What You'll Do:

• Articulate and advocate for our clients internally using resources and support teams (such as investment teams, marketing, finance and sales teams).
• Within the various client segments (private banks, enterprise RIAs, subadvisory, etc.) the focus will be in growing relationships within CIO, manager research and asset allocation teams.
• Develop and negotiate creative solutions to align Principal capabilities with the needs of our clients
• Strong industry and client specific awareness of sales trends
• Best in class client service and relationship management experience to protect and grow existing relationships

• Deep established relationships and organizational knowledge of national and super-regional banks, enterprise RIA and subadvisory firms is a plus.
• Strong understanding of investment vehicles, including mutual funds, SMA/UMA, ETF, Limited Partnerships, UCITS and individually managed accounts. Experience selling private market solution is a plus.
• Knowledge and ability to pursue opportunities within other bank and wealth distribution channels, including OCIO, Institutional, Offshore, and DCIO.

Who You Are:

• Bachelor's degree or equivalent, and 5+ years of institutional/home office investment sales, preferably gained from globally focused financial (multi product asset & wealth management or banking) firms.
• FINRA licensing required including SIE or equivalent, Series 7 and 63
• Must have a solid understanding of the competitive landscape and regulatory environment affecting client investment activities
• Analyze and resolve problems quickly, offer creative solutions, make effective decisions and judgement calls, independently handle complex client requirements
• Excellent interpersonal, organizational, time management, problem-solving, presentation and oral and written communication skills required
• Ability to demonstrate self-motivation, creativity, initiative and leverage data and technology to achieve goals
• Must have good analytical, negotiation and collaboration skills and the ability to build influential relationships both internally and externally
• This position may be subject to SEC restrictions on personal political contributions
• Travel required

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: $157000 - $213000 / year Salary Details: 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 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): 6/1/2026 Latest Post Date: Careers - US: 6/3/2026

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