What You'll Do
As a Senior Director - OCIO Investment Solutions, you will drive growth for Principal's Outsourced Chief Investment Officer business by developing and winning new institutional relationships across Endowments & Foundations, Defined Benefit Pension Plans, Operating Assets, and Financial Institutions.
This senior sales role requires a strong combination of institutional investment expertise, relationship development, and demonstrated success winning complex investment mandates.
What You'll Do
- Drive new OCIO sales and revenue growth across targeted institutional markets.
- Build and manage a strong pipeline from prospecting through close.
- Develop relationships with institutional decision-makers, consultants, advisors, and other key influencers.
- Understand client objectives and position customized OCIO and discretionary investment solutions.
- Lead opportunities through discovery, RFPs, finalist presentations, negotiation, and close.
- Identify cross-sell opportunities and collaborate across Principal to bring the best solutions to clients.
- Represent Principal at industry conferences, consultant meetings, and client events.
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 or equivalent experience.
- 10+ years of institutional investment, OCIO, investment consulting, asset management, or related experience, with demonstrated sales success.
- Proven ability to develop and close complex institutional investment opportunities.
- Strong knowledge of institutional investing and discretionary investment solutions.
- Excellent consultative selling, relationship management, presentation, and communication skills.
- Experience with Endowments & Foundations, Pension Plans, Operating Assets, or Financial Institutions preferred.
- CFA, CAIA, MBA, or relevant professional designation preferred.
- Willingness to travel.
We are seeking a commercially driven, collaborative investment professional who can build trusted relationships, create opportunities, and deliver sustainable OCIO growth.
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,
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