Sales Manager Jobs in Charlotte, NC

What You'll Do:

• Lead and handle the day to day responsibilities of a team with the priority of maintaining and strengthening the team based on strong culture, flexibility, nimbleness and results/outcome based mentality within a highly regulated environment
• Use a strategic lense to leverage data to inform business decisions and priorities
• Responsible for sales performance and coaching of financial consultants to identify appropriate financial solutions.

Who You Are:

• Requires bachelor's degree or equivalent experience, and 8+ years of experience on a sales or service team marketing products and services
• FINRA Series 7, FINRA Series 63, or equivalent registrations required immediately upon employment
• FINRA Series 65 or 66 Licenses or ability to obtain within 90 days required. Potential opportunity to obtain FINRA Series 24. Must meet firm standards for registration within applicable jurisdictions
• Chartered Financial Consultant (ChFC) or Certified Financial Planner (CFP) designation supported and encouraged for continued professional growth.
• Strong ability to interpret, position, and market all approved products and services offered in our product suite.
• Demonstrated analytical and financial planning expertise, with deep understanding of industry trends, competitor offerings, and business practices.
• Proven ability to coach, develop, and motivate staff to achieve department and organizational objectives.
• Skilled at setting clear direction, defining priorities, and aligning team performance with company strategies and goals.
• Exceptional interpersonal skills with the ability to build and sustain trusted partnerships across teams and business units.
• Strong operational insight, supervisory judgment, and personal accountability.
• Excellent written and verbal communication skills.
• Effective time management, organizational, and decision-making skills.
• Committed to maintaining the highest standards of integrity, professionalism, and ethical conduct.

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: $104400 - $187200 / year Salary Details:

The following locations are examples of market-specific salary ranges across different geographies.

• Wichita, KS: $104,400 - $140,400 / year
• Des Moines, IA: $110,200 - $148,200 / year
• Charlotte, NC: $116,000 - $156,000 / year
• Chicago/Minneapolis: $127,600 - $171,600 / year
• Los Angeles/New York City: $139,200 - $187,200 / 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 Environments

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): 9/3/2026 Latest Post Date: Careers - US: 9/4/2026

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