Senior Director - Investor Services

What You'll Do We’re seeking a hands-on leader for our Global Investor Services Team. As a leader of this team, you will own the end-to-end client delivery across our Real Estate, Private Credit and Infrastructure Debt capabilities, serving institutional and HNW investors. You'll also influence and sponsor key global transformation initiatives on behalf of the Client Experience Team. The ideal leader combines deep understanding of our client and exceptional experience, program and process management, and change leadership to scale a high volume, growing engagement model and elevate the investor experience. Client Delivery & Service Excellence Lead global Investor Services teams covering 5 individuals across US and Europe supporting institutional and HNW relationships private assets. Partner with Sales and relationship teams to build client engagement model and deliver proactive support across Principals client base. Oversee high‑volume production of deliverables, for open and closed ended funds fund & client reports, data templates, and related communications—ensuring accuracy, brand alignment, and on time delivery. Establish and enforce accountability, quality controls, drive continuous improvement in partnership with client teams, client experience and our private market investment and product teams. Operating Model & Transformation Design and implement global operating models that enhance cross‑regional coordination incorporating best practices for online portal and advancing client engagement and experience. Own the roadmap for driving scale and efficiency across our private fund platform in partnership with Technology, Data, and Compliance. Partner with Private Fund Product during fund launch and ideation with client experience and operational readiness at the forefront, including the establishment of service and operating model across regions and client segments. Enhance transparency and reporting for client insights, engagement and working to integrate into client intelligence and data enablement. Partner with Private Funds, product, operations and to enhance ready to use data model and best practices client support. Stakeholder Partnership & Governance Partner with Distribution, Product, Investments, Compliance to coordinate client needs, new product launches, and complex institutional requests. Drive close alignment with RFP specialists, focus on delivering best in class Due Diligence and RFP processes and content support. Lead partnership with shared service stakeholders in risk, legal and compliance. Partner with CX leadership to develop and drive best in class client experience. Lead and sponsor the establishment of Principal’s client data governance, as we building a robust CRM, integrated data flow and governance for global salesforce adoption. People Leadership Build and lead high‑performing, collaborative teams; coach team leads; set clear goals and accountability mechanisms. Foster a culture of client centricity, investment acumen, and accountability, sustain strong engagement and retention. Principal Asset Management is the global investment solutions business for Principal Financial Group® (Nasdaq: PFG), managing about $580 billion in assets and over 60 years of experience. Principal Asset Management has been recognized as a “Best Places to Work in Money Management” for 14 consecutive years! Check us out at www.principalam.com! Who You Are 12+ years of experience in investor services, client operations, or client experience within private markets or asset management. Proven leadership experience managing global or multi‑regional teams supporting institutional and HNW investors. Strong knowledge of private fund structures (open‑ and closed‑ended), including investor reporting, capital activity, client data deliverables, and communications. Demonstrated success improving client delivery operating models, scaling processes, and driving service quality and efficiency in high‑volume environments. Experience partnering cross‑functionally with Sales/Distribution, Product, Investments, Compliance, Technology, and Operations. Familiarity with RFP/RFI and institutional due diligence processes. Ability to lead change, implement process improvements, and establish accountability and quality controls. Strong communication, stakeholder management, and problem‑solving skills; comfortable operating in a hands‑on, execution‑oriented leadership role. Bachelor’s degree required; advanced degree preferred. This position requires successful completion of a criminal background check. This position may be subject to SEC restrictions on personal political contributions. Salary Range Information Salary 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) $179000 - $243000 / year Time Off Program Flexible 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 Eligible No Work Environments This role offers an in-office and hybrid (blending at least three office days in a typical workweek) work arrangement in Des Moines, IA, or Chicago, IL. Work Authorization/Sponsorship At 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 Immigrants Investment Code of Ethics For 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 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. Posting Window We 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 Date 6/3/2026 Most Recently Posted Date 6/3/2026 Principal 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.

12+ years of experience in investor services, client operations, or client experience within private markets or asset management. Proven leadership experience managing global or multi‑regional teams supporting institutional and HNW investors. Strong knowledge of private fund structures (open‑ and closed‑ended), including investor reporting, capital activity, client data deliverables, and communications. Demonstrated success improving client delivery operating models, scaling processes, and driving service quality and efficiency in high‑volume environments. Experience partnering cross‑functionally with Sales/Distribution, Product, Investments, Compliance, Technology, and Operations. Familiarity with RFP/RFI and institutional due diligence processes. Ability to lead change, implement process improvements, and establish accountability and quality controls. Strong communication, stakeholder management, and problem‑solving skills; comfortable operating in a hands‑on, execution‑oriented leadership role. Bachelor’s degree required; advanced degree preferred. This position requires successful completion of a criminal background check. This position may be subject to SEC restrictions on personal political contributions.

We’re seeking a hands-on leader for our Global Investor Services Team. As a leader of this team, you will own the end-to-end client delivery across our Real Estate, Private Credit and Infrastructure Debt capabilities, serving institutional and HNW investors. You'll also influence and sponsor key global transformation initiatives on behalf of the Client Experience Team. The ideal leader combines deep understanding of our client and exceptional experience, program and process management, and change leadership to scale a high volume, growing engagement model and elevate the investor experience. Client Delivery & Service Excellence Lead global Investor Services teams covering 5 individuals across US and Europe supporting institutional and HNW relationships private assets. Partner with Sales and relationship teams to build client engagement model and deliver proactive support across Principals client base. Oversee high‑volume production of deliverables, for open and closed ended funds fund & client reports, data templates, and related communications—ensuring accuracy, brand alignment, and on time delivery. Establish and enforce accountability, quality controls, drive continuous improvement in partnership with client teams, client experience and our private market investment and product teams. Operating Model & Transformation Design and implement global operating models that enhance cross‑regional coordination incorporating best practices for online portal and advancing client engagement and experience. Own the roadmap for driving scale and efficiency across our private fund platform in partnership with Technology, Data, and Compliance. Partner with Private Fund Product during fund launch and ideation with client experience and operational readiness at the forefront, including the establishment of service and operating model across regions and client segments. Enhance transparency and reporting for client insights, engagement and working to integrate into client intelligence and data enablement. Partner with Private Funds, product, operations and to enhance ready to use data model and best practices client support. Stakeholder Partnership & Governance Partner with Distribution, Product, Investments, Compliance to coordinate client needs, new product launches, and complex institutional requests. Drive close alignment with RFP specialists, focus on delivering best in class Due Diligence and RFP processes and content support. Lead partnership with shared service stakeholders in risk, legal and compliance. Partner with CX leadership to develop and drive best in class client experience. Lead and sponsor the establishment of Principal’s client data governance, as we building a robust CRM, integrated data flow and governance for global salesforce adoption. People Leadership Build and lead high‑performing, collaborative teams; coach team leads; set clear goals and accountability mechanisms. Foster a culture of client centricity, investment acumen, and accountability, sustain strong engagement and retention. Principal Asset Management is the global investment solutions business for Principal Financial Group® (Nasdaq: PFG), managing about $580 billion in assets and over 60 years of experience. Principal Asset Management has been recognized as a “Best Places to Work in Money Management” for 14 consecutive years! Check us out at www.principalam.com!