What You'll Do As a Transition Coordinator on the Retirement and Income Solutions Transition team, you’ll lead projects, provide operational support and act as a consultant for conversions, deconversions and up sell activities for trust and custody plans. You'll put your collaboration and project management skills into action to ensure high quality and efficient service to meet customer expectations! Here are a few examples of the kind of things you will do: Work closely with Clients, Relationship Managers, Sales, Middle Office Underwriting Document and PCS operations and external partners team to reconcile trust assets and process cash/security accurately. Act as project manager for assigned conversion projects including scheduling, planning and leading meetings with internal and external partners - the conversions will include Internal/External Meetings and Planning and Day to Day Processing conversations Support the risk management and compliance process ensuring effective use of tools and other risk mitigation activities to limit exposure and improve audit results Perform maintenance activities including intra-department follow up and actioning service tickets using internal systems (i.e., Jira and Salesforce) Travel (~5%) may be required for Final Sales presentations. Who You Are Bachelor's degree or 7 + years of client services, financial services, preferably in trust & custody operations (processing assets) or project management Strong MS Office experience including PowerPoint, Excel, Word, Outlook, and Teams Detailed and solutions orientated to identify and resolve reoccurring issues A highly qualified candidate will have: Significant exposure to trust operations / asset processing Excellent collaboration, communication, organizational and presentation skills Advance knowledge of Excel (formulas, VLOOKUP), Salesforce and Jira (other ticketing system). Knowledge of Trust 3000 system preferred What you'll get from us: Competitive pay, benefits, perks and more. We’ll reward you for the skills and experience you have. Respect for your unique perspective. Diversity, inclusion and empowerment are at the core of our culture. A career, not just a job. Principal is a place where you can learn and innovate. Do important work. Make an impact. And achieve your professional goals. The ability to have a great job and a great life. Sure, work is important. But so is your family. And your friends. And your community. That’s why we provide the flexibility needed to find the right balance between your job and the rest of your life. 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) $51000 - $80000 / 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 Additional Information 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 12/18/2024 Most Recently Posted Date 12/18/2024 LinkedIn Remote Hashtag #LI-Remote