Regional Managing Director - Retirement Solutions (West)

What You'll Do

We're looking for a Regional Managing Director to join our Retirement Distribution Sales Management team. In this role, you'll lead overall sales in the Core segment for our West Coast Region team.

Here are a few of the types of things you'll do :

Leadership, Coaching & Performance Management

Regional Planning and Sales Activity Management

Collaborate with other sales regions, service teams, and market intelligence

• Heavy incentive component in addition to salary listed.

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!

Who You Are

Bachelor's degree or an equivalent combination of education and professional work experience

Must have 10+ years of retirement sales experience with deep knowledge on retirement products

Must have excellent verbal and written communication skills to coordinate with clients and internal partners

Must have strong understanding of industry, portfolio construction, capital markets, financial service products and regulations

Ability to lead multiple projects, problem-solving skills, leadership skills, analytical skills, presentation skills, negotiation skills, relationship building, and time management skills

Demonstrates accountability to own problems and provides solutions

Demonstrates ability of new insights, innovation, and challenges the status quo

Overnight travel is required to fulfill responsibilities of assigned territory objectives 50-70% required. As a required part of the role, candidate must be able to provide personal transportation to business related events.

Licensing required based on state / federal laws and / or company policy in accordance with current licensing policy :

FINRA Series 6 or equivalent and Series 63 or equivalent. Must meet firm standards for registration within applicable jurisdictions.

FINRA Series 24 (or 26) required within 3 months of employment.

You'll be required to become a non-registered fingerprint person of Principal Securities Incorporated.

Life and Health Insurance Licenses required for all states in which business will be conducted.

Salary Range Information

This position offers a competitive compensation package consisting of a base salary combined with incentive earnings. The base salary will provide financial stability, while the incentive component offers additional earning potential based on performance metrics.

Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)

$190000 - $190000 / 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

Yes

Location

This role needs to be located in the West territory or the ability to relocate within three months to territory.

Work Authorization / Sponsorship

At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO : F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.

Nonimmigrant Workers () and Green Card for Employment-Based Immigrants ()

Investment Code of Ethics

For Principal Asset Management positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.

Experience Principal

At Principal, we value connecting on both a personal and professional level. Together, we're imagining a more purpose-led future for financial services - and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers : with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site () to learn more about our purpose, values and benefits.

Principal is an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

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.

Original Posting Date

10 / 27 / 2025

Most Recently Posted Date

10 / 27 / 2025

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