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Des Moines Onsite sales account manager

16 sales account manager jobs found in Des Moines

PF
Apr 04, 2026  
Senior, Client Service Manager
What You'll Do: As a Senior, Client Service Manager , you will manage day-to-day client relationships within our Large Market business and manage an assigned portfolio to ensure accuracy and timely service. This role builds trust by helping clients navigate questions, issues, and requests while maintaining service standards and company policies. By providing dependable support and solutions, helps clients get their needs met accurately and on time, strengthens satisfaction, fosters long-term relationships, and supports improvements that drive retention and business growth. Manage a large client portfolio with complex plan structures. Provide proactive, strategic guidance to clients, including plan design considerations and compliance implications. Resolve escalated or sensitive client issues independently. Review and approve highly complex transactions, ensuring compliance and operational integrity. Conduct detailed account and trend analysis to mitigate errors or risks....
Principal Financial Group Des Moines, IA, USA
PF
Mar 26, 2026  
Product Manager, Enterprise Data US Party & Product
What You'll Do: We’re looking for an experienced Product Manager to join our Enterprise Data & Analytics product team, leading US Party & Product within our Hub Data product family. In this role, you’ll define strategy, drive discovery and innovation, and deliver outcomes for one of our most impactful product areas. You’ll be accountable for building and evolving foundational customer and distribution partner data products within the Enterprise Data Foundation (EDF), ensuring trusted, system‑agnostic data that powers analytics, reporting, AI, and enterprise operational use cases.   Our Enterprise Data &Analytics organization provides data, insights, reports, and tools to teams and individuals throughout our business and analytics community. Needs range from understanding customer behavior to financial patterns to knowing better how we work. We dig in deeply with requests to address not just the ask, but the underlying needs for now and the future to come....
Principal Financial Group Des Moines, IA, USA
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, USA
PF
Apr 04, 2026  
Investment Director - Asset Management, Industrial Real Estate
What You'll Do: We’re looking for an Investment Director – Asset Management to join our Principal Real Estate team. As part of a dedicated Separate Account Team serving a 3rd party institutional client, you would be responsible for all aspects of investment management and investment production for an assigned private equity industrial real estate portfolio/geographic market. In addition to managing core operating assets, you would handle more challenging (value-add) asset assignments such as complex leasing transactions, property re-positioning activities, and development projects. Joint Venture partner relationship management, especially with local development partners Communicate to our client the attributes of each investment owned and market dynamics Review and present recommendations on new prospective industrial development, core and value-add acquisition transactions within appropriate risk/return parameters to the dedicated Portfolio Management Team, our...
Principal Financial Group Des Moines, IA, USA
PF
Apr 04, 2026  
Assistant Director - Compliance (Broker-Dealer)
What You'll Do: Principal Financial Group is seeking a strategic, relationship-driven Assistant Director of Compliance to support and elevate the compliance program for Principal Advice Services (PAS)—a Registered Investment Adviser focused on managed accounts and helping individuals prepare for retirement. This role is ideal for someone who understands both the investment adviser landscape, and who thrives at bridging those two worlds.   As the Assistant Director of Compliance, you will work closely with the Chief Compliance Officer and senior leaders to ensure we maintain a strong, adaptive compliance framework in an evolving regulatory environment. This position combines hands-on compliance oversight while working with a team, ensuring policies and procedures are effectively implemented and monitored in a dynamic regulatory environment.   What You’ll Do Serve as a key compliance partner bridging the recordkeeping and investment advice functions to ensure aligned,...
Principal Financial Group Des Moines, IA, USA
PF
Apr 04, 2026  
Vendor Management Specialist
What You'll Do: Partner with business stakeholders, third-party vendors and operational staff daily to ensure delivery of services are in alignment with contractual expectation. Advocate service offerings on behalf of the area by influencing decisions related to use of services. Support Technology teams and business units on tasks associated with vendor supplier management. Responsible for documentation and record tracking to fulfill EDS responsibilities Gain understanding of strategy and associate changes. Be encouraging toward strategy and change through transparent feedback.  Be a champion of the strategy and change agent among peers and customers. Shows precision in conveyed data and aids with reporting. Proactively collaborate with your vendor management colleagues and any operational personnel within Enterprise Documents and throughout the organization. Be continuously and actively engaged with vendors who support our operation. Work on assigned...
Principal Financial Group Des Moines, IA, USA
PF
Apr 04, 2026  
Principal Custody Solutions Regional VP – Customer Care
What You'll Do: We’re seeking a dynamic and strategic Regional VP – Customer Care Leader to join our Principal Custody Solutions relationship management team. In this key leadership role, you will guide a high‑performing team responsible for client, asset, and revenue retention, while driving revenue growth and delivering ongoing value creation for our clients.  As the leader on this team, you will be accountable for developing talent, fostering engagement, and creating a culture that supports and retains top performers. You’ll partner closely with teams across the enterprise to align strategies, advance company priorities, and enhance overall business outcomes.  Success in this role requires a strong ability to build trusted relationships—both internally and externally. You will engage directly with clients and advisor consultants to deliver on Principal’s value proposition and ensure an exceptional client experience.   You'll have the opportunity to: Responsible for...
Principal Financial Group Des Moines, IA, USA
PF
Apr 04, 2026  
Customer Experience Specialist 1 - Dental Contact Center
What You'll Do: As a Customer Experience Specialist 1 in our dental insurance contact center, you will be handling inquiries from our customers related to their dental insurance plans. These inquiries can range from providing an effective date on an account to helping a member better understand their dental benefits.   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 a coordinated, 360 experience. Builds customer relationships by providing accurate information, presenting the process optimally and solving the customer inquiries real-time....
Principal Financial Group Des Moines, IA, USA
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, USA
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, USA
PF
Mar 31, 2026  
Financial Consultant I – Principal Connection
What You'll Do: We’re searching 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...
Principal Financial Group Des Moines, IA, USA
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, USA
PF
Mar 23, 2026  
Accountant
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....
Principal Financial Group Des Moines, IA, USA
PF
Mar 13, 2026  
Operations Analyst - Commercial Real Estate
What You'll Do: We’re looking for an Operations Analyst to join our Commercial Real Estate- Equity Asset Management team. In this role, you'll be responsible for providing timely and efficient support for the regional equity team including, but not limited to, lease review and database administration, construction administration, accounts payable management and approval, quality assurance, reporting, and other special projects.   Lease Administration: With minimal direction, review, analyze, identify, and abstract terms and conditions of lease, lease-related documents, and other contracts. Input and maintain data in asset management and general ledger system. Track acquisitions and dispositions and update system as appropriate. Resolve discrepancies and inaccuracies with third party providers and/or asset managers as needed. Monitor and track critical dates and run/analyze reports, as necessary. Construction Administration: With minimal direction, review, analyze, process,...
Principal Financial Group Des Moines, IA, USA
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, USA
PF
Mar 11, 2026  
Retirement Specialist - PSI Distribution
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...
Principal Financial Group Des Moines, IA, USA
 
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