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Assistant Manager - Client Transition Services - #221857
Category: Banking
  • Your pay will be discussed at your interview

Job code: lhw-e0-90660730

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Principal Financial Group

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  Job posted:   Thu Jun 7, 2018
  Distance to work:   ? miles
  5 Views, 0 Applications  
Assistant Manager - Client Transition Services - #221857

Job Area: All OtherBusiness Area: PensionLocation: IA - Mason City;IA - Cedar Falls;IA - Des MoinesCareer Category: Experienced ProfessionalFull/Part Time: Full-TimeRegular/Temporary: RegularDate Posted: 2018-06-05

Be a part of something bigger.

Do you want a career where you can make a real difference? At Principal®, you can.

We work with a greater purpose in mind--to give people the financial tools and confidence to live their best lives. And we take that to heart not only for our clients but also extend that to our employees.

By choosing to work at Principal, you'll be a part of making a difference in the lives of customers and in communities. And you can make a difference in your own life by joining a company that cares about its employees as much as it cares about its customers. From career development to comprehensive benefits to our vibrant, diverse work environment, you'll find plenty of opportunities to enrich your personal and professional life.


As an Assistant Manager in Client Transition Services, you will lead a client facing team of defined contribution onboarding managers with a focus on making a great first impression with Principal and outshining the industry in our 401(k) onboarding experience.

Additional responsibilities may include:

+ Lead your team in a manner that ensures high quality services and meets business goals. Direct and allocate resources to support workflow and processes and balance work assignments for team members.

+ Hire, lead, coach and motivate team to further their development and utilize their capabilities. This includes hiring, training, performance management, and salary administration. Provide ongoing feedback for improvement; promote business literacy and competency development.

+ Identify and analyze escalated situations and provide guidance to team members for resolution. Negotiate solutions and act as a liaison with internal and external customers.

+ Establish and maintain effective working relationships with sales and service office partners. Independently lead efforts to strengthen relationships.

+ Partner with a variety of staff at all levels throughout business unit and the company to identify and understand customer and company needs and objectives.

+ Lead organizational initiatives as assigned with focus of improving workflows and support One Principal efforts.


Skills required:

+ Bachelor's degree or equivalent of 8 years' experience

+ 4+ year's related experience.

+ Pension experience is preferred

+ Informal leadership experience is required, while formal leadership is preferred.

Qualified candidates will have the following:

+ Requires excellent analytical, problem solving, and verbal and written communication skills.

+ Must also possess strong interpersonal, organizational/leadership, relationship building, and negotiation skills.

+ Excellent understanding of Pension business and customer service requirements.

+ Occasional overnight travel may be required.

Visa Sponsorship

This position is not eligible for sponsorship for work authorization by Principal. Therefore, if you will require sponsorship for work authorization now or in the future, we cannot consider your application at this time.


Principal is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, gender identity, gender expression, pregnancy, national origin, citizenship status, disability, genetic characteristics, sexual orientation, marital status, domestic partner status, military status, protected veteran status, disability status or any other characteristic protected by law.

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