Business Partner Liaison

Business Partner Liaison

As a Business Partner Liaison, you will support bundled, holistic planning services to large 401k plan sponsors. Offering onboarding, enrollment, financial planning outreach, separation, benefit, and financial education to employees. The role of Business Partner Liaison is designed to onboard and support integration, manage ongoing relationships with the PEPS team and provide an organized strategic and tactical approach to retaining relationships.

Business Processing and Onboarding : Serve as primary point of contact for business processing activities. Develop and implement efficient processing workflows. Ensure accurate and timely completion of all business transactions. Monitor and track processing metrics. Maintain documentation in CRM and compliance standards.

Relationship Management : Build and maintain strong relationships with key stakeholders. Provide regular updates and communication to partners. Coordinate with internal teams to resolve issues. Facilitate meetings and discussions between parties. Support ongoing relationship development initiatives.

Organizational Management : Track and manage multiple projects simultaneously. Maintain organized documentation and filing systems. Create and implement standard operating procedures. Monitor deadlines and ensure timely completion of tasks. Coordinate cross-functional activities.

Special Projects and Support : Lead or participate in special projects as assigned. Provide technical and operational support. Identify process improvement opportunities. Support strategic initiatives and new implementations. Collaborate with SMEs (product managers, legal, compliance) as needed. Contribute to advisory councils and stakeholder groups.

Perform other job related duties and special projects as needed.

Who You Are :

Bachelor's degree or 6+ years related experience required with at least two years of experience with financial products (preferred), such as life insurance, disability insurance, annuities, mutual funds, or 401(k) plans.

Salesforce experience is highly preferred.

Strong communication and listening skills.

Demonstrates ability to build solid, trusting relationships.

Must be able to balance working independently and partnering with differing stake holders.

Demonstrates expertise and professionalism in all interactions, both internal and external.

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) : $81900 - $147600 / 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 Environment : This role offers a fully onsite work arrangement.

Location : We are looking for someone that can work in either our local Des Moines, IA office location or one of our PFN Field Offices (Sioux Falls, SD; Omaha, NE; Minnetonka or Lake Elmo, MN; Downers Grove, IL).

Work Authorization / Sponsorship : At this time, we're not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role. (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.)

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 : 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.

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.