Remote Senior Retirement Services Strategy Lead

Principal International; United States; Hybrid; USD 85,000 - 187,000; Full time

Benefits offered by this job

Flexible Time Off

Pension Eligible

Remote work options

Job summary

Principal Global Investors in the United States seeks a Senior, Client Service Manager to manage a large, complex client portfolio within the Large Market business, ensuring accurate, timely service and strong client relationships. You will resolve questions, guide plan features, and drive improvements across service processes.

Responsibilities include overseeing complex transactions, providing ERISA/IRS compliance guidance, and delivering reports and dashboards for clients and internal teams.

Qualifications

• 6+ years of client service/retirement operations experience.
• Solid knowledge of retirement plan administration and financial concepts.
• Familiar with 401(k), 403(b), defined benefit, pension products.
• Ability to guide clients and teams through complex plan features.
• Strong written and verbal communication skills.
• Ability to mentor junior team members.
• High attention to detail and data accuracy.
• Proficient in MS Office and recordkeeping/workflow systems.

Responsibilities

• Manage a large client portfolio with complex plan structures and provide strategic guidance.
• Review and approve complex transactions ensuring compliance.
• Provide subject-matter expertise on ERISA, IRS, and compliance.
• Prepare detailed reports and dashboards for internal and client use.
• Recommend enhancements across client service processes.
• Perform other job-related duties and special projects.

Skills

Client service

Financial services knowledge

Regulatory compliance

Communication skills

Mentoring juniors

Attention to detail

MS Office proficiency

Tools

MS Office

Recordkeeping systems

Job description

Principal Global Investors in the United States seeks a Senior, Client Service Manager to manage a large, complex client portfolio within the Large Market business, ensuring accurate, timely service and strong client relationships. You will resolve questions, guide plan features, and drive improvements across service processes.

Responsibilities include overseeing complex transactions, providing ERISA/IRS compliance guidance, and delivering reports and dashboards for clients and internal teams.