Associate Client Documents & Systems Analyst

Principal Financial Group; Des Moines (IA); Hybrid; USD 33,062 - 44,083; Full time

Benefits offered by this job

Time Off Program (PTO)

Pension eligible

Hybrid/Remote work options

Job summary

Principal Global Investors seeks an Associate Client Documents & Systems Analyst to onboard new non-qualified plans and implement changes to existing plans. You will create and revise plan documents on Principal's recordkeeping platform and support onboarding strategically with internal partners.

You will partner with managers and teams to ensure timely, accurate plan setups, enrollments, and documentation, while optimizing processes and maintaining quality assurance across the onboarding

Qualifications

• 6+ years of professional onboarding, insurance, or financial services experience.
• 1+ years of non-qualified experience, preferably within Principal.
• Proficiency with MS Word and MS Excel.
• Familiarity with Salesforce and contract documents.
• Advanced knowledge of non-qualified products and regulations.
• Strong written and oral communication skills.

Responsibilities

• Partner with onboarding managers and internal teams to create smooth onboarding or updates for non-qualified plans.
• Analyze and communicate the impact of plan provisions on administration.
• Identify operational improvements and maintain documentation.
• Guide managers on client information needed to create or revise documents.
• Mentor teammates and provide technical assistance across roles.
• Maintain knowledge of the record-keeping system and involved documents.

Skills

Onboarding experience

Insurance/Financial services

Strong communication

Attention to detail

Team collaboration

Tools

MS Word

MS Excel

Job description

What You'll Do

The Associate Client Documents & Systems Analyst provides specialized expertise in onboarding new non-qualified plans and implementing changes to existing non-qualified plans. This includes the creation and revision of plan documents along with building the plan's provisions on Principal's recordkeeping platform. Supports the onboarding and updating implementation processes both tactically and strategically to ensure satisfaction of all stakeholders.

• Partner with the Client Onboarding Manager, Client Service Manager, and other internal teams to create a smooth onboarding or updating experience while prioritizing and processing daily work demands through various tools to meet customer and team needs. Manage the process of creating and revising plan documents with the necessary language and attachments to achieve the desired plansetup. Ensure all contracts are established properly on all systems. Create accurate enrollment experiences through online setup and proper support materials.

• Analyze and communicate the impact of selected provision on overall plan structure and administration. Recognize unusual situations, proactively do independent research and/or coordinate with internal partners to find solutions and communicate those findings to affected parties.

• Identify and implement solutions for operational efficiencies within client onboarding services as well as develop and maintain documentation & procedures for the processes utilized. Make recommendations and assist with implementation with an objective of department efficiency, and ultimately, increased customer satisfaction.

• Provide guidance to Client Onboarding Manager or Client Service Manager on specific client information or direction necessary to create or revise documents and plan provisions. Coordinate with Client Onboarding Manager or Client Service Manager on deliverables with special timing needs.

• Promote team development through shared knowledge and information with team members in working to resolve unusual or challenging situations. Assist with the training and mentoring of other team members. Provide technical assistance for other roles or tasks and procedures. Perform quality assurance and internal audits at various points in the process.

• Maintain a comprehensive knowledge of our record-keeping system, plan contract, services and plan/service documents.

• Other job related duties or special projects as needed.

Who You Are

• Relevant professional experience in onboarding, insurance, financial services, or comparable functions, demonstrated through a combination of work experience, training, military experience, and/or education, totaling 6+ years.

• 1+ years of related non-qualified experience, preferably within Principal.

• Proficiency with MS Word, MS Excel, and Salesforce.

• Extensive knowledge and understanding of non-qualified plans, terminology, contract documents, manuals and procedures.

• Advanced business unity knowledge and technical skills of non-qualified products and regulations.

• Experience analyzing and communicating the impact of non-qualified plan provisions.

• Ability to recognize document interdependencies and system relationships.

• Strong oral and written communication skills.

• Ability to identify missing or conflicting information and communicate corrective action needs.

• Must be accurate, organized, able to meet deadlines and follow through on tasks.

• Ability to build and maintain good relationships within the organization.

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.

The following locations are examples of market-specific salary ranges across different geographies.

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

$22.93 - $40.96 / hour

• Wichita, KS: $22.93 - $30.72 / hour
• Des Moines, IA: $24.21 - $32.43 / hour
• Charlotte, NC: $25.48 - $34.13 / hour
• Chicago/Minneapolis: $28.03 - $37.55 / hour
• Los Angeles/New York City: $30.58 - $40.96 / hour

Time Off Program

Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period. Employees can use their PTO for vacation, personal or short-term illness.

Pension Eligible

Yes

Work Environments

This role offers in-office, hybrid (blending at least three office days in a typical workweek), and remote work arrangements.

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

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 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

7/23/2026

Most Recently Posted Date

7/30/2026

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LinkedIn Remote Hashtag

#LI-Remote