Document Specialist III

What You’ll Do

As a Document Specialist III you will develop and draft document solutions that meet internal and external client needs, and serve as a resource in identifying, interpreting, and communicating complex legislative, regulatory, and compliance issues that affect retirement documents.

Here are some examples of the kinds of things you’ll do:

• Provide analysis and guidance of retirement document interpretation issues and retirement document design questions.
• Produce accurate and timely complex retirement documents in accordance with applicable laws and regulations to meet client and business partner expectations.
• Communicate with plan sponsors, consultants, tax/legal advisors, or regulators, as needed. Develop and maintain relationships with internal and external business partners.
• Provide technical assistance to team members, internal clients, and external clients for complex document production and plan review questions.
• Provide input regarding procedures and develop document provisions and design.
• Mentor and train new hires in Retirement and Income Solutions Document Services.
• Perform other job-related duties or special projects as required.

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!

• Requires bachelor’s degree or equivalent and 2+ years of related experience.
• Must have excellent communication, problem-solving, and organizational skills.
• Experience researching and interpreting laws and regulations affecting retirement documents as needed.
• Must have in-depth knowledge of document provisions.
• Must have excellent time management skills.
• Occasional travel may be required, including overnight stays.

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.

$55800 - $100800 / year

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.

Yes

We’ll consider hiring a candidate at the next level with the right experience and skills.

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.

At this time, we’re not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role. (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.) For additional information around work authorization needs please use the following links:
Nonimmigrant Workers and Green Card for Employment-Based Immigrants

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.

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