Senior Manager, Client Services

What You'll Do We are looking for a Senior Manager, Client Services, to join our Defined Benefit Calculation Automation Team. As Senior Manager, you’ll be responsible for leading teams that translate complex pension plan provisions into calculation engines and digital retirement planning tools that help participants understand and model their retirement benefits. You will partner closely with product management, Defined Benefit Administration leaders, technical leaders, and business stakeholders to drive modernization initiatives, workflow optimization, automation opportunities, and scalable participant experiences. This is a unique opportunity to lead transformational efforts within one of the industry's largest defined benefit businesses while directly impacting the retirement outcomes of participants. Key Responsibilities Lead, develop, and engage a team of highly skilled professionals supporting defined benefit calculation and administration platforms. Oversee workforce planning, capacity management, resource allocation, and team performance. Collaborate with product managers, technical teams, and business leaders to support ongoing enhancements, system scalability, modernization efforts, and participant-facing digital experiences. Drive operational excellence through workflow optimization, automation, quality improvements, and process transformation. Lead and execute initiatives that support business growth, revenue generation, expense management, and organizational scalability. Foster a culture focused on accountability, continuous improvement, talent development, and employee engagement. Partner with leaders across the organization to evaluate team structure and support organizational evolution aligned with strategic priorities and modernization efforts. Utilize Agile planning methodologies and tools such as JIRA to support work management and strategic prioritization. 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 experience in client services, relationship management, financial services, or equivalent gained through work, training, military service, or education 2+ years of people leadership experience. Proven experience leading teams, managing priorities, and driving organizational results. Strong communication, collaboration, and relationship management skills. Experience managing complex projects, initiatives, and cross-functional stakeholders. Skills That Will Help You Stand Out Significant experience in defined benefit pension administration, pension risk transfer, or closely related retirement services disciplines. Experience leading teams responsible for defined benefit calculation engines, pension administration systems, or retirement modeling solutions. Knowledge of platforms such as ProAdmin, ProVal, LynchVal, or similar pension administration and calculation systems. Experience with Agile planning, JIRA, workflow automation, and process optimization. Strong understanding of modernization, digital transformation, and operational scalability initiatives. Industry credentials related to pension administration or defined benefit services are a plus. 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 (Non-Exempt expressed as hourly; Exempt expressed as yearly) $104400 - $163200 / year Salary Details The following locations are examples of market-specific salary ranges across different geographies. Wichita, KS: $104,400 - $140,400 / year Des Moines, IA: $110,200 - $148,200 / year Charlotte, NC: $116,000 - $156,000 / year Chicago/Minneapolis: $127,600 - $171,600 / year Los Angeles/New York City: $139,200 - $163,200 / 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 Work Environments This role offers in-office, hybrid (blending at least three office days in a typical workweek), and remote work arrangements (only if residing more than 30 miles from Des Moines, IA, or Raleigh, NC or Charlotte, NC). You’ll work with your leader to figure out which option may align best based on several factors. 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. Nonimmigrant Workers and Green Card for Employment-Based Immigrants Investment Code of Ethics For Principal Asset Management 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. Original Posting Date 6/30/2026 Most Recently Posted Date 6/30/2026 Principal uses artificial intelligence tools to assist in reviewing and evaluating job applications, fraud prevention, and candidate matching and comparisons. These AI tools support our human recruiters in the initial review process but do not make final hiring decisions without human involvement. By submitting your application, you acknowledge this use of AI in our recruitment process. Please review our Workforce (U.S.) Privacy Notice for more details on our practices and your data privacy rights. LinkedIn Remote Hashtag #LI-Remote We are looking for a Senior Manager, Client Services, to join our Defined Benefit Calculation Automation Team. As Senior Manager, you’ll be responsible for leading teams that translate complex pension plan provisions into calculation engines and digital retirement planning tools that help participants understand and model their retirement benefits. You will partner closely with product management, Defined Benefit Administration leaders, technical leaders, and business stakeholders to drive modernization initiatives, workflow optimization, automation opportunities, and scalable participant experiences. This is a unique opportunity to lead transformational efforts within one of the industry's largest defined benefit businesses while directly impacting the retirement outcomes of participants. Key Responsibilities Lead, develop, and engage a team of highly skilled professionals supporting defined benefit calculation and administration platforms. Oversee workforce planning, capacity management, resource allocation, and team performance. Collaborate with product managers, technical teams, and business leaders to support ongoing enhancements, system scalability, modernization efforts, and participant-facing digital experiences. Drive operational excellence through workflow optimization, automation, quality improvements, and process transformation. Lead and execute initiatives that support business growth, revenue generation, expense management, and organizational scalability. Foster a culture focused on accountability, continuous improvement, talent development, and employee engagement. Partner with leaders across the organization to evaluate team structure and support organizational evolution aligned with strategic priorities and modernization efforts. Utilize Agile planning methodologies and tools such as JIRA to support work management and strategic prioritization. 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! 6+ years of experience in client services, relationship management, financial services, or equivalent gained through work, training, military service, or education 2+ years of people leadership experience. Proven experience leading teams, managing priorities, and driving organizational results. Strong communication, collaboration, and relationship management skills. Experience managing complex projects, initiatives, and cross-functional stakeholders. Skills That Will Help You Stand Out Significant experience in defined benefit pension administration, pension risk transfer, or closely related retirement services disciplines. Experience leading teams responsible for defined benefit calculation engines, pension administration systems, or retirement modeling solutions. Knowledge of platforms such as ProAdmin, ProVal, LynchVal, or similar pension administration and calculation systems. Experience with Agile planning, JIRA, workflow automation, and process optimization. Strong understanding of modernization, digital transformation, and operational scalability initiatives. Industry credentials related to pension administration or defined benefit services are a plus.