Principal Financial Services, Inc.
Senior Marketing Strategist (Acquisition)
Principal Financial Services, Inc., Des Moines, Iowa, United States, 50319
What You'll Do
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 and products.
Your primary focus will be on deepening engagement, while 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.
Key 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.
Who You Are
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.
Banking industry background is a plus.
Some travel required, including overnight stays.
Salary Range Information Salary ranges below reflect targeted base salaries. Non‑sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Salary Range (Non‑Exempt expressed as hourly; Exempt expressed as yearly) $100800 - $150000 / year
Time Off Program 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 Yes
Work Authorization/Sponsorship At this time, we're not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role. (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.)
Nonimmigrant Workers and Green Card for Employment-Based Immigrants Nonimmigrant Workers and Green Card for Employment-Based Immigrants
Investment Code of Ethics For Principal Global Investors positions, you’ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.
Experience Principal At Principal, we value connecting on both a personal and professional level. Together, we’re imagining a more purpose‑led future for financial services – and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well‑being. Check out our careers site to learn more about our purpose, values and benefits.
Principal is an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Posting Window We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.
Original Posting Date 1/7/2026
Most Recently Posted Date 1/7/2026
LinkedIn Remote Hashtag
#LI-Remote
#J-18808-Ljbffr
Your primary focus will be on deepening engagement, while 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.
Key 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.
Who You Are
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.
Banking industry background is a plus.
Some travel required, including overnight stays.
Salary Range Information Salary ranges below reflect targeted base salaries. Non‑sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Salary Range (Non‑Exempt expressed as hourly; Exempt expressed as yearly) $100800 - $150000 / year
Time Off Program 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 Yes
Work Authorization/Sponsorship At this time, we're not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role. (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.)
Nonimmigrant Workers and Green Card for Employment-Based Immigrants Nonimmigrant Workers and Green Card for Employment-Based Immigrants
Investment Code of Ethics For Principal Global Investors positions, you’ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.
Experience Principal At Principal, we value connecting on both a personal and professional level. Together, we’re imagining a more purpose‑led future for financial services – and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well‑being. Check out our careers site to learn more about our purpose, values and benefits.
Principal is an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Posting Window We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.
Original Posting Date 1/7/2026
Most Recently Posted Date 1/7/2026
LinkedIn Remote Hashtag
#LI-Remote
#J-18808-Ljbffr