2 jobs found in Waltham

What You'll Do: As an SMB Relationship Manager at Principal Financial Group, you will play a significant role in driving revenue growth, retention, and economic improvements for our clients. Your primary responsibilities will include: Building and maintaining positive relationships with key advisors and clients to deliver tailored solutions. Conducting regular meetings with clients and advisors to demonstrate the outcomes generated by our services. Implementing strategies around plan design, services, investments, participant education, pricing, and compliance. Providing consultation and solution-based recommendations to help plan sponsors meet their objectives. Handling sensitive communications and negotiations to preserve favorable relationships and uphold Principal's interests. Bringing to bear your knowledge of products, industry trends, and investments to proactively differentiate Principal. Collaborating closely with internal partners to improve team...

Responsibilities As a member of the Commercial Financial Planning, and Analysis team, act as key contributor to provide analytical support for ongoing financial planning and consolidated reporting for the Commercial product portfolio, with a strong focus on the systems & processes that enable consistent reporting across brands Work closely with Accounting on the month end and quarter end close processes, including expense accruals and reconciliations.. Support preparation of the monthly and quarterly financial reporting package – by Product P&L – including the appropriate level of detail on variance analysis and any implications to the latest forecast Complete ad hoc analysis and decision support related to the Commercial organization as required Requirements Bachelor’s degree required, preferably in Finance, Accounting, Economics or Mathematics with 3-5 years of progressively responsible...