Senior OCIO Investment Solutions Leader

Principal International; Des Moines (IA); On-site; USD 180,000 - 300,000; Full time

Job summary

Principal International seeks a Senior Director - OCIO Investment Solutions to drive growth in the Outsourced CIO business. You will win new institutional relationships across Endowments & Foundations, Defined Benefit Pension Plans, Operating Assets, and Financial Institutions.

This role demands seasoned institutional investment expertise, strong relationship skills, and a proven track record closing complex investment mandates. Travel is required as part of the role.

Qualifications

• 10+ years of institutional investment, OCIO, investment consulting, asset management, or related experience with proven sales success.
• Bachelor’s degree or equivalent; professional designation preferred (CFA/CAIA/MBA).
• Ability to develop and close complex institutional investment opportunities.

Responsibilities

• 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, and other key influencers.
• Position customized OCIO and discretionary investment solutions based on client objectives.
• Lead opportunities through discovery, RFPs, finalist presentations, negotiation, and close.
• Identify cross-sell opportunities and collaborate across Principal to bring best solutions.
• Represent Principal at industry conferences, consultant meetings, and client events.

Skills

Institutional investment

OCIO sales

Relationship management

Consultative selling

Presentation skills

Education

Bachelor's degree or equivalent

MBA/CAIA/CFA preferred

Job description

Principal International seeks a Senior Director - OCIO Investment Solutions to drive growth in the Outsourced CIO business. You will win new institutional relationships across Endowments & Foundations, Defined Benefit Pension Plans, Operating Assets, and Financial Institutions.

This role demands seasoned institutional investment expertise, strong relationship skills, and a proven track record closing complex investment mandates. Travel is required as part of the role.