Apply on Employer Site

Principal Financial Group · 6 hours ago

Director - OCIO Investor Solutions

Des Moines, IA

Full-time

Onsite

Senior Level, Lead/Staff

$157K/yr - $213K/yr

10+ years exp

Principal Financial Group is a trusted leader in financial services, committed to making financial security accessible to all. As a Director - OCIO Investor Solutions, you will drive the commercial success of Principal Asset Management offerings by developing growth strategies for various market segments and promoting OCIO capabilities to enhance client relationships.

Financial ServicesInsurance

No H1B

Responsibilities

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

Qualification

Institutional investment experienceCFA certificationFinancial services knowledgeDB plans understandingClient relationship managementExcel proficiencyPowerPoint proficiencyProject managementResearchAnalysisAmbitionProblem-solving skillsCommunication skillsCreativitySelf-starter

Required

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

Preferred

CFA or equivalent experience

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.

Pension Eligible

Company

Principal Financial Group

Glassdoor3.9

Principal Financial Group® is dedicated to improving the wealth and well-being of people and businesses around the world—helping more than 62M customers plan, protect, invest, and retire as of December 31, 2023.

Founded in 1879

Des Moines, Iowa, USA

10001+ employees