Sr. Director-Wealth Advisory (Nashville, TN) - #223651

Principal Financial Group Brentwood , TN 37024

Posted 3 months ago

Job Area: Sales

Business Area: P Funds Distr

Location: TN - Brentwood

Career Category: Experienced Professional

Full/Part Time: Full-Time

Regular/Temporary: Regular

Date Posted: 2019-11-11

What you'll do

As a Sr. Director, you are responsible for sales activities for Principal Funds Distribution throughout your territory. You will partner closely with your Internal Wholesaler within the territory for collective success. Accountable for achieving sales targets and broker dealer relationships within all channels - wirehouses, independent firms, and registered investment advisors (RIA's) covering our Exchange Traded Funds (ETF's), Managed Accounts and Mutual Funds.

Other responsibilities will include:

  • Develop, recommend and execute sales plans, activity reports and rotation schedules.

  • May provide input on marketing, product development, shareholder/broker communications and integration of campaigns with broker/dealers and fund wholesaling teams.

Are you ready to take your investment industry expertise to the next level?

Apply today!

What you'll get from us

  • Competitive pay, benefits, perks and more. We'll reward you for the skills and experience you have. Find out more.

  • Respect for your unique perspective. Diversity, inclusion and empowerment are at the core of our culture.

  • A career, not just a job. Principal is a place where you can learn and innovate. Do important work. Make an impact. And achieve your professional goals.

  • The ability to have a great job and a great life. Sure, work is important. But so is your family. And your friends. And your community. That's why we provide the flexibility needed to find the right balance between your job and the rest of your life.

Qualifications

  • Bachelor's degree or equivalent required.

  • 2+ years of sales experience required.

  • 5+ years of industry experience is preferred.

  • FINRA Series 7 and 63 required.

  • Excellent knowledge of investment products and financial markets required.

  • Strong listening and consultative skills, advisor management expertise, and analytical analysis are required.

  • Must have strong presentation, oral and written communication skills.

  • Must be able to maintain a high degree of confidentiality.

  • Travel required, including overnight stays.

  • Advanced designations preferred (e.g., CFP, CFA, CIMA, CAIA).

How we hire

Once you apply, your application is hand reviewed by our talent team. Generally within a few weeks, the team makes interview selection decisions and communicates those via phone or email.

Learn more about our hiring steps and find answers to frequently asked questions.

Additional Information

Work Authorization/Sponsorship

At this time, we're not able to consider candidates needing 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 future opportunities.

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 follow 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.

Who we are

We help people build the kinds of lives they dream aboutempowered by financial security and stability. We started in 1879 (yes, 1879) as an insurance company. Today, we're a member of the FORTUNE 500 and a global investment management leader.

So that's what we do. As far as who we are, well, we believe that how we do things is just as important as what we do.

Doing what's right has been a part of who we are for more than 140 years. We focus on taking care of not only our employees, customers and advisors, but also the people who live in the communities where we do business.

Learn more about our values in the workplace.


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Sr. Director-Wealth Advisory (Nashville, TN) - #223651

Principal Financial Group