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Manager - Retirement Income Solutions


in Appleton WI

Be a part of something bigger...

Do you want a career where you can make a real difference? At Principal®, you can.

We work with a greater purpose in mind — to give people the financial tools and confidence to live their best lives. And we take that to heart not only for our clients but also extend that to our employees.

By choosing to work at Principal, you'll be a part of making a difference in the lives of customers and in communities. And you can make a difference in your own life by joining a company that cares about its employees as much as it cares about its customers. From career development to comprehensive benefits to our vibrant, diverse work environment, you’ll find plenty of opportunities to enrich your personal and professional life.


Do you have strong decision-making skills with a passion for leading and coaching others?

Are you committed to continuous improvement through empowerment and management of data? Do you enjoy seeing through solutions that enhance the overall client experience with Principal?

If so, then we may have the right opportunity for you!

We are looking for a strong leader with the ability to lead through change and be an effective change agent for our department. The Manager within Retirement Income Solutions will manage a division of our Employee Stock Purchase Plan (ESOP) Administration business to ensure high quality, efficient, and prompt services meeting customer expectations.

Additional responsibilities may include:

  • Identify, set, and achieve division goals, ensuring results align with business unit and corporate initiatives and goals.  Keep upper management informed of results and emerging trends.
  • Manage leader performance to ensure right people are in the right jobs. Develop a staff that encourages ownership, accountability, risk, creativity, decision making, and results. Create an environment that other contributions and inspires trust and respect between team members. Disseminate information regarding decision, plans, and activities. Encourage participation in decision making and allow others to influence decisions.
  • Develop and carry out department budget, staffing, and organizational plans. Includes both implementation and ongoing analysis.
  • Establish and maintain effective working relationships with staff throughout business unit and the company in order to identify and understand customer and business unit needs and objectives; plan accordingly and implement solutions to improve effectiveness and results. Connect service teams to promote collaboration and communication to support service delivery across multiple product lines.
  • Resolve escalated issues of a sensitive or critical nature.  Negotiate solutions and act as a liaison with customers when necessary.
  • Perform other job-related duties and special projects as required.


Skills required:

  • Bachelor's degree or 8 years equivalent experience.
  • 6+ years related work experience, including at least 2 years in a supervisory position and strong retirement knowledge.
  • ESOP (Employee Stock Purchase Plan) experience is a plus, but not required.

Successful candidates will have the following:

  • Requires excellent analytical, problem solving, communication, organizational/management, leadership, interpersonal, and negotiation skills.
  • Must be knowledgeable of retirement industry and customer service requirements.
  • 10-15% travel may be required. Including some overnights.

Visa Sponsorship:
This position is not eligible for sponsorship for work authorization by Principal. Therefore, if you will require sponsorship for work authorization now or in the future, we cannot consider your application at this time.

Principal is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to 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.

How to Apply

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This ad has been viewed 632 times. It expires on 11/4/2018.

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