li>FINRA Series 7 24 or 66 Licenses may be required with the ability to meet firm standards for registration within applicable jurisdictions<li> <li>Youll be required to become a nonregistered fingerprint person of Principal Securities Incorporated PSI<li> <ul><p><strong><strong>Skills That Will Help You Stand Out <strong><strong> <p> <ul><li>Excellent problem solving decisionmaking oral and written communication organizational and time management skills<li> <li>Selfstarter who can work independently and with people at all job levels<li> <ul><p><strong>Salary Range Information<strong> <p> <p>Salary ranges below reflect targeted base salaries Nonsales 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 andor skill level and will be finalized at the time of offer <p> <p><strong>Salary Range<strong> <p> <p>$63750 $121200 year <p> <p><strong>Time Off Program<strong> <p> <p>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 shortterm illness Employees dont accrue a bank of time off under FTO and there is no set number of days provided <p> <p><strong>Additional Information<strong> <p> <p><strong><strong>Work Environments<strong><strong> <p> <p>This role offers inoffice 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 Youll work with your leader to figure out which option may align best based on several factors <p> <p><strong><strong>Work AuthorizationSponsorship <strong><strong> <p> <p>At this time were 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 F1OPT F1CPT H1B TN L1 J1 etc For additional information around work authorization needs please use the following links <p> <p>Nonimmigrant Workers and Green Card for EmploymentBased Immigrants <p> <p><strong><strong>Investment Code of Ethics <strong><strong> <p> <p>For Principal Asset Management positions youll 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 <p> <p><strong><strong>Experience Principal <strong><strong> <p> <p>At Principal we value connecting on both a personal and professional level Together were imagining a more purposeled 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 wellbeing Check out our careers site to learn more about our purpose values and benefits <p> <p><strong><strong>Principal is an Equal Opportunity Employer <strong><strong> <p> <p>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 <p> <p><strong>Posting Window<strong> <p> <p>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 <p> <p><strong>Date First Posted TTF<strong> <p> <p>392024 <p> <p><strong>Latest Post Date Careers US<strong> <p> <p>3102024 <p> <p><strong>LinkedIn Remote Hashtag<strong> <p> <p>LIRemote<p>
Data Engineer - Tech Lead
Company: Sammons Financial Group Companies
Location: Des Moines, IA
Posted Mar 11, 2024
<p><strong>Title <strong>Data Engineer Cloud Data Integration <p> <p><strong>Location<strong> Des Moines IA Sioux Falls SD Fargo ND or Remote <p> <p><strong>Position Overview<strong> <p> <p>We are seeking a highly skilled and motivated Data Engineer with expertise in cloudbased data integration to join our dynamic team The ideal candidate will play a pivotal role in designing developing and maintaining robust data pipelines and systems to support our insurance and annuity products <p> <p><strong>Responsibilities<strong> <p> <ul><li>Design implement and manage scalable data pipelines for ingesting transforming and storing diverse data sets from various sources into our cloudbased data infrastructure<li> <li>Develops tests and deploys code using internal software development toolsets including the code for deploying infrastructure and solutions for secure data storage ETL pipelines data catalogs and data queries<li> <li>Collaborate with crossfunctional teams to understand data requirements and develop solutions that meet business objectives<li> <li>Optimize data workflows and processes for efficiency reliability cost and performance<li> <li>Ensure data quality integrity and security throughout the data lifecycle<li> <li>Stay updated with emerging technologies and best practices in data engineering cloud services and integration methodologies to drive continuous improvement<li> <ul><p><strong>Requirements<strong> <p> <ul><li>Bachelors degree in Computer Science Engineering or a related field<li> <li>10+ years of IT development experience<li> <li>5+ years of experience in designing and implementing enterprise data solutions<li> <li>Proficiency in cloud data platforms such as AWS Azure PCF or Google Cloud Platform<li> <li>Proven experience publishing and managing Kafka topics<li> <li>Proven experience as a Data Engineer preferably in the insurance or financial services industry<li> <li>Strong expertise in data modeling ETLELT processes and data warehousing concepts<li> <li>Handson experience with programming languages Python Java or Scala and SQL<li> <li>Strong understanding of data governance metadata management data quality controls data lineage and data security<li> <li>Experience working in an Agile environment with strong Scrum framework knowledge<li> <li>Excellent problemsolving skills and ability to work in a fastpaced collaborative environment<li> <li>Experience with modern data amp integration tools or technologies such as Snowflake ADL Azure Data Lake ADF Azure Data Factory MuleSoft technology is a plus<li> <ul><p><strong>Preferred Qualifications<strong> <p> <ul><li>Experience with API management<li> <li>Advanced degree in a relevant field<li> <li>Industry certifications related to cloud services or data engineering<li> <li>Experience with specific tools or technologies relevant to insurance data analysis or actuarial science<li> <li>$89598 $186662 Range includes data points from multiple labor markets Specific range is dependent on the labor market where the incumbent will be hired to perform the position Starting salary is dependent on candidate qualifications and experience For a narrower salary range specific to your labor market please inquire<li> <li>Sammons Financial Group offers incentive programs for defined goals subject to eligibility and performance Monetary rewards are based on individual andor overall company performance<li> <li>Our competitive benefit package includes Health Dental Vision Company Paid Retirement PTO and Holiday Pay<li> <li>Criminal background check required<li> <ul><p>At this time were not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role This includes but is not limited to students on F1OPT F1CPT J1 etc<p>
Sr Client Onboarding Manager
Company: Principal Financial Group
Location: Des Moines, IA
Posted Mar 11, 2024
<p><strong>What Youll Do<strong> <p> <p>As a Sr Client Onboarding Manager in our Defined Benefit DB area youll coordinate all aspects of multiprocess onboarding for our larger more complex DB clients while maintaining overall responsibility for onboarding and client communication <p> <p><strong>Your day will be filled with<strong> <p> <ul><li>Working independently act as a consultant and actively advise clients and prospects as they navigate through the acquisitionimplementation phase of onboarding<li> <li>Establishing and improve clientintermediary relationships through effective communication and delivery of expectations to ensure growth in retirement savings and profitability for all partners<li> <li>Ensuring accuracy and integrity of the clients data and set up to ensure ongoing success<li> <li>Mentoring and coaching team members along with managing andor participating in special projects<li> <ul><p>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 purposeled 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 <p> <p><strong>Who You Are<strong> <p> <ul><li>Requires bachelors degree or equivalent and 7+ years Defined Benefit retirement experience Defined Benefit onboarding experience preferred<li> <li>Must possess excellent leadership decisionmaking and negotiation skills along with the ability to maintain confidentiality<li> <li>Requires strong analytical innovative and creative thinking along with advanced problem solving skills<li> <li>Excellent relationship building and communication skills including verbal written phone and presentation skills<li> <li>Must have initiative and organizational skills to work efficiently and independently to meet aggressive deadlines on multiple projects<li> <li>Must be detailoriented with focus on accuracy<li> <li>Comprehensive knowledge of all aspects of pension including plan design products services administrative systems investments laws and regulations<li> <ul><p><strong>Salary Range Information<strong> <p> <p>Salary ranges below reflect targeted base salaries Nonsales 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 andor skill level and will be finalized at the time of offer <p> <p><strong>Salary Range<strong> <p> <p>$77350 $147600 year <p> <p><strong>Time Off Program<strong> <p> <p>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 shortterm illness Employees dont accrue a bank of time off under FTO and there is no set number of days provided <p> <p><strong>Additional Information<strong> <p> <p><strong><strong>Work Environments<strong><strong> <p> <p>This role offers inoffice 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 Youll work with your leader to figure out which option may align best based on several factors <p> <p><strong><strong>Work AuthorizationSponsorship <strong><strong> <p> <p>At this time were 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 F1OPT F1CPT H1B TN L1 J1 etc For additional information around work authorization needs please use the following links <p> <p>Nonimmigrant Workers and Green Card for EmploymentBased Immigrants <p> <p><strong><strong>Investment Code of Ethics <strong><strong> <p> <p>For Principal Asset Management positions youll 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 <p> <p><strong><strong>Experience Principal <strong><strong> <p> <p>At Principal we value connecting on both a personal and professional level Together were imagining a more purposeled 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 wellbeing Check out our careers site to learn more about our purpose values and benefits <p> <p><strong><strong>Principal is an Equal Opportunity Employer <strong><strong> <p> <p>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 <p> <p><strong>Posting Window<strong> <p> <p>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 <p> <p><strong>Date First Posted TTF<strong> <p> <p>382024 <p> <p><strong>Latest Post Date Careers US<strong> <p> <p>382024 <p> <p><strong>LinkedIn Remote Hashtag<strong> <p> <p>LIRemote<p>
Asst Client Transition Specialist
Company: Principal Financial Group
Location: Des Moines, IA
Posted Mar 14, 2024
<p><strong>What Youll Do<strong> <p> <p>As an <strong>Asst Client Transition Specialist<strong> in our Retiree Services Group your day will be filled with <p> <ul><li>Administering the member data installation process setting up records and processing retirements to ensure first payments are made on time<li> <li>Handling large sets of member data<li> <li>Serving as the liaison between the Transition Specialists and other departments<li> <li>Completing appropriate data scrubs and implementation of each case in an accurate and timely fashion <li> <li>Troubleshooting and solving problems in a tactful manner and effectively handling difficult or sensitive situations<li> <li>Reviewing the contract specifications and assumptions ensuring they match the pension plan and complying with government regulations <li> <li>Providing high quality service and proactively maintaining positive relationships with customers<li> <li>Assisting with training new transition employees and with modifying procedures and systems where changes are needed<li> <li>Performing other jobrelated duties or special projects as required<li> <ul><p>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 purposeled 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 <p> <p><strong>Who You Are<strong> <p> <ul><li>Bachelors degree or equivalent and 2+ years of related experience<li> <li>Knowledge of defined benefits preferred<li> <li>Must have strong organizational and communication skills<li> <li>Strong consultation collaboration verbal and written communication skills<li> <li>Excellent analytical and problemsolving abilities organizational skills and attention to detail<li> <li>Advanced PC and MS Office Excel experience<li> <li>Ability to balance working independently with working in a team environment<li> <ul><p><strong>Salary Range Information<strong> <p> <p>Salary ranges below reflect targeted base salaries Nonsales 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 andor skill level and will be finalized at the time of offer <p> <p><strong>Salary Range<strong> <p> <p>$2084 $3981 hour <p> <p><strong>Time Off Program<strong> <p> <p>Personal Time Off PTO is provided to hourly nonexempt employees and provides a set amount of accrued time earned each pay period Employees can use their PTO for vacation personal or shortterm illness <p> <p><strong>Additional Information<strong> <p> <p><strong>Work Environments<strong> <p> <p>This role offers inoffice hybrid blending at least three office days in a typical workweek and remote work arrangements Youll work with your leader to figure out which option may align best based on several factors <p> <p><strong>Work AuthorizationSponsorship <strong> <p> <p>At this time were 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 F1OPT F1CPT H1B TN L1 J1 etc For additional information around work authorization needs please use the following links <p> <p>Nonimmigrant Workers and Green Card for EmploymentBased Immigrants <p> <p><strong>Investment Code of Ethics <strong> <p> <p>For Principal Global Investors positions youll 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 <p> <p><strong>Experience Principal <strong> <p> <p>While our expertise spans the globe were 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 were an exceptional place to grow your career <p> <p><strong>Principal is an Equal Opportunity Employer <strong> <p> <p>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 <p> <p><strong>Posting Window<strong> <p> <p>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 <p> <p><strong>Date First Posted TTF<strong> <p> <p>3112024 <p> <p><strong>Latest Post Date Careers US<strong> <p> <p>3112024 <p> <p><strong>LinkedIn Remote Hashtag<strong> <p> <p>LIRemote<p>
Investment & Product Solutions Analyst I
Company: Principal Financial Group
Location: Des Moines, IA
Posted Mar 11, 2024
<p><strong>What Youll Do<strong> <p> <p>We have an exciting opportunity to join Principal Were looking for a Investment amp Product Solutions Analyst I to join our team Youll partner with the Sales and Service teams to package competitive fee quotes to retain retirement plan business up to $200M in assets Youll provide analysis and details on the product amp investment package to position our fee quote against competitors <p> <p>Here are few examples of the kinds of things youll do when you join our team <p> <ul><li>Prepare fee quotes including the pillars of our Total Retirement Suite for assigned sales and service team areas or individuals<li> <li>Evaluate a prospectclients current investment lineup and offer solutions to support our asset management strategy<li> <li>Analyze the competitiveness of our fee quote and service package to consult with field partners and leaders<li> <li>Perform other jobrelated duties and special projects as required<li> <ul><p>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 purposeled 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 <p> <p><strong>Who You Are<strong> <p> <ul><li>Bachelors degree or equivalent experience required<li> <li>4+ years of financial retirement plan experience as an advisor operations customer care administrative or similar roles<li> <li>Knowledge of retirement plan and products including investments plan design and services laws amp regulations industry standards and the competitive environment<li> <li>Provide prompt courteous and excellent service to all customers operate in an ethical manner <li> <ul><p><strong>Skills That Will Help You Stand Out<strong> <p> <ul><li>Experience with Excel and Salesforce<li> <li>Time management<li> <li>Ability to multitask<li> <li>Strong communication skills<li> <li>Ability to coach mentor and train<li> <ul><p><strong>Salary Range Information<strong> <p> <p>Salary ranges below reflect targeted base salaries Nonsales 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 andor skill level and will be finalized at the time of offer <p> <p><strong>Salary Range<strong> <p> <p>$51000 $98400 year <p> <p><strong>Time Off Program<strong> <p> <p>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 shortterm illness Employees dont accrue a bank of time off under FTO and there is no set number of days provided <p> <p><strong>Additional Information<strong> <p> <p><strong>Location<strong> <p> <p>This role offers inoffice 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 Youll work with your leader to determine which option may align best based on several factors <p> <p>Work AuthorizationSponsorship <p> <p>At this time were 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 F1OPT F1CPT H1B TN L1 J1 etc For additional information around work authorization needs please use the following links <p> <p>Nonimmigrant Workers and Green Card for EmploymentBased Immigrants <p> <p>Investment Code of Ethics <p> <p>For Principal Global Investors positions youll 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 <p> <p>Experience Principal <p> <p>While our expertise spans the globe were 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 were an exceptional place to grow your career <p> <p>Principal is an Equal Opportunity Employer <p> <p>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 <p> <p><strong>Posting Window<strong> <p> <p>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 <p> <p><strong>Date First Posted TTF<strong> <p> <p>372024 <p> <p><strong>Latest Post Date Careers US<strong> <p> <p>372024 <p> <p><strong>LinkedIn Remote Hashtag<strong> <p> <p>LIRemote<p>
Asst Client Transition Specialist
Company: Principal Financial Group
Location: Des Moines, IA
Posted Mar 14, 2024
<p><strong>What Youll Do<strong> <p> <p>As an <strong>Asst Client Transition Specialist<strong> in our Retiree Services Group your day will be filled with <p> <ul><li>Administering the member data installation process setting up records and processing retirements to ensure first payments are made on time<li> <li>Handling large sets of member data<li> <li>Serving as the liaison between the Transition Specialists and other departments<li> <li>Completing appropriate data scrubs and implementation of each case in an accurate and timely fashion <li> <li>Troubleshooting and solving problems in a tactful manner and effectively handling difficult or sensitive situations<li> <li>Reviewing the contract specifications and assumptions ensuring they match the pension plan and complying with government regulations <li> <li>Providing high quality service and proactively maintaining positive relationships with customers<li> <li>Assisting with training new transition employees and with modifying procedures and systems where changes are needed<li> <li>Performing other jobrelated duties or special projects as required<li> <ul><p>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 purposeled 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 <p> <p><strong>Who You Are<strong> <p> <ul><li>Bachelors degree or equivalent and 2+ years of related experience<li> <li>Knowledge of defined benefits preferred<li> <li>Must have strong organizational and communication skills<li> <li>Strong consultation collaboration verbal and written communication skills<li> <li>Excellent analytical and problemsolving abilities organizational skills and attention to detail<li> <li>Advanced PC and MS Office Excel experience<li> <li>Ability to balance working independently with working in a team environment<li> <ul><p><strong>Salary Range Information<strong> <p> <p>Salary ranges below reflect targeted base salaries Nonsales 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 andor skill level and will be finalized at the time of offer <p> <p><strong>Salary Range NonExempt expressed as hourly Exempt expressed as yearly<strong> <p> <p>$2084 $3981 hour <p> <p><strong>Time Off Program<strong> <p> <p>Personal Time Off PTO is provided to hourly nonexempt employees and provides a set amount of accrued time earned each pay period Employees can use their PTO for vacation personal or shortterm illness <p> <p><strong>Additional Information<strong> <p> <p><strong>Work Environments<strong> <p> <p>This role offers inoffice hybrid blending at least three office days in a typical workweek and remote work arrangements Youll work with your leader to figure out which option may align best based on several factors <p> <p><strong>Work AuthorizationSponsorship <strong> <p> <p>At this time were 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 F1OPT F1CPT H1B TN L1 J1 etc For additional information around work authorization needs please use the following links <p> <p>Nonimmigrant Workers and Green Card for EmploymentBased Immigrants <p> <p><strong>Investment Code of Ethics <strong> <p> <p>For Principal Global Investors positions youll 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 <p> <p><strong>Experience Principal <strong> <p> <p>While our expertise spans the globe were 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 were an exceptional place to grow your career <p> <p><strong>Principal is an Equal Opportunity Employer <strong> <p> <p>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 <p> <p><strong>Posting Window<strong> <p> <p>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 <p> <p><strong>Original Posting Date<strong> <p> <p>3112024 <p> <p><strong>Most Recently Posted Date<strong> <p> <p>3112024 <p> <p>LinkedIn Remote Hashtag <p> <p>LIRemote<p>
Sr. Accountant - Investment Analysis
Company: Sammons Financial Group Companies
Location: Des Moines, IA
Posted Mar 11, 2024
<p><strong>What you can expect as the Senior Accountant Investment Analysis <strong> <p> <ul>Responsible for the preparation and analysis of annual quarterly and monthly internal and external investment reports to support managements understanding of the investment portfolios Responsible for the maintenance of the internally developed investment data warehouse Responsible for indirect supervision of Investment Accountants and serve as mentor to accounting staff Serve as Subject Matter Expert SME for the department and handle complex work assignments related to investment analysis and business intelligence associated with the investment portfolio<ul><ul><li>Preparereview annual and quarterly analytical reports on all investments including but not limited to longterm bonds derivatives equity limited partnerships mortgage loans and shortterm investments for state insurance compliance and external audit including work papers and answering questions<li> <li>Preparereview complianceregulatory and distribute external reports Examples Rating agencies Standard amp Poors and AM Best NAIC Individual states for quarterly and annually reporting along with state audit examinations Independent Auditors ensure all audit checks and balances are in place along with compliance of regulatory requirements for the insurance industry and liquidity analysis<li> <li>Preparereview internal reports for management actuary finance and investment advisors as needed<li> <li>Maintain a document database that houses all investment documents on a security level basis<li> <li>Participate in the investment portfolio valuation audit with the external audit team<li> <li>Work with Accounting Tax Legal and Compliance to ensure understanding of the appropriate treatment of portfolio holdings and security valuations<li> <li>Interact with asset manager and internal Investment Accounting team to enhance operational efficiencies<li> <li>Provide coaching and motivation of Investment Accountants and Investment Accounting team members<li> <li>Assist in transferring files in and out of the investment system for a variety of processes including but not limited to pricing PSA speeds for mortgage backed securities NAIC uploads feeds to Bondedge and Bloomberg etc<li> <li>Assist in developing and maintaining investment accounting policies and procedures documentation MAR documentation<li> <li>Commitment to embrace Sammons Financial Group Companies shared values Accountability Connection Openness Respect and Integrity<li> <li>As stated within the Company Attendance and Punctuality policy regular attendance is required and expected in order to meet the business service levels and workflow demands<li> <ul><p><strong>What we are looking for<strong> <p> <ul><li>Bachelors Degree Accounting or Business Management with a strong accounting background preferred<li> <li>Minimum 5 years accounting or related experience with over 36 months of investment accounting experience preferred<li> <li>Strong familiarity with the investment guidelines as it relates to the various annual and quarterly statements also with the unique aspects of GAAP and statutory insurance accounting as it relates to investment accounting<li> <li>Strong knowledge of the investment system data elements processes report schedules and report writers<li> <li>Extensive knowledge of complex investment instruments Ability to build and maintain a strong working relationship with staff and managers within Corporate Accounting and GPIM<li> <li>Excellent oral and written communication skills<li> <li>Excellent attention to detail<li> <li>Ability to meet strict deadlines is required<li> <li>Possess proven excellence in organizational skills<li> <li>Criminal background check required<li> <ul><p>Sammons Financial Group Companies offers some of todays most sought after life insurance annuity retirement planning products and portfoliomanagement solutions Unlike most financial organizations our companies are not publicly traded which means were focused on longterm value rather than shortterm earnings pressures As a privately held company our leaders and employees remain consistently focused on longterm growth making decisions that allow us to deliver on our commitments to customers distribution partners our employees and our communities Individually our companies provide value in the products and services they offer Together we represent a history of strength and longevity <p> <p><strong>What you can expect when you join Sammons Financial Group<strong> <p> <ul><li>A casual dress code yep that means jeans<li> <li>A company you want to be a part of driven by inspiring leaders and a fun friendly work environment<li> <li>Colleagues who support one another model our core values and drive our healthy highperforming culture<li> <li>Healthy balance between work and personal lives Friday afternoons off all year long competitive PTO and generous number of paid holidays<li> <li>Our competitive benefit package includes Health Dental Vision Company Paid Retirement PTO and Holiday Pay<li> <li>A generous retirement program Our Employee Stock Ownership Plan ESOP is a 100 company funded retirement plan so you can save for retirement without contributing a penny of your own paycheck<li> <li>A company that celebrates diversity is committed to inclusion and is proud to be an Equal Opportunity Employer We comply with all federal and state equal employment opportunity laws and do not discriminate on the basis of race color religion sex national origin age disability marital status sexual orientation veteran status or any other characteristic protected by federal state or local law<li> <ul><p><strong>Work AuthorizationSponsorship<strong> <p> <p>At this time were not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role This includes but is not limited to students on F1OPT F1CPT J1 etc<p>
Experienced Software Engineer, Hybrid
Company: Principal Financial Group
Location: Des Moines, IA
Posted Mar 11, 2024
<p><strong>What Youll Do<strong> <p> <p>As an Experienced Software Engineer at Principal youll work with engineers to help lead our efforts to continue modernizing our technology and to enable great solutions for our customers Our Technology Community has multiple openings in different lines of business such as Principal Asset Management Retirement amp Income Solutions Benefits amp Protection and SCBU Enablement In this role youll join our community of over 4000 engineers and help to build things people love Our goal is to enhance our customer experience and keep them at the center of our work <p> <p>Technologies used here at Principal include AWS Java Python TypeScript NET Salesforce Apex Lightning mainframe distributed systems JavaScript SQL Mulesoft and many more <p> <p>Here are a few examples of the kinds of things youll do <p> <ul><li>Develop high quality applications for our customers<li> <li>Identify and propose strategies around technical problems affecting the business communicate standards and get consensus on solutions<li> <li>Work closely within your engineering team architecture and business partners to resolve how to make our software even better<li> <li>Take on tasks of increasing complexity learn quickly and make steady progress to make improvements based on partner feedback<li> <li>Solve interesting and complex problems to create a positive customer experience<li> <li>Experiment with new tools and practices to deliver business value in an agile organization<li> <li>Continuously improve both yourself and the systems you are working on<li> <li>Understand how work fits into the larger strategy<li> <li>Actively participate with team during pairing mobbing and design<li> <ul><p>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 purposeled 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 <p> <p>What can you expect when you work at Principal <p> <ul><li>We help you understand our customers in meaningful ways so you can represent their points of view and needs in your work<li> <li>We provide an environment based on integrity inclusion and trust where your diverse perspectives are welcomed And we care about our local communities around the world and support efforts to make your impact go further<li> <li>We provide a total rewards approach that pays you fairly for your contributions and helps you save enough protect enough and have enough because its what we do<li> <li>We give you the opportunity to do challenging and exciting work continuously learn and try new things<li> <li>We set a clear enterprise direction so you can prioritize your work and deliver the highest value<li> <ul><p><strong>Who You Are<strong> <p> <ul><li>You have an Associates or Bachelors degree with a preference in a science technology engineering or math related field or equivalent work experience<li> <li>You have 2+ years software engineering experience<li> <li>Excellent planning organizational problemsolving analytical decisionmaking and communication skills<li> <li>Must have the desire to learn new technology and continuously grow<li> <ul><p><strong><strong>Skills That Will Help You Stand Out<strong><strong> <p> <ul><li>Cloud platforms experience we use AWS but open to others<li> <li>Development practices including TDD CI and pair programming<li> <li>DevOps<li> <li>May be required to provide oncall support<li> <ul><p><strong>Salary Range Information<strong> <p> <p>Salary ranges below reflect targeted base salaries Nonsales 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 andor skill level and will be finalized at the time of offer <p> <p><strong>Salary Range NonExempt expressed as hourly Exempt expressed as yearly<strong> <p> <p>$75000 $152000 year <p> <p><strong>Time Off Program<strong> <p> <p>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 shortterm illness Employees dont accrue a bank of time off under FTO and there is no set number of days provided <p> <p><strong>Additional Information<strong> <p> <p><strong><strong>Our Engineering Culture<strong><strong> <p> <p>Through our productdriven AgileLean DevOps environment weve fostered a culture of innovation and experimentation across our development teams As a customerfocused organization we work closely with our end users and product owners to understand and rapidly respond to emerging business needs <p> <p>Collaboration is embedded into everything we do from the products we develop to the quality service we provide Were driven by the belief that diversity of thought background and perspective is critical to creating the best products and experiences for our customers <p> <p><strong><strong>Work Environments<strong><strong> <p> <p>This role offers the ability for inoffice and hybrid blending both office and remote work in a typical workweek work arrangements in Des Moines IA or Charlotte NC locations There is an expectation for this role to work on site at least 3 days a week <p> <p><strong><strong>Job Level<strong><strong> <p> <p>Well consider talent at the next levels with the right experience and skills <p> <p><strong><strong>Work AuthorizationSponsorship <strong><strong> <p> <p>At this time were 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 F1OPT F1CPT H1B TN L1 J1 etc For additional information around work authorization needs please use the following links <p> <p>Nonimmigrant Workers and Green Card for EmploymentBased Immigrants <p> <p><strong><strong>Investment Code of Ethics <strong><strong> <p> <p>For Principal Asset Management positions youll 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 <p> <p><strong><strong>Experience Principal <strong><strong> <p> <p>At Principal we value connecting on both a personal and professional level Together were imagining a more purposeled 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 wellbeing Check out our careers site to learn more about our purpose values and benefits <p> <p><strong><strong>Principal is an Equal Opportunity Employer <strong><strong> <p> <p>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 <p> <p><strong>Posting Window<strong> <p> <p>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 <p> <p><strong>Original Posting Date<strong> <p> <p>382024 <p> <p><strong>Most Recently Posted Date<strong> <p> <p>382024 <p> <p>LinkedIn Hashtag <p> <p>LIMB1<p>
Associate Advisor, Wealth Management
Company: Choreo
Location: Des Moines, IA
Posted Mar 10, 2024
<div> <p><span lang=ENUS datacontrast=auto xmllang=ENUS xmllang=ENUS><span>At <span><span>Choreo<span><span> we are passionate about improving the well<span><span><span><span>being of our clients their families our teammates and everyone in our communities For over 20 years weve worked to meet the financial planning needs of our clients with a coasttocoast footprint of 40+ locations and counting Empowered by technology<span><span> and <span><span>inspired by equality we are here to serve our clients beyond what is expected and help them achieve their future <span><span><span dataccpprops=> <span><p> <div> <p><span datacontrast=auto>Our <span><span datacontrast=auto>Des Moines Iowa<span><span datacontrast=auto> office is seeking an Associate Advisor to assist clients wealth advisors and other team members in various roles to serve a client base consisting of highnetworth families and business owners In this role you will become familiar with multiple aspects of the wealth management practice including operations investment management case development the client service model and new business acquisition <span><span dataccpprops=> <span><p> <p><strong><span datacontrast=auto>Primary Responsibilities<span><strong><span dataccpprops=> <span><p> <ul><li dataleveltext=● datafont=Calibri datalistid=1 datalistdefnprops= dataariaposinset=1 dataarialevel=1><span datacontrast=auto>Serve on the client service team to share in managing client relationships<span><span dataccpprops=> <span><li> <li dataleveltext=● datafont=Calibri datalistid=1 datalistdefnprops= dataariaposinset=2 dataarialevel=1><span datacontrast=auto>Involvement in client and prospect meetings as well as networking opportunities<span><span dataccpprops=> <span><li> <li dataleveltext=● datafont=Calibri datalistid=1 datalistdefnprops= dataariaposinset=3 dataarialevel=1><span datacontrast=auto>Develop competency drafting financial plans and become proficient in the tools and technology used in this process<span><li> <li dataleveltext=● datafont=Calibri datalistid=1 datalistdefnprops= dataariaposinset=4 dataarialevel=1><span datacontrast=auto>Responsible for preparing investment portfolio analysis and financialrelated projects as needed<span><li> <li dataleveltext=● datafont=Calibri datalistid=1 datalistdefnprops= dataariaposinset=4 dataarialevel=1>Develop competency in our CRM manage workflows and related documentation requirements<li> <li dataleveltext=● datafont=Calibri datalistid=1 datalistdefnprops= dataariaposinset=4 dataarialevel=1>Facilitate best practices and assist in monitoring and satisfying compliance requirements<span dataccpprops=> <span><li> <ul><p><strong><span datacontrast=auto>Basic Qualifications<span><strong><span dataccpprops=> <span><p> <ul><li dataleveltext=● datafont=Calibri datalistid=3 datalistdefnprops= dataariaposinset=1 dataarialevel=1><span datacontrast=auto>Undergraduate Degree preferably in a businessrelated field<span><span dataccpprops=> <span><li> <li dataleveltext=● datafont=Calibri datalistid=3 datalistdefnprops= dataariaposinset=2 dataarialevel=1><span datacontrast=auto>Minimum of 4 years in the Wealth ManagementFinancial Services industry<span><span dataccpprops=> <span><li> <li dataleveltext=● datafont=Calibri datalistid=3 datalistdefnprops= dataariaposinset=3 dataarialevel=1><span datacontrast=auto>Experience with Schwab Institutional eMoney Advisor Black Diamond and other financial planning software tools including CRM systems<span><span dataccpprops=> <span><li> <li dataleveltext=● datafont=Calibri datalistid=3 datalistdefnprops= dataariaposinset=4 dataarialevel=1><span datacontrast=auto>Excellent verbal and written communication skills for working with prospects clients and team members<span><span dataccpprops=> <span><li> <li dataleveltext=● datafont=Calibri datalistid=3 datalistdefnprops= dataariaposinset=5 dataarialevel=1><span datacontrast=auto>Ability to work efficiently effectively and independently to see projects through to conclusion<span><li> <li dataleveltext=● datafont=Calibri datalistid=3 datalistdefnprops= dataariaposinset=5 dataarialevel=1>Excellent organizational skills with the ability to prioritize multiple tasks projects and assignments<li> <li dataleveltext=● datafont=Calibri datalistid=3 datalistdefnprops= dataariaposinset=5 dataarialevel=1>Basic knowledge of income taxes and effects of portfolio transactions on income taxes<li> <li dataleveltext=● datafont=Calibri datalistid=3 datalistdefnprops= dataariaposinset=5 dataarialevel=1>Ability to register as an Investment Adviser Representativeactive series 65 registrationor willing to obtain within 90 days of employment<span dataccpprops=> <span><li> <li dataleveltext=● datafont=Calibri datalistid=3 datalistdefnprops= dataariaposinset=5 dataarialevel=1><span dataccpprops=>CFP preferred<span><li> <ul><div> <p><strong><span datacontrast=auto>Employee Benefits<span><strong><span dataccpprops=> <span><p> <p><span datacontrast=auto>At Choreo we provide a holistic total reward offering to empower our teams in their professional and personal lives We seek to provide employees with benefits that place an emphasis on health happiness and financial security Here is what we offer<span><span dataccpprops=> <span><p> <ul><li dataleveltext=● datafont= datalistid=2 dataariaposinset=1 dataarialevel=1><span datacontrast=auto>Competitive salary and bonus plan<span><span dataccpprops=> <span><li> <li dataleveltext=● datafont= datalistid=2 dataariaposinset=2 dataarialevel=1><span datacontrast=auto>Competitive medical dental and vision plans<span><span dataccpprops=> <span><li> <li dataleveltext=● datafont= datalistid=2 dataariaposinset=3 dataarialevel=1><span datacontrast=auto>Basic life and disability coverage<span><span dataccpprops=> <span><li> <li dataleveltext=● datafont= datalistid=2 dataariaposinset=4 dataarialevel=1><span datacontrast=auto>401k matching program<span><span dataccpprops=> <span><li> <li dataleveltext=● datafont= datalistid=2 dataariaposinset=5 dataarialevel=1><span datacontrast=auto>Financial support for approved designations and courses<span><li> <li dataleveltext=● datafont= datalistid=2 dataariaposinset=5 dataarialevel=1>Technical leadership sales training opportunities<li> <li dataleveltext=● datafont= datalistid=2 dataariaposinset=5 dataarialevel=1>Unlimited discretionary time off<li> <li dataleveltext=● datafont= datalistid=2 dataariaposinset=5 dataarialevel=1>Paid parental leave<span dataccpprops=> <span><li> <ul><p><em><span datacontrast=auto><span><em><em><span datacontrast=none>Choreo is an equal opportunity employer We are committed to fostering cultivating and preserving a culture of diversity equity and inclusion<span><em><span dataccpprops=> <span><p> <div>
Identity & Access Management Engineer
Company: Bankers Trust
Location: Des Moines, IA
Posted Mar 11, 2024
<p>There are important qualities you look for in an employer meaningful work community engagement competitive benefits commitment to employee development and so many more At Bankers Trust our team members experience an inclusive and communityfocused culture and were proud of the premier workplace weve created We regularly receive best in class results through our biennial employee engagement survey Were also proud to receive recognition from others including our designation as a Best Place for Working Parents® being a fourtime recipient of the Greater Des Moines Partnerships Inclusion Award and being named one of the Best Businesses Supporting Local Charity by readers of the Business Record <p> <p><b>Job Summary<b> <p> <p>The Identity amp Access Management Engineer plays a pivotal role in evolving the banks Access and Identity program Tasked with enhancing Information Security and Risk Management frameworks policies and standards this role bridges complex compliance requirements with practical processes and procedures With a specialization in IAM the engineer ensures meticulous oversight control and documentation of access to critical applications systems and data emphasizing advanced authentication measures Additionally this position will dive into risk management governance initiatives and technical audits maintaining thorough documentation and evidence to uphold compliance and fortify the banks resilience This multifaceted role blends strategic vision with handson execution shaping the banks security posture and readiness amidst evolving threats <p> <p><b>Primary Functions andor Responsibilities<b> <p> <p> Owns IAM strategy and roadmap providing collaborative oversight and handson execution to ensure alignment with organizational goals and effective implementation of identity and access management initiatives <p> <p> Manages daytoday operations of the Identity and Access Management IAM system including user provisioning access requests role assignments and ensuring compliance with security policies and regulatory requirements <p> <p> Generates regular reports on IAM activities including access requests provisioningdeprovisioning and access reviews to demonstrate compliance and adherence to security standards <p> <p> Integrates and configures Single SignOn SSO solutions ensuring seamless user authentication across diverse applications and systems <p> <p> Develops and maintains endtoend processes for user lifecycle management including provisioning deprovisioning and periodic access reviews <p> <p> Maintains comprehensive documentation of IAM processes configurations and policies <p> <p> Ensures maintenance of comprehensive documentation and policies across all IT domains ensuring clarity accessibility and alignment with industry standards regulatory requirements and organizational objectives <p> <p> Performs continuous improvements automation and innovation opportunities to simplify standardize and improve the banks IT Identity and access management program <p> <p> Serves as the IT liaison for internal and external audits managing audit requests coordinating preparation and delivery of documentation requests and reviewing deliverables <p> <p> Actively participates in the refinement and enhancement of Information Security and Risk Management frameworks ensuring alignment with industry best practices and regulatory requirements <p> <p> Performs other duties as assigned <p> <p><b>Education andor Experience<b> <p> <p> Twoyear postsecondary degreespecialized study preferred OR an equivalent combination of education and experience <p> <p> At least two years of experience in Identity amp Access Management required including designing implementing and managing access controls in complex environments <p> <p> Experience creating and updating IT policies and procedures preferred <p> <p> Experience in any of the following security and control frameworks is preferred NIST Cybersecurity Framework CIS FFIEC IT Examination Handbook MITRE ATTampCK ISO or COBIT <p> <p><b>Specific Skills Knowledge amp Abilities<b> <p> <p> Ability to effectively convey complex technical concepts to nontechnical stakeholders <p> <p> Proficiency in conducting thorough security reviews within the Identity and Access Management IAM domain and the ability to leverage this expertise to formulate and implement an effective security risk management plan tailored to the specific needs and challenges of IAM systems <p> <p><b>Hiring Salary Range<b> <p> <p>The hiring range below reflects targeted base salary Actual compensation will be determined based on the candidates prior related experience amp education and will be finalized at the time of offer In addition to base salary most positions are also eligible to participate in our annual bonus program Select positions may also be eligible to earn incentives andor commissions Hiring Salary Range $73000 $96000 <p> <p><b>Benefits<b> <p> <p> Group Health Dental and Vision Insurance <p> <p> Generous Paid Time Off PTO <p> <p> Volunteer Time Off VTO <p> <p> 401k plan with lucrative company match <p> <p> Tuition assistance <p> <p> Company Paid Life Insurance <p> <p> Paid Parental Leave <p> <p> Lifestyle Accounts that provide employees with reimbursement for the things that are most important to them such as childcare student loan payments gym memberships pet insurance and much more <p> <p> Team Member Banking a suite of products and services with special benefits for employees <p> <p><b>Hybrid Eligibility<b> Position may be eligible for a hybrid work schedule requiring some days in the office each week <p> <p><b>AFFIRMATIVE ACTIONEQUAL OPPORTUNITY EMPLOYER<b> <p> <p><b>PROTECTED VETERANS AND INDIVIDUAL WITH DISABILITY<b><p>