Senior Client Success Manager – Remote (Retirement Plans)

Principal Financial Group; United States; Ibrido; USD 85.000 - 187.000; Tempo pieno

Vantaggi offerti da questo lavoro

Flexible Time Off (FTO)

Pension eligible

Descrizione del lavoro

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.

Competenze

• 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.

Mansioni

• 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.

Conoscenze

ERISA & IRS knowledge

Retirement plan administration

Client relationship management

Regulatory risk analysis

Strong communication

Mentoring junior team members

Strumenti

Microsoft Office

Recordkeeping/workflow systems

Descrizione del lavoro

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.