17 jobs found

What You'll Do: We’re looking for a Client Reporting Analyst to join our Principal Asset Management Operations Reporting team. In this role, you’ll be mentored by senior team members to learn the intricacies of the Client Reporting team.   This role is perfect for someone who thrives in a data-driven environment and is eager to learn and grow within an encouraging and diverse team. Key Responsibilities: Learn how to use the Vermilion Reporting Suite to create and check Level 1 client reports and factsheets, working with the Pune team to ensure accuracy and consistency. Follow a daily task list, completing assigned work and documenting time and task completion, while remaining flexible to support team needs. Follow existing procedures to produce reports and factsheets, and help update or improve documentation when something can be unclear. Identify data or content issues during report production and escalate them appropriately to ensure quality and timely...

What You'll Do: We are seeking an Associate Portfolio Manager to join our Private Real Estate Debt team, with a primary focus on managing and supporting the General Account portfolio. In this role, you will partner closely with senior Portfolio Managers to help develop and execute portfolio strategy, evaluate risk and return across investments, and support the ongoing management of real estate debt portfolios. Key areas of responsibility: Support a Sr Portfolio Manager in the development and execution of portfolio strategy and tactical plans aligned with client and General Account risk/return objectives, including product type, geography, leverage, and tax considerations. Manage smaller or less complex portfolios independently and provide analytical and strategic support on larger or more complex portfolios and funds. Monitor portfolio performance and risk metrics; conduct sensitivity, variance, and scenario analyses; and recommend adjustments to holdings as...

What You'll Do: We’re looking for an Annuities Product Officer to join our Income Solutions Product team. In this role, you’ll serve as a strategic architect for our annuity business, shaping, leading, and executing the overarching strategy that supports the Individual Annuities business. It provides senior‑level product and business leadership to drive innovation, strengthen market competitiveness, and ensure our annuity solutions meet evolving customer and market needs. The role maintains a strong external presence, represents the business across the enterprise, and ensures we deliver differentiated, profitable, and operationally sound annuity offerings.   Business Strategy & Innovation: Develop and execute a comprehensive business strategy across the customer value stream for Individual Annuities in partnership with technology, distribution, product, finance, actuarial, and operations. Ensure business portfolio performance, competitiveness, pricing, and risk management...

What You'll Do: Gain hands-on experience in asset management.   Principal® Asset Management is looking for a motivated Summer 2026 Intern to join our Investment & Platform Oversight (IPO) team. This role offers meaningful exposure to investment due diligence, portfolio oversight, and the use of data to drive investment insights across our global platform.   The IPO team oversees internal and external investment managers for mutual funds, collective investment trusts, UCITs, and life insurance separate accounts. This is a unique opportunity for students with a strong interest in finance and proven analytical skills—especially in Excel—to work alongside experienced investment professionals.   What You’ll Do: As an intern, you’ll support the IPO team in core oversight responsibilities and special projects while building knowledge of financial markets, investment strategies, and institutional platforms.   Key responsibilities include: Assist in...

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 -...

Job Details Description Pella Regional Health Center is seeking an experienced and strategic Chief Financial Officer (CFO) to join our executive leadership team. Working under the direction of the Chief Executive Officer, the CFO is responsible for the overall financial management and fiscal integrity of the organization while providing leadership oversight for multiple operational departments. The CFO has responsibility for Finance, Business Office, Health Information Management, Materials Management, Compliance, Human Resources, Education, and Nutritional Services. This role plays a critical part in aligning financial strategy with organizational goals, ensuring regulatory compliance, and supporting sustainable growth. As a key member of the administrative team, the CFO collaborates closely with executive leadership, the Board of Trustees, and department leaders to guide strategic decision-making, operational efficiency, and long-term planning. The CFO provides...

What You'll Do: We’re looking for a Financial Consultant I to join our Retirement and Income Solutions Principal Connection team. In this role, you’ll serve as our primary customer service contact, providing a high level of value and service while developing effective working relationships across our organization.   Provide benefit event education to former participants, those in the Personal Retirement Account or those approaching a benefit event. This will include the retention of assets and offering additional product solutions to our customers. Educate and assist existing and perspective customers who are interested in engaging with Principal for their individual investment and risk-based needs. This may include facilitation of any requested transaction or introduce them, when appropriate to another team. Assist in uncovering current or potential retail customer needs Perform other job-related duties and projects as they arise. This role will offer you the...

What You'll Do: In this key position, you will lead and mentor a team of registered principals who supervise and monitor business activities of securities registered representatives and investment adviser representatives affiliated with Principal Securities, Inc. (PSI). You will ensure compliance with FINRA regulations, SEC rules, state laws, and internal policies while maintaining strong supervisory controls. Additionally, you will promote clear communication and relationship building with PSI’s affiliated sales managers and financial professionals.   Manage, supervise, and lead registered principals for an assigned region, coordinating the monitoring of retail-facing Financial Professionals. Serve as the main contact in the Supervision Department for the field, field leaders, and supervision-related communications, customer complaints, and business conduct issues. Monitor timings and conduct capacity planning to ensure the efficient completion of new business reviews....

What You'll Do: We’re seeking a highly motivated Field Supervisor 3 to join Principal Financial Group. In this position, you will coordinate and monitor financial representatives, and investment advisors registered with Principal Securities, Inc (PSI). You will carry out PSI’s Broker-Dealer and RIA supervision and surveillance. Your duties ensure compliance and quality service.   Monitor registered representative and investment adviser activity using PSI supervision tools and platforms. Support field and home‑office supervision programs and contribute to key oversight and transformation initiatives. Serve as the customer point of contact for complaints and business‑conduct issues. Conduct annual and ad‑hoc on‑site branch visits and complete assigned supervisory reviews. Assist field leaders with 90‑day and annual advisor reviews and provide regular reporting on issues, concerns, and resolutions. Review Monthly Compliance Reports and supporting documents,...

What You'll Do: In this multifaceted role, you will lead 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. You will also build and manage the Asset Retention program in partnership with your External Wholesaler(s).   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...

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: As a Customer Experience Specialist 1 in our Group Administration Contact Center, you’ll be making a difference every day. Your day will be filled with answering customers inquiries from both internal and external customers (employer administrators, agents, and employees) related to policies they have with Principal. Here are some additional details regarding responsibilities: Responsible for interacting with customers via inbound / outbound phone calls and ensuring a consistent, positive experience for Principal's customers while incorporating the established service processes in all interactions. Responds and anticipates the customer's needs while navigating several systems and web applications. Understands the customer's' previous interactions with Principal in order to provide an integrated, 360 experience. Builds customer relationships by providing accurate information, communicating the process effectively and solving the customer inquiries...

What You'll Do: We’re looking for an Associate Actuary or Assistant Financial Director to join our Financial Reporting team! In this role, you’ll be responsible for managing the forecast model and driving the forecast process.   Responsibilities Include: Collaborate across teams to ensure consistency of modeling, researching results, and improving the forecasting process. Responsible for the review and analysis of the financial forecast, synthesizing and communicating the key metrics and messages, and working with business management to ensure alignment on assumptions and results. Apply actuarial analysis in the development and maintenance of sound, efficient, and accurate systems to support calculations and recommendations. This role may have future people leadership opportunities.   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...

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...

What You'll Do: We’re looking for a Treasury Analyst III to join our Corporate Treasury team. In this role, you’ll use your Treasury knowledge to positively impact the business, as well as participate in special projects collaborating with multiple teams. Partnering with individuals and teams to recommend and implement Treasury solutions. Providing support of daily cash management processes. Analyzing enterprise cash flows, identifying trends and variances, developing and updating cash flow forecasts to support decision-making.Identifying opportunities for process improvement and areas of risk, as well as business gaps within the Treasury operations and cash management functions. Acting as a liaison and technical advisor on Treasury issues, consulting with banks and Treasury service providers and educating internal stakeholders on bank products, services, and systems. Identifying, troubleshooting, and resolving technical issues related to payments, systems, and...

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 looking for an Assistant Actuary or Financial Analyst V to join our Specialty Benefits Division - Finance & Reporting team. In this role, you’ll focus on FP&A for workplace benefits and individual disability. Tasks Include: Primary resource for FP&A requests such as financial evaluation of strategic initiatives and preparation of board materials. This could include the quantification of strategic investments and preparation of business cases. Collaborating with key business partners to prepare quarterly short-term and long-term forecasts for workplace benefits and individual disability. Modernizing the forecast process with consideration to available technology to drive speed and efficiency. Support efforts to adjust financial processes for upcoming changes to the financial data. Manage areas of responsibility and projects assigned with consideration to timing required and quality of work, documentation needed, reports on...