Senior, Client Service Manager

Principal Financial Group; United States; Hybride; USD 85 000 - 187 000; Plein temps

Avantages offerts par ce poste

Flexible Time Off (FTO)

Pension eligible

Résumé du poste

Principal Financial Group seeks a Senior, Client Service Manager to oversee day-to-day client relationships in Large Market, managing a portfolio with complex plan structures and ensuring accuracy and timely service.

You will provide strategic guidance on plan design, compliance, and operational issues, reviewing complex transactions and leading regulatory risk analysis while producing detailed client reports and dashboards.

Qualifications

• 6+ years of experience in client service, financial services, or retirement plan operations.
• Solid understanding of retirement plan administration and financial concepts.
• Familiarity with retirement products such as 401(k), 403(b), defined benefit arrangements, or other defined contribution offerings.
• Ability to guide clients and internal teams through complex plan features and processes.

Responsabilités

• Manage a large client portfolio with complex plan structures and provide proactive guidance to clients.
• Review and approve highly complex transactions, ensuring compliance and operational integrity.
• Lead analysis of potential regulatory risks in client accounts or portfolios.
• Prepare detailed reports and dashboards for internal and client use; identify trends and make recommendations.
• Share insights and best practices across the IC team and cross-functional partners.
• Perform other job-related duties and special projects as required.

Connaissances

ERISA & IRS knowledge

Retirement plan administration

Client relationship management

Regulatory risk analysis

Strong communication

Mentoring junior team members

Outils

Microsoft Office

Recordkeeping/workflow systems

Description du poste

What You’ll Do

As a Senior, Client Service Manager, you will manage day-to-day client relationships within our Large Market business and manage an assigned portfolio to ensure accuracy and timely service. This role builds trust by helping clients navigate questions, issues, and requests while maintaining service standards and company policies. By providing dependable support and solutions, helps clients get their needs met accurately and on time, strengthens satisfaction, fosters long-term relationships, and supports improvements that drive retention and business growth.

• Manage a large client portfolio with complex plan structures. Provide proactive, strategic guidance to clients, including plan design considerations and compliance implications. Resolve escalated or sensitive client issues independently.
• Review and approve highly complex transactions, ensuring compliance and operational integrity. Conduct detailed account and trend analysis to mitigate errors or risks. Partner with operations, technology, and compliance teams to resolve systemic issues.
• Provide subject-matter expertise on ERISA, IRS, and internal compliance requirements. Lead analysis of potential regulatory risks in client accounts or portfolios.
• Prepare detailed reports and dashboards for internal and client use. Identify operational or compliance trends and make actionable recommendations.
• Recommend and implement enhancements across client service processes and workflows. Share insights and best practices across the IC team and cross-functional partners.
• Perform other job-related duties and special projects as required.

Who You Are

• 6+ years of experience in client service, financial services, or retirement plan operations or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
• Solid understanding of retirement plan administration and financial concepts, with the ability to apply procedures accurately, efficiently, and with independent judgment on moderately complex issues.
• Familiarity with retirement products and services such as 401(k), 403(b), defined benefit arrangements, pension risk transfer group annuity contracts, or other defined contribution offerings.
• Ability to guide clients and internal teams through complex plan features and processes.
• Strong written and verbal communication skills, comfortable interacting with clients and internal partners.
• Ability to mentor and support junior team members by sharing knowledge, reviewing work, and coaching on best practices.
• High attention to detail, able to identify, troubleshoot, and resolve data discrepancies with minimal supervision.
• Proficient in Microsoft Office and recordkeeping/workflow systems, with the ability to recommend improvements to processes and procedures.
• Effectively manage multiple priorities in a fast-paced environment, escalating issues appropriately and ensuring timely, accurate service.

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)

$84600 - $187200 / year

Salary Details

The following levels and locations are examples of market-specific salary ranges across different job levels and geographies. Candidates will be evaluated to determine the appropriate job level based on their skills and experience.

• Wichita, KS:
  • Senior, Client Service Manager: $84,600 - $114,300 / year
  • Lead, Client Service Manager: $104,400 - $140,400 / year
• Des Moines, IA:
  • Senior, Client Service Manager: $89,300 - $120,650 / year
  • Lead, Client Service Manager: $110,200 - $148,200 / year
• Charlotte, NC:
  • Senior, Client Service Manager: $94,000 - $127,000 / year
  • Lead, Client Service Manager: $116,000 - $156,000 / year
• Chicago/Minneapolis:
  • Senior, Client Service Manager: $103,400 - $139,700 / year
  • Lead, Client Service Manager: $127,600 - $171,600 / year
• Los Angeles/New York City:
  • Senior, Client Service Manager: $112,800 - $152,400 / year
  • Lead, Client Service Manager: $139,200 - $187,200 / 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

Job Level

We're open to hiring in at the next level with the right skills and experience.

Lead, Client Service Manager:

• 8+ years of experience in client service, financial services, or retirement plan operations or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
• Deep understanding of retirement plan administration and financial concepts, with the ability to apply procedures accurately and efficiently, exercise independent judgment, and resolve complex client issues.
• Extensive familiarity with retirement products and services such as 401(k), 403(b), defined benefit arrangements, pension risk transfer group annuity contracts, or other defined contribution offerings.

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).

Work Authorization/Sponsorship

At this time, we're not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role. (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.)

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

11/6/2026

Most Recent Posted Date

11/6/2026

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