• Drive change and ensure documentation of implemented solutions within the business area.
• Maintain and create standards for managing client, sales, product, data, etc.
• Lead and coordinate major components on a project through implementation and act as data/process subject management expert.
• Provide project updates to key stakeholders and senior management and provide timely project status reports, ensuring project outcome meets expectations.
• Implement new policies, procedures, workflow approaches, and system enhancements and facilitate the roll-out of new solutions.
• Provide coaching, mentoring, and training to internal and external customers.
• Run reports, analyze data and provide information as required.
• Perform other job-related duties and special projects as needed.

• Bachelor's degree or equivalent plus 5+ years of related experience, preferably within the financial services industry.
• Knowledge of data management practices, information systems and investment/mutual fund products and territory management strongly preferred
• Solid consulting, interview/fact-finding, problem solving, decision making, communications, and project management skills.
• Strong Excel and accounting skills or experience is strongly preferred
• Ability to influence others and drive results
• FINRA registration may be required
• FINRA Series 99 may be required
• Must be a self-starter who can work independently and with people at all levels in the organization
• May need to become an associated person, which requires fingerprint and a full background check.

Location

We’re open to hiring remote. However, if you reside within a 50 mile radius of our site office in Folsom, CA or our home office in Des Moines, IA we will offer a hybrid arrangement featuring a blend of both office and remote work in a typical workweek.

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.) For additional information around work authorization needs please use the following links: Nonimmigrant Workers and Green Card for Employment-Based Immigrants

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.

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