Client Onboarding Manager

Responsibilities:

• Working independently, act as consultant and advise clients as they navigate through the implementation phase of onboarding.
• Establishing and building strong client relationships through effective communication.
• Ensuring accuracy and integrity of client data and setup on systems
• Educating and coaching new clients in processes, expectations and technical requirements

Qualifications:

• Bachelor's degree or equivalent. (Accounting or Finance preferred)
• 4 years related business experience. ESOP or Pension plan design and/or administration experience is ideal.

• Strong written and verbal communication skills, including strong problem-solving and negotiation skills.
• Strong accounting, numerical critical thinking and analytical skills.
• Open to occasional overnight travel (1-3 ties per year) to participate in customer meetings may be necessary.
• Basic knowledge of plan and contract documents, manuals, procedures, and company products and services.
• Ability to balance working independently with working in a team environment to meet customer needs and achieve overall goals.
• Possess a strong understanding of accounting and record-keeping systems and PC applications.

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: $49300 - $96000 / year Additional Information:

This role offers the ability for in-office, hybrid (blending both office and remote work in a typical workweek), and remote work arrangements. You’ll work with your leader to determine which option may align best based on several factors.

Work Authorization/Sponsorship

At this time, we're not considering candidates 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.

https://www.uscis.gov/working-in-the-united-states/temporary-nonimmigrant-workers and https://www.uscis.gov/green-card/green-card-eligibility/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

While our expertise spans the globe, we're bound by one common purpose: to foster a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees – individually and all of us together. Explore our core values, benefits and why we’re an exceptional place to grow your career.

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.

LinkedIn Remote Hashtag

: #LI-Remote