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ESOP Client Onboarding Manager

Principal

in Telecommute / Appleton WI

What you'll do:

Are you a great communicator, with strong numerical critical thinking skills, enjoy problem-solving and working closely with outstanding clients – this is an opportunity you cannot pass up! Come talk with us!

As a Client Onboarding Manager in our Employee Stock Ownership Plan (ESOP) Administration area, you will partner with new clients and will coordinate and manage all aspects of onboarding  and providing the expert customer service warm welcome to our Principal ESOP family. You’ll proactively build relationships with C-Suite executives, company owners, financial executives and HR personnel while balancing technical activities of the plans.

Here are a few examples of what you’ll do:

  • 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
  • Administer the ‘first year’ ESOP recordkeeping with clients requiring highly technical expertise and workmanship
  • Serve as the key person for the first-year experience, you’ll work with key client contacts to handle their ESOP requirements

As the #1 recordkeeper of Employee Stock Ownership Plans, Principal provides a wide range of expertise and support to our clients serving over 1,000 custom plans involving various levels of complexity. You will proactively assist clients in understanding requirements, plan language and provide a wide range of services and proactive consulting in a talented team environment.

What you'll get from us:

  • Competitive pay, benefits, perks and more. We’ll reward you for the skills and experience you have. Find out more.
  • Respect for your unique perspective. Diversity, inclusion and empowerment are at the core of our culture.
  • A career, not just a job. Principal is a place where you can learn and innovate. Do important work. Make an impact. And achieve your professional goals.
  • The ability to have a great job and a great life. Sure, work is important. But so is your family. And your friends. And your community. That’s why we provide the flexibility needed to find the right balance between your job and the rest of your life.

Qualifications:

While we prefer those with ESOP or retirement plan design and/or administration experience, we’re willing to train highly motivated people. Candidates will need:

  • Bachelor's degree or equivalent experience. (Accounting or Finance preferred)
  • 6+ years related business experience.
  • Strong accounting, numerical critical thinking and analytical skills.
  • Strong written and verbal communication skills, including problem-solving and negotiation skills.
  • Open to occasional overnight travel (1-3 times per year) to participate in customer meetings may be necessary.
  • 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.

Job Level:

Willing to consider applicants at multiple levels based on experience.

Location:

Our ESOP Administration team is headquartered in Appleton, WI, with offices throughout the U.S. We are open to various locations.

Additional Information:

Work Authorization/Sponsorship

At this time, we're not able to consider candidates needing sponsorship now or in the future or those needing work authorization for this role.  (This includes students on F1-OPT, F1-CPT, J-1, etc.) However, we’d hope you continue to keep us in mind for future opportunities. 

Principal is an Affirmative Action and Equal Opportunity Employer 

All qualified applicants will receive consideration for employment without regard to of age, race, color, religion, sex, gender identity, gender expression, pregnancy, national origin, citizenship status, disability, genetic characteristics, sexual orientation, marital status, domestic partner status, military status, protected veteran status, disability status or any other characteristic protected by law.

Need assistance? Applicants requiring a reasonable accommodation due to a disability at any stage of the employment application process should contact Human Resources at (515) 247.MYHR (6947) or at 1.866.524.MYHR (6947).

Investment Code of Ethics

For positions with Principal Global Investors, you will be required to follow a Code of Ethics which covers a number of obligations 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.

Who we are:

We help people build the kinds of lives they dream about—empowered by financial security and stability. We started in 1879 (yes, 1879) as an insurance company. Today, we’re a member of the FORTUNE 500® and a global investment management leader.

So that’s what we do. As far as who we are, well, we believe that how we do things is just as important as what we do.

Doing what’s right has been a part of who we are for more than 140 years. We focus on taking care of not only our employees, customers and advisors, but also the people who live in the communities where we do business.

Learn more about our values in the workplace.

How to Apply


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