Investment Specialist (Central Region)

What You'll Do

We’re looking for an Investment Specialist to join our Retirement Investment Support team. In this role, you'll support our plan sponsors, advisors and other internal partners on the investment side, uncovering investment opportunities !

• Serve as subject matter expert for plan sponsors, advisors and relationship managers. Provide scheduled reviews.
• Provide insightful investment analysis and market intelligence to existing retirement plan clients and advisors.
• Work across multiple areas of both Retirement and Asset Management, partnering with multiple collaborators in different areas of both businesses
• Review investment block of business with Relationship Managers to uncover additional investment enhancements

Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. 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 of eight years of experience; plus a minimum of 7 years of experience in investment management and/or corporate retirement plan marketplace.
• FINRA SIE or equivalent, Series 6 and 63 (or 66)Licenses required with the ability to meet firm standards for registration within applicable jurisdictions.
• Must have an understanding of investment management products and services across all asset classes.
• Excellent communication skills are essential including verbal, written, interpersonal and strong presentation skills.
• The role also requires an entrepreneurial spirit with a high-level creativity, self-initiative, and problem-solving skills.
• Extensive travel and overnight stays required (up to 50% of the time).
• 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.

   

Skills That Will Help You Stand Out

• Possession of or progress toward MBA, CIMA, CFA or other investment designation preferred but not required.

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, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)

$137000 - $185000 / year
Time Off Program

Flexible 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 Eligible

No
Additional Information

Location

This role may be located remotely within the US Central Region (IA, MN, IL, OH, MI, IN, KS, NE, WI)

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 Principal

At 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 Window

We 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 Date

6/14/2024
Most Recently Posted Date

6/14/2024

LinkedIn Remote Hashtag

#LI-Remote

Salary : $137,000 - $185,000