Associate Director, Institutional Business Enablement, Asset Management

$123,000 - $167,000/Yr

Principal Financial Group - Charlotte, NC

Full-time - Mid Level

Charlotte, NC

Funds, Trusts, and Other Financial Vehicles

About the position

We're looking for an Associate Director, Institutional Business Enablement to join our Business Management & Analytics team. In this role, you'll drive strategic initiatives to enhance the effectiveness of Principal Asset Management's institutional business and client engagement. 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.

Responsibilities

• Lead initiatives to elevate client outcomes, optimize institutional business operations, and ensure alignment with business goals.
• Track business enablement initiatives, analyze data, and prepare reports for senior leadership.
• Serve as a key liaison across internal teams (sales, client service, operations, technology, etc.) to enhance communication and alignment.
• Support change management efforts and oversee tools like Salesforce to drive efficiency.
• Analyze workflows, identify opportunities for improvement, and implement solutions to streamline processes.

Requirements

• Bachelor's degree in business administration or a related field.
• 6+ years of experience in business enablement, institutional client experience, client operations, project management, or similar role within asset management.
• Experience working with institutional clients.
• Experience leading projects, managing cross-functional teams, and driving business process improvements.

Nice-to-haves

• Strong project management skills with the ability to manage multiple initiatives simultaneously.
• Excellent communication, presentation, and interpersonal skills, dedicated to delivering high-quality, client-centric solutions.
• Analytical approach with problem-solving abilities and experience using data to drive decisions.
• Demonstrated ability to collaborate across departments and with external partners, fostering teamwork and alignment across diverse groups.
• Familiarity with business operations, financial processes, and institutional client needs.
• Knowledge of business enablement tools and systems (e.g., Salesforce) a plus.

Benefits

• Flexible Time Off (FTO) is provided to salaried (exempt) employees.
• Opportunity to participate in a bonus program for non-sales positions.
• Sales positions are eligible for sales incentives and bonus plans.