Principal Financial Group · 5 hours ago
Sr. Strategist, Asset Management Marketing - Segment
Principal Financial Group is seeking a Senior Strategist to join their Real Estate & Private Markets investment marketing team. This role involves creating and positioning product-related content and communications to support real estate and private market product platforms while driving client engagement and business growth.
Financial ServicesInsurance
Responsibilities
Partner with investment teams to create differentiated and impactful product collateral and thought capital that clearly articulates our value proposition
Ensure material has proper branding, style, appearance, tone and adheres to compliance and regulatory standards
Collaborate with other segment marketers and product and distribution teams to understand gaps and opportunities to build awareness of products and services through strategic marketing materials
Monitor industry and competitive environment through research and review of market intelligence and insights
Act as an asset class/investment team champion for real estate and private markets when partnering with stakeholders on product materials, positioning, capabilities messaging, and targeted communications
Help to develop and implement a comprehensive marketing strategy for real estate and private markets, for the U.S. institutional segment, aligned with key business objectives
Act as an audience expert, staying informed on industry trends and competitor activities to ensure competitive positioning
Utilize competitive analysis, sales feedback, client insights, and usage data to drive strategy, ensuring alignment with relevant products and market demand
Lead and manage in-person institutional events in support of driving relationships and investments with our target audience
Perform other job-related duties and special projects as needed
Qualification
Required
Bachelor's degree or equivalent, and seven years' work experience in a financial services organization, in marketing, communication or related field, required
Previous experience with multichannel marketing campaigns and executing on marketing strategy, required
Experienced in creating investment product materials and value-add thought capital
Previous experience planning and/or managing events
Able to work with multiple teams, build and maintain strong relationships and negotiate
Strong abilities in the areas of problem solving, project management, decision making, and communication (verbal and written)
Must be detail oriented and have excellent planning, and time management skills
Must be able to manage expectations, attend to details, balance multiple projects, and prioritize effectively
Travel may be required up to 30% of the time
Preferred
Knowledge of and experience marketing real estate and/or private market investments is strongly preferred
Experience with digital marketing, lifecycle marketing and marketing nurture journeys is preferred
In-depth knowledge of the financial services market and products is strongly preferred
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.
Funding
Current Stage
Late StageRecent News
Apollo Global Management, Inc.
2025-11-03
Alternative Credit Investor
2025-10-10
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