Participant Experience Consultant - Retirement Solutions

Des Moines, IA (Hybrid)

$69K/yr – $126K/yrMid Level4+ years expFull time

Posted 4 months ago

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Job Summary

Provide education strategy consulting for retirement-plan clients by turning market research into cost-effective, high-impact programs for field teams and institutional partners.

  • Own the development and delivery of education programs for field sales and institutional clients.
  • Must-have: 4+ years in Qualified Plans and ability to communicate technical features.
  • Standout: Turn market research into scalable, high-impact solutions.

Job Description

Responsibilities

  • provide consulting services on best practice education strategies based on participant market research and client specific demographics to field service and sales force and clients through cost effective recommendations and innovative solutions.
  • Promote, educate, and communicate participant education product offering and story to field sales and service, advisors, plan sponsors and key internal audiences.
  • Apply participant market research and plan demographics to provide education strategies to our most complex institutional clients.
  • Independently research, develop and coordinate sophisticated, high impact solutions/opportunities related to business needs.

Requirements

  • 4+ years of related work experience such as Qualified Plans (401k plans, 403b, Pension plans); including investments, plan design, administration, services, compliance, and marketing strongly preferred or equivalent proven through one or a combination of the following: work experience, training, military experience, or education
  • Associate or Bachelor's degree preferred
  • Effectively communicate technical features of qualified retirement plan products
  • Manage responsibilities effectively, be creative, and have good problem solving, analytical, and multitasking skills
  • Travel is required (approximately 20-30%)

Preferred

  • Effective presentation skills, influence, and negotiation skills
  • Excellent verbal and written communication skills
  • Excellent organization and time management skills and attention to detail

Benefits

  • 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.

Principal Financial Group

3.9 Glassdoor

Principal Financial Group® is dedicated to improving the wealth and well-being of people and businesses around the world—helping more than 62M customers plan, protect, invest, and retire as of December 31, 2023. Along the way, we commit to supporting the communities where we do business. Improving our planet. And building a diverse, inclusive workforce. We’re proud to be recognized as a Best Place to Work in Money Management by Pensions & Investments for the 11th consecutive year, an Ethisphere World’s Most Ethical Companies for the 12th time and as Forbes The Best Employers for Diversity 2023. Disclosure: Insurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc. Securities offered through Principal Securities, Inc., member SIPC and/or independent broker/dealers. Investment advisory services are offered through Principal Global Investors, LLC or its affiliates. Principal Asset ManagementSM is a trade name of Principal Global Investors, LLC. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392. ©2024 Principal Financial Services, Inc. Principal Financial Group Foundation, Inc. ("Principal® Foundation") is a duly recognized 501(c)(3) entity focused on providing philanthropic support to programs that build financial security in the communities where Principal Financial Group, Inc. ("Principal") operates. While Principal Foundation receives funding from Principal, Principal Foundation is a distinct, independent, charitable entity. Principal Foundation does not practice any form of investment advisory services and is not authorized to do so. https://www.principal.com/social-media-disclosures

Des Moines, Iowa, USA
24K employees (675 in marketing)
76% recommend to a friend
86% CEO approval

Traffic Signals

Monthly Visitors
4.6M
Monthly Google Ads Budget
$7.8K
Traffic Source Mix
Search
20.8%
Direct
74%
Referral
4.7%
Social
0.2%
Paid
0.2%

Headcount Trend

Current headcount: ~23.8K

Marketing Team

Marketing Team Size
562 (2% of company)
Median Career Experience
20 years
Median Tenure
7.2 years
Marketing Roles Posted (Last 30 Days)
4

Funding

Total Funding
$700M
Last Raise
$700M
Post IPO Debt, 3 years ago

Funding History

  • Mar 2023
    Post IPO Debt • $700M

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