Market Director - Advisory

Principal Financial Group • Des Moines, IA

8d • Remote

About The Position

Principal is seeking an experienced sales professional to grow business and strengthen relationships across Broker-Dealer and Registered Investment Advisor (RIA) channels. The Market Director - Advisory serves as a trusted partner to financial professionals, providing market insights, portfolio construction expertise, and investment solutions that help advisors grow their businesses and serve clients. The role develops and manages a designated territory in partnership with Internal Wholesalers and supports sales growth, asset retention, advisor education, product initiatives, and client service. It requires travel of up to 50% for territory management, advisor meetings, conferences, and industry events.

The role offers a base salary combined with incentive earnings, with potential total compensation that may far exceed base salary depending on individual performance. The position is pension eligible. Salaried exempt employees receive Flexible Time Off (FTO), with no set number of days or accrued time-off bank.

The successful candidate must be authorized to work in the United States without current or future immigration sponsorship. Asset Management positions are subject to an Investment Code of Ethics concerning conduct and personal trading for the employee and people living with them. Principal uses AI tools to support initial application review, fraud prevention, and candidate matching; final hiring decisions involve human recruiters.

Requirements

• Bachelor’s degree or equivalent combination of education and experience.
• 10+ years of financial services industry experience, preferably in investment sales, wholesaling, asset management, or advisor relationship management.
• Strong knowledge of investment products, financial markets, and portfolio construction concepts.
• Demonstrated success building relationships and driving sales results through Broker-Dealer and RIA distribution channels.
• Strong understanding of investment product distribution and advisor support.
• Experience presenting to financial professionals and leading educational events.
• Excellent presentation, communication, and consultative selling skills.
• Ability to work independently while collaborating effectively with internal partners and stakeholders.
• Ability to travel up to 50%.
• Candidates who do not already hold the required licenses must obtain the SIE, Series 7, and Series 65 or 66 within 90 days of hire.
• Must be authorized to work in the United States without current or future immigration sponsorship.

Nice To Haves

• Experience with Envestnet and other advisor technology platforms.
• Existing industry licenses; preference is given to candidates who already hold them.

Responsibilities

• Develop and manage a designated territory in partnership with Internal Wholesalers to achieve sales goals and increase market share.
• Build and maintain relationships with financial professionals through in-person meetings, virtual consultations, and ongoing communication.
• Drive new business opportunities, retain assets, and support asset retention initiatives.
• Consult with advisors on mutual funds, ETFs, model portfolios, separately managed accounts (SMAs), index funds, alternative investments, and retirement solutions.
• Provide market insights, portfolio construction guidance, product education, and performance information.
• Identify advisor needs and recommend investment strategies and solutions aligned with their business objectives.
• Support product launches, corporate initiatives, key accounts, conferences, and marketing campaigns.
• Create and deliver sales presentations, product workshops, and educational events for financial professionals.
• Respond to advisor inquiries, provide sales and marketing materials, and assist with escalated service matters when needed.
• Maintain accurate records of advisor interactions and business development activities in CRM systems.
• Travel as needed to support territory management, advisor meetings, conferences, and industry events.

Benefits

• Flexible Time Off (FTO) for salaried exempt employees, with pay for vacation, personal time, or short-term illness.
• Pension eligibility.
• Competitive benefits intended to support physical, financial, and social well-being.
• Sales incentives in addition to base salary, with total compensation potentially far exceeding base salary depending on individual performance.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior