Principal Asset Management is seeking a Manager to lead Transfer Coordinators in onboarding nonqualified retirement plans. You will direct data transfer, validation, and transformation of client plan data from prior providers while ensuring a superior client experience.
You will drive analytics, establish KPIs, and partner with stakeholders to optimize workflows, automation, and AI-enabled solutions for faster, more accurate implementations.
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Client Services Manager - Onboarding & Process Excellence
Segment (Twilio) · Multiple locations ·
- Pay:
- 84.600 - 152.400
- Job type:
- Full Time