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Finance Des Moines customer service

21 customer service jobs found in Des Moines

So
Apr 14, 2026  
Taxpayer Services - Revenue Service Specialist 1
$20.62 - $30.31 hourly
Revenue Service Specialist 1 The Iowa Department of Revenue’s Alcohol & Tax Operations Division is currently seeking a Revenue Service Specialist 1 to join the Taxpayer Services team. The Operations Division functions as the central hub for both alcohol and tax-related processes and procedures. This division is responsible for administering the transportation and distribution of wholesale alcoholic liquor to more than 2,000 privately-owned retailers across Iowa, ensuring they are delivered on time and in good condition. Additionally, this division manages tax documents, payments and mail, as well as offering invaluable assistance to taxpayers for filing requirements and procedures. This position is within our Taxpayer Services team, fully onsite at the Hoover building in Des Moines, interacting with the public regarding tax questions and various inquiries to the Department. Duties in this position will include: Assist and advise taxpayers in meeting their Iowa tax...
State of Iowa Des Moines, IA
PF
Apr 08, 2026  
Analyst - Investment Analytics
What You'll Do: As an Analyst - Investment Analytics at Principal Financial Group, you will immerse yourself in a dynamic environment, providing critical insights and analytics to improve our sales strategies. This role is outstanding in its focus on delivering flawless investment analysis, enabling our team to strictly compete in the market. You will collaborate closely with our sales teams, offering vital support and expertise to ensure our investment products are exceptionally positioned. Key responsibilities include:   Conducting detailed analysis on performance, risk, style, holdings, and qualitative attributes of funds available through Principal’s investment platform. Preparing detailed performance and analytical reports, sharing insights and recommendations to ensure alignment with our world-class standards. Proactively educating and updating business partners within the sales distribution channel. Conducting training sessions for both new and existing...
Principal Financial Group Des Moines, IA
PF
Apr 03, 2026  
Internal Wholesaler - Advisory
What You'll Do: In this multifaceted role, you will assist with internal sales efforts for Principal Securities by developing and implementing sales plans, activity reports, and rotation schedules. You’ll collaborate with marketing, product, and communications teams to align campaigns and support financial professional relationships while meeting internal sales targets. Key responsibilities include providing intermediaries with sales ideas, handling product inquiries, sharing performance data, identifying new opportunities, and supporting external wholesalers with territory management.    Initiate and follow up on sales calls to develop relationships with financial professionals, representing a diverse range of products including Mutual Funds, model portfolios, ETFs, SMAs, Index Funds, alternative investments, and retirement solutions. Determine client requirements and offer sales suggestions, respond to product inquiries, deliver performance information, and introduce new...
Principal Financial Group Des Moines, IA
PF
Mar 11, 2026  
Sr. Associate, Trust Administration and Operations
What You'll Do: We are looking for a Senior Associate, Trust Administration and Operations to join our PGI Trust Company Operations and Governance team. You will support the daily administration, oversight, and operational integrity of the Trust Company. It operates independently to ensure timely and accurate execution of key functions, including regulatory reporting, compliance monitoring, monthly reconciliations, document management, SharePoint administration, and process improvement. You will enhance operational efficiency while ensuring adherence to trust documents, ERISA requirements, policies, and regulatory standards. Key Responsibilities Regulatory Reporting & Compliance Assist with regulatory filings, committee materials, internal audits, state exams, and annual CIT reporting, including audits and Form 5500s. Conduct ongoing compliance monitoring in line with policies and regulations. Omnibus Account Oversight & Reconciliation Coordinate...
Principal Financial Group Des Moines, IA
PF
Apr 15, 2026  
Underwriter
What You'll Do: As an Underwriter at Principal Financial Group, you will be at the forefront of evaluating risks and underwriting standard group insurance cases. This outstanding opportunity allows you to apply your expertise in rating and risk analysis of prospects, new cases, amendments, and renewals. You will gather and review appropriate information to ensure that all data is reasonable, complete, and accurate. Additionally, you will analyze data, make corrections, and perform necessary calculations. Serving as a technical resource for processes, operations, and systems, your role will be pivotal in driving our mission to make financial security accessible to all! Assess risk/liability and calculate/negotiate rates on cases by analyzing industry, demographics, claim history, and plan build. Obtain and assess necessary information for support functions to verify that all data is logical, comprehensive, and exact. Inspect data, adjust errors, and conduct calculations....
Principal Financial Group Des Moines, IA
PF
Apr 14, 2026  
Analyst, Portfolio Management, Private Equity Real Estate
What You'll Do: We’re looking for an Analyst to join our Real Estate Equity Portfolio Management team. In this role, you will provide support to the U.S. Property Portfolio Team through performance analysis, reporting, modeling and data-driven insights to help inform investment and strategy level decisions. In addition, you will assist portfolio managers with client and consultant engagement by providing data-oriented insights and participation in external communication.   Portfolio Management: Develop knowledge of the assets within the portfolio, the strategy, and the broader real estate asset class. Reporting/Analytics: Prepare recurring portfolio, financial reports and presentations under guidance from senior staff. Assist in providing analytical insights on portfolio diversification, operating data, performance returns, attribution, and other asset/portfolio metrics. Ensure accuracy, completeness, and timeliness of a diverse range of reporting deliverables. Support ad...
Principal Financial Group Des Moines, IA
PF
Apr 14, 2026  
Sr Associate Investment Accountant (Reporting)
What You'll Do: We are looking for a Senior Associate- Investment Accountant (Reporting) to join our Principal Asset Management Team. In this role, you will be responsible for investment accounting and financial reporting across multiple investment strategies and asset classes. The position partners closely with Asset Management, Investment Operations, Risk, Compliance, Tax, Audit, and Technology teams to ensure accurate, timely, and compliant investment reporting supported by strong controls and documentation. Investment Reporting & Financial Statements Responsible for monthly and quarterly investment reporting, including SEC filings (10Q and 10K), ECP, and other regulatory reporting requirements, as well as audit support Prepare and review monthly, quarterly, and annual investment reports, supporting internal management reporting as well as external and regulatory reporting deliverables. Apply U.S. GAAP to investment transactions and ensure compliance with...
Principal Financial Group Des Moines, IA
PF
Apr 09, 2026  
Strategic Portfolio Manager I
What You'll Do: We're looking for a Strategic Portfolio Manager to join our enterprise IT management area leading the Architecture & Enablement portfolio. In this role, you'll partner with portfolio leaders, IT teams, and enterprise stakeholders to influence and ensure the Architecture & Enablement portfolio is in alignment with enterprise strategy. This includes setting clear priorities, manage dependencies, and lead effective trade-off decisions to optimize business outcomes within resource constraints.  You will also partner with business and technology stakeholders to support Strategic Portfolio Management (SPM) processes, including exploring opportunities to leverage AI capabilities to enhance portfolio insights, prioritization, and decision‑making. You'll serve as a trusted collaborator and advisor to the portfolio leadership team, share, communicate and promote the portfolio vision to ensure visibility of products/services across the enterprise, foster...
Principal Financial Group Des Moines, IA
PF
Apr 08, 2026  
New Business Analyst
What You'll Do: As a New Business Analyst , you'll work in a fast-paced environment and form partnerships with our sales representatives and brokers throughout the US to provide all levels of quote support for group benefit product sales via a centralized Proposal Center. Prepare complex group new business and cross-purchase proposals including reversions. Apply office level customization by understanding key broker relationships and assess benefits of current carrier to align Principal plan designs using high level of knowledge of our quoting process, screening for risks using underwriting and product guidelines. Follow-up for complete information and input into proposal system. Work with sales offices and brokers to complete the quote as well as enhance the overall Principal relationship. Research, answer questions and provide information and recommendations to internal and external customers. Perform other job-related duties and special projects as required....
Principal Financial Group Des Moines, IA
PF
Apr 04, 2026  
Associate Actuary or Assistant Financial Director
What You'll Do: We are hiring for an Associate Actuary or Assistant Financial Director in Treasury on the Capital Management and Reporting team. You’ll play a critical leadership role in shaping Principal’s capital deployment, management, and strategy. You’ll provide technical expertise, strategic insights, and forward‑looking analysis to help steward the financial strength of the enterprise. In this role, you will influence capital decisions across business segments, guide executive leadership on capital positioning, and own the development and communication of key capital metrics. Key Responsibilities Lead enterprise capital reporting and analysis , serving as the authoritative source for understanding capital positions across entities and at the total‑company level. Provide strategic guidance to the CFO and Treasurer on both short‑ and long‑term capital positioning, offering recommendations and actions that directly influence financials, shareholder perception...
Principal Financial Group Des Moines, IA
PF
Apr 04, 2026  
Director - Enterprise Architecture
What You'll Do: We're seeking a Director of Enterprise Architecture: Data and Analytics to drive our organization's data vision and technical strategy. This role will be instrumental in leading and establishing a consistent, efficient, and comprehensive foundation for data and analytics capabilities within our Retirement and Income Solutions division. Here are some examples of the kinds of things you’ll do: Work with business and IT leaders : help formulate enterprise data architecture strategies to align with company’s business strategies and priorities. Lead Strategy to Execution : of enterprise-wide data architecture strategies aligned with business objectives Engage in Enterprise Architecture Practice:  Partner with enterprise architect peers to build and lead the execution of enterprise architecture strategy with focus on the Data Domain. Deliver Enterprise Data Architecture : Create strategic architecture data standards, guidelines, principles, and...
Principal Financial Group Des Moines, IA
PF
Apr 03, 2026  
Senior Accounting Analyst
What You'll Do: We are looking for a Senior Accounting Analyst to join our External Financial Reporting Team .  This is a hands‑on, individual contributor role responsible for complex accounting analysis, financial reporting support, month‑end close activities, and process improvement. This role partners closely with Finance, FP&A, Operations, IT, and business stakeholders. Ideal candidates will be able to lead and  participate  in multiple projects as well as bring strong technical accounting knowledge, solid data analysis skills, and the ability to communicate clearly across functions.   Financial Analysis & Reporting   Drive projects focused on designing and implementing system and process changes, particularly those related to internal controls.   Lead complex accounting analysis and reporting in alignment with GAAP, SAP, tax regulations, and other regulatory guidance.   Review and interpret unusual or complex...
Principal Financial Group Des Moines, IA
PF
Apr 01, 2026  
Senior Accountant
What You'll Do: We’re   looking for a Senior Accountant to join our Corporate Accounting team. In this role,   you'll   play a key role in financial reporting for the company on both a U.S. Generally Accepted Accounting Principles (GAAP) and U.S. Statutory Accounting Principles (SAP) basis by being a part of our metadata and validation team that ensures all metadata is appropriately set up to   facilitate   reporting and data is processed correctly in our consolidation and reporting tools!   Key   member   of   metadata   team, working with business units to understand requested metadata changes and impacts on   reporting;   will need to obtain an understanding of the equitization process and all external reporting .    Will need to learn current metadata structure and new metadata structure being implemented with Finance Journey project as well as how to use Oracle cloud Enterprise Data Management (EDM).   Involvement with Finance Journey...
Principal Financial Group Des Moines, IA
PF
Mar 31, 2026  
Sr Information Security Engineer Leader
What You'll Do: We’re looking for a Sr Information Security Engineering leader to join our Identity & Access Management (IAM) team. In this role, you’ll formally lead and develop a team of security specialists, owning both people leadership and technical outcomes. You’ll help set the direction for modern IAM capabilities, elevate standards, and drive scalable, automated solutions that enable secure and efficient operations across the enterprise. You’ll have the opportunity to: Lead, coach, and mentor a team of information security specialists, supporting their technical growth, performance, and career development Be accountable for team delivery, operational outcomes, and continuous improvement across IAM services Build and inspire a capable support and engineering team. Drive purposeful automation initiatives that reduce manual effort, improve auditability, and strengthen security posture Make technical and architectural decisions that thoughtfully balance...
Principal Financial Group Des Moines, IA
PF
Mar 28, 2026  
Strategic Client Group Analyst
What You'll Do: The  Strategic Client Group (SCG) Analyst  plays a critical role in supporting the firm’s national accounts strategy and expanding our presence across key DCIO distribution partners and platforms. This role works closely with SCG Relationship Managers and collaborates across sales, marketing, product, data, and investment teams to strengthen our relationships and drive platform‑level growth. Work alongside SCG Relationship Managers and coordinate with internal groups—including Sales, Marketing, Product, Investments, Operations, Principal Trust Company, and other Principal business lines—to assist national account initiatives, platform strategy, and enterprise coordination. Produce, analyze, and maintain monthly and quarterly sales, platform, and distribution reporting for SCG firms and Relationship Managers, providing insights that support platform positioning, model access, and strategic opportunity identification. Manage and update investment-related...
Principal Financial Group Des Moines, IA
PF
Mar 14, 2026  
Investment Manager, Capital Markets
What You'll Do: We’re looking for an Investment Manager - Capital Markets to join our Commercial Real Estate Private Equity Real Estate team. In this role, you’ll be responsible for sourcing, coordinating and implementing secured and unsecured financing arrangements in real estate investments managed by Principal Real Estate Investors!   Relationship management of external lending relationships and execution of these financing arrangements Strategy consultant with Portfolio Management in determining the best financing execution for their properties and portfolio Execute the determined financing strategy (including preparation, sourcing, negotiation and documentation of various debt structures). Conduct ongoing research of pricing trends, loan documentation and related developments with lenders and institutional investors About Principal Asset Management   Principal Real Estate, a top-10 global real estate manager with approximately $100B in assets under...
Principal Financial Group Des Moines, IA
PF
Mar 13, 2026  
Senior Associate Investment Accountant
What You'll Do: We’re looking for a Senior Associate Investment Accountant to join our Investment Accounting team. In this role, you'll be responsible for performing investment accounting and reporting activities across various investment strategies and asset classes. This position collaborates with asset management and servicing, portfolio managers, investment operations, risk, compliance, tax, internal/external auditors, and technology teams to support robust reporting and control practices.   Investment Accounting & Financial Reporting Perform intermediate-level investment accounting activities, including analytics on property financials, trade capture, income accruals, valuation, and basic consolidations for various asset types including equities, fixed income, and basic structured products Prepare monthly, quarterly, and annual reports Contribute to internal management reporting and assist with external reporting requirements May apply U.S. GAAP and...
Principal Financial Group Des Moines, IA
PF
Mar 13, 2026  
Associate Director, Multi-Asset
What You'll Do: We’re looking for an Associate Director- Multi Asset to join the PAA Administration team! In this role, you'll provide day-to-day operational, and project support to the Multi Asset team. Maintaining an efficient and well-coordinated operating environment by assisting with processes across the front, middle, and back office. Act as a partner for strategy, finance, human resources, operations, technology, and other corporate partners. Contribute to team productivity through organizing information, coordinating activities, supporting projects, and ensuring consistent execution of business processes.   You'll have the opportunity to: Shared   Services Liaison for   Finance, HR,   Ops   and IT Management: Assist with financial tracking such as reviewing forecasts, monitoring departmental expenses, and helping maintain budgets. Support staffing related administration, including coordinating HR processes for hiring, onboarding, transfers, and other...
Principal Financial Group Des Moines, IA
PF
Mar 12, 2026  
Associate Actuary - Variable Annuities
What You'll Do: We’re looking for an Associate Actuary to join our Variable Annuities team. In this role, you’ll work collaboratively to drive forward pricing and product development efforts related to our VA and RILA products! We're looking for someone who will:   Work collaboratively with actuarial and product teams to deliver on our growth strategy. Lead efforts of analysis and recommendations for actuarial assumption review on our VA block. Collaborate with the RIS Modeling Team in providing critical review and modeling assistance for the variable annuities forecast model and cash flow testing models. Contribute to generation of strategic metrics across the variable annuity line of business, including profit and growth metrics that go to the board. Provide analysis and support for a variety of potential cross-team initiatives such as claims management, large case sales, data analysis, and more.   Operating at the intersection of financial services and...
Principal Financial Group Des Moines, IA
PF
Mar 11, 2026  
Director, Private Credit - Asset-Backed Finance (ABF)
What You'll Do: We’re seeking a Director, Private Credit – Asset-Backed Finance (ABF) to play a senior role within our Investment Grade Private Credit platform. This individual will be a key contributor to the execution, structuring, and ongoing management of investment-grade private asset-backed finance investments across a broad range of industries and asset types. This role is execution-focused, not origination-driven. You’ll be responsible for implementing sourced opportunities into capital-efficient, regulatory-aligned structured investments, including ABS, ABL, ABF, CLO, and other structured credit strategies—primarily for insurance and long-duration capital.   Additional Responsibilities: You will work across both new and existing transactions spanning sectors such as fund finance, consumer and commercial ABF, mortgage and CRE, and emerging esoteric asset classes.   Key responsibilities include: Leading due diligence and credit underwriting for structured...
Principal Financial Group Des Moines, IA
 
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