Investment & Product Solutions Analyst I (Existing team)

Company: Principal Financial Services, Inc.
Location: Minneapolis
Posted on: February 25, 2021

Job Description:

Securities offered through Principal Securities, Inc., member SIPC Investment & Product Solutions Analyst I (Existing team) in Des Moines, Iowa - Careers at Des Moines,IA,Corp Ctr Please Enable Cookies to Continue Please enable cookies in your browser to experience all the personalized features of this site, including the ability to apply for a job. Welcome page Welcome page Returning Candidate? Log back in! Investment & Product Solutions Analyst I (Existing team) Job Locations US-IA-Des Moines - US-CO-Denver - US-MN-Minneapolis - US-NC-Charlotte Posted Date 2 days ago (2/16/2021 2:30 PM) Job # 2021-29546 Category Other Ent Seg RIS Bus Area Pension Pos Typ Regular Full-Time Remote Yes FLSA Exempt Responsibilities As an Investment and Product Solutions Analyst I--in our existing client department within our Retirement and Income Solutions (RIS) Product Management area, you'll partner with Sales and Service teams to package competitive quotes in order to sell and retain retirement plan business. You will provide analysis and solutions on the product & investment package to position us against our competitors. You will have the opportunity to learn and work on all the retirement plan pillars, which include defined contribution, defined benefit, non-qualified and employee stock option plans! In this role you will get to be innovative, think big picture while learning about the retirement industry. The Sales Engineering pricing team has a front row seat to all of our new product offerings and what is trending in the market place. You will network with many business partners daily. We are looking for bright minds to join our team and help make an impact! Here are few examples of the kinds of things you'll do when you join our team:

• Prepare fee quotes, including the pillars of our Total Retirement Suite, for assigned sales and service team areas or individuals.
• Evaluate a client's current investment lineup and offer solutions to support our asset management strategy.
• Analyze the competitiveness of our fee quote and service package to consult with field partners and leaders, to put Principal in the best position to secure/retain business at established profit targets.
• Provide coaching, mentoring, and training to internal and external customers.
• Look at innovative ways to enhance current processes and procedures to align positively with business strategy and team development This position is also a great way to advance your career. As a growing company with over 14,000 employees around the world, Principal offers a lot of ways for you to learn more, earn more and achieve more. That's one reason we were named/recognized as one of Forbes America's Best Employer's. Qualifications We're looking for someone with:
  • Bachelor's degree or equivalent experience
  • 4+ years related experience required
  • Strong analytical skills
  • This position requires registration as an Investment Company Products/ Variable contracts Limited Representative. Candidates hired without the appropriate registration(s) will have twelve months to acquire it. Successful candidate will have the following:
    • Requires the ability to comprehend and analyze more complex information; solid strategic and critical thinking skills.
    • Must have the ability to work independently and as a member of the team, good organization, prioritization, customer service, and oral and written communication.
    • Detail oriented person who places a high priority on accuracy.--
    • Ability to manage to deadlines and coordinate multiple timelines successfully in a fast-paced environment.
    • Great energy and a positive forward-thinking attitude.-- Experience with the following is preferred:
      • Basic knowledge of retirement aspects, including plan design, plan types/ various pillars, products and services, investments, and the competitive environment.--
      • Baseline understanding of the competition, opportunities, and customer experience
      • Experience working with defined benefit pension plans in an administrative or operational capacity Additional Information Location Open to multiple locations including full time remote.-- Work Authorization/Sponsorship At this time, we're not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role. (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.) Investment Code of Ethics 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. Experience Principal While our expertise spans the globe, we're bound by one common purpose: to foster a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees - individually and all of us together. Explore our core values , benefits and why we're an exceptional place to grow your career. Principal is an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Options Apply for this job online Apply Share Email this job to a friend Refer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed Loading... Application FAQs

Keywords: Principal Financial Services, Inc., Minneapolis , Investment & Product Solutions Analyst I (Existing team), Professions , Minneapolis, Minnesota