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Regional Managing Director - Retirement Solutions (West)

Regional Managing Director - Retirement Solutions (West)

Montana StaffingBozeman, MT, US
12 days ago
Job type
  • Permanent
Job description

Regional Managing Director

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.

    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.

    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.

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    Managing Director • Bozeman, MT, US

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