Job Description

What You'll Do:

We're seeking a Sr Internal Wholesaler to join our Income Solutions team. In this role, you'll have the outstanding opportunity to craft our Outsourced Chief Investment Officer (OCIO) Services strategy and drive sales success!

Key Responsibilities  

• Partner with field sales reps in building pipeline, prospecting, closing deals, leading efforts with consultants & advisors, handling sales meetings, managing RFP reviews, and contributing to sales strategy.
• Build relationships with consultants, advisors, and third-party administrators to promote OCIO Services, provide sales support, recommend solutions, and lead or assist with client presentations.
• Engage in marketing and product development initiatives, contributing valuable insights and strategies.

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!

Who You Are:

• Bachelor's degree or equivalent experience required and 6+ years relevant job experience
• Desire to pursue the CFA program and/or passed L1 of the CFA program
• Extensive knowledge of retirement plan design, including qualified, non-qualified, defined contribution, and defined benefit programs.
• Knowledge of institutional and non-profit investment products, competitive landscape, pricing and product knowledge, as well as knowledge of ERISA, and Internal Revenue Code regulations or retirement plans.
• Ability to work independently and demonstrate excellent communication and presentation skills.
• Ability to travel (5-10%), including overnights.

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: $63750 - $121200 / year Time Off Program: 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. Pension Eligible: Yes Additional Information:

Location  

This is a remote position.

Work Authorization/Sponsorship

At this time, we're not considering candidates 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 link s.

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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

While our expertise spans the globe, we're bound by one common purpose: to foster a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees – individually and all of us together. Explore our core values , benefits and why we’re an exceptional place to grow your career.

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.

Posting Window: We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. Date First Posted (TTF): 3/27/2025 Latest Post Date: Careers - US: 3/27/2025

LinkedIn Remote Hashtag

: #LI-Remote

Job Tags

Permanent employment, Full time, Temporary work, Work experience placement, Remote job, H1b, Flexible hours, Night shift,

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