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What You'll Do
Are you passionate about retirement sales and want to join a team that is contributing to the strategic growth of Principal?
If so, join Principal's Retirement Investment Solutions team as an Investment Analytics Senior Analyst to provide investment analysis support for the investment platform to business partners within the Retirement channel! The selected candidate will provide thorough and accurate consultative input to sales and client service personnel to drive sales and team revenue goals by:
Provide analysis on performance, risk, style, holdings, and qualitative attributes of investment options and proactively research and analyze competitor offerings and position our products and services appropriately
Develop performance and analytical reports, share insights and recommendations and maintain controls in alignment with internal policies
Create, update, and distribute value-add materials and participate in conference calls with financial advisors and/or internal personnel
Coordinate and facilitate training for multiple business partners, including new and existing employees including educating sales and relationship management personnel on tools and resources they need to serve advisor, back office and plan sponsor audiences.
Proactively initiate and/or lead projects that lead to enhanced service quality and allow the department to efficiently serve stakeholders
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 (Financial or Business degree preferred) or equivalent
5+ years of related experience resulting in knowledge of retirement and investment products
Advanced degree and/or industry designations such as CFA or CIMA preferred
FINRA Series 7 required
Strong proficiency with Morningstar Advisor (or similar tool) and Microsoft Office applications PowerPoint, Excel, and Word
The successful candidate will be detail-oriented and possess the ability to effectively and professionally communicate and build relationships with constituents; efficiently and effectively research, analyze and synthesize information and be customer service and team oriented; work independently, and be adept at managing multiple requests to strict deadlines; effectively make business decisions independently
Location & Travel: This position is based out of our Des Moines IA office and will benefit from a hybrid work arrangement 3 days in the office and 2 days remote. Some travel required.
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 (Non-Exempt expressed as hourly; Exempt expressed as yearly)
$71250 - $95950 / 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.
Pension Eligible
No
Additional Information
Work Authorization/Sponsorship
At this time, we're 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: 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 (https://www.uscis.gov/working-in-the-united-states/temporary-nonimmigrant-workers) and Green Card for Employment-Based Immigrants (https://www.uscis.gov/green-card/green-card-eligibility/green-card-for-employment-based-immigrants)
Investment Code of Ethics
For Principal Asset Management 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
At Principal, we value connecting on both a personal and professional level. Together, we’re imagining a more purpose-led 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 well-being. Check out our careers site (https://www.principal.com/about-us/careers) to learn more about our purpose, values and benefits.
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
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.
Original Posting Date
5/28/2024
Most Recently Posted Date
6/11/2024
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