Job Description

What You'll Do:

We’re looking for an Education Strategist to join our team. In this role, You will provide consulting services on best practice education strategies based on participant market research and client specific demographics to field service and sales force and clients through cost effective recommendations and innovative solutions.

• Promote, educate, and communicate participant education product offering and story to field sales and service, advisors, plan sponsors and key internal audiences.
• Apply participant market research and plan demographics to provide education strategies to our most complex institutional clients.
• Independently research, develop and coordinate sophisticated, high impact solutions/opportunities related to business needs.

Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. 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:

• 4+ years of related work experience such as Qualified Plans (401k plans, 403b, Pension plans); including investments, plan design, administration, services, compliance, and marketing strongly preferred or equivalent proven through one or a combination of the following: work experience, training, military experience, or education
• Associate or Bachelor's degree preferred
• Effectively communicate technical features of qualified retirement plan products
• Manage responsibilities effectively, be creative, and have good problem solving, analytical, and multitasking skills
• Travel is required (approximately 20-30%)

Skills That Will Help You Stand Out

• Effective presentation skills, influence, and negotiation skills
• Excellent verbal and written communication skills
• Excellent organization and time management skills and attention to detail

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: $54000 - $128400 / 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:

Job Level

We are open to hiring up to the Sr. Education Specialist level for the right skills and experiences.

Location

This role is open to remote work or hybrid work (3 days in office) for those within 30 miles of Des Moines, IA or Charlotte, NC.

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 link s.

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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. 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. Date First Posted (TTF): 6/18/2025 Latest Post Date: Careers - US: 6/18/2025

LinkedIn Remote Hashtag

: #LI-Remote

LinkedIn Hashtag

: #LI-BS1

Job Tags

Permanent employment, Full time, Temporary work, Work experience placement, Remote job, H1b, Flexible hours,

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