Head Of Large Market Product Strategy
CurrentResponsible for establishing the product strategy in the large retirement plan market ($200 million plus).
Mar 2022 - Present
AeroLeads people directory · profile
Jon Graff Email & Phone Number
Strategic Financial Leader | Coach and Team Builder | Change Agent
at
Principal Financial Group
1 work email found
@principal.com
1 phone found area 513
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Strategic Financial Leader | Coach and Team Builder | Change Agent
Location
Cincinnati, Ohio, United States
Who is Jon Graff? Overview
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Quick answer
Jon Graff is listed as Strategic Financial Leader | Coach and Team Builder | Change Agent at Principal Financial Group, based in Cincinnati, Ohio, United States. AeroLeads shows a work email signal at principal.com, phone signal with area code 513, and a matched LinkedIn profile for Jon Graff.
Jon Graff previously worked as Head of Large Market Product Strategy at Principal Financial Group and Head of Employer Services & Operations at Principal Financial Group. Jon Graff holds Mba, Business Administration from University Of Connecticut School Of Business.
Company email context
Email format at Principal Financial Group
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{last}.{first}@principal.com
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AeroLeads found 1 current-domain work email signal for Jon Graff. Compare company email patterns before reaching out.
Profile bio
About Jon Graff
Strategic financial leader with extensive experience in business transformation environments, including start-ups, mergers and acquisitions, and mature businesses. Delivers results through strategies grounded in deep knowledge of the customer, risk, and organizational capability. Expertise driving leadership success through open communication, shared accountability, and focused execution. Proven ability to navigate complex financial landscapes and lead teams to achieve organizational goals while fostering a culture of transparency and collaboration. Managed multimillion-dollar strategic initiatives.
Listed skills include 401K, Retirement Planning, Strategy, Relationship Management, and 1 others.
Current workplace
Jon Graff's current company
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8 roles
Jon Graff work experience
A career timeline built from the work history available for this profile.
Head Of Employer Services & Operations
Responsible for Plan Administration, Transition Services, Regulatory Consulting, Document Services and Operations for Principal's Workplace Savings & Retirement Solutions organization.
Jan 2020 - Mar 2022
Svp, Participant Services Director
Oversee participant communications, education, and advice for over 4 million defined contribution participants to help them prepare for a better retirement. Deliver a consistent participant experience across the service offering and delivery channels including web, mobile, e-delivery, virtual events, social media, print, in-person meetings and phone centers.
May 2016 - Jan 2020
Managing Director - Retirement Plan Services Marketing
Responsible for B2B and B2C marketing strategy and execution for Retirement Plan Services clients and plan participants. Efforts focused on client retention and organic growth of institutional and retail relationships. Drive brand activation efforts, integrated content marketing strategy and execution, and digital/social strategies.
Jan 2014 - Apr 2016
Vice President & Market Manager
Drive Go-To-Market strategy for Fidelity Workplace Investing in several different markets (Large, Mid, Emerging, Advisor).
Nov 2007 - Jan 2014
Vice President & Group Manager
Responsible for Northeast Business Unit. Objective was to grow and retain existing corporate 401(k) relationships.
Oct 1999 - Nov 2007
Director, Transition Services
Led organization responsible for new business conversion onto Fidelity's 401(k) Recordkeeping systems. Group also facilitated all Merger, Acquisition and Corporate Action activities of existing client base.
Jul 1996 - Oct 1999
Director - Relationship Management
Led Relationship Management Organization, Software Support, and Service Installation. Teams focused on retention, development and operational efficiency of clients in the small plan market.
Dec 1994 - Jul 1996
2 education records
Jon Graff education
Mba, Business Administration
University Of Connecticut School Of Business
Ba, Economics
College Of The Holy Cross
FAQ
Frequently asked questions about Jon Graff
Quick answers generated from the profile data available on this page.
What company does Jon Graff work for?
Jon Graff works for Principal Financial Group.
What is Jon Graff's role at Principal Financial Group?
Jon Graff is listed as Strategic Financial Leader | Coach and Team Builder | Change Agent at Principal Financial Group.
What is Jon Graff's email address?
AeroLeads has found 1 work email signal at @principal.com for Jon Graff at Principal Financial Group.
What is Jon Graff's phone number?
AeroLeads has found 1 phone signal(s) with area code 513 for Jon Graff at Principal Financial Group.
Where is Jon Graff based?
Jon Graff is based in Cincinnati, Ohio, United States while working with Principal Financial Group.
What companies has Jon Graff worked for?
Jon Graff has worked for Principal Financial Group, Wells Fargo, Charles Schwab, and Fidelity Investments.
How can I contact Jon Graff?
You can use AeroLeads to view verified contact signals for Jon Graff at Principal Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Jon Graff attend?
Jon Graff holds Mba, Business Administration from University Of Connecticut School Of Business.
What skills is Jon Graff known for?
Jon Graff is listed with skills including 401K, Retirement Planning, Strategy, Relationship Management, and Management.
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