Senior Marketing Strategist (Acquisition)

Principal Financial GroupDes Moines, IA
1d$100,800 - $150,000Hybrid

About The Position

As a Senior Marketing Strategist on our B2C Marketing Team, you will play a pivotal role in shaping the Acquisition marketing strategy for individual participant investment planning & products. Your primary focus will be on deepening engagement, and driving adoption through innovative, data-driven campaigns. Leveraging your advanced expertise in financial planning and wealth management marketing, you will act as a strategic marketing partner across business units. Additionally, you will lead the go-to-market strategy and drive operational transformation for Managed Services offerings in individual investment products, ensuring alignment with strategic priorities and collaboration across cross-functional teams

Requirements

  • Bachelor's degree or equivalent experience
  • 6+ years of direct-to-consumer marketing experience.
  • 4+ years of recent experience in sales strategy within managed services in the Financial Services and/or Fintech industry, with demonstrated experience supporting marketing strategies for wealth management, personal investing, or financial advice offerings.
  • Advanced knowledge of omnichannel marketing strategies (email, direct mail, digital).
  • Experience influencing business decisions, facilitating and/or participating in cross-functional teams, motivating and collaborating with key stakeholders, and implementing change management.
  • Experience building strategic marketing programs that deliver on business goals.
  • An understanding of the competition and market opportunities and customer experience
  • Strong verbal and written communication skills.
  • Solid strategic and critical thinking skills.
  • Ability to influence stakeholders and drive alignment across teams.
  • Project and time management skills required for working within a fast-paced, nuanced business; must be able to juggle multiple projects and timelines at once.
  • Strong Microsoft Office skills, specifically Excel, are required.

Nice To Haves

  • Banking industry background is a plus.

Responsibilities

  • Marketing Campaign Strategy, Execution & Optimization
  • Lead development and execution of acquisition marketing strategies for individual participant personal investment planning & products.
  • Design campaigns to strengthen, deepen engagement, and drive adoption of personal investment solutions.
  • Apply test-and-learn methodologies to refine approaches and maximize lifetime value. Prioritizing creative testing and audience segmentation strategies.
  • Partner with product, content, marketing strategist and web experience teams to create integrated cross-channel promotional strategies.
  • Ensure messaging consistency across email, direct mail, and digital experiences to drive engagement and incremental sales between personal investing and broader retirement product offerings.
  • Data & Insights Application
  • Leverage data insights to optimize messaging, offers, and targeting strategies across multiple platforms.
  • Cultivate a deep understanding of modeling, analytics, and consumer insights to inform acquisition and promotional strategies.
  • Track, analyze, and communicate campaign results, using findings to improve future performance.
  • Stakeholder Influence
  • Partner with and influence leaders across product, marketing, and digital teams to align on business objectives.
  • Advocate for sustainable direct marketing experiences that support both acquisition and growth.

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.
  • Pension Eligible

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Number of Employees

5,001-10,000 employees

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