[Hiring] Senior Director – OCIO Investment Solutions @Principal Financial Group

Role Description

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
• Financial Institutions

This senior sales role requires a strong combination of institutional investment expertise, relationship development, and demonstrated success winning complex investment mandates.

• 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.

Qualifications

• 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.

Requirements

• Commercially driven, collaborative investment professional who can build trusted relationships, create opportunities, and deliver sustainable OCIO growth.

Benefits

• Salary Range: $179,000 - $243,000 / year
• Heavy incentive in addition to salary listed.
• Flexible Time Off (FTO) for salaried (exempt) employees.
• Pension Eligible: Yes