Division Managing Director – Large Market Customer Care
United States of America
Full Time
3 hours ago
$157,000 - $200,000 USD
No H1B
Key skills
Defined contribution plansERISARegulatory frameworksRecordkeeping operationsInstitutional relationship managementClient retention and growthFinancial acumenBusiness acumenData-driven decision-makingCRM toolsSalesforceReporting toolsAnalytics toolsFINRA Series 6FINRA Series 63FINRA Series 26AnalyticsCRMCommunication
About this role
Principal Financial Group is a purpose-led firm dedicated to making financial security accessible to all. They are seeking a Division Managing Director to lead the Large Market Customer Care team, overseeing senior Relationship Managers to enhance client experiences and drive financial results.
Responsibilities:
- Oversee a team of senior Relationship Managers (RMs) responsible for delivering exceptional client experience, strengthening plan sponsor partnerships, and driving enterprise financial results
- Set the vision for client engagement, coach and develop high-performing RMs, and partner cross-functionally to ensure retention, profitability, operational excellence, and risk mitigation across Principal’s largest institutional clients
- Serve as an instrumental leader representing the department in key business initiatives to drive better outcomes for Principal’s clients and their participants
Requirements:
- 15+ years of related industry experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 7+ years leading senior client-facing professionals in high-complexity environments
- Deep knowledge of defined contribution plans, ERISA, regulatory frameworks, and recordkeeping operations
- Demonstrated success leading large institutional relationships ($500M+ plan size) with measurable outcomes in retention and growth
- Proven ability to influence and engage senior client executives, consultants, and internal leaders through strong executive presence and communication skills
- Strong financial and business acumen (client P&L, pricing, revenue drivers, operational cost structure) and data-driven decision-making
- Proficiency with CRM, reporting, and analytics tools (e.g., Salesforce, dashboards, service reporting) along with strong organizational and planning skills
- Travel required, including overnight stays, based on client and business needs, up to 50%
- Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or equivalent and FINRA Series 63). The SIE exam may be a requirement
- FINRA Series 26 - Investment Company and Variable Contracts Products Principal required within 9 months of employment