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Sr Consultant Relationship Manager - #222063

Expired Job

Principal Financial Group Spokane , WA 99201

Posted 5 months ago

Job Area: Investments

Business Area: PGI Other

Location: GA - Atlanta;IL - Chicago;IA - Des Moines;NY - New York City;CT;CA - Sacramento

Career Category: Experienced Professional

Full/Part Time: Full-Time

Regular/Temporary: Regular

Date Posted: 2018-07-31


Principal's multi-boutique investment structure creates a unique and exceptional product offering. Our offerings include multi-manager outcome oriented solutions, traditional equity and fixed income, as well as a suite of alternative investments.

As a Sr. Consultant Relationship Manager you will establish, strengthen and maintain relationships with consultants through proactive and ongoing contact with the goal of positioning our strategies for success in the institutional market. Incumbent is vital in managing the consultant relationship ensuring consultants understand the firm's capabilities and investment philosophy. Additionally, communicates with sales, marketing, and investment professionals ensuring interactions occur with consultants in a manner that builds the firm's visibility within the consultant community.


  • Establishes, strengthens, and maintains relationships with the investment consulting firms to promote the organization's products and services.

  • Align PGI investment strategies with the needs of the contacts within the investment consultant research community and field consultants to support our new business efforts and client retention.

  • Collaborates with sales, marketing, product development and investment professionals to maximize the firm's ability to generate interest in the firm's capabilities with consultants, potential clients and intermediaries.

  • Coordinate with team members in Europe, Asia and Australia to ensure consistent messaging and investment product priorities.

  • Share market intelligence on key search trends and developments at targeted consulting firms.

  • Ensures consultant inquiries and consultant databases are managed and updated in a timely manner.


  • Bachelor's degree in business, finance, or similar, plus a minimum of 8 years investment or related experience (related experience - traditional institutional investment consulting).

  • Further education or investment designation required, such as MBA or CFA.

  • Ability to identify opportunities, strong project management skills, product knowledge, client service orientation, and the ability to view clients' situations analytically and holistically.

  • Travel required 50+%.

  • Must demonstrate exemplary verbal and written communication and leadership skills.

  • Must possess a proven record in demonstrating relationship building, negotiation skills, and presentation skills.

  • The incumbent will interact with affiliated and non-affiliated clients as well as interact with multiple levels of the firm's management.

This position may be subject to SEC restrictions on personal political contributions.

Investment Code of Ethics

You will be required to comply with a Code of Ethics which covers personal trading activities for you and members of your household.


This position may be located in anywhere in the US.


Principal is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to 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.

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Sr Consultant Relationship Manager - #222063

Expired Job

Principal Financial Group