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Regional Managing Director - Retirement Solutions (West)
Regional Managing Director - Retirement Solutions (West)Principal Financial Group • San Francisco, CA, United States
Regional Managing Director - Retirement Solutions (West)

Regional Managing Director - Retirement Solutions (West)

Principal Financial Group • San Francisco, CA, United States
1 day ago
Job type
  • Full-time
Job description

Regional Managing Director – Retirement Solutions (West)

We’re looking for a Regional Managing Director to lead overall sales in the Core segment for our West Coast Region team.

What You’ll Do

  • Leadership, Coaching & Performance Management.
  • Regional planning and sales activity management.
  • Collaborate with other sales regions, service teams, and market intelligence.
  • Manage a heavy incentive component in addition to base salary.

Who You Are

  • Bachelor’s degree or equivalent combination of education and experience.
  • 10+ years of retirement sales experience with deep knowledge of retirement products.
  • Excellent verbal and written communication skills.
  • Strong understanding of industry, portfolio construction, capital markets, financial service products and regulations.
  • Ability to lead multiple projects, strong analytical, negotiation, presentation and relationship‑building skills.
  • Demonstrates accountability and ability to produce solutions.
  • Innovative and challenges the status quo.
  • Travel 50‑70% required; must provide personal transportation.
  • Licensing Required

  • FINRA Series 6 and Series 63 (or equivalents); meeting firm standards for registration.
  • FINRA Series 24 (or 26) within 3 months of employment.
  • Life and Health Insurance Licenses in all states where business is conducted.
  • Must be a non‑registered fingerprint person of Principal Securities Incorporated.
  • Compensation

    This position offers a competitive compensation package consisting of a base salary of $190,000 per year with incentive earnings based on performance metrics.

    Benefits

    Flexible Time Off (FTO) is provided to salaried (exempt) employees. No accrued bank of time off under FTO; days are not specified.

    Pension

    Eligible for company pension program.

    Location

    This role requires the candidate be located in the West territory or be able to relocate within three months.

    Work Authorization

    Applicants must have current U.S. work authorization; the company does not consider sponsorship.

    Equal Employment Opportunity

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

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