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Principal Financial Group · 1 day ago

Strategic Client Group Analyst

Charlotte, NC

Full-time

Hybrid

Entry, Mid Level

$48K/yr - $96K/yr

8+ years exp

Principal Financial Group is a leading firm in the financial services and technology sector, seeking a Strategic Client Group Analyst to support their sales teams in engaging with institutional clients. The role involves providing insights through competitive analysis and market research, preparing materials for meetings, and maintaining client relationship management systems.

Financial ServicesInsurance

No H1B

Responsibilities

Support relationship managers and/or institutional sales team members with day-to-day activities

Act as a team representative and critical liaison with external and internal constituents -providing timely and professional responses related to capability/firm inquiries, information requests and strategy updates

Conduct competitive analysis and market research to provide insights related to industry trends and peer positioning

Prepare briefing materials for upcoming meetings, conferences and industry events; manage the requests and delivery of presentations and pitch materials

Maintain Sales Force CRM: data entry, clean-up, validation and proactive reporting and engagement tracking for effective team outreach

Create and update internal Power Point presentations, take meeting notes, track action items and follow up

Manage contact lists and oversee the team’s coordinated outreach related to specific offerings and firm announcements

Assist with project work: pipeline tracking and strategic initiatives

Regularly review consultant websites for current search activity and update business profiles based on client and consultant exposures, preferences, historical investment interests and decision-making processes

Qualification

FINRA licensingSalesforceInvestment product knowledgeCapital markets knowledgeAnalytical skillsCreative marketingVerbal communicationWritten communicationTime managementOrganizational skills

Required

Bachelor's degree or eight years of equivalent experience

FINRA licensing required within 90 days of employment including SIE, Series 7, Series 63 licenses

Must have basic PC skills, database experience and spreadsheet skill

Ability to learn systems and applications/databases, including Salesforce

Must be able to attend to the day to day details while maintaining a strategic focus

High energy, relentless passion to succeed and willingness to give back to team and community

Excellent verbal and written communication skills

Excellent planning, organization, and time management skills

High level of accountability and maintains professional and ethical standards

Analytical / Reasoning skills

Willingness to become proficient utilizing technology including salesforce and other client marketing tools

Preferred

Investment product and capital markets knowledge preferred

Creative and persuasive marketer with ability to leverage technology and data analytics

Benefits

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.

Comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being.

Company

Principal Financial Group

Glassdoor3.9

Principal Financial Group® is dedicated to improving the wealth and well-being of people and businesses around the world—helping more than 62M customers plan, protect, invest, and retire as of December 31, 2023.

Founded in 1879

Des Moines, Iowa, USA

10001+ employees