Sr Director – OCIO Investment Solutions

Principal Financial Group • Des Moines, IA

3d • Remote

About The Position

The Senior Director – OCIO Investment Solutions will drive growth for Principal’s Outsourced Chief Investment Officer business by developing and winning new institutional relationships across Endowments & Foundations, Defined Benefit Pension Plans, Operating Assets, and Financial Institutions. This senior sales role combines institutional investment expertise, relationship development, and demonstrated success winning complex investment mandates. The position involves generating new sales and revenue, building a prospect pipeline, understanding client objectives, and positioning customized OCIO and discretionary investment solutions. The role also requires collaboration across Principal, representing the firm at industry events, and willingness to travel.

Requirements

• Bachelor’s degree or equivalent experience.
• 10+ years of institutional investment, OCIO, investment consulting, asset management, or related experience, with demonstrated sales success.
• Proven ability to develop and close complex institutional investment opportunities.
• Strong knowledge of institutional investing and discretionary investment solutions.
• Excellent consultative selling, relationship management, presentation, and communication skills.
• Willingness to travel.

Nice To Haves

• Experience with Endowments & Foundations, Pension Plans, Operating Assets, or Financial Institutions.
• CFA, CAIA, MBA, or relevant professional designation.

Responsibilities

• Drive new OCIO sales and revenue growth across targeted institutional markets.
• Build and manage a strong pipeline from prospecting through close.
• Develop relationships with institutional decision-makers, consultants, advisors, and other key influencers.
• Understand client objectives and position customized OCIO and discretionary investment solutions.
• Lead opportunities through discovery, RFPs, finalist presentations, negotiation, and close.
• Identify cross-sell opportunities and collaborate across Principal to bring the best solutions to clients.
• Represent Principal at industry conferences, consultant meetings, and client events.

Benefits

• Flexible Time Off (FTO) for vacation, personal time, or short-term illness, with no set number of days.
• Pension eligibility.
• Comprehensive, competitive benefit offerings intended to support employees’ physical, financial, and social well-being.

What This Job Offers

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