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Assistant Manager II, Non-Qualified Client Services

Principal Financial Group · Charlotte, NC · Non-Qualified (NQ) Client Service operations

Compensation

$69k – $132k /yr

Employment type

Full-time

Work setting

On-site

Location

Charlotte, NC

Schedule

Day shift

Posted

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Job overview

The Assistant Manager II, Non-Qualified Client Services role is listed in Charlotte, NC, with a target salary range of $69,300–$132,000 per year. The role supports Principal Financial Group’s Non-Qualified Client Service operations team. The assistant manager helps lead daily operations by organizing workflows, managing staff and production, and supporting financial planning and forecasting. The role contributes to prompt, efficient service aligned with department goals and operational and financial objectives.

What you'll do

  • Organize daily work and workflows
  • manage production, staff, and workflow
  • partner with managers on financials and forecasting
  • coach employees and support training and development
  • oversee daily operations of complex or multiple capabilities
  • ensure services align with strategic, operational, and financial objectives.

What we're looking for

Skills & competencies
assistant manager ii
non-qualified client services
principal financial group
charlotte nc
client service operations
workflow management
staff leadership
coaching
financial forecasting
customer service
$69.3k–$132k/year
Work arrangement
  • Weekend coverage required

Benefits & perks

  • Flexible Time Off is provided to salaried employees
  • the role is pension eligible. Principal describes comprehensive benefits supporting employees’ physical, financial, and social well-being.

Why this role

The posting states that candidates with additional experience and leadership capabilities may be considered for the Manager, Client Services level.

About the employer

Principal Financial Group is hiring for this role. Industry: Miscellaneous Intermediation. Sector: 52.

Additional details

Industry sector
52
Industry
Miscellaneous Intermediation
Occupation code
41-1012.00
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