What You'll DoAs an Institutional Asset Management Analyst, you'll partner with the Head of U.S. & Canada Institutional and Global Consultant Relations and U.S. Institutional Sales leadership to drive business growth through data-driven insights, pipeline analysis, and client intelligence efforts. This role will use Salesforce, performance dashboards, and AI-enabled resources to strengthen decision-making, increase commercial efficiency, and support key growth initiatives across institutional channels.
You'll also lead the planning and management of conferences, sponsorships, and client events that increase client engagement and market visibility. The ideal candidate is analytical, organized, proactive, and comfortable working with senior leaders in a fast-paced, evolving environment.
Key responsibilities
- Drive Sales Acceleration & Pipeline Analytics – Analyze pipeline activity, forecasts, and opportunity trends to support revenue growth and improve conversion rates.
- Leverage Data & AI-Driven Insights – Use Salesforce, analytics tools, and AI-powered insights to improve targeting, prioritization, and decision-making.
- Support Executive Reporting – Build presentations, dashboards, business reviews, and strategic materials for senior leadership.
- Advance Growth Initiatives – Support priority client, consultant, insurance, and strategic partner initiatives through research, planning, and opportunity tracking.
- Coordinate Conferences & Events – Handle conferences, sponsorships, and client events, covering planning, logistics, attendee targeting, follow-up, and reporting.
Who You Are
- Bachelor’s degree in Finance, Business, Economics, or a related field.
- Strong analytical skills with a basic understanding of financial concepts.
- Proficiency in Microsoft Excel and PowerPoint; familiarity with CRM systems is a plus.
- Excellent communication and interpersonal skills.
- Ability to work collaboratively in a team-oriented environment.
- Detail-oriented with strong organizational skills and the ability to manage multiple tasks.
Skills That Will Help You Stand Out
- FINRA licensing including SIE or equivalent, series 7 and series 63
Salary Range InformationSalary 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$69300 - $126000 / year
Salary Details
The following locations are examples of market-specific salary ranges across different geographies.
• Wichita, KS: $69,300 – $94,500 / year
• Des Moines, IA: $73,150 – $99,750 / year • Charlotte, NC: $77,000 – $105,000 / year • Chicago, IL / Minneapolis, MN: $84,700 – $115,500 / year • Los Angeles / New York City: $92,400 – $126,000 / year
Time Off ProgramFlexible 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 EligibleNo
Additional Information
Work Environments
This role offers in-office, hybrid (blending at least three office days in a typical workweek), and remote work arrangements, depending on your location. You'll work with your leader to figure out which option may align best based on several factors.
Work Authorization/Sponsorship
At this time, we're not considering applicants 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 Asset Management 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.
Posting WindowWe 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)7/15/2026
Latest Post Date: Careers - US7/15/2026
LinkedIn Remote Hashtag
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