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Client Implementation Manager - #221790
Category: Banking
  • Your pay will be discussed at your interview

Job code: lhw-e0-89758700

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Principal Financial Group

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  Job posted:   Thu May 17, 2018
  Distance to work:   ? miles
  2 Views, 0 Applications  
Client Implementation Manager - #221790

Job Area: All OtherBusiness Area: PensionLocation: IA - Mason City;IA - Cedar Falls;IA - Des MoinesCareer Category: Experienced ProfessionalFull/Part Time: Full-TimeRegular/Temporary: RegularDate Posted: 2018-05-15

We're looking for more great people.

Principal is more than just a financial services company. We help people live their best lives. We do this through our products and services but more importantly through our employees. They do amazing work and we're looking for more passionate, driven people. You can expect an inclusive environment, innovative opportunities, impactful work, and personal and professional growth. Because when you can bring your whole self to work, you can build your best life.

And, if you have 2 minutes, you'll want to watch this video about our company:

We are excited to share that Principal is currently seeking a Client Implementation Manager to join our team in one of the following locations:

+ Cedar Falls, IA

+ Des Moines, IA

+ Mason City, IA

This exciting opportunity will focus on leveraging your strong organizational, communication, and decision-making skills in a new way to make an impact with our clients.


The Client Implementation Manager will coordinate the transition management process with a multi-disciplined transition team. This includes proactively advising clients and prospects as they navigate through the acquisition/implementation of their retirement plan. The Client Implementation Manager establishes and enhances client/intermediary relationships through effective communication and delivery of expectations.

Additional responsibilities may include:

+ Utilize the project management methodology, serve as the main point of contact for client interaction through the transition process, executing to successful completion. Communicate effectively with clients, as well as internal and external business partners, providing timely status reports through conference calls or timeline/project plan updates and maintaining overall responsibility for the transition. May participate in implementation meetings to proactively address transition strategies and promote better understanding and accurate expectations. Follow internal procedures to properly document work.

+ Develop relationships and partner with all areas of RIS to orchestrate a successful transition. Utilize problem-solving techniques and networking skills to resolve issues in a timely manner. Demonstrate integrity and professionalism in all interactions, both internally and externally.

+ Analyze less complex set-up information and demonstrate knowledge in all aspects of the transition process. Develop a working knowledge of our recordkeeping and accounting system, plans, contracts, and pension documents. Be familiar with our investment options, results and philosophy, and discuss with clients.


Skills required:

Bachelor's degree or equivalent experience of 8 years

1+ year related experience.

Successful candidates will have the following:

Strong leadership, decision-making, and negotiation skills, along with the ability to maintain confidentiality.

Analytical, innovative, and creative thinking along with problem solving skills.

Excellent relationship building and communication skills, including verbal, written, phone and presentation skills.

Strong initiative and organization skills to work efficiently to meet deadlines on multiple transitions.

Must be detail oriented with focus on accuracy.

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.

Job Level

Will consider at the Sr. Client Implementation Manager level based on experience.


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.

Interview Details

What's next? Innovation at its finest. We'll review your application and if you're selected for an interview, you'll receive an invite for an On-Demand Video interview. Haven't done that before, don't worry. We've got all the tips and tricks available to help you be successful. With an On-Demand Video Interview, you can add your own flair and personality - at your pace. Be sure to check your email frequently. We'll communicate our decisions through the email address used on your online profile. If you receive an email from Principal Talent Team, you've been selected to begin your video interview and have a set time to submit once you log in.

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