Retirement Plan Onboarding Lead - Remote

Principal Financial Group; Des Moines (IA); Hybrid; USD 56,000 - 126,000; Full time

Job summary

Principal Financial Group seeks a Sr Associate, Client Service Onboarding Manager to lead onboarding for an assigned client group, coordinating plan-level activities, timelines, and stakeholder updates. You will ensure accurate processing and strong client relationships while maintaining compliance with ERISA and IRS regulations.

The role requires 2+ years in onboarding retirement plans, with a focus on accuracy, timely communication, and excellent interpersonal skills.

Qualifications

• 2+ years of onboarding retirement plans experience or equivalent.
• Strong leadership, decision-making, and negotiation skills.
• Excellent relationship building and communication skills.
• Strong knowledge of defined contribution plans is preferred.
• Proficient analytical, innovative, and creative thinking with problem solving skills.
• Ability to take initiative and manage multiple transitions with strong organizational skills.
• Accurate and confidential data handling; attention to detail.

Responsibilities

• Lead onboarding for a portfolio, serving as primary contact and guiding sponsors/partners.
• Oversee onboarding activities: contributions, distributions, rollovers, loans, and elections.
• Ensure compliance with ERISA, IRS rules, and state regulations; support internal audits.
• Collaborate with cross-functional teams to resolve issues and ensure smooth handoffs.
• Identify inefficiencies and suggest workflow improvements.
• Perform other related duties and special projects as required.

Skills

Leadership

Decision-making

Negotiation

Relationship building

Communication

Analytical thinking

Problem solving

Initiative

Organizational skills

Attention to detail

Microsoft Office

Recordkeeping systems

Workflow systems

Multitasking

Prioritization

Defined contribution plans knowledge

Tools

Microsoft Office

Recordkeeping systems

Workflow systems

Job description

Principal Financial Group seeks a Sr Associate, Client Service Onboarding Manager to lead onboarding for an assigned client group, coordinating plan-level activities, timelines, and stakeholder updates. You will ensure accurate processing and strong client relationships while maintaining compliance with ERISA and IRS regulations.

The role requires 2+ years in onboarding retirement plans, with a focus on accuracy, timely communication, and excellent interpersonal skills.