- Support retirement plan clients utilizing our OCIO services by executing asset allocation services and providing administrative investment support. Analyze actuarial valuations and cash flows to determine an appropriate asset allocation. Implement appropriate asset allocations, allocate new deposits and rebalance client portfolios.
- Calculate and analyze plan rate of returns and prepare client reports.
- Coordinate the billing and collection of OCIO fees.
- Establish and maintain effective working relationships with staff throughout the organization in support of our OCIO services.
- This position requires successful completion of a criminal background check.
- Bachelor's degree (Financial or Business degree preferred) or the equivalent experience.
- Must possess a good understanding of investments and retirement plans.
- Good working knowledge of Microsoft Excel.
- Must possess excellent written and verbal communication skills, organizational, human relations, math, time-management and analytical skills.
- Experience with Power BI.
- Defined benefit experience.
- Customer service and team oriented.
- Must be able to work independently and manage multiple deadlines.
-
Choreo Des Moines, United StatesJob Description · Job DescriptionAt Choreo, we are passionate about improving the well-being of our clients, their families, our teammates, and everyone in our communities. For over 20 years, we've worked to meet the financial planning needs of our clients with a coast-to-coast f ...
-
Associate - Investment Advisory Services
3 weeks ago
Principal Financial Group Des Moines, United StatesWhat You'll Do · We're seeking an Associate - Investment Advisory Services to join our team In this role, you'll be responsible for providing asset allocation services and operational investment activities for retirement plans using Outsourced Chief Investment Officer (OCIO) serv ...
-
Analyst
5 days ago
NCP, Inc. Des Moines, United StatesNCP, a Des Moines-based investment banking firm, is seeking a full-time analyst to aid the company's growth. Our firm provides a full array of financial advisory services to companies, financial sponsors, and institutional investors. The firm works with its clients to identify co ...
-
KPMG-UnitedStates Des Moines, United StatesBusiness Title:Lead Engineer I, Red Hat Satellite Automation EngineerRequisition Number: Function:Business Support Services · Area of Interest:State:VT · City:Colchester · Description: · Known for being a great place to work and build a career, KPMG provides audit, tax and adviso ...
-
Product Manager-Audit Client Insights
1 week ago
KPMG-UnitedStates Des Moines, United StatesBusiness Title:Product Manager-Audit Client InsightsRequisition Number: Function:Audit · Area of Interest:State:CA · City:San Diego · Description: · Known for being a great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today ...
-
Client Services Administrator
3 hours ago
Peterson Financial Group Des Moines, United StatesClient Service Administrator · Are you looking for an opportunity to utilize superior client service skills and work one-on-one with client's daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we ...
-
Commercial Services Premium Auditor II
1 week ago
Farm Bureau Financial Services West Des Moines, United StatesCommercial Services Premium Auditor II · Are you interested in joining a team of commercial service professionals who positively represent our companies by living our values of integrity, leadership, passion, accountability, teamwork and service? Do you thrive in a work environm ...
-
Technical Services Associate
1 week ago
Kemin Industries Des Moines, United States Regular Full timeOverview · Kemin Health is hiring for a Technical Services Associate to join their team at our Headquarters location in Des Moines, Iowa The Technical Services Associate will be responsible for providing research, technical support, and sales assistance, to assigned current, pot ...
-
Assurance Partner
2 weeks ago
Marcum LLP Des Moines, United StatesMarcum LLP offers a great career with exceptional benefits.Theres a lot to think about when it comes to launching your career. At Marcum, we offer you a world of opportunity, a highly competitive salary, exceptional benefits, flexible work options, and industry-leading technology ...
-
Assurance Partner
23 hours ago
Marcum LLP Des Moines, United StatesMarcum LLP offers a great career with exceptional benefits. · There's a lot to think about when it comes to launching your career. At Marcum, we offer you a world of opportunity, a highly competitive salary, exceptional benefits, flexible work options, and industry-leading techno ...
-
Analyst
12 hours ago
NCP Inc Des Moines, United StatesNCP, a Des Moines-based investment banking firm, is seeking a full-time analyst to aid the companys growth. Our firm provides a full array of financial advisory services to companies, financial sponsors, and institutional investors. The firm works with its clients to identify com ...
-
Experienced Associate
2 days ago
Andersen Tax Des Moines, United StatesThe Firm · Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen · At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the mos ...
-
Ensono Des Moines, United StatesAt Ensono, our · Purpose is to be a relentless ally, disrupting the status quo and unleashing our clients to Do Great Things · We enable our clients to achieve key business outcomes that reshape how our world runs. As an expert technology adviser and managed service provider wi ...
-
Financial Professional Advisor
2 weeks ago
New York Life Des Moines GO Des Moines, United States· Are you a leader who has the following traits? Competitive · Ambitious · Coachable · Communicative · Self-disciplined · Authentic · If the answer is yes, consider becoming a Financial Professional Advisor to drive a positive impact in the lives of families every day. At ...
-
Service Advisor
2 days ago
Kia of Des Moines Des Moines, United StatesJob Description · Job DescriptionCompany Name: Kia of Des Moines · English Job Title: Service Advisor · About Kia: · Kia is looking for new talent Kia of Des Moines is growing rapidly, and we need additional team members to assist in our Service department. We want to know your ...
-
Financial Consultant II
2 weeks ago
Principal Financial Group Des Moines, United StatesWhat You'll Do · As a Financial Consultant II, you will get the opportunity to help our customers live their best lives by providing investment advisory education services in a call center environment to more complicated investment needs or sophisticated investors. · Here are a ...
-
Financial Professional Advisor
2 days ago
New York Life Des Moines GO Des Moines, United StatesJob Description · Job DescriptionAre you a leader who has the following traits? · Competitive · Ambitious · Coachable · Communicative · Self-disciplined · Authentic · If the answer is yes, consider becoming a Financial Professional Advisor to drive a positive impact in the lives ...
-
Experienced Associate
1 day ago
Andersen Des Moines, United StatesUnlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen · At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive g ...
-
Senior Solution Delivery Architect
23 hours ago
Ensono Des Moines, United StatesSenior Solution Delivery Architect DB2Remote - United StatesJR010390 · At Ensono, our Purpose is to be a relentless ally, disrupting the status quo and unleashing our clients to Do Great Things We enable our clients to achieve key business outcomes that reshape how our world run ...
-
Electrical Journeyman Service Technician
1 week ago
Eaton Des Moines, IA, United StatesEaton's Critical Power Solutions (CPS) Division is currently seeking a Field Service Technician to join our team of world-class customer service professionals. This position will be located remotely and will work out of a home office within the immediate geographic area. · This p ...
Associate - Investment Advisory Services - Des Moines, United States - Principal Financial Group, Inc.
![Default job background](https://contents.bebee.com/public/img/bg-user-ex-1.jpg)
Description
What You'll DoWe're seeking an Associate - Investment Advisory Services to join our team In this role, you'll be responsible for providing asset allocation services and operational investment activities for retirement plans using Outsourced Chief Investment Officer (OCIO) services.
Some examples of what you'll be doing:
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 purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years
Who You Are
Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)
$ $37.45 / hour
Time Off Program
Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period. Employees can use their PTO for vacation, personal or short-term illness.
Pension Eligible
No
Additional Information
Work Authorization/Sponsorship
At this time, we're not considering candidates that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States? This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.
Nonimmigrant Workers and Green Card for Employment-Based Immigrants
Investment Code of Ethics
For Principal Global Investors positions, you'll need to follow an Investment Code of Ethics 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.
Experience Principal
While our expertise spans the globe, we're bound by one common purpose: to foster a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees - individually and all of us together. Explore our core values, benefits and why we're an exceptional place to grow your career.
Principal is an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Posting Window
We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.
Original Posting Date
5/31/2024
Most Recently Posted Date
5/31/2024
LinkedIn Hashtag
#LI-LT1