Sr Director – OCIO Investment Solutions

Principal International; Des Moines (IA); Presencial; USD 180 000 - 300 000; Tempo integral

Resumo da oferta

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.

Qualificações

• 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.

Responsabilidades

• 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.

Conhecimentos

Institutional investment

OCIO sales

Relationship management

Consultative selling

Presentation skills

Formação académica

Bachelor's degree or equivalent

MBA/CAIA/CFA preferred

Descrição da oferta de emprego

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,