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Senior Client Advisor

3 months ago

Charlotte, North Carolina, United States Principal Financial Group Full time
What You'll Do


We're looking for a Senior Client Advisor to join our Institutional Sales team at Principal Asset Management where you will play a pivotal role in fostering inclusive partnerships and drive sustainable growth.

Reporting to Amanda Wilson, Managing Director – Institutional Sales and Relationship Management, the Senior Client Advisor will:

Engage Proactively:
Forge meaningful relationships with large institutional asset owners, including public and corporate plans, endowments, foundations and health systems.

You'll champion our wide range of traditional and alternative investment products and solutions, adeptly addressing clients' investment challenges to drive business growth.


Strategic Marketing Initiatives:
Develop and implement innovative marketing strategies to cultivate and fortify relationships with both prospective and existing clients.

Product Innovation:
Contribute to the evolution of our product offerings by actively participating in their development and design, ensuring alignment with client needs and market trends

Goal Achievement:
Meet or exceed goals for growth in assets under management and corresponding revenues, expanding current client relationships and new clients obtained


Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives.

We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years

Principal Asset Management, offers global asset management expertise across a diverse set of traditional and alternative asset classes. Check us out at

Who You Are

Bachelor's degree or equivalent, plus at least ten years related experience in the institutional asset management industry

FINRA 7 and 63

Demonstrated expertise and deep understanding of the institutional asset management landscape

Skills That Will Help You Stand Out

Public and private markets experience

Institutional business development track record

CFA and/or MBA

NFA licensing 3 or 3 & 30 may be required

Excellent oral and written communication skills, including interpersonal skills and presentation ability

Strong organization and aim to execute effectively on a large opportunity set and in-depth product knowledge

Ability to find opportunities and view clients' situations analytically and holistically

Proven ability to execute a well-developed business plan, to influence to achieve results, close the sales in high-pressure final presentations and a strong market-driven, client-oriented focus

Extensive travel required.

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)

$ $277000 / 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

Additional Information

Location(s)

We're open to considering remote, in-office, or hybrid talent. Locations for hybrid talent are Des Moines, Chicago, New York City, Charlotte, or Seattle.

Work Environments


This role offers the ability for in-office, hybrid (blending both office and remote work in a typical workweek), or remote work arrangements.

You'll work with your leader to figure out which option may align best based on several factors.

Job Level

We'll consider talent at the next level with the right experiences and skills. The base pay listed in the job description covers both levels.

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

4/18/2024

Most Recently Posted Date

4/18/2024

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