Senior Product Consultant-Investments

What You'll Do:

• Direct day-to-day efforts resulting from third-party relationships including: working with personnel of the Principal Financial Group to define business requirements, oversee the accounts payable process, and provide oversight of third-party analytics, plan sponsor fiduciary services, participant investment education services, managed accounts, and other related efforts. This function also includes monitoring of internal workflow to ensure quality and timing standards are met for the benefit of our clients, and interaction with other areas within the Principal Financial Group to help direct the business systems and drive marketing, finance, communications, compliance, and training support required for third-party investment services. Serve as an escalation point person and primary liaison between relationships and business partners in the organization. Lead tracking and analysis of vendor performance and generate evaluation reports for leadership detailing insights and recommendations for improvements.
• Direct efforts related to management of third-party relationships that provide services to our organization for the benefit of our clients, including third-party analytics, plan sponsor fiduciary services, participant investment education services, managed accounts and other related efforts. This role includes driving interactions with these firms and internal areas (e.g. finance, sourcing and supplier management, IT, compliance) in a variety of ways including setting strategic direction & performance metrics, contract management, budget analysis/adherence, perform ongoing due diligence, drive risk mitigation initiatives and other key aspects. Strive to mitigate expense increases without disrupting business operations.
• Advocate for, direct, and implement work designed to enhance our investment product and service offering. Work with and provide direction to cross-functional project teams, IT, marketing, compliance, finance, training, distribution and other areas as needed to execute implementation of an enhancement to an existing investment product or service or roll out of a new investment product or service.
• Partner with Sourcing and Supplier Management in the contractual review and/or identification and selection of new vendors Evaluate potential and existing suppliers using criteria such as industry experience, capacity, quality standards, and financial stability to determine wither a relationship should continue/begin. Clearly articulate and advocate business needs and cost limits.
• Direct or perform other job related duties and special projects as required.
• This position requires successful completion of a criminal history check.

Who You Are:

• Requires bachelor's degree (Financial or Business degree preferred) or equivalent work experience and 7+ years of related experience
• Advanced degree and/or FINRA Series 7 and 66 is a plus
• Must possess strong written and verbal communication skills, organization, human relations, leadership, math, decision-making, time-management, project management and analytical skills
• May require formal presentations to both internal and external audiences
• Must be proficient with PowerPoint, Excel, and Word
• Must be customer service oriented and have general knowledge of investment markets, products and services, operations, and systems
• Must possess the ability to communicate and influence ideas and recommendations
• Confidentiality, professionalism, and business ethics required
• Occasional travel and overnight stays are required

Salary Range Information: 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. Salary Range: $100800 - $182400 / year Time Off Program: 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. Pension Eligible: Yes Additional Information:

Work Environments

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. You’ll work with your leader to figure out which option may align best based on several factors.

Work Authorization/Sponsorship

At this time, we're not considering applicants 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.

Nonimmigrant Workers and Green Card for Employment-Based Immigrants

Investment Code of Ethics

For Principal Asset Management 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

At Principal, we value connecting on both a personal and professional level. Together, we’re imagining a more purpose-led future for financial services – and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits.

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.

Posting Window: We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. Date First Posted (TTF): 9/16/2025 Latest Post Date: Careers - US: 9/16/2025

LinkedIn Remote Hashtag

: #LI-Remote