Senior Education Analyst

Principal Financial Group; North Carolina; Hybrid; USD 56,000 - 101,000; Full time

Job summary

Principal Financial Group is seeking a Senior Education Analyst to drive positive participant outcomes and enhance financial wellness for employees nationwide. You will collaborate with clients, financial professionals, and internal teams to propose and implement strategic retirement education meeting solutions.

Key duties include planning and delivering education meeting plans, tailoring presentations to plan features and financial concepts, and preparing annual education proposals with

Qualifications

• 2+ years of related work experience in Qualified Plans (401k, 403b, pensions) or equivalent.
• Analytical and critical thinking with the ability to translate data into actionable insights.
• Strong cross‑department collaboration and client-focused communication.

Responsibilities

• Planning and Implementation: Collaborate with clients and internal teams to build and carry out education meeting plans that align with client objectives.
• Educational Material Planning: Tailor topics and adapt presentations to address plan features, financial concepts, and behavioral goals.
• Partnerships and Proposals: Prepare annual education meeting proposals with Relationship Managers and Participant Experience Consultants.

Skills

Analytical thinking

Communications

Presentation skills

Negotiation

Education

Associate or Bachelor's degree preferred

Job description

What You’ll Do

Join our Participant Experience Consulting team as a Senior Education Analyst ! This is an opportunity to drive positive participant outcomes and improve financial wellness for employees across the country. You will collaborate with clients, financial professionals, and internal teams to propose and implement strategic retirement education meeting solutions.

• Planning and Implementation: Collaborate with clients and internal teams to build and carry out education meeting plans that align with client objectives. Evaluate plan design, participant data, and incorporate Principal services and technologies to suggest strategic approaches.
• Educational Material Planning: Collaborate with clients to determine relevant education topics and desired participant outcomes, adapting established presentations and resources to address plan-specific features, financial concepts, and behavioral goals.
• Partnerships and Proposals: Partner with Relationship Managers and Participant Experience Consultants to prepare detailed annual education meeting proposals. Analyze plan demographics and industry trends to guide recommendations and improve participant outcomes.
• Quality Assurance: Collaborate with Participant Experience Consultants to ensure informative materials meet regulatory standards and quality requirements. Manage the distribution of resources across multiple platforms.

Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!

Who You Are

• 2+ years of related work experience such as Qualified Plans (401k plans, 403b, Pension plans); including investments, plan design, administration, services, compliance, and marketing strongly preferred or equivalent proven through one or a combination of the following: work experience, training, military experience, or education
• Associate or Bachelor's degree preferred
• Analytical and critical thinking, consultative skills, and the ability to convert data into actionable insights. Capability to collaborate effectively across departments and sustain positive connections with clients, financial professionals, and internal teams.

Skills That Will Help You Stand Out

• Effective presentation skills, influence, and negotiation skills
• Excellent verbal and written communication skills
• Strong decision-making and problem-solving abilities

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)

$55800 - $100800 / 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

Work Environments & Locations

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, Charlotte, NC, and Raleigh, NC). You'll work with your leader to figure out which option may align best based on several factors

Work Authorization/Sponsorship

At this time, we're not considering applicants 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 (https://www.uscis.gov/working-in-the-united-states/temporary-nonimmigrant-workers) and Green Card for Employment-Based Immigrants (https://www.uscis.gov/green-card/green-card-eligibility/green-card-for-employment-based-immigrants)

Investment Code of Ethics

For Principal Asset Management 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