Des Moines, IA18 days ago
Here are a few examples of the kinds of things you'll do: Lead, coach, and develop a team of Wealth Sales & Service Associates while serving as a producing SRR, driving individual and team sales performance Complete internal sales activities, including proactive outreach, advisor relationship management, and delivery of product insights, performance data, and tailored sales ideas Partner with external wholesalers to develop and execute territory sales and asset retention strategies, identify growth opportunities, and strengthen broker relationships Drive achievement of internal sales targets through strategic sales planning, activity management, and performance tracking; recognize top performers and redirect efforts where needed Enhance team effectiveness by leading trainings, projects, and ongoing coaching while supporting product launches, marketing campaigns, and key account initiatives Deliver a high-quality advisor experience by responding to inbound inquiries, resolving issues, and supporting presentations, meetings, and conference engagement as needed Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. Who You Are Bachelor's degree or equivalent experience, plus 3+ years of industry-related and/or sales experience Prior leadership, coaching, or mentoring experience preferred FINRA licensing required (SIE, Series 7, Series 63, and Series 24), or ability to obtain within 120 days Strong understanding of asset management, investment products, and distribution channels Proven ability to build relationships, influence outcomes, and drive sales results Excellent written, verbal, and presentation skills, with the ability to engage diverse audiences Strong analytical, organizational, and time-management capabilities Proficiency with Microsoft Office tools (PowerPoint, Excel, Word) Detail-oriented with the ability to manage multiple priorities and deadlines in a fast-paced environment Demonstrated ability to make sound business decisions and proactively develop and execute plans to meet objectives Travel required (approximately 10%) Salary Range Information Salary ranges below reflect targeted base salaries.