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What You'll Do

As a **Defined Benefit Transition Manager** , you will coordinate the termination process of defined benefit plans and other deconversion services, such as contract terminations, with retirement plan sponsors. Develop strong client relationships through effective communication and delivery of expectations. Ensure that regulatory deadlines are met by client and recognize and research unusual and complex situations on behalf of clients. Assist with contributing to a high-performing team centered around innovation, process improvement, and collaboration.

+ Utilizing project management methodology, serve as the main point of contact for client interaction through various deconversion processes, including plan terminations and contract terminations. Implement a deconversion project plan and execute it to successful completion. Provide prompt and accurate technical, statutory, and regulatory information to customers to ensure a smooth termination process. Lead meetings, provide updated timelines, recognize and research unusual and complex situations on behalf of clients.

+ Communicate effectively with clients, as well as internal and external partners, providing timely status reports or timelines/project plan updates and ensure process is completed within governmental and business unit deadlines. Maintain overall responsibility for the plan termination. Negotiate solutions to meet both client and business needs.

+ Assist in the development of team members and business units by providing technical support, contributing to and leading team meeting discussions, and assisting with the prioritization of work within the team. Assist with the training and mentoring of new team members as needed. Assist with various process improvement initiatives.

+ Perform other job-related duties and special projects as required.

Who You Are

+ Requires bachelor's degree or equivalent, plus 4+ years related work experience.

+ In-depth knowledge of defined benefit plans/products and contract provisions, defined benefit laws and regulations, and actuarial concepts/theory is highly preferred.

+ Plan termination experience is preferred.

+ Must possess excellent analytical and problem-solving abilities, organizational skills, and attention to detail.

+ Excellent verbal and written communication skills are required.

+ Advanced PC knowledge (spreadsheet and word processing) is required.

+ Must have ability to balance working independently with working in a team environment.

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)

$54000 - $152400 / 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

Job Level

We're open to hiring at the next level with the right experience and skills.

Sr Defined Benefit Transition Manager **:**

+ Requires bachelor's degree or equivalent, plus 7+ years related work experience.

+ In-depth knowledge of pension plan and contract provisions, pension laws and regulations, pension products required.

Sr Client Transition Manager II:

+ Requires bachelor's degree or equivalent, plus 7+ years retirement experience.

+ Must possess excellent leadership, decision-making, and negotiation skills, along with the ability to maintain confidentiality.

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 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 candidates 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 (https://www.uscis.gov/working-in-the-united-states/temporary-nonimmigrant-workers) and Green Card for Employment-Based Immigrants (https://www.uscis.gov/green-card/green-card-eligibility/green-card-for-employment-based-immigrants)

Investment Code of Ethics

For Principal Global Investors 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 (https://www.principal.com/about-us/careers) 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

12/10/2025

Most Recently Posted Date

12/19/2025

LinkedIn Remote Hashtag

\#LI-Remote