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Principal Financial Group

Director, Client Portfolio Management OCIO/Investment Solutions

Principal Financial Group, WorkFromHome

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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.

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