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What Youll Do
We're looking for an Associate Director, Client Service to join our Client Relationship Team. In this pivotal role, you will be instrumental in delivering unparalleled client experiences, fortifying relationships, delivering end-to-end client service to our Institutional Clients.
- Lead and support end-to-end service delivery for our Institutional Clients, orchestrating seamless collaboration across internal teams to provide optimal levels of service excellence
- Assist and lead complex onboarding /client change
- CultivaWe're looking for an Associate Director, Client Service to join our Client Relationship Team. In this pivotal role, you will be instrumental in delivering unparalleled client experiences, fortifying relationships, and delivering end-to-end client service to our Institutional Clients.
- Lead and support end-to-end service delivery for our Institutional Clients, orchestrating seamless collaboration across internal teams to provide optimal levels of service excellence
- Assist and lead complex onboarding and client life-cycle events
- Cultivate an understanding of Principal Asset Management's investment strategies and client solutions. Collaborate closely with Relationship Managers, Distribution, Consultant Relations and Investment teams, to develop enduring relationships and enhance client retention.
- Understand clients and their diverse needs across various asset classes, ensuring a strong understanding of Institutional Clients service needs, and bring a solutions and collaborative mindset to resolving client queries. Strong understanding of operational asset management and regulatory environment impacting Institutional Clients.
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
Who You Are
- Bachelor's degree or equivalent work experience
- At least 7 years of experience in asset management and client services, with a minimum of 5 years managing institutional clients
- Demonstrated success in client retention and delivering exceptional client experiences
- Proven ability to work effectively with consultant and distribution teams
Skills That Will Help You Stand Out
- In-depth knowledge of operational aspects of asset management
- Strong understanding of the regulatory environment for Institutional Clients
Travel may be required based on location, business or client needs.
This position may be subject to SEC restrictions on personal political contributions.
May require fingerprinting with Principal Funds Distributor.
Salary Range InformationSalary Range (Non-Exempt expressed as hourly Exempt expressed as yearly)Time Off ProgramPension EligibleAdditional Information
Location(s)
We're open to considering in-office or hybrid talent. Locations for hybrid talent are Des Moines, Chicago, or New York City.
Work Environments
This role offers the ability for in-office or hybrid (blending both office and remote work in a typical workweek) work arrangements. You'll work with your leader to figure out which option may align best based on several factors
Work Authorization/Sponsorship
At this time, were 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.
and
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
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.
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