Advanced Solutions Assistant Director / Director

Job description

What You'll Do 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 future—we'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. What You’ll Do 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…