Senior Associate, Client Service Manager

What You'll Do:

As a Sr. Associate, Client Service Manager, you will manage a group of Non-Qualified (NQ) clients by independently delivering accurate and timely retirement plan administrative and client services. Independently establishes and maintains effective relationships with nonqualified clients and financial professionals to ensure client retention, growth of the client service block and profitability for all stakeholders. Embodies non-qualified core values in all interactions.

• Establish and maintain effective relationships with non-qualified clients, financial professionals and internal service teams to ensure client retention, growth of the client service block and profitability for all partners.
• Embody non-qualified core values in all interactions.
• Identify customer expectations and develop a strong working relationship.
• Use creativity, problem solving skills, and in-depth product knowledge for successfully arriving at solutions for retaining clients and resolving complex client issues.
  
  

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 or equivalent and 4+ years of related experience required (non-qualified retirement plan, qualified retirement plan, or financial services experience preferred).
• Strong written and verbal communication, presentation and negotiation skills required.
• Accurate, organized, able to meet deadlines, and follow-through on tasks and campaigns.
• Able to build and maintain good relationships within the organization.
• Proficiency with MS Word and MS Excel.
• Demonstrates ability to build proven, positive relationships with clients and partners.
• Understands retirement concepts. On-site client visits may be required and/or minimum travel required.
• FINRA Series 6 License(s) or ability to obtain within 6 months required. Must meet firm standards for registration within applicable jurisdictions.
• Fingerprint – You’ll be required to become a non-registered fingerprint person of Principal Securities Incorporated (PSI).

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: $55800 - $126000 / year Salary Details:

The following locations are examples of market-specific salary ranges across different geographies. Please note, we are open to hiring Nation-wide for this role, these are simply an example of salaries in these geographic areas.

 

Dubuque, IA / Wichita, KS / Grand Island, NE:

• Sr. Associate, CSM: $55,800 – $75,600
• Client Service Manager: $69,300 – $94,500
   

Des Moines, IA / Louisville, KY / Green Bay, WI:

• Sr. Associate, CSM: $58,900 – $79,800
• Client Service Manager: $73,150 – $99,750
   

St. Louis, MO / Pittsburgh, PA / Charlotte, NC:

• Sr. Associate, CSM: $62,000 – $84,000
• Client Service Manager: $77,000 – $105,000
   

Denver, CO / Houston, TX / Chicago, IL / Minneapolis, MN:

• Sr. Associate, CSM: $68,200 – $92,400
• Client Service Manager: $84,700 – $115,500
   

Seattle, WA / Los Angeles, CA / New York City, NY:

• Sr. Associate, CSM: $74,400 – $100,800
• Client Service Manager: $92,400 – $126,000

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, Charlotte, NC, and Raleigh, NC). You’ll work with your leader to figure out which option may align best based on several factors.

Job Level

We’ll consider talent at the next level with the right experiences and skills.

Client Service Manager

Qualifications:

• 4+ years of experience in client service, financial services, or retirement plan operations is required. This can be shown through work experience, training, military service, or education.
• Solid knowledge of retirement plan administration and financial concepts, with the capability to implement procedures accurately, efficiently, and with independent judgment.
• Experience with retirement products and services including defined benefit arrangements, 401(k), 403(b), pension risk transfer group annuity contracts, or other defined contribution offerings.
• Ability to lead clients and internal teams through intricate plan features and procedures.

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): 4/28/2026 Latest Post Date: Careers - US: 4/28/2026

LinkedIn Remote Hashtag

: #LI-Remote