Strategic Client Group Analyst
Principal Financial Group, Des Moines, IA, United States
Overview
The Strategic Client Group (SCG) Analyst plays a critical role in supporting the firm’s national accounts strategy and expanding our presence across key DCIO distribution partners and platforms. This role works closely with SCG Relationship Managers and collaborates across sales, marketing, product, data, and investment teams to strengthen our relationships and drive platform‑level growth. 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.
What You’ll Do
Work alongside SCG Relationship Managers and coordinate with internal groups—including Sales, Marketing, Product, Investments, Operations, Principal Trust Company, and other Principal business lines—to assist national account initiatives, platform strategy, and enterprise coordination.
Produce, analyze, and maintain monthly and quarterly sales, platform, and distribution reporting for SCG firms and Relationship Managers, providing insights that support platform positioning, model access, and strategic opportunity identification.
Manage and update investment‑related content in Seismic. This includes broker/dealer investment updates, approved product lists, and platform‑specific materials to ensure field wholesalers have accurate and timely resources for advisor engagement.
Apply Salesforce and Business Intelligence tools to identify platform trends, greenspace opportunities, and territory‑level insights that can be used across SCG, Sales, and Marketing to drive local market activation and growth.
Support data integrity within Salesforce by maintaining firms, setting up new firms, and conducting ongoing platform research. Use existing sources and other intelligence tools to validate opportunity pipelines and firm‑level attributes.
Contribute to special projects, central initiatives, and other responsibilities that advance SCG priorities and support the firm’s growth across the DCIO distribution landscape.
Who You Are
Bachelor’s degree or equivalent experience.
Excellent verbal and written communication skills.
Creative and persuasive marketer with the ability to bring technology and data analytics to the table.
Ability to learn systems and applications/databases, including Salesforce.
Investment product and capital markets knowledge preferred.
High energy, steadfast passion to succeed, and willingness to give back to the team and community.
Excellent planning, organization, and time‑management skills.
Possess a high degree of integrity and actively cooperate and interact with all entities.
Licenses
Series 7
Series 63
Salary Range 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): $73,150 - $99,750 per 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 No
Location This role is located in Des Moines, IA.
Work Environment This role offers the ability for in‑office, & hybrid (blending both office and remote work in a typical workweek) work arrangements. This is a hybrid position with the requirement of 3 days in the office and 2 days work from home. Management reserves the right to adjust the days required in office.
Work Authorization/Sponsorship At this time, we are not considering applicants who require any form of immigration sponsorship to work in the United States now or in the future. For more information on work authorization requirements, please use the provided links.
Investment Ethics Code In Principal Asset Management positions, you are required to observe an Investment Code of Ethics regarding conduct and personal trading for yourself and those living with you. Other positions within the organization may have similar obligations.
Experience Principal At Principal, we believe in forming connections both personally and professionally. Together, we’re crafting a future for financial services that is guided by purpose – and that begins with you. Our success is founded on the unique experiences, backgrounds, and talents of our employees. We provide support to our employees in the same manner as we provide for our customers: with all‑inclusive, competitive benefit options intended to protect their physical, financial, and social well‑being. Check our careers site to learn more about our purpose, values, and benefits.
Equal Opportunity Employer 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 3/27/2026
Most Recently Posted Date 3/27/2026
#J-18808-Ljbffr
What You’ll Do
Work alongside SCG Relationship Managers and coordinate with internal groups—including Sales, Marketing, Product, Investments, Operations, Principal Trust Company, and other Principal business lines—to assist national account initiatives, platform strategy, and enterprise coordination.
Produce, analyze, and maintain monthly and quarterly sales, platform, and distribution reporting for SCG firms and Relationship Managers, providing insights that support platform positioning, model access, and strategic opportunity identification.
Manage and update investment‑related content in Seismic. This includes broker/dealer investment updates, approved product lists, and platform‑specific materials to ensure field wholesalers have accurate and timely resources for advisor engagement.
Apply Salesforce and Business Intelligence tools to identify platform trends, greenspace opportunities, and territory‑level insights that can be used across SCG, Sales, and Marketing to drive local market activation and growth.
Support data integrity within Salesforce by maintaining firms, setting up new firms, and conducting ongoing platform research. Use existing sources and other intelligence tools to validate opportunity pipelines and firm‑level attributes.
Contribute to special projects, central initiatives, and other responsibilities that advance SCG priorities and support the firm’s growth across the DCIO distribution landscape.
Who You Are
Bachelor’s degree or equivalent experience.
Excellent verbal and written communication skills.
Creative and persuasive marketer with the ability to bring technology and data analytics to the table.
Ability to learn systems and applications/databases, including Salesforce.
Investment product and capital markets knowledge preferred.
High energy, steadfast passion to succeed, and willingness to give back to the team and community.
Excellent planning, organization, and time‑management skills.
Possess a high degree of integrity and actively cooperate and interact with all entities.
Licenses
Series 7
Series 63
Salary Range 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): $73,150 - $99,750 per 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 No
Location This role is located in Des Moines, IA.
Work Environment This role offers the ability for in‑office, & hybrid (blending both office and remote work in a typical workweek) work arrangements. This is a hybrid position with the requirement of 3 days in the office and 2 days work from home. Management reserves the right to adjust the days required in office.
Work Authorization/Sponsorship At this time, we are not considering applicants who require any form of immigration sponsorship to work in the United States now or in the future. For more information on work authorization requirements, please use the provided links.
Investment Ethics Code In Principal Asset Management positions, you are required to observe an Investment Code of Ethics regarding conduct and personal trading for yourself and those living with you. Other positions within the organization may have similar obligations.
Experience Principal At Principal, we believe in forming connections both personally and professionally. Together, we’re crafting a future for financial services that is guided by purpose – and that begins with you. Our success is founded on the unique experiences, backgrounds, and talents of our employees. We provide support to our employees in the same manner as we provide for our customers: with all‑inclusive, competitive benefit options intended to protect their physical, financial, and social well‑being. Check our careers site to learn more about our purpose, values, and benefits.
Equal Opportunity Employer 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 3/27/2026
Most Recently Posted Date 3/27/2026
#J-18808-Ljbffr