Client Service Manager-NQ

What You’ll Do

As a Client Service Manager, you will manage a group of Non-Qualified (NQ) clients by independently delivering accurate and timely retirement plan administrative and client services. You will independently establish and maintain effective relationships with nonqualified clients and financial professionals to ensure client retention, growth of the client service block, and profitability for all stakeholders. You will embody non-qualified core values in all interactions.

• Establish and maintain effective relationships with non-qualified clients, financial professionals, and internal service teams to ensure client retention, growth of the client service block, and profitability for all partners.
• Embody non-qualified core values in all interactions.
• Identify customer expectations and develop a strong working relationship.
• Use creativity, problem solving skills, and in-depth product knowledge to arrive at solutions for retaining clients and resolving complex client issues.

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.

• Bachelor’s degree or equivalent and 4+ years of related experience required (non-qualified retirement plan, qualified retirement plan, or financial services experience preferred).
• Strong written and verbal communication, presentation and negotiation skills required.
• Accurate, organized, able to meet deadlines, and follow through on tasks and campaigns.
• Able to build and maintain good relationships within the organization.
• Proficiency with MS Word and MS Excel.
• Demonstrates ability to build proven, positive relationships with clients and partners.
• Understands retirement concepts. On-site client visits may be required and/or minimum travel required.
• FINRA Series 6 license required within 6 months of employment.

Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

$54,000 - $98,400 / year

Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don’t accrue a bank of time off under FTO and there is no set number of days provided.

Yes

This role offers in-office, hybrid (blending at least three office days in a typical workweek), and remote work arrangements (only if residing more than 30 miles from Des Moines, IA, or Charlotte, NC). You’ll work with your leader to figure out which option may align best based on several factors.

At this time, we‘re not considering candidates 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.

For Principal Global Investors 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.

At Principal, we value connecting on both a personal and professional level. Together, we’re…