Key Facts

Remote From:

Full time

Senior (5-10 years)

English

Hard Skills

Wealth Management Business Development Cross-Functional Collaboration Sales Management Strategy Execution Revenue Management Sales Enablement Demand Generation Operations Support Systems Thought Leadership +6 more

Other Skills

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Program Management
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People Management
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Communication
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Leadership
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Analytical Skills
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Entrepreneurship
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Organizational Skills
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Social Skills

Roles & Responsibilities

Bachelor's degree or 8 years of equivalent experience
8+ years' experience in wealth management/distribution/retirement/advanced planning
FINRA licensing required, including SIE or equivalent and Series 7 and Series 66 within 120 days
CEPA (Certified Exit Planning Advisor) designation preferred

Requirements:

Lead and execute the Business Owner Solutions strategy, owning program goals, KPIs, and operating cadence
Drive advisor adoption and revenue conversion by aligning business owner solutions to firm priorities and client outcomes
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

Principal Financial Group

Financial Services

About Principal Financial Group

Principal Financial Group® is dedicated to improving the wealth and well-being of people and businesses around the world—helping more than 45M customers plan, protect, invest, and retire. Along the way, we commit to supporting the communities where we do business. Improving our planet. And building a diverse, inclusive workforce. We’re proud to be recognized as one of the World’s Most Ethical Companies, a member of the Bloomberg Gender Equality Index, and a Top 10 “Best Places to Work in Money Management.*” *Pensions & Investments, 2020 Disclosure: Principal® is an Affirmative Action and Equal Opportunity Employer and an E-Verify participant. All qualified applicants will receive consideration for employment without regard to of age, race, color, religion, gender identity, gender expression, pregnancy, national origin, citizenship status, disability, genetic characteristics, sexual orientation, marital status, domestic partner status, military status, protected veteran status, disability status, or any other characteristic protected by law. Principal will never ask for money during any stage of the employment application or hiring process. If you're asked to send money or share personal financial information as part of next steps in the process, do not engage or respond. Contact Principal Human Resources at 833-261-3736 and your local law enforcement. The Principal Financial Group Foundation, Inc. (the “Principal Foundation”) is a duly recognized 501(c)(3) entity focused on providing philanthropic support to programs that build financial security in the communities where Principal Financial Group, Inc. (“Principal”) operates. While the Principal Foundation receives funding from Principal, the Principal Foundation is a distinct, independent, charitable entity. The Principal Foundation does not practice any form of investment advisory services and is not authorized to do so. principal.com/social-media-disclosures

Company type: XLarge

Industry: Financial Services

Founded: 2018

Company size: 10001

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Job description

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 Information: Salary 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 Program: 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. Pension Eligible: No 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.

Principal is an Equal Opportunity Employer

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.

Posting Window: 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. 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 - US: 4/27/2026

LinkedIn Remote Hashtag

: #LI-Remote

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