Director-Wealth Advisory (Ohio)
About The Position
We have an opportunity to drive sales activities for Principal Asset Management throughout Ohio. This position partners closely with the Internal Wholesaler within territory for collective success in growing advisor relationships. Accountable for achieving sales targets and managing broker dealer relationships within all channels covering our ETF's, Separately Managed Accounts and Mutual Funds. Other responsibilities will include: Develop, recommend and implement sales plans, activity reports and rotation schedules with a focus on growing market share. May provide input on marketing, product development, shareholder/broker communications and integration of campaigns with broker dealers and fund wholesaling teams. Highest level of integrity and presentation skills. If you have extensive knowledge of the financial markets, investment products, and building advisor relationships - then this may be the job for you! Apply today! Heavy incentive component in addition to salary listed. 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!
Requirements
- Bachelor's degree or equivalent required and 4+ years related industry experience with at least two of those years sales specific (sales, investment products, capital markets, partnering with advisors).
- FINRA licensing required including SIE or equivalent, series 7 and 63
- Significant public speaking is required
- Proficiency is extremely important
- Demonstrated product expertise and broad understanding of overall product portfolio required
- Knowledge of investment products and financial markets needed
- Travel required
Responsibilities
- Drive sales activities for Principal Asset Management throughout Ohio.
- Partner closely with the Internal Wholesaler within territory for collective success in growing advisor relationships.
- Accountable for achieving sales targets and managing broker dealer relationships within all channels covering our ETF's, Separately Managed Accounts and Mutual Funds.
- Develop, recommend and implement sales plans, activity reports and rotation schedules with a focus on growing market share.
- May provide input on marketing, product development, shareholder/broker communications and integration of campaigns with broker dealers and fund wholesaling teams.
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.
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What This Job Offers
Job Type
Full-time
Career Level
Director
Number of Employees
5,001-10,000 employees
