Sr. Strategist, Asset Management Marketing - Segment (Updated Location)
About The Position
We’re seeking a Senior Strategist to join our Real Estate & Private Markets investment marketing team! In this role, you’ll create, position, and help to set the strategic direction of product-related content and communications that support our real estate and private market product platforms while also supporting strategic planning, development, and execution of marketing initiatives that elevate brand awareness, drive client engagement, and support business growth for our U.S. institutional audience. 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 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
Nice To Haves
- 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
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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
