Senior Investment & Product Solution Analyst Team Lead

What You'll Do

The Principal Financial Group is seeking a Senior Investment & Product Solution Analyst Team Lead! 

 

This individual will manage a team responsible for delivering sales engineering services to prospects, existing clients, and their advisors, as well as supporting the sales/service force and other business units.

• Advise and supervise the execution of sophisticated business projects passionate about pricing, new product/service development, and investment opportunities. Make strategic decisions on project scope, resources, timelines, and risks, ensuring cost-effectiveness and alignment with legal and compliance standards. Present well-researched recommendations to senior management.
• Guide the team in delivering effective sales engineering services to sophisticated clients, assisting with product and service negotiations, and ensuring profitable and feasible plan designs. Provide expertise in resolving ambitious situations and give to market competitiveness by analyzing relevant data.
• Supply to staffing decisions, succession planning, and staff development. Ensure strategic focus and facilitate effective decision-making processes.
• Build and manage relationships with key business partners, including Segments, RIS Distribution, Finance, and others, ensuring alignment with company philosophies on retirement and pricing.
• Develop and lead informative workshops on retirement topics, including new products, services, investments, and market trends, for both internal teams and external clients.

 

Who You Are

• Bachelor's degree or equivalent required, plus 10 years related work experience.  Knowledge of retirement products required, including plan design and investment knowledge
• Must have advanced planning/interpersonal, problem-solving, analytical, management, presentation, listening, and written and oral communication skills
• Strong leadership and negotiation skills required, along with excellent time management and decision-making skills
• Formal leadership preferred 
• Must have big picture thinking and be results oriented
• Ability to maintain a high degree of accuracy while being detail oriented
• Maintain confidentiality is crucial

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)

$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.
Pension Eligible

Yes
Additional Information

Work Environments

This role offers in-office, hybrid (blending at least three office days in a typical workweek), and remote work arrangements (only if residing more than 30 miles from Des Moines, IA, or Charlotte, NC). You’ll work with your leader to determine which option may align best based on several factors.

 

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 and 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 outstanding 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 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

8/12/2024
Most Recently Posted Date

8/13/2024

LinkedIn Remote Hashtag

#LI-Remote

LinkedIn Hashtag

#LI-MT1

Salary : $95,200 - $182,400