Market Director - Investment

Position: Market Director - Investment Only
What You’ll Do

We’re looking for a Market Director
- Investment Only(DCIO), Southeast market to join our team! In this role you'll lead Principal’s DCIO distribution strategy in the Southeast Market, driving net asset growth across a full spectrum of asset classes including Equity, Fixed Income, Stable Value, Target Date, Liability‑Driven Investing, Real Estate, and Private Assets—delivered through mutual funds, CITs, ETFs, and Separate Accounts. Activating aggregator/home‑office lists, and converting advisor pipelines through fiduciary‑aligned, consultative selling.

Territory Strategy & Coverage

• Territory: DE, MD, DC, VA, WV, NC, SC, GA, FL, AL, MS, TN and PR

• Build and execute a Southeast Market plan targeting retirement plan advisors (RPAs), consultants, and recordkeeping wholesalers; prioritize high‑potential firms and aggregators to expand Principal’s footprint.

• Experience creating data enabled sales plans to maximize efficiency, sales growth and territory management via tools like PowerBI

• Expand advisor relationships through ongoing development of the territory and through collaboration with Principal sales teams.

• Develop joint coverage calendars with internal wholesalers and national accounts to maximize home‑office menu influence and downstream advisor adoption.

• Run consultative meetings that link plan goals to menu construction (core lineup, QDIA, capital preservation, retirement income), backed by attribution, fees, and peer benchmarking.

• Provide fiduciary tools/reports (e.g., Fi360 scoring, fee benchmarks, product evaluators) to support prudent advisor processes.

• Deliver timely insights on CIT adoption, fee trends, retirement income, stable value positioning, QDIA utilization, managed accounts, and regulatory changes to drive advisor confidence and menu updates

• Develop and maintain relationships in the field with Principal teams (National Accounts, Principal Recordkeeping, Principal Retirement Investment Support Team, Morley, Institutional Sales, Consultant Team, Retail/Wealth) for integrated coverage.

• Comfort with CRM discipline, and opportunity scoring

• Mainstage or conference panel speaking or presenting as required

• Manage travel/expense budgets; adhere to Principal’s Compliance and Investment Code of Ethics.

• Adhere to compliance code of ethics standards as defined by Principal Funds Distributors and The Principal Financial Group.

• Perform other job-related duties or special projects as required.

* Heavy incentive component in addition to salary listed.

Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. 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!

Who You Are

• Bachelor’s degree; 8–10 years industry experience.

• FINRA licensing: SIE, Series 7, andor 66.

• Life /Health License or ability to obtain in 6 months.

• Experience in defined contribution and defined benefit business.

• Solid oral and written communication skills required.

• Ability to represent the company in a professional manner.

• Ability to collaborate effectively across different business lines.

• Proven track record of establishing and maintaining relationships.

• Ability to multi‑task and work under pressure.

• Familiarity with target‑date/QDIA personalization, stable value, and private asset positioning.

• Preference placed on: CIMA®, CFA®, CFP®, CMA®.

• Travel required within the territory, and occasionally outside of territory given need.

• This position may be subject to SEC restrictions on personal political contributions.

• Success Metrics
- New flows by Assets and Revenue mix
- Pipeline development and tracking
- Collaboration with investment sales teams
- Advisor Activity

Salary Range Information

This position offers a competitive compensation package consisting of a base salary combined with incentive earnings. The base salary will provide financial stability, while the incentive component offers additional earning potential based on performance metrics.

Time…