What You'll Do
The Sr. Director, Business Owner Solutions is a senior, outward‑facing leader who drives marketplace demand, advisor engagement, and revenue growth for Principal Asset Management’s business owner solutions. This role sits at the intersection of business development, relationship management, solution positioning, and execution—partnering closely with Advanced Solutions and wholesalers across three business units to deepen engagement with key firms and financial professionals.
What You’ll Do:
- Lead and execute the Business Owner Solutions strategy for Principal Asset Management, owning program goals, KPIs, and operating cadence
- Drive advisor adoption and revenue conversion by aligning business owner solutions to firm priorities and client outcomes
- Pro-actively identify, advance, and influence growth opportunities across Asset Management and broader Principal solutions
- Serve as a national, outward‑facing market leader—engaging advisors and firms through client meetings, presentations, events, and thought leadership
- Lead executive‑level conversations and program reviews, translating insights into action and accountability across internal teams
- Orchestrate cross‑business unit resources to deliver a unified advisor experience and scalable enterprise impact
- Translate complex planning concepts into compelling narratives that activate advisor demand and pipeline growth
- Promote training, webinars, conference sessions, and value‑add content (talk tracks, discovery tools, case studies) to support sustained engagement
This role is ideal for a strategic, entrepreneurial minded leader with strong market presence who can activate advisor demand, convert engagement into measurable AUM and revenue growth, and position Principal as a long‑term partner to financial professionals serving business owners.
*Heavy incentive component in addition to salary listed.
Who You Are
- Bachelor's degree or 8 years of equivalent experience required; experience working with business solutions is preferred
- 8+ years’ experience in wealth management/distribution/retirement/advanced planning preferred.
- FINRA licensing required, including SIE or equivalent and Series 7 & Series 66 within 120 days.
- CEPA (Certified Exit Planning Advisor) designation preferred.
- Demonstrated ability to engage with senior stakeholders across investment, product, and business functions to drive business development for Principal.
- Requires a balanced skill set including strong business development, organizational, strategic planning, leadership, people management, marketing, interpersonal, and communication skills.
- Must have excellent organizational and analytical skills, particularly in designing and implementing operational systems and sales processes(including technology applications).
- This role will require some US travel with overnight stays (25-40%).
- This position may be subject to SEC restrictions on personal political contributions
Salary Range InformationSalary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Salary Range$141000 - $191000 / year
Time Off ProgramFlexible 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 EligibleNo
Additional Information
Work Authorization/Sponsorship
At this time, we're not considering candidates 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 Global Investors 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.
Posting WindowWe 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.
Date First Posted (TTF)4/24/2026
Latest Post Date: Careers - US4/27/2026
LinkedIn Remote Hashtag
#LI-Remote
