Director - OCIO Investor Solutions
About The Position
As a Director - OCIO Investor Solutions at Principal Financial Group, you will play a pivotal role in driving the commercial success of our Principal Asset Management offerings. You will develop and implement growth strategies for internal and external clients across institutional, retirement, high-net-worth, and retail market segments on a global scale. This is your chance to be an OCIO subject matter expert, improving awareness and confidence in our capabilities! Here are a few examples of the types of tasks you’ll handle: 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. 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! Apply today! Heavy incentive component in addition to salary listed.
Requirements
- Bachelor's degree or equivalent experience; a CFA or equivalent experience is preferred.
- Minimum of ten years of institutional investment experience with proven sales experience.
- Comprehensive knowledge of the financial services market, products, and regulatory issues facing clients and prospective clients.
- A detailed understanding of DB plans, institutional investment management, and ERISA.
- 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.
Nice To Haves
- a CFA or equivalent experience is preferred.
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.
Benefits
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Director
