Director- Product Strategy

*What You'll Do*
We're looking for a Director of Product Strategy to join our Individual Solutions product team. In this role, you'll build the ongoing vision and future strategy for three primary solutions supporting retirement plan participants with both education and advice services. These include onsite and virtual education, plus a concierge service for plan roll-ins of external 401(k) assets to the participant's current employer-sponsored retirement plan held with Principal. In addition, you will be accountable for our Distribution Consulting service, which has been designed for former participants experiencing a separation from their employer. This offer includes specific recommendations regarding the participant's retirement plan assets, including whether remaining in their retirement plan or rolling the assets over to an IRA account are in their best interest.

You will be accountable to complete discovery efforts with partners, develop a point-of-view on the best step forward, build detailed roadmaps, requirements, user stories, and tickets to drive execution and progress to goals within and across these services. In this role, you'll collaborate with several internal partners including sales, technology, marketing, client services, and operations teams, to bring your vision to life for these product lines. You'll bring curiosity, open-mindedness, and a passion for solving customer and business problems, while delivering across the full product lifecycle—from discovery to delivery and ongoing iteration.

Core responsibilities will also include:

• Collaboration with business partners to create strong relationships and develop a deep understanding of the customer and business needs equally.
• Development of a product point-of-view for business prioritization efforts, and execution plans
• Understanding the market for these services and providing creative input on new product/service ideas that deliver on business goals.
• Communicating the vision, goals and objectives for each service to build line of sight for all involved internal staff, business teams, and partners in workplace services and retirement solutions (WSRS).
• Ensuring proper governance and oversight is in place for each service and that necessary approvals for changes are completed in a timely manner.
• Make effective decisions with business resources to deliver KPIs, OKRs, and appropriate financial metrics.

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*

• You have a Bachelor's degree or equivalent required, plus 10 or more years related to wealth management or product management work experience.
• You have a strong understanding of the retirement industry and employer-sponsored retirement plans, as well as deep knowledge of retail and wealth management services.
• You are a strategic problem solver who enjoys collaborating and using your business savvy to influence others.
• You are experienced with building education and advisory programs and driving outcomes for individuals.

*Skills That Will Help You Stand Out*

• Experience developing forward-looking, multi-year product strategy & roadmaps based upon a robust understanding of internal & external clients, competitive intelligence & regulatory trends.
• Experience developing strategy including defining, delivering, observing, and refining digital products.

*Who You Are*

• MBA or related graduate degree with finance/economics emphasis and Certified Financial Analyst designation preferred and 10+ years of investment/product experience required.
• Requires sophisticated global knowledge of investment vehicle and comprehensive understanding of investment strategies combined with an absolute return mentality required.
• Must demonstrate ability to develop new and innovative global asset class products.
• Must be a broad strategic thinker and demonstrate superior understanding of economies and investment theories.
• Excellent communication and presentation skills combined with the ability to build and maintain strong relationships is required.

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)
$ $185000 / 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 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, 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

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. Check out our careers site to learn more about our purpose, values and benefits.

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
10/7/2025

Most Recently Posted Date
10/7/2025

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