ETF Specialist - Remote - #222762

Principal Financial Group Dallas , TX 75201

Posted 2 weeks ago

Job Area: Sales

Business Area: Principal Funds

Location: Washington DC;GA - Atlanta;TX - Dallas;IL - Chicago;OH - Cleveland;IN - Indianapolis;MO - Kansas City;MO - St. Louis;CA - Walnut Creek;CA - San Francisco;CA - Irvine;CO - Denver;CA - Los Angeles;MN - Minneapolis;AZ - Phoenix;OR - Portland;NC - Charlotte;PA - Philadelphia;PA - Pittsburgh;MA - Waltham;CA - San Diego;MA - Boston;MD - Bethesda;IA - Des Moines;MI - Detroit;NY - New York City;TX - Dallas/Ft. Worth;WA - Seattle;NV - Las Vegas

Career Category: Experienced Professional

Full/Part Time: Full-Time

Regular/Temporary: Regular

Date Posted: 2019-04-02

Be a part of something bigger

Do you want a career where you can make a real difference? At Principal, you can.

We work with a greater purpose in mindto give people the financial tools and confidence to live their best lives. And we take that to heart not only for our clients but also extend that to our employees. We're proud of consistently receiving several recognitions as a top workplace for employees. In fact, Principal made the cut in Forbes' first-ever list of "America's Best Employers!"

By choosing to work at Principal, you'll be a part of making a difference in the lives of customers and in communities. And you can make a difference in your own life by joining a company that cares about its employees as much as it cares about its customers. From career development to comprehensive benefits to our vibrant, diverse work environment, you'll find plenty of opportunities to enrich your personal and professional life.

Responsibilities

Provide clients, prospects and consultants with concise and insightful updates about the investment philosophy, process and performance of ETF products and vehicles. You will participate in investment strategy meetings with investment teams and assist in the product development process. Collaborate with the sales team to distribute ETFs through RIAs, Financial Advisors/Broker Dealers, professional gatekeepers, ETF strategists and bank/trust clients. As an ETF Specialist, you will partner with product management and marketing teams to translate channel and business strategies and initiatives into marketing plans, campaigns and collateral.

Qualifications

  • Requires bachelor's degree in business or related field, preferably with a major in finance, economics or accounting

  • 5+ years of relative experience.

  • Intermediary asset management experience with ETF experience strongly preferred.

  • CFA or CIMA candidacy desired.

  • Series 7 and 63 licenses required.

  • Knowledge and understanding of capital markets, sophisticated investment vehicles, investment strategy and philosophy, and financial markets required.

  • Strong organizational, time-management, relationship building, and verbal and written communication skills required.

  • Proven ability to efficiently and effectively research and analyze information and build relationships with internal and external contacts.

  • Proven ability to evaluate and present multiple investment styles across asset classes in an in-depth and objective manner to clients, consultants and advisors.

  • Must be a broad strategic thinker and demonstrate understanding of economies and investment theories.

  • Must be detail-oriented, able to manage expectations, build strong relationships, and have demonstrated, independent experience effectively communicating with, and presenting to, internal and external constituents at all levels and with varying degrees of understanding.

  • Work independently and in a team structure with strong work ethic

  • Proficiency with Excel and PowerPoint applications.

  • Must be able to travel (including overnight stays) domestically as approximately 75-80% travel would be required.

Location

This role will travel nationally and can be located remotely near a major airport.

Additional Information

Benefits designed with you in mind.

Because each employee is unique, our benefit packages give you lots of choices. We offer comprehensive benefits that helps contribute to the healthy, fulfilling life and gratifying work experience you deserve, at an affordable cost. Click here to see just a few benefits you'll receive once you join our team.

Not an exact match for this role?

We've got a lot of opportunities, so check out some of the others. And creating an email alert on our career site will help you keep you connected and informed of opportunities you're interested in with a just a few clicks!

Work Authorization/Sponsorship

At this time, we're not able to consider candidates who would need sponsorship now or in the future or those needing work authorization for this role. (This includes students on F1-OPT, F1-CPT, J-1, etc.) However, we'd hope you continue to keep us in mind for other potential opportunities in the future.

Principal is an Affirmative Action and Equal Opportunity Employer.

All qualified applicants will receive consideration for employment without regard to of age, race, color, religion, sex, gender identity, gender expression, pregnancy, national origin, citizenship status, disability, genetic characteristics, sexual orientation, marital status, domestic partner status, military status, protected veteran status, disability status or any other characteristic protected by law.

Investment Code of Ethics

For positions with Principal Global Investors, you will be required to comply with a Code of Ethics which covers a number of obligations 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.


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We're proud of consistently receiving several recognitions as a top workplace for employees. In fact, Principal made the cut in Forbes' first-ever list of "America's Best Employers!" By choosing to work at Principal, you'll be a part of making a difference in the lives of customers and in communities. And you can make a difference in your own life by joining a company that cares about its employees as much as it cares about its customers. From career development to comprehensive benefits to our vibrant, diverse work environment, you'll find plenty of opportunities to enrich your personal and professional life. Responsibilities Provide clients, prospects and consultants with concise and insightful updates about the investment philosophy, process and performance of ETF products and vehicles. You will participate in investment strategy meetings with investment teams and assist in the product development process. Collaborate with the sales team to distribute ETFs through RIAs, Financial Advisors/Broker Dealers, professional gatekeepers, ETF strategists and bank/trust clients. As an ETF Specialist, you will partner with product management and marketing teams to translate channel and business strategies and initiatives into marketing plans, campaigns and collateral. Qualifications * Requires bachelor's degree in business or related field, preferably with a major in finance, economics or accounting * 5+ years of external sales experience. * Intermediary asset management experience with ETF experience strongly preferred. * CFA or CIMA candidacy desired. * Series 7 and 63 licenses required. * Knowledge and understanding of capital markets, sophisticated investment vehicles, investment strategy and philosophy, and financial markets required. * Strong organizational, time-management, relationship building, and verbal and written communication skills required. * Proven ability to efficiently and effectively research and analyze information and build relationships with internal and external contacts. * Proven ability to evaluate and present multiple investment styles across asset classes in an in-depth and objective manner to clients, consultants and advisors. * Must be a broad strategic thinker and demonstrate understanding of economies and investment theories. * Must be detail-oriented, able to manage expectations, build strong relationships, and have demonstrated, independent experience effectively communicating with, and presenting to, internal and external constituents at all levels and with varying degrees of understanding. * Work independently and in a team structure with strong work ethic * Proficiency with Excel and PowerPoint applications. * Must be able to travel (including overnight stays) domestically as approximately 75-80% travel would be required. Location This role will travel nationally and can be located remotely near a major airport. Additional Information Benefits designed with you in mind. Because each employee is unique, our benefit packages give you lots of choices. We offer comprehensive benefits that helps contribute to the healthy, fulfilling life and gratifying work experience you deserve, at an affordable cost. Click here to see just a few benefits you'll receive once you join our team. Not an exact match for this role? We've got a lot of opportunities, so check out some of the others. And creating an email alert on our career site will help you keep you connected and informed of opportunities you're interested in with a just a few clicks! Work Authorization/Sponsorship At this time, we're not able to consider candidates who would need sponsorship now or in the future or those needing work authorization for this role. (This includes students on F1-OPT, F1-CPT, J-1, etc.) However, we'd hope you continue to keep us in mind for other potential opportunities in the future. Principal is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to of age, race, color, religion, sex, gender identity, gender expression, pregnancy, national origin, citizenship status, disability, genetic characteristics, sexual orientation, marital status, domestic partner status, military status, protected veteran status, disability status or any other characteristic protected by law. Investment Code of Ethics For positions with Principal Global Investors, you will be required to comply with a Code of Ethics which covers a number of obligations 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. Principal Financial Group Dallas TX

ETF Specialist - Remote - #222762

Principal Financial Group