Senior Associate, Client Service Manager - NQ

As a Senior Associate,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. Independently establishes and maintains effective relationships with nonqualified clients and financial professionals to ensure client retention, growth of the client service block and profitability for all stakeholders. Embodies non-qualified core values in all interactions.

• Serve as a primary point of contact for non-qualified clients and financial professionals, partnering with internal service teams to support client needs, retention, growth and profitability.
• Embody non-qualified core values in all interactions.
• Identify customer expectations and develop strong working relationships.
• Use creativity, problem solving skills, and in-depth product knowledge for successfully arriving 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!

• 2+ years of experience in client service, financial services, or retirement plan operations or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
• Solid understanding of retirement plan administration and financial concepts, with the ability to apply procedures accurately, efficiently, and with some independent judgment.
• Familiarity with retirement products and services such as Excess Plans, 457(b), 457(f), 401(k), 403(b), defined benefit arrangements, or other non qualified offerings highly preferred.
• Ability to guide clients and internal teams through complex plan features and processes.
• Effective written and verbal communication skills, including comfort interacting directly with clients and internal partners.
• Attention to detail, with the ability to identify, troubleshoot, and resolve data discrepancies with minimal supervision.
• Proficient in Microsoft Office and experienced in recordkeeping or workflow systems, with the ability to optimize processes where appropriate.
• Able to manage multiple priorities in a fast‑paced environment, making informed decisions about workload and deadlines.

• Experience with Non Qualified products strongly preferred.

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.

$55800 - $109200 / year

Salary Details

The following levels and locations are examples of market‑specific salary ranges across different job levels and geographies. Candidates will be evaluated to determine the appropriate job level based on their skills and experience.

• Wichita, KS: $55,800 - $65,700 / year
• Des Moines, IA: $58,900 - $69,350 / year
• Charlotte, NC: $62,000 - $73,000 / year
• Chicago/Minneapolis: $68,200 - $80,300 / year
• Los Angeles/New York City: $74,400 - $87,600 / year

• Wich…