Sr. Product Consultant - Investments

at  Principal Financial Group

What You’ll Do:

Principal is hiring for a Sr. Product Consultant - Investments to provide the business direction, coordinate and lead complex, high-visibility, investment related projects to successful completion. Manage and grow internal and key third party relationships that support investment products and services of the Principal Financial Group. Develop and lead new investment product and services-related projects while providing related training, written communication and general support to sales and service representatives, financial professionals, retirement plan clients, participants and other partners as needed.

• Direct efforts related to management of third-party relationships that provide services to our organization for the benefit of our clients, including third-party analytics, plan sponsor fiduciary services, participant investment education services, managed accounts and other related efforts. This role includes driving interactions with these firms and internal areas (e.g. finance, sourcing and supplier management, IT, compliance) in a variety of ways including setting strategic direction & performance measurements, contract management, budget analysis/adherence, perform ongoing due diligence, drive risk mitigation initiatives and other key aspects. Strive to mitigate expense increases without disrupting business operations.
• Advocate for, direct, and implement work designed to enhance our investment product and service offering. Work with and provide direction to cross-functional project teams, IT, marketing, compliance, finance, training,distribution and other areas as needed to execute implementation of an enhancement to an existing investment product or service or roll out of a new investment product or service.
• Partner with Sourcing and Supplier Management in the contractual review and/or identification and selection of new vendors Evaluate potential and existing suppliers using criteria such as industry experience, capacity, quality standards, and financial stability to determine wither a relationship should continue/begin. Clearly articulate and advocate business needs and cost limits.

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 in Finance or Business or 8+ years of related work experience
• 6+ years of investment experience in General Accounts.
• Strong written and verbal communication skills, organization, human relations, leadership, math, decision-making, time-management, project management and analytical skills
• Experience with formal presentations to both internal and external audiences
• Proficient with PowerPoint, Excel, and Word
• Customer service oriented and experience in investment markets, products and services, operations, and systems
• Confidentiality, professionalism, and business ethics
• Occasional travel and overnight stays

SKILLS THAT WILL HELP YOU STAND OUT

• FINRA Series 6 or 7 and 66 is a plus and required within 6 months
• Fixed income guaranteed options background
• Advanced degree
  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!
  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: $95200 - $182400 / 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:

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.

Please refer the Job description for details