What You'll DoOversee the department operations staff, establishing production standards and budget that meet the business need and monitor results. Provide team leadership, assist with workflow, and implement guidelines to meet the needs of the customer and field partners. Increase production of risk and investment products through broker, advisor and field office support activities.
- Oversee business center operations by establishing production standards and monitoring results. Act to improve results as needed while continuing to drive efficiencies and meet the needs of the field and customers. Ensure strengthening partnerships between home office contacts, local field offices, internal and external customers.
- Build a strong organization by hiring, leading, retaining, and developing employees within processing business roles. Promote business literacy and competency development. Achieve performance expectations as established by the business.
- Build strong relationships with advisors. Promote processes and services that fully support the growth strategy as well as the success of advisors.
- Manage the movement of experience advisors to our broker/dealer to ensure their block of business is effectively transferred over to Principal.
- Perform all other job related duties or special projects as needed.
Who You Are
- Bachelors degree or equivalent, plus 6+ years of related work experience including 6+ years of direct management or leadership experience required
- Excellent communication, leadership, analytical and problem solving, organizational, time management, training and PC skills are required
- Knowledge of producer licensing, contracting and registration preferred
- Must work effectively under pressure, exercising good judgement and maintain confidentiality
- Understanding of financial services products, services and systems
- Travel to corporate center and field offices required (approximately 25% of time)
Salary Range InformationSalary 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$94000 - $152400 / year
Salary Details
The following locations are examples of market-specific salary ranges across different geographies.
Phoenix, AZ
Denver, CO/Fresno, CA/Roseville, CA/San Diego, CA/Houston, TX/Austin, TX
Irvine, CA
Time Off ProgramFlexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees dont accrue a bank of time off under FTO and there is no set number of days provided.
Pension EligibleYes
Additional Information
Locations - Candidate must live within 30 miles of the below office:
- Denver, CO
- Phoenix, AZ
- Fresno, CA
- Modesto, CA
- Roseville, CA
- San Diego, CA
- Irvine, CA
- Houston, TX
- Ausin, TX
Work Environments
This role offers in-office, hybrid (blending at least two office days in a typical workweek).
Work Authorization/Sponsorship
At this time, we're not considering applicants 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 Asset Management positions, youll 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
At Principal, we value connecting on both a personal and professional level. Together, were imagining a more purpose-led future for financial services 6 and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits.
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.
Date First Posted (TTF)3/20/2026
Latest Post Date: Careers - US5/6/2026
