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Senior Manager of Client Onboarding Operations

2 months ago

Raleigh North Carolina, United States Principal Financial Group Full time
About the Role

We are seeking a seasoned leader to join our team as a Manager of Client Onboarding Operations. In this role, you will be responsible for leading and mentoring a team of Client Onboarding Specialists and Transfer Coordinators, as well as collaborating with other NQ partners to develop a world-class onboarding experience for clients, financial professionals, and employees.

Key Responsibilities
  • Develop relationships with internal and external partners to ensure accurate, efficient, and client-service-oriented onboarding of new clients and plans.
  • Motivate, develop, and coach staff to meet goals, encourage ownership, accountability, innovation, and decision-making to deliver results.
  • Assist in identifying, setting, and achieving metrics around efficiency, execution, staffing, documentation of processes, and other operational needs.
  • Resolve, own, and execute on escalated situations or issues of a critical and sensitive nature, taking part in negotiations with all parties to commit to an agreed-upon solution and timing.
  • Identify opportunities and execute on the implementation of Robotic Process Automation, as well as participate in other initiatives to advance the use of technology, such as the development of our new workflow system for the onboarding team.
  • Implement solutions to improve efficiency and results.
Requirements
  • Bachelor's degree or equivalent experience required, plus 5+ years related work experience required (NQ experience preferred).
  • Excellent leadership, problem-solving, operational, training, communication, organization, interpersonal, and negotiation skills.
  • Experience leading operations/processing teams preferred.
  • General Securities and General Securities Principal registration may be required at a later date.
  • Knowledge of the retirement industry and company products preferred.
  • Must be able to maintain confidentiality.
  • Infrequent overnight travel is required.
About Principal Financial Group

At Principal Financial Group, 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.

What We Offer
  • 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
Equal Opportunity Employer

Principal Financial Group 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.