Analyst, Institutional Asset Management

What You'll Do

As an Institutional Asset Management Analyst, you'll partner with the Head of U.S. & Canada Institutional and Global Consultant Relations and U.S. Institutional Sales leadership to drive business growth through data‑driven insights, pipeline analysis, and client intelligence efforts. This role will use Salesforce, performance dashboards, and AI‑enabled resources to strengthen decision‑making, increase commercial efficiency, and support key growth initiatives across institutional channels.

You'll also lead the planning and management of conferences, sponsor ships, and client events that increase client engagement and market visibility. The ideal candidate is analytical, organized, proactive, and comfortable working with senior leaders in a fast‑paced, evolving environment.

• Drive Sales Acceleration & Pipeline Analytics – Analyze pipeline activity, forecasts, and opportunity trends to support revenue growth and improve conversion rates.

• Leverage Data & AI‑Driven Insights – Use Salesforce, analytics tools, and AI‑powered insights to improve targeting, prioritization, and decision‑making.

• Support Executive Reporting – Build presentations, dashboards, business reviews, and strategic materials for senior leadership.

• Advance Growth Initiatives – Support priority client, consultant, insurance, and strategic partner initiatives through research, planning, and opportunity tracking.

• Coordinate Conferences & Events – Handle conferences, sponsor ships, and client events, covering planning, logistics, attendee targeting, follow‑up, and reporting.

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!

• Bachelor's degree in Finance, Business, Economics, or a related field.

• Strong analytical skills with a basic understanding of financial concepts.

• Proficiency in Microsoft Excel and PowerPoint; familiarity with CRM systems is a plus.

• Excellent communication and interpersonal skills.

• Ability to work collaboratively in a team‑oriented environment.

• Detail‑oriented with strong organizational skills and the ability to manage multiple tasks.

• FINRA licensing including SIE or equivalent, series 7 and series 63

Salary ranges below reflect targeted base salaries. Non‑sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

$69,300 - $126,000 / year

The following locations are examples of market‑specific salary ranges across different geographies.

• Wichita, KS: $69,300 – $94,500 / year
• Des Moines, IA: $73,150 – $99,750 / year
• Charlotte, NC: $77,000 – $105,000 / year
• Chicago, IL / Minneapolis, MN: $84,700 – $115,500 / year
• Los Angeles / New York City: $92,400 – $126,000 / year

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. Employees don't accrue a bank of time off under FTO and there is no set number of days provided.

No

This role offers in‑office, hybrid (blending at least three office days in a typical workweek), and remote work arrangements, depending on your location. You'll work with your leader to figure out which option may align best based on several factors.

At this time, we're not considering applicants that need any type of immigration sponsorship (additional work…