Senior Associate, Client Service Onboarding Manager, Pension Risk Transfer

Job overview

Senior Associate, Client Service Onboarding Manager, Pension Risk Transfer offers in-office, hybrid, and remote arrangements; remote work is available only to people residing more than 30 miles from Des Moines, IA, or Charlotte, NC. The annual salary range is $55,800–$87,600. Principal Financial Group’s mission is to make financial security accessible to all. The associate leads onboarding for assigned pension risk transfer clients, serving as the primary contact and coordinating data validation, issue resolution, and technical processing. The role helps ensure accurate participant records and a smooth transition into ongoing administration while meeting service standards and regulatory requirements.

What you'll do

• Manage onboarding for assigned clients and serve as primary point of contact
• guide sponsors, internal teams, and partners through requirements and issue resolution
• review, validate, balance, and update participant data
• prepare data files and support accurate transfers into internal platforms
• manage transactions and onboarding setup
• support contract and plan/policy coding
• follow regulatory procedures
• maintain documentation and identify process improvements.

What we're looking for

Skills & competencies

senior associate

client service

onboarding manager

pension risk transfer

participant data

client communication

financial services

des moines ia

principal financial group

$55,800–$87,600/year

hybrid

remote eligibility by distance

Work arrangement

• Weekend coverage required

Benefits & perks

• Flexible Time Off for salaried employees
• pension eligible
• comprehensive benefits supporting physical, financial, and social well-being.

Why this role

Requires 2+ years of client service, financial services, or plan/policy operations experience; FINRA registration may be required; limited overnight travel may be required.

About the employer

Principal Financial Group is hiring for this role. Industry: Direct Health and Medical Insurance Carriers. Sector: 52.