Principal Financial Group

Role Description We are seeking a Managing Director, Portfolio Management to join our Retail & Residential team. In this role, you will lead our residential portfolio as well as provide additional support for retail investments, guiding portfolio strategy and execution for one of our more complex institutional real estate portfolios, helping maximize performance while aligning with the objectives of a large institutional pension client. This position blends investment judgment, client leadership, portfolio oversight, and leadership, with meaningful influence on strategy, transactions, and long-term portfolio construction. - Strategic Planning & Portfolio Strategy - Shape and help drive residential portfolio strategy - Translate strategic direction into executable plans through operating partners and investment structures - Support development of new investment vehicles and structures designed to deliver strong risk-adjusted returns - Procure and negotiate agreements with operating partners, joint venture partners, and institutional counterparties - Client Leadership & Market Engagement - Serve as a senior client-facing leader and trusted advisor to institutional investors - Represent the firm with operating partners, brokers, and industry participants across the residential sector - Maintain deep awareness of residential market trends and translate insights into portfolio actions - Portfolio Management & Investment Oversight - Oversee a large, complex institutional residential real estate portfolio with a primary focus on multi-family and manufactured housing investments - Direct execution of value-creation strategies across operating platforms and assets - Review and approve investment decisions, capital allocations, and transaction recommendations for underwriting discipline, portfolio fit, and risk alignment - Provide leadership on transaction structuring, pricing, and portfolio-level impacts - Represent the institutional client on management, investment, and governance committees - Valuation, Risk & Reporting - Partner with internal and external valuation consultants to execute portfolio valuation policy - Ensure consistency, analytical rigor, and compliance with regulatory and audit requirements - Oversee preparation and delivery of clear, decision-oriented reporting for institutional clients and senior internal stakeholders - Leadership & Mentorship - Mentor and develop investment professionals across the team - Promote high standards of analysis, accountability, and collaboration - Contribute to a culture of strong performance and continuous development Qualifications - Bachelor’s degree in finance, business, or related field; real estate focus strongly preferred - 15+ years of commercial real estate experience with deep residential portfolio management expertise, ideally within an institutional environment (allocator, operator, or GP) - Proven success supporting institutional clients, including pension plans, and serving as a senior client-facing investment leader - Demonstrated ability and track record of structuring, negotiating, and governing joint venture investments with third-party operators - Strong background in residential investment strategy, portfolio construction, and risk management - Experience across acquisitions, asset management, and portfolio oversight Requirements - Experience with complementary residential sectors such as senior housing, student housing, or manufactured housing - History of influencing portfolio-level decisions and capital allocation at scale - Exceptional communication and presentation skills with institutional investors, consultants, and boards - Proven leader with a track record of developing high-performing investment professionals - Willingness to travel regularly to assets, operating partners, and client meetings Benefits - The base salary range for this role is $242,000 – $300,000 - Final compensation will be determined based on skills, experience, and alignment with the role’s responsibilities - This role participates in an annual profit share bonus plan - Flexible Time Off (FTO) is provided to salaried (exempt) employees

Role Description Are you energized by creating memorable event experiences that bring teams, clients, and partners together? Do you love managing details, building relationships, and delivering polished, high-impact programs that drive business results? We are looking for an experienced Events Strategist to support our Sales organization within Principal’s Retirement & Income Solutions (RIS) business. In this role, you’ll play a vital part in bringing our brand to life by planning and executing exceptional events that strengthen and support our sales strategy. If you thrive in a fast-paced environment, enjoy owning projects from concept to completion, and are committed to flawless execution—we’d love to have you on our team. What You’ll Do - Event Design & Execution: - Leads the development and ongoing management of an integrated event strategy for Retirement & Income Solutions ensuring alignment with business and sales priorities, brand standards and compliance requirements. - Partners with internal stakeholders to develop annual event strategies and plan, coordinate, and execute small- to large-scale events. - Manages all logistical aspects of planning which may include speaker selection, agenda scheduling, communications, marketing activities, on-site coordination, budget management and return on investment analysis. - Accountable for maintaining post conference success metrics, stakeholder feedback and delivery of overall conference evaluation results. - Executes event technology for in-person Principal and virtual Council events, leveraging expertise across event platforms to guide stakeholders to the most effective solutions. - Pre- & Post-Event Workflow: - Drives comprehensive pre-event planning, including communications, materials, vendor coordination, and internal alignment. - Manages post-event follow-through, including data tracking, reporting, and sales activation initiatives to translate events into measurable business outcomes. - Cross-Functional Collaboration: - Work closely with marketing, compliance, sales leadership, operations, finance, and external partners to support both event-related initiatives and non-event projects that enhance the client and sales experience. Qualifications - Bachelor’s degree or equivalent experience - 6+ years of experience in event management, client partnership, marketing, or sales support - Outstanding organizational skills and the ability to manage multiple projects simultaneously - Strong problem-solving, communication, negotiation, and collaboration skills - Ability to work effectively under pressure and adapt quickly in a fast-moving environment - Comfortable operating with a high sense of urgency - Ability to lift up to 35 pounds - Willingness to travel (up to 20%, including overnight travel) Requirements - Experience partnering with or supporting a Sales organization - Familiarity with financial services or retirement industry - Experience with Salesforce - Strong data tracking and reporting capabilities to analyze event outcomes - Ability to anticipate needs, problem-solve proactively, and build strong internal relationships Benefits - Flexible 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. - Pension Eligible: Yes

Role Description - Investment Solutions is seeking an Associate, Quantitative Research Analyst for our pension line of business. - The analyst will support broader asset modeling, analytics, and ALM initiatives across multiple business lines. - Maintain pension liability models across our defined benefit pension plans using PFaroe or proprietary systems. - Produce quarterly funded status tracking reports for pension clients. - Perform regular asset/liability optimization analyses for pension clients based on customized objectives. - Provide asset/liability modeling (ALM) support for existing clients and prospects. - Support development of proprietary pension analytics software. - Deliver modeling support for Insurance, Capital Markets, Endowment, Foundation, and Nonqualified (NQ) plans. Qualifications - Bachelor’s degree in finance, actuarial science, mathematics, statistics, engineering, or a related quantitative field. - 2–5 years of experience in asset/liability modeling, actuarial analysis, or investment analytics. - Experience with ALM platforms such as PFaroe, ProVal, or custom actuarial modeling systems. - Strong quantitative and analytical background, with the ability to interpret complex datasets and models using ALM frameworks. - Working knowledge of Python and AWS. Requirements - Familiarity with pension plan regulations, liability valuation methods, or ALM frameworks. - Ability to manage recurring deliverables with precision in a deadline-driven environment. - Collaborative mindset with interest in building and enhancing analytical tools and processes. - Progress toward professional credentials such as ASA/FSA, CFA, or CAIA. - Experience supporting asset allocation, optimization frameworks, or stochastic modeling. - Familiar with tools such as Bloomberg or insurance investment analytics platforms. - Strong communication skills with the ability to explain complex modeling concepts to non-technical audiences. - Ability to design, enhance, or maintain quantitative tools supporting ALM and portfolio construction. - Demonstrated ability to work across teams and contribute to enterprise modeling initiatives. Benefits - Flexible Time Off (FTO) is provided to salaried (exempt) employees for vacation, personal, or short-term illness. - 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. Salary Range Information - Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly): $84,600 - $132,000 / year - Des Moines, IA: $89,300-104,500/ year - Charlotte, NC: $94,000-110,000 / year - Chicago/Minneapolis: $103,400-121,000/ year - Los Angeles/New York City: $112,800-132,000/ year Work Environment - This role is remote and can be located anywhere in the US. Work Authorization/Sponsorship - At this time, we're not considering candidates that need any type of immigration sponsorship now or in the future. 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. Company Description At Principal, we value connecting on both a personal and professional level. Together, we’re imagining a more purpose-led future for financial services – 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. Equal Opportunity Employer 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. - 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. Original Posting Date 5/4/2026 Most Recently Posted Date 5/4/2026 LinkedIn Remote Hashtag #LI-Remote

Sr Enterprise Architect - Engineering & Technology - Regular Full-Time - Des Moines, Iowa - Remote: Yes We're looking for a Senior Enterprise Architect to join our Retirement and Income Solutions architecture team. In this role, you'll help drive digital transformation initiatives for our Annuities and Principal Custody Solutions products through strategic influence with portfolio leaders.   You'll have the opportunity to: - Lead portfolio architecture strategy through execution, translating business priorities into actionable architecture outcomes that enable transformation and long-term value - Define and evolve enterprise architecture standards and frameworks, including principles, patterns, and guidelines that drive consistency, scalability, and strategic alignment - Provide architecture leadership and governance, ensuring business capabilities and technology platforms meet current needs while positioning the enterprise for future objectives - Partner with business and technology leaders, delivering architecture expertise for initiatives and influencing how architecture is consumed and applied - Drive architecture delivery in an Agile environment, contributing to enterprise roadmaps and advancing architecture practices across assigned business areas and domains - Advance innovation and the EA practice, advocating for reuse and adaptability, exploring emerging technologies, and—when applicable—leading and developing architecture talent 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 - Bachelor's degree or equivalent experience - 8+ years of related architecture or technology experience - Experience with cloud technologies, preferably AWS - Critical thinker, analytical, good at problem-solving and have big picture/conceptual skills Skills That Will Help You Stand Out - Financial services industry background, specifically with annuities or custody solutions - Cloud certifications Salary Range Information 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) $127000 - $171000 / year Time Off Program Flexible 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 don’t accrue a bank of time off under FTO and there is no set number of days provided. Pension Eligible Yes Work Environments This role offers in-office, hybrid (blending at least three office days in a typical workweek), and remote work arrangements (only if residing more than 30 miles from Des Moines, IA, or Charlotte, NC). You’ll work with your leader to figure out which option may align best based on several factors.

Assistant Director of Product Management, Digital Experience - Product Management/Product Ownership - Regular Full-Time - United States; Des Moines, Iowa; Charlotte, North Carolina; Raleigh, North Carolina - Remote: Yes - H567000-Customer Experience We’re looking for an Assistant Director of Product Management to join our Digital Experience team. In this role, you’ll lead and evolve our enterprise web experience, optimizing customer-facing digital journeys at scale while coaching product managers and partnering closely with UX and technology.   You'll focus on: - Product Strategy: Define and lead the product strategy for a portion of the enterprise digital experience, focused on optimizing web‑facing customer and employer journeys through data, customer insights, and cross‑functional alignment - Product Discovery: Ensure effective discovery practices that inform decision‑making and facilitate collaborative solutioning to improve experience and efficiency - Product Delivery: Be accountable for successful delivery across the product family, partnering closely with engineering and UX in an Agile environment and clearly communicating plans and releases - Product Assessment: Maintain insight into product health, outcomes, and investment effectiveness, using data‑informed storytelling to guide trade‑offs and strategic adjustments - Stakeholder Management & Communication: Serve as a trusted partner across business, technology, and UX teams by proactively communicating strategy, priorities, and outcomes to drive alignment and value realization - Product Leadership: Lead, coach, and develop Product Managers while balancing hands‑on product leadership with people management and continuously strengthening product management practices 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 - 8+ years of business, technology, or product management experience; or equivalent demonstrated through the following: work experience, military experience, or education. - 5+ years working in a highly collaborative, fast-paced product environment - 2+ years of informal or formal leadership experience - Proven success establishing product strategy across multiple products and aligning it to enterprise priorities - Strong background of stakeholder management and cross-functional collaboration, especially partnering with UX/design and engineering - Experience using data and insights to drive decisions and communicate outcomes through clear, structured storytelling - Demonstrated understanding of modern product discovery and product delivery practices and the ability to coach others on those practices - Excellent communication skills, including the ability to establish relationships and influence business partners Skills That Will Help You Stand Out - Experience leading enterprise web experiences across multiple lines of business or customer segments - Experience improving digital journeys through analytics, experimentation, and iterative optimization Salary Range Information 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) $127000 - $171000 / year Time Off Program Flexible 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 don’t accrue a bank of time off under FTO and there is no set number of days provided. Pension Eligible Yes Travel Ability to travel up to quarterly as needed; travel is not routine but flexibility to travel is required. Work Environments This role offers in-office, hybrid (blending at least three office days in a typical workweek), and remote work arrangements (only if residing more than 30 miles from Des Moines, IA, Charlotte, NC, and Raleigh, NC). You’ll work with your leader to figure out which option may align best based on several factors.

Role Description As a Compliance Advisor, you’ll support the organization’s compliance program by executing risk‑based compliance testing. You’ll partner with compliance and business stakeholders and other risk functions to assess compliance processes and controls, identify gaps, and support effective remediation. - Conduct second‑line, risk‑based compliance testing of policies, procedures, processes, and controls using established testing standards and methodologies. - Review and evaluate documentation, data, and other evidence; conduct interviews and walkthroughs to assess control design and effectiveness. - Document testing results, including observations, root cause analysis, and risk impact, and draft clear, well‑supported testing reports. - Partner with compliance, business and risk stakeholders to discuss results, validate observations, and support development of corrective action plans. - Track remediation activities and perform follow‑up testing to assess whether corrective actions are complete and sustainable. - Apply regulatory requirements, internal policies, and risk assessment results to inform testing scope and conclusions. - Collaborate with other compliance, risk, and audit teams to promote alignment, consistency, and efficiency across testing activities. - Identify opportunities to improve testing approaches, templates, reporting clarity, and overall program effectiveness. - Leverage data, technology, and automation to improve testing efficiency, consistency, and insight. Qualifications - Bachelor’s degree or equivalent professional experience. - 6+ years of experience in compliance, risk management, audit, or related testing/monitoring roles in a regulated environment. - Strong analytical and critical‑thinking skills, with the ability to assess complex processes and exercise sound judgment. - Clear and effective written and verbal communication skills, with experience documenting results and engaging stakeholders. - Ability to work independently, manage multiple testing activities, and meet deadlines. - Collaborative mindset with the ability to build trusted relationships and provide credible challenge. Skills That Will Help You Stand Out - Prior experience performing compliance testing or monitoring activities from planning through reporting and remediation follow‑up within financial services or asset management space. - Familiarity with compliance control frameworks, issue management, and remediation practices. - Experience working across the three lines of defense. Salary Range Information 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): $104400 - $163000 / year - Grand Island, NE / Wichita, KS: $104,400 - $123,000 / year - Des Moines, IA / Tampa, FL: $110,200 - $130,000 / year - Charlotte, NC / Dallas, TX: $116,000 - $136,000/ year - Chicago, IL / Denver, CO / Minneapolis, MN: $127,600 - $150,000 / year - Los Angeles, CA / New York City, NY: $139,200 - $163,000 / year Time Off Program Flexible 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 don’t accrue a bank of time off under FTO and there is no set number of days provided. 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. Investment Code of Ethics For Principal Asset Management 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. Company Description At Principal, we value connecting on both a personal and professional level. Together, we’re imagining a more purpose-led future for financial services – 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. 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: 5/1/2026 Most Recently Posted Date: 5/4/2026 LinkedIn Remote Hashtag: #LI-Remote

Role Description As a 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 collaboration while maintaining responsibility for client and advisor relationships. Qualifications - 4+ years of related industry experience or equivalent proven through one or a combination of the following: work experience, training, military experience, or education. - Licensing will be required based on state/federal laws and/or company policy in accordance with current licensing policy. - Excellent verbal and written communication and presentation skills. - Knowledge of business and retirement products strongly preferred. - Ability to understand and explain technical information to a variety of audiences. - Excellent interpersonal, problem-solving, analytical, decision-making, and multi-tasking skills. - Requires becoming an associated person of Principal Securities, Inc., which includes fingerprinting and a full background check. - Successful completion of a motor vehicle driving record check is also required. - Travel required (30%), including overnight stays (10%). Requirements - Salary Range: $103400 - $139700 / year. - Flexible Time Off (FTO) is provided to salaried (exempt) employees. - Pension Eligible: Yes. - This position will be remote, but requires residency in the Denver, CO area. - At this time, we are not considering applicants who require any form of immigration sponsorship to work in the United States now or in the future. Benefits - Investment Ethics Code: Required to observe an Investment Code of Ethics regarding conduct and personal trading. - Inclusive and competitive benefits that protect physical, financial, and social well-being. Company Description At Principal, we believe in forming connections both personally and professionally. Together, we’re crafting a future for financial services that is guided by purpose – and that begins with you. Our success depends on the outstanding experiences, backgrounds, and talents of our employees. We provide support to our employees in the same way as our customers. 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.

Role Description As a Relationship Manager at Principal Financial Group, you will play a 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 collaboration while maintaining responsibility for client and advisor relationships. Qualifications - 2+ years of related industry experience or equivalent proven through one or a combination of the following: work experience, training, military experience, or education. - Licensing will be required based on state/federal laws and/or company policy in accordance with current licensing policy. - Excellent verbal and written communication and presentation skills. - Knowledge of business and retirement products strongly preferred. - Ability to understand and explain technical information to a variety of audiences. - Excellent interpersonal, problem-solving, analytical, decision-making, and multi-tasking skills. - Requires becoming an associated person of Principal Securities, Inc., which includes fingerprinting and a full background check. - Successful completion of a motor vehicle driving record check is also required. - Travel required (30%), including overnight stays (10%). Requirements - Salary Range: $58900 - $79800 / year. - Flexible Time Off (FTO) is provided to salaried (exempt) employees. - Pension Eligible: Yes. - This position will be remote, but requires residency in the Des Moines, IA area. - At this time, we are not considering applicants who require any form of immigration sponsorship to work in the United States now or in the future. - In Principal Asset Management positions, you are required to observe an Investment Code of Ethics regarding conduct and personal trading for yourself and those living with you. Benefits - Support to our employees in the same way as our customers. - Inclusive and competitive benefits protect physical, financial, and social well-being. Company Description At Principal, we believe in forming connections both personally and professionally. Together, we’re crafting a future for financial services that is guided by purpose – and that begins with you. Our success depends on the outstanding experiences, backgrounds, and talents of our employees. 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. 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. Original Posting Date: 4/30/2026 Most Recently Posted Date: 4/30/2026

Role Description The Sr. Director, Business Owner Solutions is a senior, outward‑facing leader who drives marketplace demand, advisor engagement, and revenue growth for Principal Asset Management’s business owner solutions. This role sits at the intersection of business development, relationship management, solution positioning, and execution—partnering closely with Advanced Solutions and wholesalers across three business units to deepen engagement with key firms and financial professionals. - Lead and execute the Business Owner Solutions strategy for Principal Asset Management, owning program goals, KPIs, and operating cadence. - Drive advisor adoption and revenue conversion by aligning business owner solutions to firm priorities and client outcomes. - Pro-actively identify, advance, and influence growth opportunities across Asset Management and broader Principal solutions. - Serve as a national, outward‑facing market leader—engaging advisors and firms through client meetings, presentations, events, and thought leadership. - Lead executive‑level conversations and program reviews, translating insights into action and accountability across internal teams. - Orchestrate cross‑business unit resources to deliver a unified advisor experience and scalable enterprise impact. - Translate complex planning concepts into compelling narratives that activate advisor demand and pipeline growth. - Promote training, webinars, conference sessions, and value‑add content (talk tracks, discovery tools, case studies) to support sustained engagement. This role is ideal for a strategic, entrepreneurial minded leader with strong market presence who can activate advisor demand, convert engagement into measurable AUM and revenue growth, and position Principal as a long‑term partner to financial professionals serving business owners. Heavy incentive component in addition to salary listed. Qualifications - Bachelor's degree or 8 years of equivalent experience required; experience working with business solutions is preferred. - 8+ years’ experience in wealth management/distribution/retirement/advanced planning preferred. - FINRA licensing required, including SIE or equivalent and Series 7 & Series 66 within 120 days. - CEPA (Certified Exit Planning Advisor) designation preferred. - Demonstrated ability to engage with senior stakeholders across investment, product, and business functions to drive business development for Principal. - Requires a balanced skill set including strong business development, organizational, strategic planning, leadership, people management, marketing, interpersonal, and communication skills. - Must have excellent organizational and analytical skills, particularly in designing and implementing operational systems and sales processes (including technology applications). - This role will require some US travel with overnight stays (25-40%). - This position may be subject to SEC restrictions on personal political contributions. Salary Range Information 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): $141000 - $191000 / year. Time Off Program - Flexible 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 don’t accrue a bank of time off under FTO and there is no set number of days provided. 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. 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. Company Description At Principal, we value connecting on both a personal and professional level. Together, we’re imagining a more purpose-led future for financial services – 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. 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: 4/24/2026 - Most Recently Posted Date: 4/27/2026 LinkedIn Remote Hashtag #LI-Remote

Role Description As an Advisory Operations Specialist, you will support our advisory platform and ensure clear communication and accuracy in managing registered representatives' needs. You will join a team that assists in solving complex problems and offers high-quality investment analysis and asset allocation modeling support. Your work will help advisors develop suitable portfolios for clients and craft base models for wider application. This role requires both technical skills and the ability to apply strategies that effectively position our products. - Support advisory platform needs and questions from registered representatives to ensure information is complete, detailed, communicated, and maintained pursuant to strict securities regulations. - Support colleagues in addressing intricate problems and challenges connected to securities transactions, account status, commissions, or operational procedures. - Provide investment analysis and asset allocation modeling assistance for the fee-based programs of Principal Securities within our retail distribution channel. - Work with advisors to build appropriate portfolios for their clients and help develop base models for broader use. - Help advisors understand the product features to aid sales and assess competitor products to position ours effectively. - Address and resolve intricate issues related to securities transactions, account status, commissions, or operational procedures. - Stay informed about the investment universe to help respond to product-related inquiries and contribute to setting initial targets for attractive assets given the prevailing market conditions. - Work with the team to develop models with appropriate risk and assist advisors with building portfolios and accounts out of drift. - Provide general education on stocks, bonds, ETFs, and general investment questions. Qualifications - Bachelor's degree or equivalent, plus 3+ years of related experience. - Active FINRA Series 7 license. - Knowledge of fee-based accounts or Envestnet preferred. - Investment background and ability to understand market/economic conditions required. - Strong written and verbal communication as well as organizational and time-management skills. - Good analytical skills and understanding of investments. - Ability to use analytical tools and excellent knowledge of word processing, spreadsheet and presentation applications. - Able to work independently and must be adept at managing multiple requests with strict deadlines. Requirements - Licenses must be held in conformity with state and federal rules and company standards as detailed in the existing licensing policy. - The following licenses need to be acquired within 6 months of hiring: Series 63. Benefits - Flexible 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 don’t accrue a bank of time off under FTO and there is no set number of days provided. - Pension Eligible: Yes. Salary Range Information - Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly): $69,300 - $126,000 / year. - Wichita, KS: $69,300 - $94,500 / year. - Des Moines, IA: $73,150 - $99,750 / year. - Charlotte, NC: $77,000 - $105,000 / year. - Chicago/Minneapolis: $84,700 - $115,500 / year. - Los Angeles/New York City: $92,400 - $126,000 / year. Work Environment - This is a remote position. Work Authorization/Sponsorship - At this time, we are not considering applicants who require any form of immigration sponsorship to work in the United States now or in the future. Investment Ethics Code - In Principal Asset Management positions, you are required to observe an Investment Code of Ethics regarding conduct and personal trading for yourself and those living with you. Experience Principal At Principal, we believe in forming connections both personally and professionally. Together, we’re crafting a future for financial services that is guided by purpose – and that begins with you. Our success depends on the outstanding experiences, backgrounds, and talents of our employees. We provide support to our employees in the same way as our customers. Our inclusive and competitive benefits protect physical, financial, and social well-being. Company Description 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. Original Posting Date 4/24/2026 Most Recently Posted Date 4/24/2026 LinkedIn Remote Hashtag #LI-Remote