Director - OCIO Investor Solutions

What You’ll Do

As a Director - OCIO Investor Solutions at Principal Financial Group, you will play a pivotal role in driving the commercial success of our Principal Asset Management offerings. You will develop and implement growth strategies for internal and external clients across institutional, retirement, high-net-worth, and retail market segments on a global scale. This is your chance to be an OCIO subject matter expert, improving awareness and confidence in our capabilities!

Here are a few examples of the types of tasks you’ll handle:

• Promote proactive awareness and understanding of Principal’s OCIO capabilities, including Principal Asset Management, DB plans, NQ plans, and custody and administration services.
• Work closely with distribution, product, and marketing partners to provide tailored investment solutions and relationship management services.
• Develop and complete go-to-market strategies targeting new markets, such as DB mega-large case market, NQ, and global segments.
• Cross-sell OCIO capabilities to build better outcomes, such as improved returns, lower volatility, reduced risk, and lower expenses.
• Engage with collaborators to plan and implement strategies that bring to bear our OCIO capabilities to new markets.

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!

Apply today!
* Heavy incentive component in addition to salary listed.

• Bachelor's degree or equivalent experience; a CFA or equivalent experience is preferred.
• Minimum of ten years of institutional investment experience with proven sales experience.
• Comprehensive knowledge of the financial services market, products, and regulatory issues facing clients and prospective clients.
• A detailed understanding of DB plans, institutional investment management, and ERISA.
• Established skill in handling and drawing in client relationships, comprehending and expressing client interests, and guiding the supervision of sophisticated tailored investment solutions and services.
• Creative, ambitious, and willing to challenge the status quo with a strong work ethic and professional disposition.
• Excellent problem‑solving, project management, presentation, and communication (verbal and written) skills.
• Ability to influence collaborators, build positive relationships, and efficiently research, analyze, and synthesize information.
• Diligent self‑starter, comfortable working with ambiguity, and able to drive projects forward.
• Proficient with Excel and PowerPoint applications.
• Extensive travel required.

$157,000 - $213,000 / year

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.