Principal Financial Group · 19 hours ago
Market Coordinator
Des Moines, IA
Full-time
Hybrid
Entry Level
$73K/yr - $100K/yr
2+ years expPrincipal Financial Group is a company that builds financial tools to help customers live better lives. They are seeking a Market Coordinator to join their Asset Management sales team, responsible for executing event planning and coordinating communications to enhance client experiences.
Financial ServicesInsurance
No H1B
Responsibilities
Coordinate the planning and execution of both in-person and virtual events to drive sales team success. Optimize existing client engagements, identify new opportunities, and coordinate with external vendors and internal partners for seamless implementation
Craft compelling sales emails, personalized event invitations, follow-up messages, and other client communications with a professional and timely approach in collaboration with supervisors and colleagues while ensuring compliance with FINRA regulations
Collaborate within the sales team to drive success as a cohesive unit. Work collectively to identify target demographics and devise effective engagement strategies. Utilize data-driven analysis, insights from internal and external sales channels, and feedback from client group liaisons to refine audience sourcing tactics
Partner with colleagues, product managers, specialists, and experts to strategize speaking engagements and curate communication content
Act as a liaison between Leadership, Sales, Marketing, Global Brand Experience, and Compliance, ensuring the quality of written communications and events while aligning efforts with firm-level expectations
Qualification
Required
Bachelor's degree or equivalent and two years' experience in financial services, marketing, communication, or related field
Excellent communication (written and verbal) skills and attention to detail
Proven ability in event planning and execution, adept at bridging sales and marketing functions to drive cohesive strategies
Proficiency in problem-solving, project management, critical thinking, and decision-making
Ability to plan, prioritize, and multitask effectively in a fast-paced, deadline-driven environment with limited direct supervision
Travel may be required up to 10% of the time
Fingerprint - You'll be required to become a non-registered fingerprint person of Principal Funds Distributor
Preferred
Proven skills in composing sales emails, customized event invitations, follow-up messages, and other client communications with integrity, precision, and urgency
Collaboration with supervisors and colleagues is essential, along with strict adherence to FINRA regulations
SIE, Series 7 & Series 66 or equivalent are preferred upfront and may be required within 1 year of hire date
Knowledge of the financial services market, products, and basic investment concepts
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.
Company
Principal Financial Group
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.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Dan Houston
President and CEO
Liliana (Lil) Waters, CPA, FLMI
CFO – US Distribution
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