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What You'll Do

We're looking for a Director of Document Services! In this role you’ll lead overall business support for Retirement & Income Solution document functions. In addition, you’ll collaborate with business leaders to establish strategies, budgets, policies and quality control procedures.

You'll have the opportunity to:

+ Provide strategic direction and leadership within Document Services. Manage and direct staff responsible for providing comprehensive Plan document and agreement drafting services to RIS internal and external clients.

+ Communicate vision, goals and objectives to build line of sight for staff. Empower, encourage, and develop staff to enable them in being successful. Manage and coach staff, which includes hiring, training, career development, budgeting and financial management. Engage and build a high-caliber team; ensuring a strong bench; mentoring and developing junior talent to succeed; and being a champion of the culture of PFG and of the importance of an outstanding compliance and service organization.

+ Provide high level Document Services with emphasis on educating clients about RIS Documents and Agreements. Stay apprised of client needs and expectations. Provide thought leadership on complex Document Services issues, offering appropriate resources, fostering capabilities, and developing additional solutions, as the need arises.

+ Participate in strategy planning and assist in setting and implementing strategic direction to ensure goals are attained. Lead all aspects of sophisticated, high-risk, high visibility, strategically aligned RIS Document Services projects for successful completion

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

+ Requires a bachelor's degree or equivalent with at least 15 plus years of related business experience including supervisory experience.

+ Requires expert knowledge of all aspects of full service RIS operations.

+ Ability to cultivate and maintain relationships with all levels of plan sponsor management, including the executive level, advisors, and internal service team, to ensure that consulting services continue to meet or exceed client needs.

+ Deep understanding of Principal products and services, including pre-approved Plan document production, in order to effectively problem solve and identify solutions needed to meet the needs of internal and external clients.

+ Ability to effectively deploy resources, develop project timetables and ensure projects are delivered timely to meet client needs.

+ Assertive and entrepreneurial.

+ Travel required up to 10% of the time.

+ Assertive and entrepreneurial.

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, 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

While our expertise spans the globe, we're bound by one common purpose: to foster a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees – individually and all of us together. Explore our core values (https://www.principal.com/about-us/careers#core-values) , benefits (https://www.principal.com/about-us/careers#benefits) and why we’re an exceptional place (https://www.principal.com/about-us/careers#reputation) to grow your career.

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

12/23/2025

Most Recently Posted Date

12/23/2025

LinkedIn Remote Hashtag

\#LI-Remote