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Principal Life Insurance Company Head Model Portfolio Strategist in Denver, Colorado

Head Model Portfolio StrategistJob LocationsUS-CA-Folsom | US-NY-New York | US-IA-Des Moines | US-CO-Denver |US-WA-SeattleJob #2021-29565CategoryInvestmentsEnt SegPGIBus AreaPGI OtherPos TypRegular Full-TimeRemoteYesFLSAExemptResponsibilitiesThe economic environment is always changing-and Principal Funds buildsinvestment strategies with an eye to what's next.Our investment teams offer you a small-company culture that's backed by thepower and security of a best-in-class global asset management organization.What you'll do:The Head Model Portfolio Strategist will research and analyze different modelportfolios that serve client needs and drive business growth. As part of thePortfolio team you will demonstrate expertise on the subject of modelportfolios and improve that with their own proprietary research for marketpositioning. In this position you will build positive relationships with otherinvestment research teams within the company, particularly our boutique tocultivate relationships that help shape and drive the overall model portfoliostrategy for the company.Key Responsibilities:Identify creative solutions for clients based on market insights, investmentand product knowledge, and close collaboration with internal boutiques.You will have significant client-facing opportunities to promote ModelPortfolio offerings.You will engage with clients across the wealth management field including alladvisor-types (Wire-houses, RIAs, Independent Broker Dealers, Banks)in addition to various institutional clients.Provide technical investment expertise across various platforms and stayinformed of current industry/market trends to effectively influence andcollaborate with internal teams.Engage in client meetings to understand their needs and communicate solutions.Exemplify leadership characteristics vital for leading a successful team.Strong communications skills will be needed for external and internalpresentations of in-depth portfolio construction.You can share your investment expertise while providing informed perceptionsto clients and prospects. This information will be generated throughmeaningful investment content on trends in the environment and the differentimplementation strategies for model portfolios.QualificationsBachelor's degree in finance, economics, business etc. with a minimum 15years of investment experienceMinimum 5 years' experience in a leadership roleCFA and/or MBA requiredFINRA License Series 7 and Series 63 requiredProven experience and success within model portfoliosKnowledge of risk modelling techniques and strong display of portfolioconstruction expertiseExtensive knowledge of mutual Funds, ETFs, SMAs, CIT's broker dealerproducts and services, including traditional and alternative strategiesincluding markets, systems, financials, and operations.Excellent communications skills, both written and verbalConfirmed relationship building, marketing, and business development skills.Ability to influence internal and external partnersMust have strong business insight with strong results-orientation.Must have ability to work on issues independently to execute criticalinitiatives.Available to travel 25% or more.Additional InformationWork Authorization/SponsorshipAt this time, we're not considering candidates that need any type ofimmigration sponsorship now or in the future or those needing workauthorization for this role. (This includes, but is not limited tostudents on F1-OPT, F1-CPT, J-1, etc.)

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