Senior Sales Director OCIO Investment Solutions
4 weeks ago
We're looking for a Senior Director OCIO Investment Solutions to join our Principal Asset Management Investment Solutions sales team. In this role, you'll be a part of a team in positioning, selling, and retaining discretionary asset management services to defined benefit plan sponsors and other types of institutions with asset pools
- Development, representation, and growth of strategies for internal and external clients, including associated investment consultants, across institutional and retirement markets
- Drive commercial success of OCIO offering customized investment solutions including OCIO, LDI (liability driven investing), and relationship management services in collaboration with distribution, product, and marketing partners across Principal
- Educate, train, and assist as we market current and new solutions to / through distribution as well as Principal Asset Management market related stakeholders to include road show participation, marketing collateral, investment thought capital etc.
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
Who You Are
- Bachelor's degree or equivalent
- Ten plus years' institutional investment experience
- OCIO sales experience, pension/DB market knowledge, LDI Asset management understanding and/or pension actuarial experience
- Thorough understanding of DB (Defined Benefit) plans, institutional investment management, and ERISA
- Comprehensive knowledge of the financial services market and products and knowledge of regulatory issues facing clients/prospective clients
- CFA Charter holder
- Seasoned individual in the investment consulting space who is high-reaching, has a strong work ethic, professional disposition, creative attitude, and willingness to challenge the status quo
- Collaborative approach, who has strong problem solving, project management, presentation, and communication (verbal and written) skills and has foresight to separate real client opportunities from false positives
- Individual must be comfortable working with ambiguity, influence partners and build strong relationships with current and prospective clients and internal teams
- Able to efficiently and effectively research, analyze and synthesize information
- Detail oriented and a self-starter, willing to take initiative, and drive projects forward
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)
$ $236000 / 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
Yes
Additional Information
Location(s)
We're open to considering remote, in-office, or hybrid talent. Locations for hybrid talent include Des Moines, Minneapolis, and New York City. These are also the preferred locations where members of the team currently reside.
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
1/25/2024
Most Recently Posted Date
1/25/2024
LinkedIn Remote Hashtag
#LI-Remote
LinkedIn Hashtag
#LI-MT1
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