Director, Client Portfolio Management OCIO/Investment Solutions
New Yesterday
Join to apply for the Director, Client Portfolio Management OCIO/Investment Solutions role at Principal Financial Group
Get AI-powered advice on this job and more exclusive features.
What You'll Do We’re looking for a Director, Client Portfolio Manager to join our Investment Solutions team. In this role, you’ll contribute to the delivery of business results and lead a team for the OCIO business!
Collaborate with others from across the organization to advance strategic initiatives, drive business enhancements, lead new business expansion and growth efforts
Manage large and complex client relationships and advisory engagements
Contribute to the creation of timely research, market intelligence, and thought leadership
Lead a team of OCIO client portfolio managers that work across client types (endowments, foundations, non-qualified, pension).
Who You Are Bachelor's Degree or equivalent
8+ years of relevant experience, including success in roles such as client portfolio manager, investment consultant, or strategist, with expertise navigating market cycles
Experience managing a client-facing team
Proven ability to cultivate strong client relationships and design multi-asset solutions for various client types
Experience with LDI (liability driven investments)
Experience with multi-asset portfolios, including alternatives, equities, and fixed income
Skills That Will Help You Stand Out Professional designations like CFA, CAIA, FRM, or MBA
Strong understanding of capital markets, investment strategies, and risk models
Experience in a global, matrixed organization
Proficiency with Microsoft Office, Salesforce, Power BI, and other tools
Additional Information Salary range: $174,000 - $236,000 per year. Flexible Time Off (FTO) policy. Remote, in-office, or hybrid work options, with preferred locations in Minneapolis or Des Moines. No work authorization sponsorship available at this time.
This job posting is active as of 8/12/2025 and will accept applications for 3 days following the posting date.
#J-18808-Ljbffr
- Location:
- Charlotte, NC, United States
- Salary:
- $200,000 - $250,000
- Category:
- Finance