Client Advisor Northeast Region - PGI Institutional Sales - #222444
Company: Principal Financial Group
Location: Des Moines
Posted on: January 14, 2019
Job Area: Sales Business Area: PGI Other Location: MA;NY;PA;IA - Des Moines Career Category: Experienced Professional Full/Part Time: Full-Time Regular/Temporary: Regular Date Posted: 2019-01-02 Responsibilities The Client Advisor will proactively engage and partner with mid-sized and some large institutional clients, prospects and industry consultants to solve investment challenges with Principal Global Investor's products to ensure client satisfaction, increase assets under management and generate investment management fee income. Responsible for maintaining existing client relationships, and for developing and execute marketing strategies to build and strengthen relationships with both prospective and existing clients. Participate in the development and design of new products. Meet or exceed goals for growth in retention, assets under management, new business generation and/or new clients obtained. Qualifications* Bachelor's degree or equivalent, plus at least seven years related experience in the institutional asset management industry.* MBA preferred.* CFA and/or passage of FINRA Series 6 and 63 or 7 may be required for certain markets.* Series 3 required within 90 days of employment.* Commercial real estate or public funds marketing experience may be required depending on the market assigned.* Excellent oral and written communication skills are required, including interpersonal skills and presentation ability.* Must possess strong project management skills, in-depth product knowledge, and service orientation.* Excellent knowledge of the institutional asset management market required.* Also essential is the ability to identify opportunities and view clients' situations analytically and holistically.* Extensive travel required. Success in this position requires a well developed, proven ability to influence to achieve results, close the sales in high-pressure final presentations and a strong market-driven, client-oriented focus. This position may be subject to SEC restrictions on personal political contributions Location This position is flexible on location however will support the Northeast Region for Institutional Sales. 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.
Keywords: Principal Financial Group, Des Moines , Client Advisor Northeast Region - PGI Institutional Sales - #222444, Sales , Des Moines, Iowa
Didn't find what you're looking for? Search again!