Responsibilities

• Promote proactive awareness and understanding of Principal’s OCIO capabilities, including Principal Asset Management, DB plans, NQ plans, and custody and administration services.
• Work closely with distribution, product, and marketing partners to provide tailored investment solutions and relationship management services.
• Develop and complete go-to-market strategies targeting new markets, such as DB mega-large case market, NQ, and global segments.
• Cross-sell OCIO capabilities to build better outcomes, such as improved returns, lower volatility, reduced risk, and lower expenses.
• Engage with collaborators to plan and implement strategies that bring to bear our OCIO capabilities to new markets.

Requirements

• Bachelor's degree or equivalent experience
• A detailed understanding of DB plans, institutional investment management, and ERISA.
• Minimum of ten years of institutional investment experience with proven sales experience.
• Established skill in handling and drawing in client relationships, comprehending and expressing client interests, and guiding the supervision of sophisticated tailored investment solutions and services.
• Creative, ambitious, and willing to challenge the status quo with a strong work ethic and professional disposition.
• Excellent problem-solving, project management, presentation, and communication (verbal and written) skills.
• Ability to influence collaborators, build positive relationships, and efficiently research, analyze, and synthesize information.
• Diligent self-starter, comfortable working with ambiguity, and able to drive projects forward.
• Proficient with Excel and PowerPoint applications.
• Extensive travel required.

Preferred

• CFA or equivalent experience is preferred.

Benefits

• 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.
• Pension Eligible: Yes
• principal values and benefits are described on the careers site at Principal