Sr Director – OCIO Investment Solutions
Core
Drive growth for Principal's Outsourced Chief Investment Officer (OCIO) business by developing and winning new institutional relationships across Endowments, Foundations, Pension Plans, and Financial Institutions.
Role type
Senior Director, Institutional Sales (OCIO)
Builds
OCIO and discretionary investment solutions for institutional clients
Domain
Asset Management / Institutional Investing
Deliverable
client delivery
Required skills
Institutional investment expertise, consultative selling, relationship management, RFP management, negotiation, pipeline management, cross-selling
Preferred skills
Experience with Endowments & Foundations, Pension Plans, Operating Assets, CFA, CAIA, MBA
Technologies
None stated
Responsibilities
Drive new OCIO sales and revenue growth across targeted institutional markets, Build and manage a strong pipeline from prospecting through close, Develop relationships with institutional decision-makers, consultants, and advisors, Understand client objectives and position customized OCIO solutions, Lead opportunities through discovery, RFPs, presentations, and close, Represent Principal at industry conferences and client events