Division Managing Director – Large Market Customer Care
Core
Lead a team of senior Relationship Managers to deliver exceptional client experience, strengthen plan sponsor partnerships, and drive enterprise financial results for Principal's largest institutional clients.
Role type
Senior IC Division Managing Director (Customer Care)
Builds
Enterprise financial results and client retention for large institutional defined contribution plans
Domain
Financial Services / Defined Contribution Plans / ERISA / Recordkeeping
Deliverable
client delivery
Required skills
Strategic vision setting, team coaching and development, cross-functional partnership, executive presence, financial acumen (P&L, pricing, revenue drivers), data-driven decision-making, CRM proficiency, regulatory knowledge (ERISA)
Preferred skills
Experience with Salesforce, dashboarding, service reporting
Responsibilities
Oversee senior Relationship Managers, set vision for client engagement, partner cross-functionally for retention and profitability, represent the department in key business initiatives
Seniority
Senior, hands-on IC
