23 jobs found

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...

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 Actuarial Directors are part of the Actuarial team.  The team covers an array of specialties including Pricing and Product Development, Life and Annuity Valuation, Modeling and Forecasting, Product Management, Asset...

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 Actuarial Directors are part of the Actuarial team.  The team covers an array of specialties including Pricing and Product Development, Life and Annuity Valuation, Modeling and Forecasting, Product Management, Asset...

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...

What You'll Do: We are looking for a Senior Accountant to join our  Pr in cipal Asset Management Enterprise team. In this role, you will  be responsible for  supporting  accurate  financial reporting, analysis, and operational insights for Principal Asset Management’s global investment platforms.  You'll  contribute to a range of accounting, reporting, expense analysis, and process improvement activities that support business transparency, regulatory compliance, and informed decision-making. The position plays  an important role  in shaping high-quality financial reporting for global operations.   Key Responsibilities   Financial Reporting & Analysis   Prepare, review, and analyze financial information for internal stakeholders to support management and regulatory reporting needs   Provide clear explanations of financial results, trends, and drivers to finance partners, leadership, and auditors   Assist  with...

What You'll Do: Are you passionate about retirement sales and want to join a team that is contributing to the strategic growth of Principal?   If so, join Principal's Retirement Investment Solutions team as an Sr. Analyst -  Investment Analytics to provide investment analysis support for the investment platform to business partners. The selected candidate will provide thorough and accurate consultative input to sales and client service personnel to drive sales and team revenue goals by:   Provide analysis on performance, risk, style, holdings, and qualitative attributes of investment options and proactively research and analyze competitor offerings and position our products and services appropriately. Develop performance and analytical reports, share insights and recommendations and maintain controls in alignment with internal policies. Create, update, and distribute value-add materials and participate in conference calls with financial advisors and/or internal...

What You'll Do: We're looking for a Strategic Portfolio Manager to join our enterprise IT management area leading the Information Security Risk (ISR) portfolio. In this role, you'll partner with portfolio leaders, IT teams, and enterprise stakeholders to influence and ensure the ISR 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'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 change leadership consensus to continuously improve portfolio management outcomes, and leverage effective portfolio management tools and techniques which complement the operating model. You’ll have a focus on: Execution of Strategy - Ensure alignment of the ISR portfolio to...

What You'll Do: We’re looking for an Assistant Director join our Product Management team! In this role you'll lead the product management function across the Defined Benefit and Pension Risk Transfer product family. They are accountable for performance and health of the products and the PMs who form the product management team. They evangelize the customer and product mindset and seek to integrate and promote clarity. They are responsible for coaching, mentoring, and providing holistic strategic direction to the product staff. They are a peer and critical partner with Senior leaders of disciplines like engineering, experience, and various business and technical functions.   You'll have the opportunity to: Product Strategy: Guides and defines product strategies for our DB and PRT product family (a set of products which deliver against a shared strategic or business-critical outcome). Deep understanding of, and solutioning for, the end-to-end product experience....

What You'll Do: We’re looking for an Accountant to join our RIS Finance Accounting Operations team. In this role, you’ll apply accounting standards confidently, and ensure the accuracy of financial data and reporting. You will analyze financial transactions, support management reporting, strengthen internal controls, and contribute to projects that improve systems and processes. Financial Analysis & Reporting Apply GAAP, SAP, tax regulations, and other guidance to analyze and report on moderately complex financial transactions. Reconcile complex accounts, including those involving inconsistent or non‑integrated data sources. Prepare accurate and timely financial statements and reports that meet all regulatory requirements. Analyze financial data to identify trends and insights. Design accounting transactions that capture the data needed for accurate reporting and effective controls. Independently research and document accounting decisions....

Availa Bank Description: EEO Employer Availa Bank believes our people make a difference, and we recognize that individual differences and experiences strengthen our teams. Each member of our team is empowered to inspire and enable our clients and the communities we serve to achieve financial success. This is not a remote position. UNIVERSAL BANKER I POSITION SUMMARY This position is responsible for assisting with a customer’s financial transactions in an efficient and friendly manner, providing the highest level of customer service. In addition, this position will assist with financial counseling, including opening and servicing of consumer accounts.   BENEFITS Availa Bank offers a rich selection of benefits you can personalize to support you and your family’s needs. Benefits may include: Medical, Dental & Vision Plans Option for Health Savings Account (HSA) Life Insurance (Company paid for employee) 401K and Employee Stock Ownership Plan...

Patient Financial Services Representative GENERAL DESCRIPTION The Patient Financial Services Associate performs varied clerical accounting skills associated with patient accounts and insurance billing. Also includes patient account insurance follow-ups, self-pay balances and patient refunds. EDUCATION & TRAINING REQUIREMENTS Work requires knowledge of basic grammar and mathematical principles normally required through a high school education, with some postsecondary education preferred. Additional training or working knowledge of related business preferred. Knowledge of computers, printers, copy machines, adding machines, postage machines and fax machines. WORK EXPERIENCE REQUIREMENTS Two years of experience working in hospital finance, physician office or billing and collections or an equivalent combination of relevant education and/or experience. Salary Range $18.00 -...

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 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...

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...

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...

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...

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...

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...

What You'll Do: We’re looking for a Financial Analyst V to join our Benefits & Protection Finance team. In this role, you’ll focus on financial analysis and modeling of expense impacts for strategic initiatives and other projects. Provide expertise, project support, and project leadership for complex projects in support of the financial function and the goals of the business unit. This includes identifying project barriers, alternative solutions for implementation, follow up actions needed, and the impact on financial and other goals of the company. Lead large projects that could involve the coordination of several areas. Must be able to manage and prioritize several small projects at the same time. Perform financial analysis and research; identify trends and variances on a timely basis for use by management and other operating areas in decision making. Make recommendations as appropriate. Initiate opportunities to provide technical and business expertise to...

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...