What You'll Do:

Key responsibilities

• Drive Sales Acceleration & Pipeline Analytics – Analyze pipeline activity, forecasts, and opportunity trends to support revenue growth and improve conversion rates.
• Leverage Data & AI-Driven Insights – Use Salesforce, analytics tools, and AI-powered insights to improve targeting, prioritization, and decision-making.
• Support Executive Reporting – Build presentations, dashboards, business reviews, and strategic materials for senior leadership.
• Advance Growth Initiatives – Support priority client, consultant, insurance, and strategic partner initiatives through research, planning, and opportunity tracking.
• Coordinate Conferences & Events – Handle conferences, sponsorships, and client events, covering planning, logistics, attendee targeting, follow-up, and reporting.

Who You Are:

• Bachelor’s degree in Finance, Business, Economics, or a related field.
• Strong analytical skills with a basic understanding of financial concepts.
• Proficiency in Microsoft Excel and PowerPoint; familiarity with CRM systems is a plus.
• Excellent communication and interpersonal skills.
• Ability to work collaboratively in a team-oriented environment.
• Detail-oriented with strong organizational skills and the ability to manage multiple tasks.

Skills That Will Help You Stand Out

• FINRA licensing including SIE or equivalent, series 7 and series 63

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: $69300 - $126000 / year Salary Details:

The following locations are examples of market-specific salary ranges across different geographies.

• 
  Wichita, KS: $69,300 – $94,500 / year
• Des Moines, IA: $73,150 – $99,750 / year
• Charlotte, NC: $77,000 – $105,000 / year
• Chicago, IL / Minneapolis, MN: $84,700 – $115,500 / year
• Los Angeles / New York City: $92,400 – $126,000 / 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:

Work Environments

Work Authorization/Sponsorship

Investment Code of Ethics

Experience Principal

Principal is an Equal Opportunity Employer

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. Date First Posted (TTF): 7/15/2026 Latest Post Date: Careers - US: 7/15/2026

LinkedIn Remote Hashtag

: #LI-Remote