25 sales jobs found

What You'll Do: We’re seeking a Director, Private Credit – Asset-Backed Finance (ABF) to play a senior role within our Investment Grade Private Credit platform. This individual will be a key contributor to the execution, structuring, and ongoing management of investment-grade private asset-backed finance investments across a broad range of industries and asset types. This role is execution-focused, not origination-driven. You’ll be responsible for implementing sourced opportunities into capital-efficient, regulatory-aligned structured investments, including ABS, ABL, ABF, CLO, and other structured credit strategies—primarily for insurance and long-duration capital.   Additional Responsibilities: You will work across both new and existing transactions spanning sectors such as fund finance, consumer and commercial ABF, mortgage and CRE, and emerging esoteric asset classes.   Key responsibilities include: Leading due diligence and credit underwriting for structured...

What You'll Do: As a Senior, Client Service Manager , you will manage day-to-day client relationships within our Large Market business and manage an assigned portfolio to ensure accuracy and timely service. This role builds trust by helping clients navigate questions, issues, and requests while maintaining service standards and company policies. By providing dependable support and solutions, helps clients get their needs met accurately and on time, strengthens satisfaction, fosters long-term relationships, and supports improvements that drive retention and business growth. Manage a large client portfolio with complex plan structures. Provide proactive, strategic guidance to clients, including plan design considerations and compliance implications. Resolve escalated or sensitive client issues independently. Review and approve highly complex transactions, ensuring compliance and operational integrity. Conduct detailed account and trend analysis to mitigate errors or risks....

What You'll Do: We're seeking a Director of Enterprise Architecture: Data and Analytics to drive our organization's data vision and technical strategy. This role will be instrumental in leading and establishing a consistent, efficient, and comprehensive foundation for data and analytics capabilities within our Retirement and Income Solutions division. Here are some examples of the kinds of things you’ll do: Work with business and IT leaders : help formulate enterprise data architecture strategies to align with company’s business strategies and priorities. Lead Strategy to Execution : of enterprise-wide data architecture strategies aligned with business objectives Engage in Enterprise Architecture Practice:  Partner with enterprise architect peers to build and lead the execution of enterprise architecture strategy with focus on the Data Domain. Deliver Enterprise Data Architecture : Create strategic architecture data standards, guidelines, principles, and...

What You'll Do: Independently examine and handle complex retirement calculations and transactions within defined timing and quality standards. Act as a resource for calculation and transaction processing. Support the management and review of participant data and retirement information. Offer informal oversight and may conduct quality checks of transactions and calculations. Conduct retirement calculations and transactions while adhering to compliance requirements, client/legal documents, and tax considerations. Investigate and address calculation and transaction issues. Achieve performance measurement standards to guarantee calculations are timely and of high quality. Provide positive informal leadership influence and support to all team members. Share knowledge, possibly serving as a subject matter expert and mentor resource to internal business partners. Communicate effectively with internal business partners to resolve problems. Report and communicate problems,...

What You'll Do: Partner with business stakeholders, third-party vendors and operational staff daily to ensure delivery of services are in alignment with contractual expectation. Advocate service offerings on behalf of the area by influencing decisions related to use of services. Support Technology teams and business units on tasks associated with vendor supplier management. Responsible for documentation and record tracking to fulfill EDS responsibilities Gain understanding of strategy and associate changes. Be encouraging toward strategy and change through transparent feedback.  Be a champion of the strategy and change agent among peers and customers. Shows precision in conveyed data and aids with reporting. Proactively collaborate with your vendor management colleagues and any operational personnel within Enterprise Documents and throughout the organization. Be continuously and actively engaged with vendors who support our operation. Work on assigned...

What You'll Do: We’re looking for a Client Reporting Analyst to join our Principal Asset Management Operations Reporting team. In this role, you’ll be mentored by senior team members to learn the intricacies of the Client Reporting team.   This role is perfect for someone who thrives in a data-driven environment and is eager to learn and grow within an encouraging and diverse team. Key Responsibilities: Learn how to use the Vermilion Reporting Suite to create and check Level 1 client reports and factsheets, working with the Pune team to ensure accuracy and consistency. Follow a daily task list, completing assigned work and documenting time and task completion, while remaining flexible to support team needs. Follow existing procedures to produce reports and factsheets, and help update or improve documentation when something can be unclear. Identify data or content issues during report production and escalate them appropriately to ensure quality and timely...

Availa Bank Description: EEO Employer Availa Bank believes our people make a difference, and we recognize that individual differences and experiences strengthen our teams. Each member of our team is empowered to inspire and enable our clients and the communities we serve to achieve financial success. This is not a remote position. UNIVERSAL BANKER I (BANK TELLER) POSITION SUMMARY This position is responsible for assisting with a customer’s financial transactions in an efficient and friendly manner, providing the highest level of customer service. In addition, this position will assist with financial counseling, including opening and servicing of consumer accounts.   SCHEDULE 8:45 a.m. to 5:00 p.m. Monday through Friday Saturday rotation from 8:45 a.m. to 12:00 p.m.   BENEFITS Availa Bank offers a rich selection of benefits you can personalize to support you and your family’s needs. Benefits may include: Medical, Dental & Vision Plans...

Civista Bank Description: At Civista Bank, we pride ourselves on being a vibrant community of dedicated professionals committed to positively impacting the lives of our customers and the communities we serve. Our culture is built on a foundation of integrity, innovation, and inclusivity, where every team member is valued and empowered to contribute their unique insights and skills towards our collective success. We believe in fostering a supportive environment that champions professional growth and personal well-being, offering a suite of competitive benefits tailored to meet the diverse needs of our employees, reinforcing our dedication to work-life balance, and enabling our team to excel in their careers and personal lives. Civista Bank is currently looking for a Treasury Management Officer to cover the Dayton Ohio area. Position Purpose: The Treasury Management Officer is responsible for proactively attracting new business and expanding current...

Availa Bank Description: EEO Employer Availa Bank believes our people make a difference, and we recognize that individual differences and experiences strengthen our teams. Each member of our team is empowered to inspire and enable our clients and the communities we serve to achieve financial success. This is not a remote position. UNIVERSAL BANKER I POSITION SUMMARY This position is responsible for assisting with a customer’s financial transactions in an efficient and friendly manner, providing the highest level of customer service. In addition, this position will assist with financial counseling, including opening and servicing of consumer accounts.   BENEFITS Availa Bank offers a rich selection of benefits you can personalize to support you and your family’s needs. Benefits may include: Medical, Dental & Vision Plans Option for Health Savings Account (HSA) Life Insurance (Company paid for employee) 401K and Employee Stock Ownership Plan...

Availa Bank Description: EEO Employer Availa Bank believes our people make a difference, and we recognize that individual differences and experiences strengthen our teams. Each member of our team is empowered to inspire and enable our clients and the communities we serve to achieve financial success. This is not a remote position. UNIVERSAL BANKER I (BANK TELLER) POSITION SUMMARY This position is responsible for assisting with a customer’s financial transactions in an efficient and friendly manner, providing the highest level of customer service. In addition, this position will assist with financial counseling, including opening and servicing of consumer accounts.     SCHEDULE: Full-time role Typical schedule is 8:15 a.m. to 5:00 p.m. Monday through Thursday.  Friday rotation of 8:15 a.m. to 4:00 pm or 5:30 p.m.   Additional or different hours may be necessary as business needs warrant BENEFITS Availa Bank offers a rich selection of...

Description What You’ll Be Doing The Business Development Manager in Humboldt develops and grows new loan and deposit relationships to help achieve bank-wide growth goals. Works directly with team members across the bank while also identifying new opportunities. Originates agriculture and commercial loans, including complex loan requests. Promotes the bank and its lending services to the communities we serve.     Identifies, acquires and grows new loan and deposits relationships with agricultural and business prospects who have credit needs generally in the range of $2MM - $25MM. Manages a sales process including prospect prioritization, initial contact and pursuit strategy, identification of fit, and proposal development of new client acquisition. Creates sales opportunities and partners with regional Relationship Managers, CSRs and cash management to cross-sell appropriate products and services and on-board clients to Bank Iowa. Increases the bank’s relevance with...

What You'll Do: We’re looking for Commercial Real Estate interns to join our Principal Real Estate team for an extended internship/co-op for January - August 2027. In this role, you’ll have exposure to many areas of Commercial Real Estate (CRE) while working specifically on one of the teams mentioned below. In this fast paced, constantly evolving environment, you will play a critical role in supporting your team, which is not only exciting, but the best way to learn. Principal Real Estate teams seeking interns: Private Debt Originations Asset Management/Ops Dedicated Private Equity Team Through our comprehensive training program, you will acquire valuable industry knowledge while receiving tailored development opportunities preparing you for future advancement.   Principal Real Estate, a top-10 global real estate manager with around $100Billion in assets under management, is the dedicated real estate investment group within Principal Asset Management. With...

What You'll Do: The Real Estate Equity Portfolio Management team is currently recruiting for a Portfolio Analyst II.   In this role, you will provide analytical support to the U.S. Property Portfolio Team including sensitivity and variance analysis of annual operating budgets and business plans, asset valuation models, portfolio diversification, performance returns and attribution and other asset/portfolio metrics as directed by the team In addition, you will assist portfolio managers with external communication to clients and consultants. You will also support the following: Portfolio Analysis: Develop extensive knowledge of the assets within the portfolio. Provide analytical support regarding business plans and investment strategies including portfolio performance, diversification measures, sensitivity analysis, variance analysis, attribution, and other relevant financial analysis. Address less complex consultant and client questions regarding portfolio analysis....

What You'll Do: In this key position, you will lead and mentor a team of registered principals who supervise and monitor business activities of securities registered representatives and investment adviser representatives affiliated with Principal Securities, Inc. (PSI). You will ensure compliance with FINRA regulations, SEC rules, state laws, and internal policies while maintaining strong supervisory controls. Additionally, you will promote clear communication and relationship building with PSI’s affiliated sales managers and financial professionals.   Manage, supervise, and lead registered principals for an assigned region, coordinating the monitoring of retail-facing Financial Professionals. Serve as the main contact in the Supervision Department for the field, field leaders, and supervision-related communications, customer complaints, and business conduct issues. Monitor timings and conduct capacity planning to ensure the efficient completion of new business reviews....

What You'll Do: In this key position, you will lead and mentor a team of registered principals who supervise and monitor business activities of securities registered representatives and investment adviser representatives affiliated with Principal Securities, Inc. (PSI). You will ensure compliance with FINRA regulations, SEC rules, state laws, and internal policies while maintaining strong supervisory controls. Additionally, you will promote clear communication and relationship building with PSI’s affiliated sales managers and financial professionals.   Manage, supervise, and lead registered principals for an assigned region, coordinating the monitoring of retail-facing Financial Professionals. Serve as the main contact in the Supervision Department for the field, field leaders, and supervision-related communications, customer complaints, and business conduct issues. Monitor timings and conduct capacity planning to ensure the efficient completion of new business reviews....

What You'll Do: In this role, you will lead and mentor supervisors who manage the activities of securities registered representatives and investment adviser representatives at Principal Securities, Inc. (PSI). You will ensure full adherence to FINRA regulations, SEC rules, state laws, and internal policies while maintaining robust supervisory controls. You will also promote clear communication and develop cooperative relationships with PSI’s affiliated managers and financial professionals.     Coordinate, manage, and support a team of supervisors assigned to monitor the broker-dealer and RIA supervision program. Serve as the main contact in the Supervision Department for financial professionals and managers, addressing compliance and supervision-related communications, customer complaints, and business conduct issues. Assist in developing a shared services model of supervisory oversight. Establish positive relationships with managers, registered representatives,...

What You'll Do: In this multifaceted role, you will lead internal sales efforts for Principal Securities by developing and implementing sales plans, activity reports, and rotation schedules. You’ll collaborate with marketing, product, and communications teams to align campaigns and support financial professional relationships while meeting internal sales targets. Key responsibilities include providing intermediaries with sales ideas, handling product inquiries, sharing performance data, identifying new opportunities, and supporting external wholesalers with territory management. You will also build and manage the Asset Retention program in partnership with your External Wholesaler(s).   Initiate and follow up on sales calls to develop relationships with financial professionals, representing a diverse range of products including Mutual Funds, model portfolios, ETFs, SMAs, Index Funds, alternative investments, and retirement solutions. Determine client requirements and offer...

What You'll Do: We are looking for a Senior Associate, Trust Administration and Operations to join our PGI Trust Company Operations and Governance team. You will support the daily administration, oversight, and operational integrity of the Trust Company. It operates independently to ensure timely and accurate execution of key functions, including regulatory reporting, compliance monitoring, monthly reconciliations, document management, SharePoint administration, and process improvement. You will enhance operational efficiency while ensuring adherence to trust documents, ERISA requirements, policies, and regulatory standards. Key Responsibilities Regulatory Reporting & Compliance Assist with regulatory filings, committee materials, internal audits, state exams, and annual CIT reporting, including audits and Form 5500s. Conduct ongoing compliance monitoring in line with policies and regulations. Omnibus Account Oversight & Reconciliation Coordinate...

What You'll Do: Serving as a Retirement Specialist in our PSI Distribution division, you will contribute to the growth of retirement sales by working alongside financial advisors and the sales team. You will apply your knowledge to generate leads, advise clients, and offer guidance on retirement products and solutions. Positioned at the crossroads of financial services and technology, Principal develops financial tools that help our customers live better lives.   Develop and foster partnerships with financial professionals to recommend and support retirement-related services and options. Educate advisors on retirement products and provide marketing and sales support via inbound and outbound telephone communication. Identify financial professionals’ needs, offer sales ideas, answer product questions, and launch new products. Offer proactive retirement sales recommendations related to multiple retirement products, including qualified and non-qualified, individual and...

What You'll Do: Principal Real Estate Investors, a top-10 global real estate manager with over $100B in assets under management, is the dedicated real estate investment group within Principal Asset Management. With over 60 years of real estate investment experience our comprehensive, specialized capabilities across all four quadrants of commercial real estate-—private equity, public equity, public debt, and private debt gives us a unique perspective on real estate space and capital markets.   We’re looking for an Acquisitions Analyst to join our Principal Real Estate team. In this role, you’ll provide analytical support for acquisitions and dispositions in real estate private equity transactions. Through our comprehensive training program, you will acquire valuable industry knowledge while receiving tailored development opportunities preparing you for future advancement. Provide analytical support for evaluating equity investment opportunities across multiple product...