What You’ll Do
Principal’s specialized investment team across public and private markets creates a unique and exceptional product offering. Join us!
As a Sr. Consultant Relationship Manager you will establish, strengthen and maintain relationships with consultants through proactive and ongoing contact with the goal of positioning our strategies for success in the institutional market. Incumbent is vital in managing the consultant relationship ensuring consultants understand the firm’s capabilities and investment philosophy. Additionally, communicates with sales, marketing, and investment professionals ensuring interactions occur with consultants in a manner that builds the firm’s visibility within the consultant community.
Here are few examples of the kinds of things you’ll do:
- Align Principal Asset Management investment strategies with the needs of the contacts within the investment consultant research community and field consultants to support our new business efforts and client retention.
- Relationship management of global, national, and regional consulting firms to better understand their investment goals and promote our strategies.
- Share market intelligence on key search trends and developments at targeted consulting firms.
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 in business, finance, or similar, plus 8+ years investment or related experience
- FINRA licensing including the SIE or equivalent, series 7 and 63 required within 90 days of employment
- Ability to find opportunities, strong project management skills, product knowledge, client service orientation, and the ability to view client’s situations analytically and holistically
- Must demonstrate outstanding verbal and written communication and leadership skills
- Most possess a proven record in demonstrating; relationship building, negotiation skills, and presentation skills
- The incumbent will interact with affiliated and non-affiliated clients as well as interact with multiple levels of the firm’s management
- Some travel required, up to 40-50%
- This position may be subject to SEC restrictions on personal political contributions
Skills That Will Help You Stand Out
- Consulting experience working with multiple asset strategies
- MBA or CFA
Salary Range Information
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.
Salary Range
$174000 – $236000 / year
Additional Information
Job Level
We are open to hiring at a higher level depending on skills.
Location
This is a remote position.
Work Authorization/Sponsorship
At this time, we’re not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.
Nonimmigrant Workers and Green Card for Employment-Based Immigrants
Investment Code of Ethics
For Principal Asset Management positions, you’ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.
Experience Principal
At Principal, we value connecting on both a personal and professional level. Together, we’re imagining a more purpose-led future for financial services – and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits.
Principal is an Equal Opportunity Employer
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.
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