What You'll Do:

• Pipeline management, product deployment and implementation, and working directly with PRIST on investment revenue lever support.
• Develop and execute on a strategy and growth plan to accelerate the company’s strategic growth opportunities across advice, asset allocation services and investment management products for existing clients. Define a roadmap that aligns product adoption opportunities with the biggest consumer impact.
• Measure, monitor and report progress of key performance metrics. Lead diverse team to transform strategy into tactics and effectively mobilize resources to achieve critical metrics. Collaborate closely with strategic relations to develop deployment strategy across advisors/consultants to approve options at home office. Partner with Marketing group to enhance value proposition of product suite.
• Provide continuous feedback loop to internal partners to enhance overall offering. Influence senior RM leadership and partners to drive consensus across all segments.

Who You Are:

• Bachelor’s degree or equivalent experience; MBA is a plus
• 15 years+ of relevant business experience, including cross selling initiatives
• Demonstrated leadership capabilities, including developing a culture of collaboration and execution across a high performing team
• Proven experience presenting to senior leadership, investment committees, investment consultants and/or other governance bodies
• Results-oriented, with a track record of influencing consultant/advisor, sponsor and participant adoption of products and services
• Deep understanding across all aspects of sales cycle, with a deep understanding of all stakeholders – consultant/advisor, sponsor, participant, and Principal
• Relentless passion and commitment to execute
• Fosters success through individual and team cohesion and cross collaboration; encourages best practice sharing among teams and departments; builds trusting relationships and provides honest, positive, and constructive feedback
• Ability to work across organization to achieve mutual success, building collaborative and cooperative relationships
• Creative thinker with an innovative, growth mindset
• Understanding and staying informed about industry trends and competitive landscape

Licenses Required within 5 months of employment:

• Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or equivalent).

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: $153000 - $207000 / 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: Yes 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

Experience Principal

Principal is an Equal Opportunity Employer

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): 9/13/2024 Latest Post Date: Careers - US: 9/13/2024Linked In Remote Hashtag
: #LI-Remote