Market Coordinator
About The Position
We are looking for a Market Coordinator to join our Principal Asset Management sales team. In this role, you’ll execute concierge-level service models for in-person and virtual events to elevate the client experience and ensure seamless event planning and targeted coordination. You’ll use your professional writing skills to create impactful internal and client-facing communications. Serving as a liaison between departments, you will foster collaboration to share and scale best practices within a dynamic team environment. 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. 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!
Requirements
- 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
Nice To Haves
- 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.
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.
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.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
5,001-10,000 employees
