4 Associate Director - Institutional Wealth Management (West) Jobs in Portland, OR
SORT BY
P
C
E
C
Associate Director - Institutional Wealth Management (West)
$197k-274k (estimate)
Full Time | Investment Management
1 Day Ago
Principal Financial Group is Hiring an Associate Director - Institutional Wealth Management (West) Near Portland, OR
What You'll DoThis role drives sales activities for our Institutional Wealth management within the RIA channel throughout the West (OR, WA, CA, AZ, ID, WY). This position partners closely with the Internal Wholesaler within territory for collective success in building RIA relationships. Accountable for achieving sales targets and maintaining relationships within the channel covering our ETF's, Separately Managed Accounts, Mutual Funds, Private capabilities.
Other responsibilities will include:
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
Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)$63750 - $100000 / year
Time Off ProgramFlexible 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 EligibleNo
Additional InformationLocationsThis is a remote position that is required to live within territory: CA, OR, WA, ID, WY, AZ.
Job LevelWe’ll consider talent at the next level with the right experiences and skills.
Work Authorization/Sponsorship At this time, we're not considering applicants 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 links.
Nonimmigrant Workers and Green Card for Employment-Based Immigrants
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 PrincipalAt Principal, we value connecting on both a personal and professional level. Together, we’re imagining a more purpose-led future for financial services - and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits.
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 WindowWe 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.
Original Posting Date5/21/2024
Most Recently Posted Date5/21/2024
Other responsibilities will include:
- Develop, recommend and implement sales plans, activity reports and rotation schedules with a focus on growing market share.
- May provide input on marketing, product development, shareholder/broker communications and integration of campaigns with broker dealers and fund wholesaling teams.
- Highest level of integrity and presentation skills.
- We are open to hiring above the Associate Director level for the right skills and experience.
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, plus 2 related industry experience required with a strong preference to RIA experience.
- FINRA Series 7 & 63 Licenses required with the ability to meet firm standards for registration within applicable jurisdictions.
- You’ll be required to become a non-registered fingerprint person of PFD and PSI.
- Strong oral and written communication skills required.
- Ability to represent the company in a professional manner.
- Ability to collaborate effectively across different business lines.
- Proven track record of establishing and maintaining relationships.
- Ability to multi-task and work under pressure.
- Travel required 50-75%. As a required part of the role, candidate must be able to provide personal transportation to business related events.
- This position may be subject to SEC restrictions on personal political contributions.
- Prefer at least two years of prior internal or external wholesaling experience and CIMA, CMA, CFA, or CFP designation.
Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)$63750 - $100000 / year
Time Off ProgramFlexible 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 EligibleNo
Additional InformationLocationsThis is a remote position that is required to live within territory: CA, OR, WA, ID, WY, AZ.
Job LevelWe’ll consider talent at the next level with the right experiences and skills.
Work Authorization/Sponsorship At this time, we're not considering applicants 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 links.
Nonimmigrant Workers and Green Card for Employment-Based Immigrants
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 PrincipalAt Principal, we value connecting on both a personal and professional level. Together, we’re imagining a more purpose-led future for financial services - and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits.
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 WindowWe 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.
Original Posting Date5/21/2024
Most Recently Posted Date5/21/2024
Job Summary
JOB TYPE
Full Time
INDUSTRY
Investment Management
SALARY
$197k-274k (estimate)
POST DATE
07/04/2024
EXPIRATION DATE
08/19/2024
HEADQUARTERS
LUFKIN, TX
SIZE
15,000 - 50,000
FOUNDED
2019
REVENUE
$50M - $200M
INDUSTRY
Investment Management
Related Companies
Show more
Similar Jobs
Popular Articles
Top 10 Things to Avoid Putting on a Job Application
Read Article
How to Describe Your Education in a Resume
Read Article
How to Write a Memorable Cover Letter in 5 Ways
Read Article
4 Personal Finance Tips to Make During Job Transition
Read Article
4 Best Camera Setups for Interview
Read Article
Keeping a Job Search Journal: 9 Types of Journaling You Can Do
Read Article
