Job Opportunity : Institutional Wealth Management Sales
We have two opportunities to drive sales activities for our Institutional Wealth management within the RIA channel throughout either the SE Region or the Great Lakes Region. 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 :
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 :
Skills that will help you stand out :
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) $115000 - $115000 / 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 : No
Locations :
This is a remote position that is required to live within territory : Great Lakes Region (MI, IL, IN, OH) or SE Region (VA, NC, SC, GA, TN)
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.
Sr Wealth Management • Atlanta, GA, US