Strategic New Business Onboarding Specialist
Job in
Melville, Suffolk County, New York, 11775, USA
Listed on 2026-08-14
Listing for:
Principal Financial Group
Full Time
position Listed on 2026-08-14
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Principal Financial Group in Melville, NY is seeking a New Business Consultant to partner with financial professionals and onboard new client accounts. You will manage account openings, asset movement requests with broker-dealers, and serve as the contact between financial professionals, product partners, and custodians.
The role involves training financial professionals, onboarding new clients, using Salesforce and other CRM tools, and ensuring timely completion of new business tasks while
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