The Assistant Director leads complex, cross-functional business operations initiatives to drive strategic transformation and operational effectiveness. This role partners with stakeholders to assess current processes, identify optimization opportunities, and implement scalable, sustainable solutions.
Drive growth for the Outsourced Chief Investment Officer (OCIO) business by developing and winning new institutional relationships. Manage the full sales cycle from prospecting and discovery to RFP submission, finalist presentations, and contract negotiation.
The Product Manager will lead the strategy, governance, and evolution of AI-powered capabilities while ensuring alignment with business outcomes and risk controls. They are responsible for managing the product roadmap, overseeing AI performance, and collaborating with cross-functional teams to deliver customer value.
Deliver engaging retirement education through group workshops and one-on-one consultations to help participants make informed financial decisions. Partner with plan sponsors and advisors to design and implement effective retirement strategies that increase program engagement.
The Project Manager will lead complex marketing and technology initiatives by developing detailed delivery plans and overseeing cross-functional teams. They are responsible for managing project milestones, risks, and dependencies while ensuring alignment with business strategy and agile ceremonies.
The role involves driving sales for retail annuities by partnering with financial advisors and providing product expertise. You will be responsible for executing sales plans, conducting presentations, and managing territory activities.
The Market Consultant will partner with financial advisors to deliver investment solutions and drive territory growth through proactive sales and relationship management. They will also leverage Salesforce to track interactions, generate leads, and support external wholesalers in executing business plans.
The Market Director will manage a designated territory to drive sales growth and strengthen relationships with financial professionals across Broker-Dealer and RIA channels. They will provide expert consultation on investment solutions, deliver market insights, and support product education to help advisors achieve their business objectives.
The Director will lead regulatory change management for cybersecurity and technology, ensuring compliance with global regulations. They will also oversee compliance testing, provide expert guidance to stakeholders, and coordinate responses to regulatory examinations.
The Senior Privacy Specialist will serve as the primary privacy consultant for Principal Securities, overseeing privacy program activities and regulatory compliance. They will partner with cross-functional teams to conduct privacy impact assessments, manage privacy incidents, and promote privacy-by-design principles.
Develop and maintain deep relationships with advisors, plan sponsors, and trustees to drive retention and growth. Collaborate with stakeholders on plan design, investments, and retirement readiness while leading complex client projects.
This role leads a practice group to drive strategic compliance programs for retail product and service distribution, including risk assessments and regulatory monitoring. The position also involves advising senior leadership, managing team performance, and overseeing the implementation of compliance policies and process improvements.
The Client Relationship Consultant will partner with the sales team and broker partners to develop and implement customized group benefit strategies. Responsibilities include managing an assigned block of business, performing renewal analysis, and selling new lines of business.
The consultant will partner with sales teams and brokers to develop customized group benefit strategies and manage an assigned block of business. Responsibilities include delivering renewal analysis, selling new lines of business, and executing strategic relationship plans.
