Director-Wealth Advisory; Ohio

What You'll Do

We have an opportunity to drive sales activities for Principal Asset Management throughout Ohio. This position partners closely with the Internal Wholesaler within territory for collective success in growing advisor relationships.

Accountable for achieving sales targets and managing broker dealer relationships within all channels covering our ETF's, Separately Managed Accounts, and Mutual Funds.

• Develop, recommend and implement sales plans, activity reports and rotation schedules with a focus on growing market share.
• May provide input on marketing, product development, shareholder/broker communications and integration of campaigns with broker dealers and fund wholesaling teams.
• Maintain the highest level of integrity and presentation skills.

Apply today!

• Bachelor's degree or equivalent required and 4+ years related industry experience with at least two of those years sales specific (sales, investment products, capital markets, partnering with advisors).
• FINRA licensing required including SIE or equivalent, series 7 and 63.
• Significant public speaking required.
• Proficiency in communication extremely important.
• Demonstrated product expertise and broad understanding of overall product portfolio required.
• Knowledge of investment products and financial markets needed.
• Travel required.

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): $100000 - $100000 / year

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.

No

This is a remote position that requires living within the territory (Ohio) with a preference in Cincinnati or Columbus.

Open to hiring at a Sr. Director for the right skills and experiences.

We are not considering applicants that need any type of immigration sponsorship now or in the future.

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.

At Principal, we value connecting on both a personal and professional level. Together, we’re imagining a more purpose-led future for financial services.

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.

We 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.

1/12/2026

1/12/2026