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职位Principal

Principal Custody Solutions Regional VP – Customer Care

Principal

Principal Custody Solutions Regional VP – Customer Care

Principal

Des Moines, Iowa

·

On-site

·

Full-time

·

3w ago

What You'll Do We’re seeking a dynamic and strategic Regional VP – Customer Care Leader to join our Principal Custody Solutions relationship management team.

In this key leadership role, you will guide a high‑performing team responsible for client, asset, and revenue retention, while driving revenue growth and delivering ongoing value creation for our clients.

As the leader on this team, you will be accountable for developing talent, fostering engagement, and creating a culture that supports and retains top performers.

You’ll partner closely with teams across the enterprise to align strategies, advance company priorities, and enhance overall business outcomes.

Success in this role requires a strong ability to build trusted relationships—both internally and externally.

You will engage directly with clients and advisor consultants to deliver on Principal’s value proposition and ensure an exceptional client experience.

You'll have the opportunity to: Responsible for driving revenue growth, client retention, asset retention, and revenue retention for the assigned team.

Provide strategic oversight and lead the client management practices for your team’s block of business.

Ensure teams are setting goals in alignment with the company vision.

Balance the objectives of growth, expense management, profitability and retention.

Lead, inspire, coach, and develop team members to advance skills, creativity, curiosity, and problem solving.

Execute on Principal’s leadership requirements and documentation practices.

Drive efficient client to staff ratios and ensure alignment to the performance management objectives set by the company and Principal Custody Solutions (PCS).

Attend calls with team members to ensure ability to provide adequate coaching and feedback.

Hold team accountable for goals and job requirements and provide the highest levels of communication to the team to facilitate a culture of care working environment.

Execute on required documentation for you and the team and engage in internal presentations or advocacy where needed.

Reach out to clients and advisors for feedback on team, value proposition, and services in conjunction with executive sponsors or team members.

Act as executive sponsor to assigned clients, as applicable.

Lead, consult, or participate in special projects, finalist presentations, client events or other initiatives as required.

Partner with key internal and external partners to support the PCS strategy.

Engage with clients and advisor consultants to understand needs, solve challenges, and reinforce Principal’s market‑leading solutions.

Lead and execute broader business initiatives that span multiple teams and functions, influencing outcomes beyond direct reporting lines to advance organizational priorities.

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 Bachelor's degree or equivalent, and 12+ years related work experience.

Must have experience with client relationship management, leadership, and servicing accounts.

Must be able to lead and manage off-site employees effectively.

Trust, Custody and Retirement product knowledge preferred.

Excellent leadership, communication, planning, decision-making, and demonstrated. relationship management skills required.

Must have good financial management skills and basic computer knowledge.

Travel required up to 25% including overnight stays.

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) $141000 - $191000 / 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.).

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 3/30/2026 Most Recently Posted Date 3/30/2026 Linked

In Remote Hashtag:

We’re seeking a dynamic and strategic Regional VP – Customer Care Leader to join our Principal Custody Solutions relationship management team.

In this key leadership role, you will guide a high‑performing team responsible for client, asset, and revenue retention, while driving revenue growth and delivering ongoing value creation for our clients.

As the leader on this team, you will be accountable for developing talent, fostering engagement, and creating a culture that supports and retains top performers.

You’ll partner closely with teams across the enterprise to align strategies, advance company priorities, and enhance overall business outcomes.

Success in this role requires a strong ability to build trusted relationships—both internally and externally.

You will engage directly with clients and advisor consultants to deliver on Principal’s value proposition and ensure an exceptional client experience.

You'll have the opportunity to: Responsible for driving revenue growth, client retention, asset retention, and revenue retention for the assigned team.

Provide strategic oversight and lead the client management practices for your team’s block of business.

Ensure teams are setting goals in alignment with the company vision.

Balance the objectives of growth, expense management, profitability and retention.

Lead, inspire, coach, and develop team members to advance skills, creativity, curiosity, and problem solving.

Execute on Principal’s leadership requirements and documentation practices.

Drive efficient client to staff ratios and ensure alignment to the performance management objectives set by the company and Principal Custody Solutions (PCS).

Attend calls with team members to ensure ability to provide adequate coaching and feedback.

Hold team accountable for goals and job requirements and provide the highest levels of communication to the team to facilitate a culture of care working environment.

Execute on required documentation for you and the team and engage in internal presentations or advocacy where needed.

Reach out to clients and advisors for feedback on team, value proposition, and services in conjunction with executive sponsors or team members.

Act as executive sponsor to assigned clients, as applicable.

Lead, consult, or participate in special projects, finalist presentations, client events or other initiatives as required.

Partner with key internal and external partners to support the PCS strategy.

Engage with clients and advisor consultants to understand needs, solve challenges, and reinforce Principal’s market‑leading solutions.

Lead and execute broader business initiatives that span multiple teams and functions, influencing outcomes beyond direct reporting lines to advance organizational priorities.

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!

Bachelor's degree or equivalent, and 12+ years related work experience.

Must have experience with client relationship management, leadership, and servicing accounts.

Must be able to lead and manage off-site employees effectively.

Trust, Custody and Retirement product knowledge preferred.

Excellent leadership, communication, planning, decision-making, and demonstrated. relationship management skills required.

Must have good financial management skills and basic computer knowledge.

Travel required up to 25% including overnight stays.

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关于Principal

Principal

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Public

Vicki Ree Principal, later known as Victoria Principal, is an American actress, producer, entrepreneur, and author, best known for her role as Pamela Barnes Ewing on the American primetime television soap opera Dallas. She spent nine years on the long-running series, leaving in 1987.

10,001+

员工数

Harrogate

总部位置

评价

2.8

3条评价

工作生活平衡

2.5

薪酬

3.5

企业文化

2.0

职业发展

2.5

管理层

1.8

25%

推荐给朋友

优点

Supportive assistant general manager

Decent compensation

Well-engineered codebase

缺点

Poor management (absent or overly controlling)

Petty and vindictive leadership behavior

Gender diversity issues

薪资范围

5个数据点

Principal/L7

Senior/L5

Principal/L7 · DATA SCIENTIST II

1份报告

$137,650

年薪总额

基本工资

$105,885

股票

-

奖金

-

$137,650

$137,650

面试经验

6次面试

难度

3.2

/ 5

时长

14-28周

体验

正面 0%

中性 50%

负面 50%

面试流程

1

Application Review

2

Recruiter Screen

3

Technical Phone Screen

4

System Design Interview

5

Behavioral Interview

6

Onsite/Virtual Interviews

7

Offer

常见问题

System Design

Coding/Algorithm

Technical Leadership

Behavioral/STAR

Past Experience