Sr Director, Business Owner Solutions - Principal Asset Management

Principal Financial Group • Des Moines, IA

22h • Remote

About The Position

The Sr. Director, Business Owner Solutions is a senior, outward‑facing leader who drives marketplace demand, advisor engagement, and revenue growth for Principal Asset Management’s business owner solutions. This role sits at the intersection of business development, relationship management, solution positioning, and execution—partnering closely with Advanced Solutions and wholesalers across three business units to deepen engagement with key firms and financial professionals.
This role is ideal for a strategic, entrepreneurial minded leader with strong market presence who can activate advisor demand, convert engagement into measurable AUM and revenue growth, and position Principal as a long‑term partner to financial professionals serving business owners.
Heavy incentive component in addition to salary listed.

Requirements

• Bachelor's degree or 8 years of equivalent experience required
• FINRA licensing required, including SIE or equivalent and Series 7 & Series 66 within 120 days.
• Demonstrated ability to engage with senior stakeholders across investment, product, and business functions to drive business development for Principal.
• Requires a balanced skill set including strong business development, organizational, strategic planning, leadership, people management, marketing, interpersonal, and communication skills.
• Must have excellent organizational and analytical skills, particularly in designing and implementing operational systems and sales processes(including technology applications).

Nice To Haves

• experience working with business solutions is preferred
• 8+ years’ experience in wealth management/distribution/retirement/advanced planning preferred.
• CEPA (Certified Exit Planning Advisor) designation preferred.

Responsibilities

• Lead and execute the Business Owner Solutions strategy for Principal Asset Management, owning program goals, KPIs, and operating cadence
• Drive advisor adoption and revenue conversion by aligning business owner solutions to firm priorities and client outcomes
• Pro-actively identify, advance, and influence growth opportunities across Asset Management and broader Principal solutions
• Serve as a national, outward‑facing market leader—engaging advisors and firms through client meetings, presentations, events, and thought leadership
• Lead executive‑level conversations and program reviews, translating insights into action and accountability across internal teams
• Orchestrate cross‑business unit resources to deliver a unified advisor experience and scalable enterprise impact
• Translate complex planning concepts into compelling narratives that activate advisor demand and pipeline growth
• Promote training, webinars, conference sessions, and value‑add content (talk tracks, discovery tools, case studies) to support sustained engagement

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.
• comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Number of Employees: 5,001-10,000 employees