Taguig, Metro Manila, Philippines · On-site
Responsibilities • Review general transactions in all Principal Securities products to ensure they are appropriate for the client and adhere to regulations. Responsible for reviewing new business, emails, processes,…
Skills: Compliance Review, Financial Planning, Regulatory Reporting, Customer Complaint Resolution, Securities Product Knowledge
Taguig, Metro Manila, Philippines · On-site
Responsibilities • Review general transactions in all Principal Securities products to ensure they are appropriate for the client and adhere to regulations. Responsible for reviewing new business, emails, processes,…
Skills: Compliance Review, Financial Planning Analysis, Regulatory Reporting, Customer Complaint Resolution, Securities Product Knowledge
Pune, Maharashtra, India · Hybrid
Responsibilities About the Role We are seeking an especially meticulous Platform Administrator to join our Marketing Operations team. This unique opportunity will have you supporting the administration, governance, and d…
Skills: Platform Administration, User Access Management, Governance & Compliance, Troubleshooting, Technical Documentation
Hyderabad, Telangana, India · Hybrid
Responsibilities About the Role We invite a dynamic and ambitious Associate Director to join our Information Technology team located in Hyderabad, India. This is an excellent opportunity to spearhead and advance technolo…
Skills: Java Full Stack, Event-driven Architecture, Distributed Systems, Platform Engineering, Reliability Engineering
Taguig, Metro Manila, Philippines · On-site
Responsibilities Responsible for interacting with customers via inbound phone calls and ensuring a consistent, positive experience for Principal's customers while incorporating the established service processes in all in…
Skills: Customer Service, Verbal Communication, Written Communication, Typing, Ms Office
Pune, Maharashtra, India · Hybrid
Responsibilities Position Purpose: Plan, Manage and deliver the project as per contractual agreement. Essential Functions % of Time Spent Delivery Management 1. Planning and estimation, scheduling, task allocation, monit…
Skills: Planning And Estimation, Scheduling, Task Allocation, Monitoring And Control, Relationship Management
Hyderabad, Telangana, India · Hybrid
Responsibilities Position Purpose: Plan, Manage and deliver the project as per contractual agreement. Essential Functions % of Time Spent Delivery Management 1. Planning and estimation, scheduling, task allocation, monit…
Skills: Planning And Estimation, Scheduling, Task Allocation, Monitoring And Control, Relationship Management
Pune, Maharashtra, India · Hybrid
Responsibilities Job Title: Senior Developer – Mainframe Experience: 4 to 7 years Role Overview We are looking for a Senior Software Engineer with strong expertise in Mainframe to design, develop, and maintain scal…
Skills: Cobol, Jcl, Db2, Cics, Vsam
Pune, Maharashtra, India · Hybrid
Responsibilities Position Purpose: Plan, Manage and deliver the project as per contractual agreement. Essential Functions % of Time Spent Delivery Management 1. Planning and estimation, scheduling, task allocation, monit…
Skills: Planning And Estimation, Scheduling, Task Allocation, Monitoring And Control, Relationship Management
Hyderabad, Telangana, India · Hybrid
Responsibilities About the Role We are pleased to offer an outstanding role for a highly skilled and experienced Consultant - Software Engineer to join our Hyderabad team in Telangana, India. At Principal, you will engag…
Skills: Python, TypeScript, Terraform, AWS CloudFormation, AWS CDK
Pune, Maharashtra, India · Hybrid
Responsibilities What You'll do As a Senior Software Engineer at Principal Financial Group, you will be at the forefront of crafting innovative and high-performance software solutions. Your role will involve crafting, de…
Skills: Drupal, HTML, CSS, JavaScript, PHP
Taguig, Metro Manila, Philippines · On-site
Responsibilities Experienced Operations Manager with preferred expertise Insurance responsible in ensuring accurate, timely, and compliant end-to-end operational rigor. The Operations Manager must demonstrate strong lead…
Skills: Operational Management, Claims Operations, Workforce Planning, Capacity Management, Process Optimization
Pune, Maharashtra, India · Hybrid
Responsibilities Job Purpose New Business Case Coordinator – Support sales goals by Verifying, Creating, Modifying, and Updating E2E Policies and Servicing them for the group on a timely basis consistent with provi…
Skills: Detail-Oriented, Good Comprehension Skills, Interpretation Skills, Knowledge of Insurance, Underwriting Domain
Pune, Maharashtra, India · Hybrid
Responsibilities About the Role We are seeking an enthusiastic Associate Medical Reviewer to join our team in Pune. This is an outstanding opportunity to work with a world-class team and be part of a company that values …
Skills: Medical Review, Analytical Skills, Written Communication, Typing Proficiency, MS Office
Hyderabad, Telangana, India · Hybrid
Responsibilities What you’ll do As a Senior Analyst - Fund Administration, you will be key in delivering accurate, timely, and compliant fund administration and reporting services for ETFs, CITs, and alternative fu…
Skills: Fund Administration, Fund Accounting, Financial Reporting, Regulatory Filings, Performance Analytics
Hyderabad, Telangana, India · Hybrid
Responsibilities If you want an outstanding opportunity to develop your career and make a strong impact, consider our Associate Manager - Operations position in Pune, Maharashtra, India. At Principal Financial Group, you…
Skills: Team Management, Operations Management, Retirement Plan Administration, SLA Management, Lean Methodology
Hyderabad, Telangana, India · Hybrid
Responsibilities What You'll do In the role of Delivery Manager - Engineering at Principal Financial Group, you will be working hand-in-hand with our product development team, you will interpret user needs and transform …
Skills: Engineering Leadership, Technical Strategy, Cloud-Native Technologies, AWS, Microservices
Pune, Maharashtra, India · Hybrid
Responsibilities About the Opportunity An exceptional opportunity to build expertise in U.S. retirement services and financial operations, with hands-on experience in 401(k) and transaction processing. This role offers s…
Skills: 401(k) Processing, Transaction Processing, Financial Operations, Analytical Skills, Written Communication
Pune, Maharashtra, India · Hybrid
Responsibilities PGS | Senior Manager - Transitions About Principal: understand who we are With more than 19,000 employees worldwide, Principal helps people and companies in Asia, Australia, Europe, Latin America, and No…
Skills: Transition Management, Project Management, Process Excellence, Strategic Leadership, Change Management
Pune, Maharashtra, India · Hybrid
Responsibilities Lead the team with identification and resolution of issues associated with client data, trade breaks, reconciliation breaks. Proficient in Cash Reconciliation, Position Reconciliation, identifying cash b…
Skills: Portfolio Reconciliation, Cash Reconciliation, Position Reconciliation, Trade Breaks, Accounting
Taguig, Metro Manila, Philippines • On-site
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Review general transactions and new business for Principal Securities products to ensure regulatory compliance and client appropriateness. Act as a liaison between Compliance and operations to fulfill reporting requirements and resolve customer complaints.
Requires FINRA Series 7 and 24 certifications, with Series 66 being an advantage. Candidates must have a bachelor's degree or equivalent experience and at least 2 years of financial services industry experience.
• Review general transactions in all Principal Securities products to ensure they are appropriate for the client and adhere to regulations. Responsible for reviewing new business, emails, processes, financial plans, analyzing products, and communicating with our Principal Advisor Network
• Act as a liaison between Compliance and various operations areas to ensure the smooth transition of business and to fulfill reporting requirements set forth by state and federal securities regulators. May assist Broker-Dealer operations and Compliance to research, respond and settle formal customer complaints.
• Maintain comprehensive knowledge of all securities products and services offered by Principal Securities, and the system capabilities of Principal Securities. Including a sound understanding of applicable rules and regulations. This includes a sound understanding of system capabilities.
Experience Principal
At 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 Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
We help people and businesses around the world live their best lives
Principal Global Services is a Global In-house Center, dedicated to supporting Principal Financial Group achieve our common purpose of empowering and enabling our customers across the globe by protecting and advancing their financial well-being through retirement, insurance and asset management solutions. Since our inception in 2006, our continued focus has been to take our services to the next level of providing solutions, which has been further reinforced with stimulating results and a clear strategic direction. Over the last decade, we have assimilated the right mix of talent and competencies to build a center of excellence that delivers quality, innovation and strategic value. We offer right over best opportunities for a holistic growth, because we believe that engagement is directly proportional to the right opportunities, fostered by cultural pillars of empowerment and enablement. Principal Global Services has offices in Hyderabad (India), Manila (Philippines) and Pune (India). To find out more, visit us at www.principal.com
Offices: Tower 16, Cybercity, Magarpatta City, Hadapsar, Pune, Maharashtra 411013, IN · Hitech City Main Road, 2nd floor, SKYVIEW 10, Survey No. 83-1, Raidurgam,, Hyderabad, Telangana 500081, IN
We help people and businesses around the world live their best lives
Principal Global Services is a Global In-house Center, dedicated to supporting Principal Financial Group achieve our common purpose of empowering and enabling our customers across the globe by protecting and advancing their financial well-being through retirement, insurance and asset management solutions. Since our inception in 2006, our continued focus has been to take our services to the next level of providing solutions, which has been further reinforced with stimulating results and a clear strategic direction. Over the last decade, we have assimilated the right mix of talent and competencies to build a center of excellence that delivers quality, innovation and strategic value. We offer right over best opportunities for a holistic growth, because we believe that engagement is directly proportional to the right opportunities, fostered by cultural pillars of empowerment and enablement. Principal Global Services has offices in Hyderabad (India), Manila (Philippines) and Pune (India). To find out more, visit us at www.principal.com
Offices: Tower 16, Cybercity, Magarpatta City, Hadapsar, Pune, Maharashtra 411013, IN · Hitech City Main Road, 2nd floor, SKYVIEW 10, Survey No. 83-1, Raidurgam,, Hyderabad, Telangana 500081, IN
