Manager-Client Service NQ -- Remote --

Job Overview

We are seeking a dynamic Manager to lead our Client Focused Non-Qualified team. In this pivotal role, you will champion a team of Client Service Managers, fostering growth, client retention, and operational efficiency while ensuring risk mitigation.

As a leader, you will navigate change with finesse, driving positive transformation within our department. Your responsibilities will include managing a division of our institutional client market, guaranteeing the delivery of high-quality, efficient, and timely services that exceed customer expectations. Building strong relationships with both internal and external stakeholders will be essential to uphold our service standards and ensure client satisfaction.

Key Responsibilities

• Lead and mentor a team of Client Service Managers, providing guidance, development opportunities, and cross-training to achieve team objectives efficiently.
• Manage the growth, retention, satisfaction, and profitability of client relationships, assets, and plans, gathering feedback to drive innovation and maintain market leadership.
• Collaborate with internal and external partners to develop and implement strategies that enhance client service delivery.
• Set and achieve metrics related to efficiency, execution, staffing, and process documentation, ensuring operational excellence.
• Act as a point of escalation for critical and sensitive issues, driving timely resolution and ownership.
• Participate in strategic projects and SWAT-related activities to contribute to the continuous improvement of our services.
  
  

Qualifications

• Bachelor's degree or equivalent experience required, with a minimum of 5 years of related work experience.
• Strong leadership skills with a proven ability to solve problems, communicate effectively, and negotiate.
• Registration as a General Securities Representative (Series 7) or Investment Company and Variable Contracts Representative (Series 6) and Operations Professional preferred; candidates without these registrations must acquire them within nine months of hire.
• Prior experience in non-qualified plans is advantageous.
• Knowledge of the retirement industry and company projects is a plus.
• Willingness to travel overnight when required.
  
  

Additional Details

• Salary Range: $77,350 - $147,600 per year
• Flexible Time Off (FTO) program for salaried (exempt) employees
• Pension eligibility
• Work arrangements include in-office, hybrid, and remote options
• Principal is an Equal Opportunity Employer
  
  

We invite you to join us at Principal, where we are dedicated to creating a purpose-led future for financial services. Our inclusive and supportive culture values the unique experiences and talents of our employees, offering comprehensive benefits to safeguard their well-being.

Application Deadline: Applications will be accepted for 3 full days following the original posting date, with potential for extension based on received applications. Please submit your application promptly to ensure consideration.

Thank you for considering a career with us!

Note: Principal does not provide sponsorship for work authorization (e.g., F1-OPT, H-1B) for employment in the United States at this time.

Employment Type: Full-Time