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ESOP Client Service Manager

Principal Financial Group

in Telecommute / Des Moines IA / Appleton WI

Logo for Principal Financial Group

Responsibilities

Looking for a career with the opportunity to learn and belong to a great team in a high growth business? Come talk with us! If you are 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!

As a Client Service Manager on our Employee Stock Ownership Plan (ESOP) Administration team, you’ll manage and provide consultation to several key client accounts handling all aspects of their ESOP plans. You’ll proactively build relationships with C-Suite executives, company owners, financial executives and HR personnel while balancing technical activities of the plans.  Educating, teaching and handling their unique requests provides for a very valued partner experience with your clients.

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

  • Develop a working knowledge of ESOP technical requirements to create and propose solutions to meet client needs.
  • Understand and implement key features on plan documents such as performing trust accounting, compliance testing and government reporting.
  • Take the lead on client ESOP allocations, reports, participant stock statements, and distribution and cash management services.
  • Communicate with clients proactively to assist with questions, plan complexity discussions, education, participant data, plan administration procedures, etc.

Qualifications

While we prefer those with ESOP 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 persuasion/ negotiation skills.
  • Open to occasional overnight travel (1-3 times per year) to participate in customer meetings and industry conferences. 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.

Additional Information

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.

Work Authorization/Sponsorship

At this time, we're not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role. (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.)

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 valuesbenefits 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.

How to Apply

Apply Now


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