{"jobs":[{"data":{"slug":"52647","language":"en-us","languages":["en-us"],"req_id":"52647","title":"Program Manager, Customer Experience Technology","description":"What You'll Do We’re looking for a Program Manager II to join our Customer Experience Technology (CXT) team. In this role, you’ll help shape how individual customers experience Principal across digital channels while driving alignment and execution across some of our most visible enterprise initiatives. As a Program Manager, you'll operate at the intersection of technology, business, and customer experience, helping teams translate strategy into action while ensuring priorities, dependencies, and decisions remain aligned across the enterprise. You'll partner closely with leaders, product management, engineering, marketing, UX/CX, and other key partners. You'll have the opportunity to: Lead complex, high-visibility individual customer experience initiatives that span multiple business, product, and technology teams, ensuring alignment to enterprise strategy, customer outcomes, and business priorities Facilitate strategic alignment across business units by connecting priorities, dependencies, risks, and decisions that impact the individual customer experience and enterprise customer experience strategy Partner with product, engineering, delivery, and business leaders to drive collaboration, influence decision-making, and create transparency around tradeoffs, resource constraints, and competing priorities Drive stakeholder engagement and executive communication, ensuring strategic direction, priorities, and decisions are effectively communicated and understood across the organization Define and monitor success measures tied to customer outcomes, adoption, business value, efficiency, and strategic objectives while helping teams accelerate value delivery, reduce organizational friction, and improve realization of customer and business outcomes Lead change efforts associated with new technologies, evolving operating models, AI-enabled capabilities, and enterprise transformation initiatives, building stakeholder alignment and driving successful adoption across teams Support strategic Customer Experience Technology initiatives focused on digital experiences, mobile capabilities, AI-enabled customer engagement, and enterprise modernization efforts, balancing strategic thinking with practical execution to move initiatives forward 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! Who You Are 10+ years project, program, initiative management experience or equivalent demonstrated through one or combination of the following: work experience, military experience, or education Demonstrated success delivering cross-functional initiatives involving technology, product, and business partners Strong program management experience with the ability to balance strategic planning and execution Ability to influence, collaborate, and drive outcomes without formal authority Experience leading organizational change and driving adoption of new capabilities, processes, or operating models Exceptional communication, stakeholder management, facilitation, and decision-making skills Ability to manage ambiguity, navigate competing priorities, and build alignment across large organizations Skills That Will Help You Stand Out Experience leading customer-facing or digital customer experience initiatives Experience partnering across customer experience (CX), user experience (UX), product, and technology organizations Strong AI understanding and adoption Strong technical acumen and the ability to effectively collaborate with engineering leaders and technology teams Agile, Scrum, or similar program management certifications Financial services or other regulated industry experience 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 (Non-Exempt expressed as hourly; Exempt expressed as yearly) $150000 - $185000 / 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 Work Environments This role offers an in-office and hybrid (blending at least three office days in a typical workweek) work arrangement in Des Moines, IA. 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. Original Posting Date 9/30/2026 Most Recently Posted Date 9/30/2026 Principal uses artificial intelligence tools to assist in reviewing and evaluating job applications, fraud prevention, and candidate matching and comparisons. These AI tools support our human recruiters in the initial review process but do not make final hiring decisions without human involvement. By submitting your application, you acknowledge this use of AI in our recruitment process. Please review our Workforce (U.S.) Privacy Notice for more details on our practices and your data privacy rights. 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In this role, you’ll apply knowledge of accounting standards and expertise to tackle business problems, seeking guidance for new or complex situations. This role will be expected to interact with the various functions across the organization, including portfolio management, underwriting, and the parent company balance sheet portfolio managers and finance staff. Incumbents can independently research and document sophisticated accounting decisions.   Apply sophisticated accounting analysis in accordance with generally accepted accounting principles (GAAP), tax regulations, or other regulatory guidance. Perform complex transaction processing and exception handling. Provide oversight and/or execution of month-end accounting processes including cash flow analysis, reconciliations, and general journal entries. Interpret financial reports and accounts, identify and evaluate risks and opportunities and present findings to management for decision making. Partner with fund administrators to execute timely and accurate NAV calculation of funds which includes accounting for purchases, sales, income accruals and expenses, to ensure timely and accurate reporting. Act as the subject matter expert and work with project owners to ensure accounting objectives are met through the design and implementation of new processes and/or systems. Carry out testing to ensure the system or process is operating as intended. Escalate any findings/variances/issues as needed. Identify and implement operational excellence projects, providing business requirements for new systems or improvements. Assist with new client structures and PAC fund formation activities across multiple functions, including the setup and launch of new funds and financial products. Assist in the development and implementation of governance frameworks and financial controls. Monitor control structure and escalate issues as vital. Drive remediation plans for control deficiencies. Coordinate with external auditors as part of the planning and execution of the annual external audits. Produce recurring investor reports and ad hoc investor requests.   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! Who You Are Bachelor's degree in accounting or finance or equivalent experience is required 2 + years relevant accounting experience required Understanding basic accounting principles, ability to interpret financial statements, and efficiently and effectively research, compile and analyze information Must be detail oriented, able to maintain a high degree of accuracy, work independently, meet established deadlines, handle multiple tasks, and prioritize effectively Ability to learn systems and applications used within the firm required, proficiency with system and applications strongly preferred Skills That Will Help You Stand Out Private asset accounting experience and fund admin background helpful but not required. CPA or other applicable certifications preferred Public Accounting Experience is preferred Experience with Allvue, PAM and Alterx is preferred 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 (Non-Exempt expressed as hourly; Exempt expressed as yearly) $73150 - $99750 / 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 Work Environments This role offers an in-office and hybrid (blending at least three office days in a typical workweek) work arrangement in Des Moines, IA. 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. Original Posting Date 9/28/2026 Most Recently Posted Date 9/28/2026 Principal uses artificial intelligence tools to assist in reviewing and evaluating job applications, fraud prevention, and candidate matching and comparisons. These AI tools support our human recruiters in the initial review process but do not make final hiring decisions without human involvement. By submitting your application, you acknowledge this use of AI in our recruitment process. Please review our Workforce (U.S.) Privacy Notice for more details on our practices and your data privacy rights.","location_name":"Des Moines,IA,Corp Ctr","street_address":"711 High Street","city":"Des Moines","state":"Iowa","country":"United States","country_code":"US","postal_code":"50392","location_type":"LAT_LNG","latitude":41.5886325,"longitude":-93.6275589,"categories":[{"name":"Accounting & Finance"}],"tags":["Principal Workforce, LLC."],"tags1":["Regular Full-Time"],"tags2":["No"],"tags3":["H860000-PGI Investment Accounting"],"tags4":["No"],"tags5":["PFUSGA19-Salary Level 19 - Geo"],"tags6":["Careers - US"],"promotion_value":0,"employment_type":"FULL_TIME","qualifications":"Bachelor's degree in accounting or finance or equivalent experience is required 2 + years relevant accounting experience required Understanding basic accounting principles, ability to interpret financial statements, and efficiently and effectively research, compile and analyze information Must be detail oriented, able to maintain a high degree of accuracy, work independently, meet established deadlines, handle multiple tasks, and prioritize effectively Ability to learn systems and applications used within the firm required, proficiency with system and applications strongly preferred Skills That Will Help You Stand Out Private asset accounting experience and fund admin background helpful but not required. CPA or other applicable certifications preferred Public Accounting Experience is preferred Experience with Allvue, PAM and Alterx is preferred","hiring_organization":"Principal Financial Group","hiring_organization_logo":"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAVsAAACRCAMAAABaFeu5AAABHVBMVEX///9aWlpPT09VVVUAtNVNTU","responsibilities":"We’re looking for a Senior Associate Accountant to join our Investment Accounting team supporting Private Alternative Credit Fund Reporting (PAC). In this role, you’ll apply knowledge of accounting standards and expertise to tackle business problems, seeking guidance for new or complex situations. This role will be expected to interact with the various functions across the organization, including portfolio management, underwriting, and the parent company balance sheet portfolio managers and finance staff. 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In this role, you'll develop and deliver data-driven communication and education strategies that help participants make informed retirement decisions and improve retirement outcomes. As a trusted consultant and subject-matter expert, you'll partner with plan sponsors, advisors/consultants, client service teams, and internal partners to implement participant engagement solutions, guide best-practice adoption, and translate insights into actionable strategies. This role is ideal for someone who is passionate about communication strategy, enhancing the participant experience, and improving participant outcomes. Serve as subject-matter expert on the Principal Participant Experience, applying knowledge of behavioral finance, communication best practices, and participant research to guide plan sponsors, advisor/consultants, and internal partners. Provide strategic consultation to drive adoption of enterprise best practices and influence stakeholders toward solutions that improve participant outcomes and plan health. Assess client needs and develop education and communication strategies aligned with plan objectives, participant demographics, and organizational goals. Deliver presentations as part of sales and retention efforts that elevate understanding of the offering and differentiate our approach. Collaborate with business partners to design, refine, and evolve participant communication and education strategies. Interpret participant data, segmentation insights, and engagement analytics to build evidence-based recommendations and scalable education frameworks. 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! Who You Are 6+ years of related work experience (retirement education, financial services, participant communications, client consulting, etc.) or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education Associate or Bachelor's degree preferred Knowledge of defined contribution plans, including plan design, administration, services, compliance, and marketing strongly preferred Excellent presentation, influence, and negotiation skills Excellent verbal and written communication skills Strong organization and time management skills plus attention to detail Travel is required (approximately 10-20%) Skills That Will Help You Stand Out Proven ability to provide strategic consultation to clients, advisors/consultants, and internal partners, influencing them towards best-practice solutions. Manage multiple initiatives with independent judgment, minimal supervision, and strong attention to detail. Ability to work cross-functionally while maintaining strong relationships with clients, financial professionals, and internal partners. 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 (Non-Exempt expressed as hourly; Exempt expressed as yearly) $84600 - $152400 / year Salary Details The following locations are examples of market-specific salary ranges across different geographies. Wichita, KS: $84,600 - $114,300 / year Des Moines, IA: $89,300 - $120,650 / year Charlotte, NC: $94,000 - $127,000 / year Chicago/Minneapolis: $103,400 - $139,700/ year Los Angeles/New York City: $112,800 - $152,400 / 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 Work Environments/Locations 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, Charlotte, NC, and Raleigh, NC). 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. Original Posting Date 8/19/2026 Most Recently Posted Date 10/7/2026 Principal uses artificial intelligence tools to assist in reviewing and evaluating job applications, fraud prevention, and candidate matching and comparisons. These AI tools support our human recruiters in the initial review process but do not make final hiring decisions without human involvement. By submitting your application, you acknowledge this use of AI in our recruitment process. Please review our Workforce (U.S.) Privacy Notice for more details on our practices and your data privacy rights. 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Provide strategic consultation to drive adoption of enterprise best practices and influence stakeholders toward solutions that improve participant outcomes and plan health. Assess client needs and develop education and communication strategies aligned with plan objectives, participant demographics, and organizational goals. Deliver presentations as part of sales and retention efforts that elevate understanding of the offering and differentiate our approach. Collaborate with business partners to design, refine, and evolve participant communication and education strategies. Interpret participant data, segmentation insights, and engagement analytics to build evidence-based recommendations and scalable education frameworks. 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. 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You will support invoicing, performance analytics, regulatory filings, and financial reporting while maintaining strong controls and governance. You will work closely with Operations, Finance, Compliance, and Technology teams to validate data, resolve discrepancies, and ensure high-quality investor and regulatory reports. You will also contribute to audit readiness, certification processes, and continuous improvement initiatives to improve operational efficiency and control effectiveness. Key responsibilities: Fund Administration & Expense Management Perform and validate UCITS invoicing and Sub-TA invoice analysis, ensuring accuracy of fees and underlying data. Support monthly expense reviews and budget analysis through variance identification and reporting. Performance Analytics & Reporting Conduct monthly performance reviews across multiple portfolios. Validate performance against benchmarks and external data sources (e.g., FactSet) and highlight discrepancies. Regulatory Filings & Compliance Review and confirm SEC filings (N-PORT, N-MFP, Form PF, CPO-PQR) for completeness and adherence to regulations. Support global reporting requirements (e.g., MAS, KPMG reporting) across reporting cycles. Ensure timely submission and audit readiness of all regulatory deliverables. Financial Reporting & Statements Prepare and review consolidated financial statements (monthly) and support annual/semi-annual reporting cycles. Review financial statements, schedules of investments, and TSRs to ensure disclosure accuracy and consistency. Assist in data preparation and coordination with external providers (e.g., SST). Product & Investor Reporting Review SEC yields, distribution yields, and ETF-related disclosures. Prepare 19a-1 notices and support investor reporting requirements. Ensure accuracy and completeness of investor-facing deliverables. 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Experience with mutual fund and/or CIT financial reporting requirements required (Ex: N-CSR, N-PORT, N-CEN, CPO-PQR, N-MFP). Experience applying MyState Street preferred. Ability to review and verify large volumes of data by applying data quality principles (accuracy, completeness, consistency, timeliness). Advance issues with standard process to more senior levels with initial problem solving; application of own judgement. - Should independently manage complex interactions/dialogue - issue resolution of less complex matters, not only transactional matters. Critical thinking of issues should begin; not just a hand-off of customer concern but initial thinking through of next steps. Additional Information ADDITIONAL INFORMATION 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. 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En Principal creemos que el futuro financiero se construye con decisiones informadas y centradas en las personas. Con más de 145 años de experiencia global, trabajamos para ampliar el acceso a la seguridad financiera en Latinoamérica, con presencia en Chile, México y Brasil, y gestionando el patrimonio de más de 70 millones de clientes en el mundo. En la región, contamos con más de 3.000 colaboradores y más de 3,2 millones de clientes. Te invitamos a ser parte de un equipo que transforma realidades a través de las inversiones y donde tu talento puede marcar la diferencia. Buscamos un Private Wealth Management quien tendrá la misión principal de captar clientes de alto patrimonio, administrando, manteniendo y rentabilizando dichas carteras mediante la generación de negocios, y la entrega de una asesoría financiera exclusiva, personalizada y de excelencia. Asimismo, tendrá que preparar, ofrecer y dar seguimiento a una estrategia de inversión adecuada para cada cliente, asesorándolos respecto a los productos que ofrece la empresa, con el objeto de cumplir con las metas comerciales en línea con las políticas internas de la Compañía y la normativa vigente. ¿Qué esperamos de ti? Atraer, captar y contactar nuevos clientes de alto patrimonio, escuchando sus necesidades y de acuerdo a ello presentarles soluciones a través de los distintos productos de Principal AGF y Vida. Preparar, ofrecer y dar seguimiento a una estrategia de inversión adecuada para cada cliente Asesorar en sus inversiones a toda la cartera de clientes, manteniendo una comunicación que respete lo acordado con ellos en relación a frecuencia y medio a utilizar. Gestionar el proceso de ventas y visitas de acuerdo a las normas y procedimientos establecidos: obtener documentación requerida, asegurar autenticidad de sus clientes, cuidar confidencialidad de la información, llenar y firmar correctamente los formularios, mantener archivo seguimiento de gestión. Solucionar y/o canalizar (según esté estipulado en el procedimiento de la Compañía) las inquietudes, observaciones y reclamos de nuestros clientes Participar en actividades de capacitación coordinadas por la compañía, además de procurar mantenerse informado respecto de los principales acontecimientos del mercado nacional e internacional. Nuestra Cultura de Trabajo Somos conscientes que un adecuado equilibrio es la mejor forma de tener equipos exitosos y empoderados, por lo cual adoptamos un enfoque de flexibilidad que se adapta a tus necesidades y de tu equipo con base en una cultura de confianza. Nuestro compromiso es entregarte los recursos y oportunidades que necesitas para ser exitoso. ¿Qué podemos ofrecerte? ¡Flexibilidad! Modalidad de trabajo híbrida. Más tiempo para ti: Tenemos una jornada menor a la legal, de 39,5 horas semanales. Los viernes trabajamos hasta las 14:00 hrs. y además podrás tener hasta 10 días de vacaciones adicionales al año. Seguro complementario de salud y dental. Espacios de trabajo colaborativos para que te sientas cómodo asistiendo a la oficina. Oportunidades y herramientas para impulsar tu desarrollo profesional. APV 1+1. Experiencia Principal En Principal, valoramos el balance tanto a nivel personal como profesional. Juntos, estamos imaginando un futuro orientado a darle propósito a los servicios financieros, y eso comienza contigo. Nuestro éxito depende de las experiencias y talentos únicos de nuestros colaboradores. Apoyándolos de la misma manera que a nuestros clientes: con ofertas de beneficios integrales y competitivas diseñadas para proteger su bienestar físico, financiero y social. Empleador Inclusivo Tenemos un compromiso con la igualdad de oportunidades, por lo que todos los solicitantes cualificados recibirán consideración para el empleo sin distinción de raza, color, religión, sexo, orientación sexual, identidad de género, origen nacional, o capacidades físicas. ¿Qué buscamos? Requisitos: Tener experiencia de más de 5 años como asesor de inversiones. Acreditación CMV (Directores y Ejecurivos). Profesión: Ingeniería Comercial o carrera afín.","location_name":"Apoquindo Piso 9","street_address":"Av. 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Con más de 145 años de experiencia global, trabajamos para ampliar el acceso a la seguridad financiera en Latinoamérica, con presencia en Chile, México y Brasil, y gestionando el patrimonio de más de 70 millones de clientes en el mundo. En la región, contamos con más de 3.000 colaboradores y más de 3,2 millones de clientes. Te invitamos a ser parte de un equipo que transforma realidades a través de las inversiones y donde tu talento puede marcar la diferencia. Buscamos un Private Wealth Management quien tendrá la misión principal de captar clientes de alto patrimonio, administrando, manteniendo y rentabilizando dichas carteras mediante la generación de negocios, y la entrega de una asesoría financiera exclusiva, personalizada y de excelencia. Asimismo, tendrá que preparar, ofrecer y dar seguimiento a una estrategia de inversión adecuada para cada cliente, asesorándolos respecto a los productos que ofrece la empresa, con el objeto de cumplir con las metas comerciales en línea con las políticas internas de la Compañía y la normativa vigente. ¿Qué esperamos de ti? Atraer, captar y contactar nuevos clientes de alto patrimonio, escuchando sus necesidades y de acuerdo a ello presentarles soluciones a través de los distintos productos de Principal AGF y Vida. Preparar, ofrecer y dar seguimiento a una estrategia de inversión adecuada para cada cliente Asesorar en sus inversiones a toda la cartera de clientes, manteniendo una comunicación que respete lo acordado con ellos en relación a frecuencia y medio a utilizar. Gestionar el proceso de ventas y visitas de acuerdo a las normas y procedimientos establecidos: obtener documentación requerida, asegurar autenticidad de sus clientes, cuidar confidencialidad de la información, llenar y firmar correctamente los formularios, mantener archivo seguimiento de gestión. Solucionar y/o canalizar (según esté estipulado en el procedimiento de la Compañía) las inquietudes, observaciones y reclamos de nuestros clientes Participar en actividades de capacitación coordinadas por la compañía, además de procurar mantenerse informado respecto de los principales acontecimientos del mercado nacional e internacional. Nuestra Cultura de Trabajo Somos conscientes que un adecuado equilibrio es la mejor forma de tener equipos exitosos y empoderados, por lo cual adoptamos un enfoque de flexibilidad que se adapta a tus necesidades y de tu equipo con base en una cultura de confianza. Nuestro compromiso es entregarte los recursos y oportunidades que necesitas para ser exitoso. ¿Qué podemos ofrecerte? ¡Flexibilidad! Modalidad de trabajo híbrida. Más tiempo para ti: Tenemos una jornada menor a la legal, de 39,5 horas semanales. Los viernes trabajamos hasta las 14:00 hrs. y además podrás tener hasta 10 días de vacaciones adicionales al año. Seguro complementario de salud y dental. Espacios de trabajo colaborativos para que te sientas cómodo asistiendo a la oficina. Oportunidades y herramientas para impulsar tu desarrollo profesional. APV 1+1. Experiencia Principal En Principal, valoramos el balance tanto a nivel personal como profesional. Juntos, estamos imaginando un futuro orientado a darle propósito a los servicios financieros, y eso comienza contigo. Nuestro éxito depende de las experiencias y talentos únicos de nuestros colaboradores. Apoyándolos de la misma manera que a nuestros clientes: con ofertas de beneficios integrales y competitivas diseñadas para proteger su bienestar físico, financiero y social. 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Buscamos un Private Wealth Management quien tendrá la misión principal de captar clientes de alto patrimonio, administrando, manteniendo y rentabilizando dichas carteras mediante la generación de negocios, y la entrega de una asesoría financiera exclusiva, personalizada y de excelencia. Asimismo, tendrá que preparar, ofrecer y dar seguimiento a una estrategia de inversión adecuada para cada cliente, asesorándolos respecto a los productos que ofrece la empresa, con el objeto de cumplir con las metas comerciales en línea con las políticas internas de la Compañía y la normativa vigente. ¿Qué esperamos de ti? Atraer, captar y contactar nuevos clientes de alto patrimonio, escuchando sus necesidades y de acuerdo a ello presentarles soluciones a través de los distintos productos de Principal AGF y Vida. Preparar, ofrecer y dar seguimiento a una estrategia de inversión adecuada para cada cliente Asesorar en sus inversiones a toda la cartera de clientes, manteniendo una comunicación que respete lo acordado con ellos en relación a frecuencia y medio a utilizar. Gestionar el proceso de ventas y visitas de acuerdo a las normas y procedimientos establecidos: obtener documentación requerida, asegurar autenticidad de sus clientes, cuidar confidencialidad de la información, llenar y firmar correctamente los formularios, mantener archivo seguimiento de gestión. Solucionar y/o canalizar (según esté estipulado en el procedimiento de la Compañía) las inquietudes, observaciones y reclamos de nuestros clientes Participar en actividades de capacitación coordinadas por la compañía, además de procurar mantenerse informado respecto de los principales acontecimientos del mercado nacional e internacional. Nuestra Cultura de Trabajo Somos conscientes que un adecuado equilibrio es la mejor forma de tener equipos exitosos y empoderados, por lo cual adoptamos un enfoque de flexibilidad que se adapta a tus necesidades y de tu equipo con base en una cultura de confianza. Nuestro compromiso es entregarte los recursos y oportunidades que necesitas para ser exitoso. ¿Qué podemos ofrecerte? ¡Flexibilidad! Modalidad de trabajo híbrida. Más tiempo para ti: Tenemos una jornada menor a la legal, de 39,5 horas semanales. Los viernes trabajamos hasta las 14:00 hrs. y además podrás tener hasta 10 días de vacaciones adicionales al año. Seguro complementario de salud y dental. Espacios de trabajo colaborativos para que te sientas cómodo asistiendo a la oficina. Oportunidades y herramientas para impulsar tu desarrollo profesional. APV 1+1. Experiencia Principal En Principal, valoramos el balance tanto a nivel personal como profesional. Juntos, estamos imaginando un futuro orientado a darle propósito a los servicios financieros, y eso comienza contigo. Nuestro éxito depende de las experiencias y talentos únicos de nuestros colaboradores. Apoyándolos de la misma manera que a nuestros clientes: con ofertas de beneficios integrales y competitivas diseñadas para proteger su bienestar físico, financiero y social. 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Here are few examples of the kinds of things you’ll do: Develop a profitable business center by attracting, training, motivating and retaining advisors. Provide day-to-day leadership and business development. Achieve specified goals in recruiting and retention of advisors, production, persistency, business conduct, and expense management in accordance with business center and company key objectives. In April, we were named to the Forbes list of America’s Best Employers for Diversity in 2026. This is our seventh year on the list. Apply today! Who You Are Requires bachelor degree or equivalent. 8+ years related work experience, including sales and management. Must have a broad knowledge of sales techniques, as well as regulations governing insurance and security sales. Must have good oral and written communication skills as well as good presentation skills. Must have ability to recruit, select, train, lead, manage, and coordinate a diverse group of producers to meet the goals of the business center. Must be able to develop and maintain community relations. Chartered Life Underwriter/Chartered Financial Consultant (CLU/ChFC), Certified Financial Planner (CFP) or Chartered Leadership Fellow (CLF) designations desired. Some travel required, including overnight stays (up to 15%). Licenses and/or exams necessary for this position include: Resident state and Non-Resident state Life/Health and Variable Annuity licensing needed for all non-resident states in which business will be conducted. Securities exams and IAR appointment include: Series 7 and 63 or equivalent, Series 24, 65 and/or 66 as required by applicable state law to become IAR with Principal Securities, Inc. Refer to Principal Advisor Network Licensing/Exam Policy for the time frame allowed to obtain the required licenses, appointments and pass exams. Strong preference for candidates that are fully licensed. Salary Range Information This position offers a competitive compensation package consisting of a base salary combined with incentive earnings. The base salary will provide financial stability, while the incentive component offers additional earning potential based on performance metrics. Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly) $150000 - $215000 / year Salary Details Heavy incentive compensation in addition to salary listed. 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 Location This role can be located in one of the office locations: Grand Rapids, MI; Lansing, MI; or Indianapolis, IN. Work Authorization/Sponsorship At this time, we're not considering candidates 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 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. 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. Original Posting Date 8/7/2026 Most Recently Posted Date 8/7/2026 Principal uses artificial intelligence tools to assist in reviewing and evaluating job applications, fraud prevention, and candidate matching and comparisons. These AI tools support our human recruiters in the initial review process but do not make final hiring decisions without human involvement. By submitting your application, you acknowledge this use of AI in our recruitment process. Please review our Workforce (U.S.) Privacy Notice for more details on our practices and your data privacy rights. 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