What You’ll Do
We’re looking for a Sr. 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
- 6 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 InformationSalary 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)$77350 – $147600 / yearTime Off ProgramFlexible 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 EligibleYesAdditional Information
Work Authorization/Sponsorship
At this time, we’re not considering applicants 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 links.