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Director - Financial Planning - #220161 more...
Location:Des Moines, IA
Company:Principal Financial
First posted:January 25, 2017 (last updated 30+ days ago)

Job Area: Financial Services
Business Area: Pension
Location: IA - Des Moines
Career Category: Experienced Professional
Full/Part Time: Full-Time
Regular/Temporary: Regular
Date Posted: 2017-03-22


Its not what we do. Its who we are

At Principal®, every role supports a greater purposeto give real people an edge in planning and protecting their financial lives. And after more than 130 years of service, weve never had a more vibrant and dynamic global team united in our purpose.

Through community involvement, innovative financial solutions and dedication to career development, we make a difference in millions of lives every day, including our employees.


The Director Financial Planning will lead Individual Investor's point of view for the retail direct individual investor retirement and holistic financial planning perspective. Be the face to our retail direct investors on retirement planning. Support a consistent point of view across all customer touch points. Focus on connecting with up and coming investors such as the Millennial and Gen X segments as well as support Baby Boomers moving into retirement. Consult with compliance and legal teams on policy and procedures. This role will be featured in the press, publications, and webinars and internally within Principal and attend and speak at conferences when needed. The Director Financial Planning will be the lead reviewer of all the content that is currently being outsourced to writers across our teams.

Additional responsibilities will include:

  • Strategy - Lead the Individual Investor point of view on financial planning for the retail investor. Strategy includes what topics we should focus on, where and how we should engage with investors to support their needs.
  • Presentations / Conference Appearances / Media Relations - Deliver presentations at industry conferences, make press appearances, and represent Principal's Individual Investor point of view for financial planning.
  • Content Creation Serve as the lead in creating the content that should be disseminated to retail investors based on their demographics and needs.
  • Digital Engagement - Focus on reaching the masses of individual investors via digital engagement.


Skills required:

  • Bachelor's degree or equivalent experience required.
  • Certified Financial Planner Certification combined with 10+ years experience in Financial Services Industry / working directly with clients on financial planning.

Qualified candidates will have the following:

  • Excellent organizational, strategic planning and leadership skills.
  • Experience and training in media relations preferred. Experience in presenting to upper level management and on behalf of Principal to large groups and organizations.
  • Experience in creating original content on financial planning themes.
  • Experience and understanding of the individual investor regulatory environment.
  • Ability to facilitate and lead matrixed team structures.
  • Strategy coordination with active participant and benefit event/transition teams.
  • Strategy coordination and development with Principal Connection and Individual Investor
  • Contact Center. Excellent written, interpersonal and verbal communication skills.
  • Attention to detail and accuracy.
  • Travel required (20%).

Visa Sponsorship

This position is not eligible for sponsorship for work authorization by Principal. Therefore, if you will require sponsorship for work authorization now or in the future, we cannot consider your application at this time.

Background Check Requirements

Employment at Principal is contingent upon successful completion of a background check.


Principal is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, gender identity, gender expression, pregnancy, national origin, citizenship status, disability, genetic characteristics, sexual orientation, marital status, domestic partner status, military status, protected veteran status, disability status or any other characteristic protected by law.

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