22 sales account manager jobs found in Des Moines

GreenState Credit Union Bilingual Member Service Associate US-IA-Des Moines Job ID: 2026-4578 Type: Regular Full-Time # of Openings: 1 Category: Retail GreenState Credit Union Overview This position is responsible for acquiring, expanding, and enriching member relationships, while providing exceptional service.  The qualified candidate will be member focused, show excellence in accuracy and all their work, demonstrate integrity, share one vision through teamwork. Meets and exceeds sales expectations by providing personalized, professional service to all members in an exceptional manner, seeking out opportunities for additional business.   GREENSTATE CULTURE: At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success—now and in the future—is...

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: 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....

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: Supports an assigned group of clients by handling questions, requests, and issues quickly and accurately. This role provides hands-on support, ensures service standards are met, and helps maintain strong client relationships every day. Respond promptly and professionally to client inquiries via phone, email, or portal. Serve as a primary contact for plan sponsors, participants, and internal teams, providing guidance on retirement plan services. Assist clients in navigating account information, retirement plan options, and general administrative processes. Handle a broad array of retirement plan transactions (contributions, distributions, rollovers, loans, investment elections, beneficiary updates). Guarantee accuracy and adherence to internal procedures and regulatory standards. Maintain and reconcile client and participant records, addressing discrepancies as they occur. Adhere to regulatory, legal, and company policies, including ERISA and IRS rules....

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...

What You'll Do: Are you passionate about Customer Experience (CX) and eager to shape how thousands of customers interact with a purpose‑driven financial services organization?   As a Senior CX Strategist , you provide strategic leadership to drive customer experience initiatives by translating vision into measurable business outcomes. You will partner closely with our servicing experiences across digital, phone, and account operations channels to understand customer needs, uncover opportunities, and design experiences that elevate satisfaction, streamline operations, and strengthen customer loyalty. Our team is dedicated to deeply understanding the customer journey using diverse data sources across audiences, channels, and key moments of truth. We deliver actionable insights that enhance interactions and measure impact through customer experience, financial, and operational metrics.   Key Responsibilities Strategic Leadership & Program Delivery Lead...

What You'll Do: We’re looking for an Executive Assistant to join the Global Operations Support team! In this role, you’ll support & partner with executive leadership within Principal Asset Management.    Strategic calendar management - Independently and proactively manage all aspects of schedules and make decisions on priority on their behalf. Respond to invitations and requests while negotiating with others to find the best date/time options. Independent and proactive meeting management/coordination. Attend meetings, facilitate communications on behalf of the person(s) being supported to the department or team.  Assist with Principal Global Investors Trust Company board meeting planning and logistics. Advanced inbox management – Tracking deadlines and responses. Responding to emails on behalf of in their voice. Articulate opinions while connecting multiple channels of information/communications together to make assessments and assist in prioritizing information...

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,...

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...

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: Do you love helping people and making a positive difference? As a Customer Experience Specialist within Individual Life, you’ll provide a high level of value and service by balancing inbound contacts from internal and external customers, applying a variety of skills and proficiencies, and meeting the demands of challenging products and changing procedures. This is a high volume, fast paced call center environment – and we know that’s not for everyone.   Here are few examples of the kinds of things you’ll do: Respond promptly and accurately to customer inquiries regarding policy changes and contractual options. Serve as a contact for advisors and their staff for post-sale service on existing policies. Actively execute and coordinate resolution of policy changes while handling some sophisticated casework. Utilize online procedure manuals and system applications to optimally interpret and resolve the most sophisticated customer inquiries and provide...

What You'll Do: We're looking for a Safety & Security Specialist to provide day-to-day security for our Home Office employees.    Here are few examples of the kinds of things you’ll do: Responsible for detailed patrol of the corporate complex to ensure a safe and secure operating environment. This includes regular inspections and verification of functionality of alarms, security doors, elevator phones, CCTVs, etc. Report and assist in the resolution of hazardous or safety related problems. Provide a high level of customer service assistance to visitors entering campus and ensure proper access is followed. Knowledge and ability to staff all security posts while monitoring entrances to building, alarm responses and reception duties. Responds to and conducts interviews to obtain complete and accurate information regarding incidents occurring involving employees and/or property to include but not limited to criminal actions, vehicle and pedestrian accidents,...

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....

What You'll Do: In this role, you will lead and mentor supervisors who manage the activities of securities registered representatives and investment adviser representatives at Principal Securities, Inc. (PSI). You will ensure full adherence to FINRA regulations, SEC rules, state laws, and internal policies while maintaining robust supervisory controls. You will also promote clear communication and develop cooperative relationships with PSI’s affiliated managers and financial professionals.   Coordinate, manage, and support a team of supervisors assigned to monitor the broker-dealer and RIA supervision program. Serve as the main contact in the Supervision Department for financial professionals and managers, addressing compliance and supervision-related communications, customer complaints, and business conduct issues. Assist in developing a shared services model of supervisory oversight. Establish positive relationships with managers, registered representatives,...

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: 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: 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: 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 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...