Market Director, Advisory Channel Growth

Principal Financial Group; United States; Vor Ort; USD 90.000 - 110.000; Vollzeit

Benefits dieser Stelle

Pension Eligible

Time Off Program

Zusammenfassung

Principal Financial Group is seeking an experienced Market Director - Advisory to drive growth across Broker-Dealer and RIA channels. You will partner with internal wholesalers to deliver investment solutions, build client relationships, and present portfolio construction guidance to financial professionals.

You will lead territory development, support product launches, and deliver educational events. Travel up to 50% is expected; strong communication and consultative selling are essential.

Qualifikationen

• Bachelor’s degree or equivalent combination of education and experience.
• 10+ years of financial services industry experience, preferably in investment sales, wholesaling, asset management, or advisor relationship management.
• Strong knowledge of investment products, financial markets, and portfolio construction concepts.
• Demonstrated success building relationships and driving sales results through Broker-Dealer and RIA distribution channels.
• Experience presenting to financial professionals and leading educational events.
• Excellent presentation, communication, and consultative selling skills.
• Ability to travel, up to 50%.

Aufgaben

• Develop and manage a designated territory in partnership with Internal Wholesalers to achieve sales goals and increase market share.
• Build and maintain strong relationships with financial professionals through regular in-person meetings, virtual consultations, and ongoing communication.
• Drive new business opportunities, retain assets, and support the execution of asset retention initiatives.
• Consult with advisors on a broad range of investment solutions, including Mutual Funds, ETFs, Model Portfolios, SMAs, Index Funds, Alternatives, Retirement Solutions.
• Provide timely market insights, portfolio construction guidance, product education, and performance information.
• Identify advisor needs and recommend investment strategies and solutions aligned with their business objectives.
• Support product launches, corporate initiatives, key accounts, conferences, and marketing campaigns.
• Create and deliver impactful sales presentations, product workshops, and educational events for financial professionals.
• Respond to advisor inquiries, provide sales and marketing materials, and assist with escalated service matters when needed.
• Maintain accurate records of advisor interactions and business development activities within CRM systems.
• Travel as needed to support territory management, advisor meetings, conferences, and industry events.

Kenntnisse

Relationship building

Sales

Communication

Presentation skills

Consultative selling

Independent work

Collaboration

Market knowledge

Ausbildung

Bachelor’s degree

Tools

Envestnet

Jobbeschreibung

Principal Financial Group is seeking an experienced Market Director - Advisory to drive growth across Broker-Dealer and RIA channels. You will partner with internal wholesalers to deliver investment solutions, build client relationships, and present portfolio construction guidance to financial professionals.

You will lead territory development, support product launches, and deliver educational events. Travel up to 50% is expected; strong communication and consultative selling are essential.