Principal Asset Management

Company Description:
Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!

Principal Asset Management offers global asset management expertise across a diverse set of traditional and alternative asset classes. Check us out at www.principalam.com!

Position Location:
Chicago, Illinois; Des Moines, Iowa; New York, New York

Salary:
$123000 - $167000 / year

Bonus and/or Additional Compensation:
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.

Brief description about the position:
We’re looking for a dynamic Relationship Manager to join our US Relationship Management team. In this pivotal role, you will be instrumental in delivering unparalleled client experiences, fortifying and deepening relationships with our institutional client base.

In conjunction with the Relationship Management Team, you will drive client engagement, satisfaction and retention. You will be responsible for the day-to-day investor services, a portfolio of US clients, and delivering exceptional levels of service in partnership with our Relationship Management and Private Fund Service team.

Responsibilities:
Responsible for a book of Institutional clients, acting as the client’s first port of call, primarily supporting investors in our Core and Core-Plus Real Estate Strategies.

Leading engagement initiatives with our existing client base, conducting comprehensive client portfolio reviews, due diligence exercises, and retention activities

Partnering with our Private Fund Services team, leading end-to-end delivery of exceptional client service for our Private Fund Clients, orchestrating seamless collaboration across internal teams to deliver and execute on our client needs

Collaborate closely with Distribution, Investment teams, and Consultant Relationships to develop enduring relationships, enhance client retention, and drive growth opportunities, with a primary focus on institutional clients

Foster a profound understanding of institutional clients and their diverse needs across various asset classes, including alternative investment products

Cultivate an in-depth understanding of Principal Asset Management’s investment strategies and client solutions, adeptly identifying opportunities to address evolving client needs

Qualifications/Special Skills:
5+ years experience working with institutional clients

Demonstrated ability to collaborate effectively with consultant and sales teams, delivering exceptional client experiences while expanding engagement with existing clients preferred

At least one year, preferably two, meeting directly with institutional clients as the relationship representative highly preferred

FINRA licensing, including the SIE or equivalent, series 7, 63 required or ability to obtain

Minimum years of experience required:
Experience across multiple asset classes, with a tilt towards real estate. Equities, Fixed Income, Credit, Infrastructure, or Alternatives experience is also a plus CFA Goal and metrics orientated, demonstrated ability to build strong cultural and partnerships with dynamic organizations.

Company Web Site:
https://careers.principal.com/us/jobs/47847?lang=en-us

Contact:
https://careers.principal.com/us/jobs/47847?lang=en-us