Janet Kubik
Portfolio Manager @Principal Financial Group
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WORK HISTORY
Portfolio Manager @Principal Financial Group
Des Moines, IA, US
Work with senior leadership in our US Insurance Solutions business to bridge the gap between strategy and execution. Responsible for partnering with senior leaders to establish the appropriate investment levels, ensuring outcomes and objectives are aligned to strategy and that there is priority focus across the portfolio. Navigate through ambiguous situations and multiple stakeholders with organizational savviness to ensure the right approach. Lead a team of Delivery Managers, empower others, encourage sharing of experience and ideas, and foster an environment of innovation, discovery and growth.
ABOUT JANET KUBIK
Leader for one of the largest retirement plan service providers in the United States with over twenty five years of operations and management experience. Proven track record of leading service teams to surpass quantitative and qualitative goals. Strong focus on strategic direction, operations management, recruiting and retaining staff, product development and client retention combined with broad general management responsibilities. A respected leader experienced with building and maintaining high-performance cultures with an emphasis on collaboration and execution. Specialties: Responsible for profit/loss and general management of our largest clients and the defined benefit operations including: administration; recordkeeping; compliance and client service functions for the organization’s Institutional (Large Client) Retirement Group defined as Defined Contribution, Defined Benefit, ESOP and Non-Qualified Deferred Compensation clients each with retirement plan assets in excess of $50 million.
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