Senior Intelligence Analyst

Summary

What You'll DoJoin our Participant Experience Consulting team as a Senior Education Analyst ! This is an opportunity to drive positive participant outcomes and improve financial wellness for employees across the country. You will collaborate with clients, financial professionals, and internal teams to propose and implement strategic retirement education meeting solutions.Planning and Implementation: Collaborate with clients and internal teams to build and carry out education meeting plans that align with client objectives. Evaluate plan design, participant data, and incorporate Principal services and technologies to suggest strategic approaches.Educational Material Planning: Collaborate with clients to determine relevant education topics and desired participant outcomes, adapting established presentations and resources to address plan-specific features, financial concepts, and behavioral goals.Partnerships and Proposals: Partner with Relationship Managers and Participant Experience Consultants to prepare detailed annual education meeting proposals. Analyze plan demographics and industry trends to guide recommendations and improve participant outcomes.Quality Assurance: Collaborate with Participant Experience Consultants to ensure informative materials meet regulatory standards and quality requirements. Manage the distribution of resources across multiple platforms.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 Are2+ years of related work experience such as Qualified Plans (401k plans, 403b, Pension plans); including investments, plan design, administration, services, compliance, and marketing strongly preferred or equivalent proven through one or a combination of the following: work experience, training, military experience, or educationAssociate or Bachelor's degree preferredAnalytical and critical thinking, consultative skills, and the ability to convert data into actionable insights. Capability to collaborate effectively across departments and sustain positive connections with clients, financial professionals, and internal teams.Skills That Will Help You Stand OutEffective presentation skills, influence, and negotiation skillsExcellent verbal and written communication skillsStrong decision-making and problem-solving abilitiesSalary Range InformationSalary 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)$55800 - $100800 / yearTime Off ProgramFlexible 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 EligibleYesWork Environments & LocationsThis 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, Charlotte, NC, and Raleigh, NC). You'll work with your leader to figure out which option may align best based on several factorsWork Authorization/SponsorshipAt 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 ImmigrantsInvestment Code of EthicsFor 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 PrincipalAt 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 EmployerAll 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 WindowWe 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 Date8/11/2026Most Recently Posted Date8/11/2026Principal uses artificial intelligence tools to assist in reviewing and evaluating job applications, fraud prevention, and candidate matching and comparisons. These AI tools support our human recruiters in the initial review process but do not make final hiring decisions without human involvement. By submitting your application, you acknowledge this use of AI in our recruitment process. Please review our Workforce (U.S.) Privacy Notice for more details on our practices and your data privacy rights.LinkedIn Remote Hashtag#LI-RemoteLinkedIn Hashtag#LI-BS1#J-18808-Ljbffr

Job Description

What You'll DoJoin our Participant Experience Consulting team as a Senior Education Analyst ! This is an opportunity to drive positive participant outcomes and improve financial wellness for employees across the country. You will collaborate with clients, financial professionals, and internal teams to propose and implement strategic retirement education meeting solutions.Planning and Implementation: Collaborate with clients and internal teams to build and carry out education meeting plans that align with client objectives. Evaluate plan design, participant data, and incorporate Principal services and technologies to suggest strategic approaches.Educational Material Planning: Collaborate with clients to determine relevant education topics and desired participant outcomes, adapting established presentations and resources to address plan-specific features, financial concepts, and behavioral goals.Partnerships and Proposals: Partner with Relationship Managers and Participant Experience Consultants to prepare detailed annual education meeting proposals. Analyze plan demographics and industry trends to guide recommendations and improve participant outcomes.Quality Assurance: Collaborate with Participant Experience Consultants to ensure informative materials meet regulatory standards and quality requirements. Manage the distribution of resources across multiple platforms.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 Are2+ years of related work experience such as Qualified Plans (401k plans, 403b, Pension plans); including investments, plan design, administration, services, compliance, and marketing strongly preferred or equivalent proven through one or a combination of the following: work experience, training, military experience, or educationAssociate or Bachelor's degree preferredAnalytical and critical thinking, consultative skills, and the ability to convert data into actionable insights. Capability to collaborate effectively across departments and sustain positive connections with clients, financial professionals, and internal teams.Skills That Will Help You Stand OutEffective presentation skills, influence, and negotiation skillsExcellent verbal and written communication skillsStrong decision-making and problem-solving abilitiesSalary Range InformationSalary 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)$55800 - $100800 / yearTime Off ProgramFlexible 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 EligibleYesWork Environments & LocationsThis 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, Charlotte, NC, and Raleigh, NC). You'll work with your leader to figure out which option may align best based on several factorsWork Authorization/SponsorshipAt 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 ImmigrantsInvestment Code of EthicsFor 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 PrincipalAt 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 EmployerAll 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 WindowWe 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 Date8/11/2026Most Recently Posted Date8/11/2026Principal uses artificial intelligence tools to assist in reviewing and evaluating job applications, fraud prevention, and candidate matching and comparisons. These AI tools support our human recruiters in the initial review process but do not make final hiring decisions without human involvement. By submitting your application, you acknowledge this use of AI in our recruitment process. Please review our Workforce (U.S.) Privacy Notice for more details on our practices and your data privacy rights.LinkedIn Remote Hashtag#LI-RemoteLinkedIn Hashtag#LI-BS1#J-18808-Ljbffr