Do you have strong Defined Benefit knowledge? Strong attention to detail? Do you like to solve problems?

If so, check out this great opportunity to join our Defined Benefit Plan Data Management team.

As a Defined Benefit Data Consultant, you will be responsible for establishing data requirements and onboarding of Defined Benefit participant records.

We are looking for someone who thrives on using their analytical skills, enjoys working with a wide variety of internal partners and can the develop analytical tools and processes to meet the needs of an evolving retirement plan service landscape.

Additional responsibilities may include:

• Assist in the onboarding of new clients, providing guidance on data and plan provisions to implement the client onto our recordkeeping platform ensuring a seamless transition for the client.
• Provide technical support and resolution, including research, analysis and data consulting, to business partners to ensure data in our recordkeeping system is accurate.
• Utilize defined benefit expertise to clearly communicate data requirements, complex data needs and calculations in simplified terms for internal and external parties.
• Lead and assist in the completion of assigned projects, including but not limited to research, and analysis
• Serve as an expert for selected topics for internal and external contacts.
• Coordinate activities with other departments to ensure the onboarding process meets established target dates.
• Identify, analyze and resolve administrative data concerns.

Skills required:

• Bachelor’s degree or equivalent of 8 years’ experience. (such as, but not limited to, Math, Actuarial Science, Statistics, or major in an analytical field is preferred.)
• 5+ years of work-related experience in defined benefit pension field.
• High level of proficiency with Microsoft Office applications with advanced knowledge of Excel logical functions.
• Knowledge of SQL, VBA or other programming languages is highly preferred.

• Excellent mathematical and analytical skills.
• Ability to interpret complex defined benefit plan provisions.
• Must have strong communication and interpersonal skills.
• Ability to work collaboratively and manage projects.
• Ability and willingness to work across several different technology platforms.
• Passion for solving problems and sharing solutions .
• Strong decision making and organizational skills.
• Must be able manage a large workload and prioritize accordingly with willingness and flexibility to work overtime, as needed.
• High integrity and discretion to ensure the confidentiality of client information.

This role offers the ability for in-office, hybrid (blending both office and remote work in a typical workweek), and remote work arrangements. You’ll work with your leader to determine which option may align best based on several factors.

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. 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 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.

Experience Principal

While our expertise spans the globe, we're bound by one common purpose: to foster a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees – individually and all of us together. Explore our core values, benefits and why we’re an exceptional place to grow your career.

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.

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