Principal Financial Group Tech Stack

Retirement, investment, and insurance platform serving 62M+ customers globally

Financial Services Des Moines, Iowa 10,001+ employees Founded 1879 Public Company

Principal Financial Group operates a diversified financial services business—retirement plans, asset management, and insurance—across 62M+ customer relationships. The tech stack reveals a traditional enterprise foundation (SAP, Bloomberg, Excel, Salesforce) with active adoption of GitHub Copilot and AWS, signaling a push toward AI-assisted workflows and cloud infrastructure. Current hiring is heavily weighted to sales (112 roles) and finance (91 roles), while engineering (30) and product (8) remain constrained, consistent with a mature incumbent navigating digital acceleration rather than rebuilding core systems.

Tech Stack 66 technologies

Core StackSalesforce AWS Python Java SAP SAS Power BI Power Query Jira Excel PowerPoint Word PowerShell Bloomberg Microsoft 365 Windows 11 XBRL R Salesforce Marketing Cloud Salesforce Data Cloud Salesforce Marketing Cloud Personalization SQL AMPscript CSS HTML JSON Microsoft Office Visual Basic Affirm DTCC+33 more

AdoptingGitHub Copilot AWS

What Principal Financial Group Is Building

◆Challenges

Recruiting and retention of advisors
Achieving production and persistency goals
Scaling content infrastructure
Risk mitigation
Practice held back from full potential
Mitigating regulatory risks
Retaining group clients
Evaluating partner fit
Scaling cit platform
Maintaining fiduciary standards

▲Active Projects

Ai‑enabled rfp and content capability
Generative ai and retrieval-augmented workflows
Develop profitable business center
Esop record keeping and consulting services for west coast clients
Lead cross-functional initiatives for cit platform
Design and launch cit strategies
Target date strategies
Global follow‑the‑sun model
Global analytics for client insights
Greenfield platform

Hiring Activity

Steady340 roles · 120 in 30d

Department

Sales

112

Finance

Engineering

Ops

Support

Legal

Product

Executive

Seniority

Mid

106

Senior

105

Director

Junior

Manager

Lead

Intern

Notable leadership hires: Managing Director, Director, Chief Financial Officer, Assistant Director, Relationship Director

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About Principal Financial Group

Principal Financial Group is a publicly traded financial services firm founded in 1879 and headquartered in Des Moines, Iowa. The company serves institutional and individual customers across retirement solutions, investment management, and insurance products. As of December 31, 2023, Principal manages relationships with more than 62M customers globally. The organization operates with 10,001+ employees across the United States, India, Japan, Malaysia, Philippines, China, and Mexico. Active projects include AI-enabled RFP and content capabilities, generative AI retrieval-augmented workflows, cross-functional platform initiatives (CIT platform), and target-date strategy development. Key operational challenges center on advisor recruitment and retention, scaling content infrastructure, regulatory compliance, and client persistency.

HeadquartersDes Moines, Iowa

Company Size10,001+ employees

Founded1879

Hiring MarketsUnited States, India, Japan, Malaysia, Philippines, China, Mexico

Frequently Asked Questions

What tech stack does Principal Financial Group use?

Excel, Salesforce (core CRM, Data Cloud, Marketing Cloud), AWS, Python, Java, Bloomberg, SAP, Power BI, SQL, R, SAS, and XBRL. Actively adopting GitHub Copilot and expanding AWS footprint.

What is Principal Financial Group working on?

AI-enabled RFP and content capabilities, generative AI retrieval-augmented workflows, cross-functional CIT (client investment technology) platform initiatives, target-date strategies, and global analytics for client insights.