Jan 08, 2025
What You'll Do:
This role drives sales activities for our Institutional Wealth management within the RIA channel throughout the West (OR, WA, CA, AZ, ID, WY). This position partners closely with the Internal Wholesaler within territory for collective success in building RIA relationships. Accountable for achieving sales targets and maintaining relationships within the channel covering our ETF's, Separately Managed Accounts, Mutual Funds, Private capabilities. Other responsibilities will include: Develop, recommend and implement sales plans, activity reports and rotation schedules with a focus on growing market share. May provide input on marketing, product development, shareholder/broker communications and integration of campaigns with broker dealers and fund wholesaling teams. Highest level of integrity and presentation skills. If you have extensive knowledge of the financial markets, investment products, and building advisor relationships - then this may be the...
Principal Financial Group
Los Angeles, CA, USA