26 retail jobs found

What You'll Do: Serving as a Retirement Specialist in our PSI Distribution division, you will contribute to the growth of retirement sales by working alongside financial advisors and the sales team. You will apply your knowledge to generate leads, advise clients, and offer guidance on retirement products and solutions. Positioned at the crossroads of financial services and technology, Principal develops financial tools that help our customers live better lives.   Develop and foster partnerships with financial professionals to recommend and support retirement-related services and options. Educate advisors on retirement products and provide marketing and sales support via inbound and outbound telephone communication. Identify financial professionals’ needs, offer sales ideas, answer product questions, and launch new products. Offer proactive retirement sales recommendations related to multiple retirement products, including qualified and non-qualified, individual and...

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...

What You'll Do: This role focuses on the RIA (Registered Investment Advisor) experience by supporting sales and developing mutually profitable advisor relationships. Handle inbound calls from advisors and answer product related questions, performance data, sales literature, portfolio analytics, etc. while documenting interactions and key advisor data.    Here are a few examples of the kinds of things you’ll do: Proactive outreach to engage advisors (phone, email, meetings) Solve for needs across products: mutual funds, separately managed accounts, ETF's, 529's, internal funds, etc Learn to identify new sales opportunities and providing follow up   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!   *Heavy incentive component in addition to salary listed.   Apply today! Who You Are:...

What You'll Do: This role focuses on the advisor experience by supporting sales and developing mutually profitable advisor relationships. Handle inbound calls from advisors and answer product related questions, performance data, sales literature, portfolio analytics, etc. while documenting interactions and key advisor data.    Here are a few examples of the kinds of things you’ll do: Respond to service requests from directors, internal wholesalers and internal sales managers Solve for needs across products: mutual funds, separately managed accounts, ETF's, 529's, internal funds, etc Learn to identify new sales opportunities   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!   Apply today! Who You Are: Bachelor's degree or 8 years of equivalent experience  1+ years of industry-related...

What You'll Do: Are you looking for a role where expertise meets impact? Are you passionate about complex tax and financial planning? Do you thrive in a role where your strategic thinking and deep technical knowledge directly support high-value cases and drive business success? Join Principal® as our next Assistant Director or Director of Advanced Solutions and become a trusted expert to advisors, clients, and professionals nationwide.   At Principal, we’re not just helping people plan for their future—we're reshaping what financial security looks like for generations to come. We’re a purpose-led organization that has been helping individuals, businesses, and institutions achieve financial wellness for more than 140 years. Now, we invite you to bring your experience, vision, and insight to help us deliver advanced planning solutions that continue to make a difference.   What You’ll Do As the Assistant Director of Advanced Solutions , you’ll provide...

What You'll Do: Portfolio Analyst – Asset Allocation (Des Moines, Iowa)   Join our Principal Asset Allocation (“PAA”) Portfolio Management team supporting Target Date Funds. In this role, you’ll deliver investment forecasts, risk analytics, portfolio modeling, and research insights that help optimize portfolio positioning and performance.   Portfolio Construction: Support asset class research, risk modeling, scenario analysis, and efficient frontier work. Portfolio Analysis: Create reports that monitor key investment criteria, risk characteristics, and attribution trends. Provide insights and recommendations to the portfolio management team based on independent analysis Portfolio Trading: Support and execute trading functions that focus on tactical asset allocation and rebalancing efforts Portfolio Reporting: Communicate portfolio positioning, performance, sub‑advisor updates, and active risk drivers. Assist in preparing and publishing performance...

What You'll Do: We’re looking for an experienced Cyber Security Analyst to join our Threat Intelligence Security team. In this role, you’ll have the chance to help mature our threat intelligence service to support operational and tactical decision-making across the organization. Members of this team are highly motivated, dedicated, and passionate about cyber defense.   You'll have the opportunity to: Perform day-to-day threat intelligence operations, including source collection/management of threat intel, analysis and production of intelligence, dissemination of intelligence, and threat hunting Contribute to the strategy and design of the threat intelligence service Provide intelligence support during incident response activities, and directly assist with significant incidents Produce threat analysis reports, briefings, and actionable insights for the security operation center Develop and maintain methodology to track adversaries targeting our organization...

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...

What You'll Do: We’re looking for a Funds Specialist to join our Law department. In this role, you’ll be responsible for the coordination, preparation, formatting, and electronic submission of regulatory filings to the SEC using the Electronic Data Gathering, Analysis, and Retrieval (EDGAR) system. This role requires strong communication and organizational skills, attention to detail, and the ability to work under strict deadlines.   What You’ll Do Prepare and submit SEC filings, including Forms N‑1A, N‑2, N‑14, Proxy Statements, and other required documents through the EDGAR system. Format and convert documents into required SEC‑compliant formats (e.g., HTML, XBRL, iXBRL). Coordinate with internal teams, including Legal, Finance, Accounting, and Compliance, to gather required disclosures and supporting documentation. Ensure all filings are accurate, complete, and submitted in compliance with SEC regulations and deadlines. Review and proofread filings for...

What You'll Do: Independently examine and handle complex retirement calculations and transactions within defined timing and quality standards. Act as a resource for calculation and transaction processing. Support the management and review of participant data and retirement information. Offer informal oversight and may conduct quality checks of transactions and calculations. Conduct retirement calculations and transactions while adhering to compliance requirements, client/legal documents, and tax considerations. Investigate and address calculation and transaction issues. Achieve performance measurement standards to guarantee calculations are timely and of high quality. Provide positive informal leadership influence and support to all team members. Share knowledge, possibly serving as a subject matter expert and mentor resource to internal business partners. Communicate effectively with internal business partners to resolve problems. Report and communicate problems,...

What You'll Do: We are actively seeking an Associate Accountant to join our Tax Financial Reporting team, which is responsible for income tax reporting and the preparation of tax returns for our domestic non‑insurance entities. This role is ideal for someone who has a solid understanding of financial statements, can learn and apply technical accounting concepts, and is a motivated self-starter.   Under direct supervision, the Associate Accountant will build technical accounting knowledge, develop familiarity with organizational processes and systems, and contribute to accurate and compliant financial reporting. Key Responsibilities Financial Analysis & Reporting Perform basic accounting analysis and reporting of financial transactions in accordance with GAAP, SAP, and tax or other regulatory guidance Execute transaction processing, exception handling, and month‑end close activities Prepare routine journal entries and ensure accurate, timely financial...

What You'll Do: We’re  looking for  a n   Analyst  to join  Principal  Global Fixed Income  High Yield team . In this role,  you'll  conduct high yield and  leveraged  loan research and analysis on assigned companies/industries, develop financial models,  while   provid ing  research insights  with  detail ed  buy, sell and hold recommendations to support portfolio managers in making informed investment decisions!   Independently perform fundamental credit analysis,  assessing economic, competitive, sector, and political drivers of credit risk;  maintain  credit ratings, outlooks, and relative value assessments, and proactively communicate material developments to senior analysts and portfolio managers.    Provide ongoing credit monitoring and reporting,  including  reviewing   ongoing   performance  of  companies under coverage including written and verbal updates .     tracking  covenant trends ,...

What You'll Do: We are seeking a Senior Accountant to join our Business Systems Solutions Reporting Team, supporting enterprise finance reporting and analytics as part of PFG’s Finance Journey transformation. This role plays a key part in building, developing, maintaining, and supporting enterprise reporting solutions. These solutions use Oracle Cloud analytics and reporting tools, and they meet both internal management and external reporting requirements. In addition, this role will help drive automation and augmentation of finance reporting processes using AI-enabled capabilities while maintaining audit-ability and governance.   The ideal candidate brings a strong blend of accounting knowledge, reporting expertise, and technical aptitude, partnering with stakeholders to translate business needs into user-friendly dashboards and reports that support decision-making and financial insights. Key Accountabilities Design, develop, enhance, and support reporting and...

What You'll Do: Join our Global Sourcing team and play a central role in shaping how we deliver value across the enterprise. This role sits at the intersection of strategic sourcing, investment data, and stakeholder partnership, supporting critical business, technology, and investment outcomes.   As a Sourcing Consultant focused on Market Data, you will help drive the sourcing, governance, and lifecycle management of complex third‑party data relationships. You’ll partner closely with internal leaders and external providers to balance innovation, risk, commercial rigor, and long‑term value. This role is ideal for someone who brings strong self‑awareness, a high degree of personal accountability, openness to feedback and learning, and the ability to build trust with diverse stakeholders   Strategic Sourcing & Category Management Partner with internal business, investment, technology, legal, compliance, and finance leaders to deliver best‑in‑class market data...

What You'll Do: We’re looking for a Commercial Mortgage Servicing Asset Analyst to join our Commercial Mortgage Servicing team. When it comes to private debt—particularly senior mortgages and structured commercial real estate debt—the scale of Principal Real Estate Investors offers a distinct advantage. We’ve become a go-to resource for borrowers and peer lenders in the commercial real estate mortgage lending market because we can participate anywhere along the debt spectrum—which ultimately benefits our borrowers and investors.    Our debt platform is vertically integrated and incorporates underwriting, closing, appraisal, engineering, research, legal, and servicing. This range of capabilities helps us control the timing and quality of every aspect of a deal we make.    In this role, as a CMS (Commercial Mortgage Servicing) team member in our private debt group, you will independently manage the administration and servicing of commercial real estate loans, including...

What You'll Do: Join Principal Financial Group as an Analyst, Investment Operations , where you'll play a key role in supporting the end-to-end lifecycle of global investment activity. You’ll work across trading, settlement, reporting, and operational controls—partnering closely with teams across operations, legal, relationship management, IT, brokers, custodians, portfolio managers, and traders.   What you’ll do Execute recurring procedures, analysis, and reporting that support global investment transactions. Prepare for and execute post-trade activities, including confirmations, settlements, and trade reporting. Build strong relationships with internal and external partners to obtain information, resolve issues, and keep processes running smoothly. Contribute to global investment initiatives by supporting projects, process reviews, system enhancements, and new capabilities. Collaborate with key stakeholders to educate, problem-solve, and drive operational...

What You'll Do: We’re looking for an AVP to join our Corporate Finance team. In this role, you'll be responsible for overseeing financial activities of the Shared Services and partner across Enterprise Finance. This role requires strong leadership skills as it will oversee a team of finance professionals and collaborate with other departments to ensure the financial health of the organization.     You'll have the opportunity to: Provide strategic direction and oversight for the continued maturation of the SCBU FP&A capability, including standardization of processes and deliverables, enhancement of consultative practices, and advancement of visualization and communication techniques to improve decision quality.   This will also include oversight of the SCBU FP&A operating model, including workforce strategy, role clarity, and deployment of global delivery resources, to ensure efficient, scalable, and high‑quality delivery of FP&A services.  Provide...

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...

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...

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...