Advanced Solutions Assistant Director / Director
Principle, Des Moines, IA, United States
Assistant Director Or Director Of Advanced Solutions
Are you looking for a role where expertise meets impact? Are you passionate about complex tax and financial planning? Do you thrive in a role where your strategic thinking and deep technical knowledge directly support high-value cases and drive business success? Join Principal as our next Assistant Director or Director of Advanced Solutions and become a trusted expert to advisors, clients, and professionals nationwide. At Principal, we're not just helping people plan for their futurewe're reshaping what financial security looks like for generations to come. We're a purpose-led organization that has been helping individuals, businesses, and institutions achieve financial wellness for more than 140 years. Now, we invite you to bring your experience, vision, and insight to help us deliver advanced planning solutions that continue to make a difference. As the Assistant Director of Advanced Solutions, you'll provide high-level technical support and thought leadership on advanced tax, estate, and financial planning topics. You'll be an essential resource for advisors, clients, and other professionals on the most complex cases across estate, business succession, executive benefits, and beyond. Key responsibilities include: Serve as a trusted advisor to producers, regional directors, and client-facing teams, offering expert guidance and point-of-sale support on large and complex cases. Analyze and interpret legislative and regulatory changes that impact planning strategies and communicate actionable insights. Develop and deliver advanced training, marketing content, and presentations for a wide range of professionals including financial advisors, attorneys, CPAs, trust officers, and business clients. Maintain deep technical expertise in tax law, estate planning, and business planning strategies. Support and enhance advanced planning tools and software, including estate and business planning calculators, to ensure accuracy and effectiveness. Collaborate across departments on strategic initiatives that enhance our advanced planning capabilities and align with broader business goals. We're looking for a dynamic professional with both deep technical knowledge and excellent communication skillssomeone who's as comfortable interpreting tax code as they are presenting to a room full of advisors and clients. We are open to hiring at multiple levels, Assistant Director and Director level. Assistant Director Level: Juris Doctor (JD) and admission to the bar in at least one state and 4+ years of related experience resulting in comprehensive understanding of tax law, business uses of life insurance, qualified plans, estate planning, and financial services products or Certified Public Accountant (CPA) with 7+ years related experience as described above. Strong grasp of the sales process and how to support producers in the field. Director Level: Juris Doctor (JD) and admission to the bar in at least one state and 6+ years of related experience resulting in comprehensive understanding of tax law, business uses of life insurance, qualified plans, estate planning, and financial services products or Certified Public Accountant (CPA) with 8+ years of directly related experience as described above. Demonstrated deep expertise in tax law, business uses of life insurance, qualified plans, estate planning, and financial services products. Ability to provide advanced guidance and influence across the organization and field partners. Licensing & Compliance: FINRA Series 6 registration required (or ability to obtain within 18 months of hire). This role may be subject to SEC restrictions on personal political contributions. Travel: Ability to travel approximately 46 times per year to company offices and events across the United States. We offer more than just a jobwe offer the chance to make a lasting impact in the lives of millions. You'll join a collaborative, forward-thinking team where your expertise is respected and your voice matters. Here, you can continue growing professionally while helping others plan confidently for the future.
Are you looking for a role where expertise meets impact? Are you passionate about complex tax and financial planning? Do you thrive in a role where your strategic thinking and deep technical knowledge directly support high-value cases and drive business success? Join Principal as our next Assistant Director or Director of Advanced Solutions and become a trusted expert to advisors, clients, and professionals nationwide. At Principal, we're not just helping people plan for their futurewe're reshaping what financial security looks like for generations to come. We're a purpose-led organization that has been helping individuals, businesses, and institutions achieve financial wellness for more than 140 years. Now, we invite you to bring your experience, vision, and insight to help us deliver advanced planning solutions that continue to make a difference. As the Assistant Director of Advanced Solutions, you'll provide high-level technical support and thought leadership on advanced tax, estate, and financial planning topics. You'll be an essential resource for advisors, clients, and other professionals on the most complex cases across estate, business succession, executive benefits, and beyond. Key responsibilities include: Serve as a trusted advisor to producers, regional directors, and client-facing teams, offering expert guidance and point-of-sale support on large and complex cases. Analyze and interpret legislative and regulatory changes that impact planning strategies and communicate actionable insights. Develop and deliver advanced training, marketing content, and presentations for a wide range of professionals including financial advisors, attorneys, CPAs, trust officers, and business clients. Maintain deep technical expertise in tax law, estate planning, and business planning strategies. Support and enhance advanced planning tools and software, including estate and business planning calculators, to ensure accuracy and effectiveness. Collaborate across departments on strategic initiatives that enhance our advanced planning capabilities and align with broader business goals. We're looking for a dynamic professional with both deep technical knowledge and excellent communication skillssomeone who's as comfortable interpreting tax code as they are presenting to a room full of advisors and clients. We are open to hiring at multiple levels, Assistant Director and Director level. Assistant Director Level: Juris Doctor (JD) and admission to the bar in at least one state and 4+ years of related experience resulting in comprehensive understanding of tax law, business uses of life insurance, qualified plans, estate planning, and financial services products or Certified Public Accountant (CPA) with 7+ years related experience as described above. Strong grasp of the sales process and how to support producers in the field. Director Level: Juris Doctor (JD) and admission to the bar in at least one state and 6+ years of related experience resulting in comprehensive understanding of tax law, business uses of life insurance, qualified plans, estate planning, and financial services products or Certified Public Accountant (CPA) with 8+ years of directly related experience as described above. Demonstrated deep expertise in tax law, business uses of life insurance, qualified plans, estate planning, and financial services products. Ability to provide advanced guidance and influence across the organization and field partners. Licensing & Compliance: FINRA Series 6 registration required (or ability to obtain within 18 months of hire). This role may be subject to SEC restrictions on personal political contributions. Travel: Ability to travel approximately 46 times per year to company offices and events across the United States. We offer more than just a jobwe offer the chance to make a lasting impact in the lives of millions. You'll join a collaborative, forward-thinking team where your expertise is respected and your voice matters. Here, you can continue growing professionally while helping others plan confidently for the future.