Director, Client Portfolio Management OCIO/Investment Solutions (Charlotte)

What You'll Do

Were looking for a Director, Client Portfolio Manager to join our Investment Solutions team. In this role, youll 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).

Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!

Principal Asset Management offers global asset management expertise across a diverse set of traditional and alternative asset classes. Check us out at

Who You Are

• Bachelor's Degree or equivalent

• 8+ years of relevant experience, including proven success in roles such as client portfolio manager, commercial product specialist, investment consultant, investment strategist, or portfolio strategist, with demonstrated expertise navigating multiple market cycles

• Demonstrated experience managing a client facing team

• Experience with a successful track record of cultivating strong relationships with clients and constituents (advisors, consultants, investment committees, plan sponsors) and in the design, advising and management of multi-asset solutions for clients

• Experience with LDI (liability driven investments)

• Experience creating solutions across different client types including pensions, endowments, foundations, operating funds and non-qualified plans.

• Experience withmulti-manager & multi-asset class portfolios including alternatives, equities, and fixed income asset classes and other institutional investment strategies

Skills That Will Help You Stand Out

• Achievement of a professional designation such as CFA, CAIA, FRM, CIMA, MBA or ASA/FSA

• Strong understanding of capital markets, global economies, investment strategy, portfolio construction, risk models and asset allocation frameworks/models, the competitive landscape and regulatory environment

• Experience working in a global, matrixed organization

• Proficiency with Microsoft Office Suite, Adobe, Morningstar Direct, PFaroe, SEI Trust System, Salesforce and Power BI

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 (Non-Exempt expressed as hourly; Exempt expressed as yearly)

$174000 - $236000 / 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 dont accrue a bank of time off under FTO and there is no set number of days provided.

Pension Eligible

No

Location(s)

Were open to considering remote, in-office or hybrid talent. Locations for hybrid talent are Minneapolis, Des Moines, Charlotte, Chicago, or New York City. Preferred locations to be located with other team members are Minneapolis or Des Moines.

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, youll 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, were 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.

Original Posting Date

8/12/2025

Most Recently Posted Date

8/12/2025

LinkedIn Remote Hashtag

#LI-Remote