Market Coordinator

Principal Financial Group • Des Moines, IA

2d • $73,150 - $99,750 • Hybrid

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.
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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees