What You'll Do
We’re looking for a strategic and forward-thinking Assistant Director to join our individual solutions team. In this key role, you'll drive innovation in how we support plan participants during major life events such as retirement, job change, or financial transitions – by helping to retain assets and deliver tailored financial solutions. You’ll collaborate cross-functionally to enhance retention strategies, improve participant experiences, and contribute to the overall growth of our business.
- Provide visionary leadership as a leader of leaders, overseeing all aspects of direct-to-consumer retirement retention solutions
- Define, implement, and achieve strategic asset retention goals
- Leverage data and analytics to shape strategic direction, measure outcome, and foster accountability across teams
- Monitor, enhance, and enforce a quality assurance program to maintain service excellence and operational efficiency
- Collaborate on sale enablement initiatives to drive engagement, increase conversions, and elevate the client experience
- Proactively manage and mitigate risk by ensuring adherence to internal policies, regulatory requirements, and industry standards
- Create and sustain a “Best Place to Work” environment by fostering a culture of inclusion, engagement, and continuous development
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
- 8+ years of related experience on a sales team demonstrated through work experience, education, or military training (Strong preference for qualified plan retirement background).
- Previous leadership experience required with sound operational and supervisory judgment
- Must have excellent organizational, analytical, problem-solving, presentation, and oral and written communication skills.
- Critical to possess personal accountability and ability to motivate and influence others.
- Effective with time management and organizational skills
- Demonstrated commitment to holding yourself and others to a high degree of integrity, building and sustaining strong partnerships with leadership, peers and colleagues.
- Some travel may be required (10%).
Skills That Will Help You Stand Out
- Adaptable to change and able to work independently with limited information and direction.
- Strong understanding of the financial services industry, competition within the industry, along with company product knowledge.
Securities exams and IAR appointment include (Licenses required within 6 months with a strong preference for fully licensed):
- Series 7, Series 66 (or equivalent), Series 24 (or equivalent), as required by applicable state law and current licensing policy.
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)
$123000 - $167000 / 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
Additional Information
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.
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.
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
7/7/2025
Most Recently Posted Date
7/7/2025
LinkedIn Remote Hashtag
#LI-Remote
