ESOP Client Service Manager - #223806
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Job Description

Job Area: All Other
Business Area: Pension
Location: WI - Appleton;AL;AZ;CA;CO;FL;GA;IL;IN;IA;KS;NC;OH;PA;TN;TX;WI;MN;SC;AR
Career Category: Experienced Professional
Full/Part Time: Full-Time
Regular/Temporary: Regular
Date Posted: 2020-02-19

What you'll do

Looking for a career with the opportunity to learn and belong to a great team in a high growth business? Come talk with us! If you are a great communicator, with strong numerical critical thinking skills, enjoy problem-solving and working closely with outstanding clients – this is an opportunity you cannot pass up!

As a Client Service Manager in our Employee Stock Ownership Plan (ESOP) Administration area, you’ll administer complex ESOPs with clients involving highly technical expertise and workmanship. While serving as the key person for several client accounts, you’ll work with key client contacts to handle their ESOP requirements and will build relationships working with C-Suite, company owners, financial executives and HR personnel daily.

As the number-one recordkeeper of Employee Stock Ownership Plans, Principal provides a wide range of expertise and support to our clients serving over 1,000 custom plans involving various levels of complexity. You will proactively assist clients in understanding requirements, plan language and provide a wide range of services and proactive consulting in a talented team environment.

Here are a few examples of things you’ll do:

  • Determine participant eligibility in the Plan.
  • Perform trust accounting and federal mandated compliance testing.
  • Perform and/or lead aspects of the client ESOP allocation, reports, government reporting, participant statements, and distribution/diversification and cash management services.
  • Communicate in all mediums with clients proactively to assist with questions, plan complexity discussions, education, participant data, plan administrations procedures, etc.
  • Develop professional timeline to meet client expectations for all services.
  • Develop a working knowledge of ESOP technical requirements.
  • Create and propose effective solutions to meet client needs.
  • Perform data analysis and prepare financial statements and reports for clients.

What you'll get from us

  • Competitive pay, benefits, perks and more. We’ll reward you for the skills and experience you have.
  • Respect for your unique perspective. Diversity, inclusion and empowerment are at the core of our culture.
  • A career, not just a job. Principal is a place where you can learn and innovate. Do important work. Make an impact. And achieve your professional goals.
  • The ability to have a great job and a great life. Sure, work is important. But so is your family. And your friends. And your community. That’s why we provide the flexibility needed to find the right balance between your job and the rest of your life.

Qualifications

Skills required:

  • Bachelor's degree or equivalent. (Accounting or Finance preferred)
  • 6 years related business experience. ESOP or Pension plan design and/or administration experience is ideal.

Successful candidates will have the following:

  • Strong written and verbal communication skills, including strong problem-solving and negotiation skills.
  • Strong accounting, numerical critical thinking and analytical skills.
  • Open to occasional overnight travel (1-3 ties per year) to participate in customer meetings may be necessary.
  • Basic knowledge of plan and contract documents, manuals, procedures, and company products and services.
  • Ability to balance working independently with working in a team environment to meet customer needs and achieve overall goals.
  • Possess a strong understanding of accounting and record-keeping systems and PC applications.

Job Level

Willing to consider applicants at multiple levels based on experience.

Location

Our ESOP Administration team is headquartered in Appleton, WI, with offices throughout the U.S. We are open to various locations.

How we hire

Once you apply, your application is reviewed by our talent team. Generally within a few weeks, the team makes interview selection decisions and communicates those via phone or email.

Learn more about our and find answers to frequently asked questions.

Additional Information

Work Authorization/Sponsorship

At this time, we're not able to consider candidates needing sponsorship now or in the future or those needing work authorization for this role. (This includes students on F1-OPT, F1-CPT, J-1, etc.) However, we’d hope you continue to keep us in mind for future opportunities.

Principal is an Affirmative Action and Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to of age, race, color, religion, sex, gender identity, gender expression, pregnancy, national origin, citizenship status, disability, genetic characteristics, sexual orientation, marital status, domestic partner status, military status, protected veteran status, disability status or any other characteristic protected by law.

Need assistance? Applicants requiring a reasonable accommodation due to a disability at any stage of the employment application process should contact Human Resources at (515) 247.MYHR (6947) or at 1.866.524.MYHR (6947).

Investment Code of Ethics

For positions with Principal Global Investors, you will be required to follow a Code of Ethics which covers a number of obligations related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.

Who we are

We help people build the kinds of lives they dream about—empowered by financial security and stability. We started in 1879 (yes, 1879) as an insurance company. Today, we’re a member of the FORTUNE 500® and a global investment management leader.

So that’s what we do. As far as who we are, well, we believe that how we do things is just as important as what we do.

Doing what’s right has been a part of who we are for more than 140 years. We focus on taking care of not only our employees, customers and advisors, but also the people who live in the communities where we do business.

Learn more about our


The Principal is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, gender identity, gender expression, pregnancy, national origin, citizenship status, disability, genetic characteristics, sexual orientation, marital status, domestic partner status, military status, protected veteran status, disability status or any other characteristic protected by law.

 

Job Summary
Start Date
As soon as possible
Employment Term and Type
Regular, Full or Part Time
Required Education
Bachelor's Degree
Required Experience
6+ years
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