What You'll Do

In our Principal Custody Solutions (PCS) Customer Care area, this role develops deep relationships with consultants, clients and third-party administrators that are in our Non-Qualified trust and custody space specifically focusing on Rabbi Trust’s. This role is the strategic partner to our institutional clients to provide creative solutions that meet business goals of retention, growth, and participant benefits to name a few.

Here are few examples of the kinds of things you’ll do:

• Collaborate with the client, attorney, and consultant on trust agreement design, investments, services and new opportunities.
• Planning with C-Suite executives and other key decision makers on their trusts and interpretation.
• Problem solving sophisticated issues.
• Leading large and complex client projects.
• Coordinating and collaborating with internal partners and Subject Matter Experts to meet client’s needs and expectations.

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

• 6+ years of related industry experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience and 4+ years of relationship management experience and sales related experience preferred.
• Bachelor’s degree desirable but not required
• Knowledge of business and custody products
• Understanding of the broader marketplace and competitive
• Demonstrate experience building client relationships and influencing at all levels; along with successfully influencing and driving results
• Strong presentation, negotiation, organization, problem solving, persuasive communication, critical thinking, and planning skills
• Travel approximately up to 15% of the time. Overnight stays may be required.

Skills That Will Help You Stand Out

• Rabbi Trust strongly preferred and NQ Change of Control experience a bonus.

Salary Range Information

Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)

Time Off Program

Pension Eligible

Job Level

Open to hiring up a level for the right skills and experiences.

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 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 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

Original Posting Date

Most Recently Posted Date

LinkedIn Remote Hashtag

LinkedIn Hashtag