18 manager in training jobs found

Head of Finance Token Metrics is looking for an inspiring Head of Finance to join our leadership team. As a crucial member of our executive team, you will drive our financial strategy, ensuring sustainable growth and innovation. We seek a visionary leader with a deep understanding of GAAP, crypto finance experience, and exceptional analytical skills. Your role will involve shaping our financial future, building and leading a high-performing finance team, and providing strategic insights to guide our company. If you're passionate about making a significant impact in a dynamic and forward-thinking environment, we want to hear from you. Responsibilities Financial Performance: Achieve and maintain a 75%+ profit margin over a 6-month period. Forecast Accuracy: Ensure financial results consistently fall within 10% of the company's monthly forecast over a 6-month period. Financial Tools: Develop and implement a real-time funnel analysis dashboard for enhanced financial...

What You'll Do: We are looking for a highly skilled and motivated Accountant to join our Finance team at Principal Financial Group. As an Accountant, you will have a pivotal role in supporting our Principal Asset Management distribution teams. Share key performance indicator results with business partners, handling extensive data sets and crafting data visualizations. This position presents an opportunity to enhance reporting capabilities for decision-making processes. Complete sales incentive calculations and payments with a high degree of accuracy and attention to detail. Conduct in-depth financial analysis and research to identify trends and variations, offering recommendations to optimize financial results. Collaborate with distribution partners to complete expense forecasts, ensuring a balance between business investments and financial projections.  Identify and implement operational improvements, promoting value objectives.   Operating at the...

The Customer Service Representative position is responsible for demonstrating excellent customer service in accordance with the bank’s core values. Greet and assist customers in a friendly and timely manner via telephone, email and in person. Handle daily transactions such as checking and savings deposits, withdrawals, payments, advances, purchases, balancing, etc., while ensuring a positive interaction with customers.Have a working knowledge of bank products and services and cross sell when appropriate. The CSR is responsible for understanding the daily routines of the department and assists the Lead CSR or other management with duties as needed. Maintain a complete understanding of regulatory and compliance policies and procedures. Must be able to work flexible hours and days & responsible for fulfillment of all job accountabilities. In addition, the CSR will assist the customer in financial planning. This may include opening new deposit accounts such checking, savings, CDs,...

What You'll Do: We are looking for a Senior Portfolio Associate to join our team !  This role is responsible for providing comprehensive operational support to the Corporate Private Placements and Infrastructure Debt teams, including trading support , portfolio credit reporting tracking, client portfolio servicing, RFP responses and client reporting, portfolio valuation, and ensuring timely execution of internal workflows.   Key responsibilities:   Monitor portfolio holdings for financial reporting and covenant compliance tracking   Ensure timely execution of internal trading workflows and coordinate with operational/accounting teams   Support coordination with client requests and ad hoc portfolio monitoring and reporting   Support inquiries from marketing, RFP, product, distribution, clients, and client reporting   Develop knowledge of financial markets, current events, laws and regulations, tax and accounting...

What You'll Do: We’re looking for a Portfolio Analyst to join our General Account Investments team! In this role, you will support the management of the General Account investment portfolio, monitor Alternative Assets and an ICOLI program, make investment recommendations, enhance the modernization of portfolio reporting and risk monitoring, contribute to performance attribution analysis, and assist with additional projects as assigned. Investment Strategy: Support the investment strategy process through the creation and maintenance of reports tied to the various strategic objectives. Spend time with asset class teams to learn the underwriting process, improve investment knowledge, learn about General Account portfolio management strategy, and understand drivers of return and risk. Assist in developing attribution tools to help explain performance for single asset class. Make investment and portfolio recommendations to portfolio managers regarding their asset class coverage....

What You'll Do: We’re looking for a Sr Product Consult to join our retirement product Investment team.  In this role you’ll lead strategic initiatives and high-visibility investment projects to successful completion. Manage and strengthen internal and third-party relationships that support Principal Financial Group’s investment products and services. Drive development and implementation of new investment offerings while providing training, clear communications, and support to sales teams, financial professionals, retirement plan clients, participants, and other stakeholders. Key Responsibilities: Manage third-party, and internal, relationships to deliver product efficiency for managed accounts. Oversee workflows to ensure quality and timeliness. Serve as primary liaison and escalation point between vendors and internal business partners. Track and analyze vendor performance, providing leadership with insights and recommendations for improvement. Drive...

What You'll Do: We are seeking a motivated and detail-oriented intern to join our Risk Management team for Summer 2026! This position offers hands-on experience in identifying, assessing, and mitigating risks across the organization. You will work closely with risk management professionals while having exposure to business leaders, control partners, and internal audit as we work through real-world risks & opportunities that financial services face in today’s business environment. 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! What You'll Do Assist in risk assessments and control evaluations across our business operations Support the development and...

About Kuvare Kuvare is on a mission to serve hardworking consumers overwhelmed by the complexities of retirement and is built from the ground up to do so. Our unified financial hub protects the retirement of everyday Americans and the distributors, carriers and investors that serve them. We create life insurance and annuity products that protect consumers’ retirements, and are simplified for distributor partners and financial professionals to sell and service. Kuvare family of companies: Retail Annuity and Life Insurance Solutions: - United Life Insurance Company - Guaranty Income Life Insurance Company - Lincoln Benefit Life Institutional Insurance: - Kuvare Life Re Bespoke Insurance Solutions: - Ignite Partners About the role: The Deputy Chief Legal Officer will join Kuvare’s investments unit – known as Kuvare Strategic Investments (KSI) –  which is tasked with managing Kuvare’s $40+ billion investment portfolio, including supervision and monitoring of...

About Kuvare Kuvare is on a mission to serve hardworking consumers overwhelmed by the complexities of retirement and is built from the ground up to do so. Our unified financial hub protects the retirement of everyday Americans and the distributors, carriers and investors that serve them. We create life insurance and annuity products that protect consumers’ retirements, and are simplified for distributor partners and financial professionals to sell and service. Kuvare family of companies: Retail Annuity and Life Insurance Solutions: - United Life Insurance Company - Guaranty Income Life Insurance Company - Lincoln Benefit Life Institutional Insurance: - Kuvare Life Re Bespoke Insurance Solutions: - Ignite Partners About the role: The Deputy Chief Legal Officer will join Kuvare’s investments unit – known as Kuvare Strategic Investments (KSI) –  which is tasked with managing Kuvare’s $40+ billion investment portfolio, including supervision and monitoring of...

The Mortgage Loan Originator reports directly to the Senior Mortgage Loan Officer. The Mortgage Loan Originator is responsible for soliciting, generating, and closing real estate loans for the bank. The Mortgage Loan Originator interviews loan applicants, generating, negotiating, and coordinating the closing of mortgage loans as well and handles phone inquires regarding home loans. This position is also responsible for the maintenance of mortgage loans, and in the event of delinquency, the collection of loan payments.  This position will also help sell bank products and generate new business opportunities for the bank. This person will be responsible to make business development calls, concentrating on the real estate market, with the goal of generating additional volume for the bank. PI1ccb397cfee6-37641-39244946 Job Requirements   Loan Portfolio Management: 35% Responsible for the generation of real estate loans for the bank within guidelines set by bank policy...

What You'll Do: Bring your actuarial mindset into the business and help shape the future of annuity product as a Product Development Assistant Director (Annuities)   If you’re energized by blending product expertise, technical depth, and real business impact—this is not your traditional actuarial role. We’re looking for a Product Development Assistant Director who wants to be closer to the business, partner directly with sales and technology teams, and play a key role in how new annuity products come to life.   In this role, you’ll become the go-to expert on annuity product mechanics—how they work, how they calculate, and how they show up in the market. You’ll work across product, actuarial, sales, and systems to ensure product ideas are modeled accurately, implemented correctly, and understood clearly.   What You’ll Do Serve as the subject matter expert on annuity product calculations, validating methodologies and ensuring accuracy in implementation....

What You'll Do: We’re looking for an Analyst, Investment Solutions to join our team! In this role, you'll be responsible for providing operational investment support to Client Portfolio Managers that provide Outsourced Chief Investment Officer (OCIO) solutions to clients.   Responsibilities Include:   Implement Asset Allocation Changes: Execute ad-hoc allocation adjustments for OCIO clients, including updating internal systems and CRM, rebalancing portfolios, allocating new deposits, and preparing client communication. Calculate and Review Returns: Compute plan rates of return for client reports and perform initial accuracy checks before distribution. Manage OCIO Revenue: Partner with Finance to calculate and collect quarterly fees, review invoices, process payments, and resolve billing issues. Client Onboarding & Termination: Update internal systems and coding for new and terminating clients, ensure accurate fee calculations, and coordinate final...

What You'll Do: We’re looking for an Assistant Actuary or Financial Analyst V to join the Integrated Finance Solutions team. This role will act as an Actuarial Model Consultant you will own and manage centralized MG-ALFA/Integrate models and Integrate processes to serve Business Unit modeling needs across a variety of actuarial functions. Collaboration and communication with Actuaries, Accountants, and IT professionals across the Enterprise is essential. In this role, you'll be the key contact to synthesize business needs into actionable steps and develop appropriate model solutions while adhering to industry best practice development standards. Talent and passion for actuarial modeling are a requirement to be successful! Meet modeling needs through deep model expertise, including but not limited to: End-to-end model process knowledge and troubleshooting capabilities, ALFA/Integrate development skills and feature engineering, Accountability for technical components of all...

What You'll Do: Are you looking to grow your career in investment operations? If so, join Principal as an Associate, Investment Operations!   As an Associate, Investment Operations on our team, you'll perform procedures, analysis and report preparation to support the full lifecycle of investment operations in a global infrastructure. You'll be responsible for account administration, account reconciliation, reporting, transaction management and/or trade support activities as well as support global investment initiatives through participation in projects, process reviews and/or system enhancements. Interface with internal and external personnel including senior operations staff, legal, relationship management, IT, banks, brokers, custodians, portfolio managers, and/or traders to obtain information, execute routine transactions and resolve problems. Establish new securities, compliance rules, new accounts, and or new reports to ensure readiness for trading, reconciliation,...

What You'll Do: We are looking for a Configuration Analyst to join our Distribution Partner Support Team within RIS (Retirement Income Solutions- Annuities). This is a multi-functional role working directly with business, IT teams and vendors to craft, build and maintain critical processes within configurable systems. This role will be responsible for providing technical solutions, configuration, and consultation for purposes of designing, developing, testing, and implementing products within a wide range of configurable systems.   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! What You’ll Do Configure and support various systems to support our distribution...

What You'll Do: The Principal Financial Group is seeking a CFO - PAS & Indvidual Solutions! We're looking for someone who wants to join a high-impact senior finance team driving profitable growth across Workplace Savings & Retirement Solutions (WSRS). As the lead financial officer for Individual Solutions and Principal Advised Services (PAS), you'll shape strategy, guide financial management, and play a key role in retirement offerings across Principal Financial Group including DC, DB, NQ, ESOP, Trust & Custody, and investments. What You'll Do: Lead pricing, financial reporting, forecasting, and analysis for domestic and international retirement products. Act as a strategic advisor on financial risk, investment needs, product strategy, pricing, and design. Ensure full compliance with relevant regulations across markets. Mentor and develop a high-performing finance team while championing organizational learning and change leadership. Provide...

What You'll Do: We’re looking for a Summer 2026 Intern to join our Client Experience (CX)team within Asset Management. This summer internship within CX will allow you to see all aspects of the client journey and participate in enhancing it.   Principal Asset Management is a premier global asset management firm with over $580 Billion in assets under management. Principal Asset Management is the perfect opportunity to gain real world experience in the asset management industry.   We operate globally and therefore, you will be a part of our global client experience department that is responsible for supporting sales in gaining new assets, onboarding new clients, and servicing current clients. Each intern opportunity will differ based on the needs of the business area.   Generally, interns will be exposed to or be responsible for: Owning a portion of a client due diligence questionnaires (DDQs) or requests for proposals (RFPs). Client metric reporting and trend...

What You'll Do: As an ESOP Client Service Manager 2 on our Employee Stock Ownership Plan (ESOP) Administration team, you’ll establish and maintain effective relationships with ESOP clients to ensure growth, profitability, and retention in retirement services by providing high quality, efficient and prompt service, to meet customer expectations. You will partner with retirement plan service representatives and client advisors to enhance relationships between customer and company while independently managing and coordinating all aspects of a multi-process service offering for a designated group of clients.      Here are some examples of the kinds of things you'll do: Perform accurate recordkeeping of client reporting and processing owning the complete process, analyzing client source data, interpreting individual custom plan documents, preparing employee status and plan level trust/financial reports, process complex allocation transactions, and produce final client and...