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What You'll Do

We’re looking for an Associate Director, Institutional Business Enablement to join our Business Management & Analytics team. In this role, you’ll drive strategic initiatives to enhance the effectiveness of Principal Asset Management’s institutional business and client engagement.

• Strategic Planning & Execution: Lead initiatives to elevate client outcomes, optimize institutional business operations, and ensure alignment with business goals.

• Reporting & Insights: Track business enablement initiatives, analyze data, and prepare reports for senior leadership. Use insights to inform decision-making and recommend strategy adjustments.

• Cross-Functional Collaboration: Serve as a key liaison across internal teams (sales, client service, operations, technology, etc.) to enhance communication and alignment. Support change management efforts and oversee tools like Salesforce to drive efficiency.

• Operational Efficiency: Analyze workflows, identify opportunities for improvement, and implement solutions to streamline processes.

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!

Principal Asset Management offers global asset management expertise across a diverse set of traditional and alternative asset classes. Check us out at www.principalam.com!

Who You Are

• Bachelor’s degree in business administration or a related field

• 6+ years of experience in business enablement, institutional client experience, client operations, project management, or similar role within asset management

• Experience working with institutional clients

• Experience leading projects, managing cross-functional teams, and driving business process improvements

Skills That Will Help You Stand Out

• Strong project management skills with the ability to manage multiple initiatives simultaneously

• Excellent communication, presentation, and interpersonal skills, dedicated to delivering high-quality, client-centric solutions

• Analytical approach with problem-solving abilities and experience using data to drive decisions

• Demonstrated ability to collaborate across departments and with external partners, fostering teamwork and alignment across diverse groups

• Familiarity with business operations, financial processes, and institutional client needs

• Knowledge of business enablement tools and systems (e.g., Salesforce) a plus

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

No

Additional Information

Location(s)

We’re open to considering in-office or hybrid talent. Locations for hybrid talent include Des Moines, New York City, Chicago, or Charlotte.

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 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

1/15/2025

Most Recently Posted Date

1/15/2025