Principal Sales Support Associate or Sr Sales Support Associate – Principal Global Asset Allocation in Des Moines, Iowa
As a Sales Support / Sr Sales Support Associate in Principal Global Asset Allocation, you’ll partner with portfolio managers, specialists and leadership to create investment marketing collateral, content and communications. You’ll ensure consistent, timely content integration, planning and mapping across multiple channels and platforms including print (i.e. white papers, brochures, presentations) and digital (i.e. web sites, social media platforms, email marketing, mobile marketing). Identify and maintain scalable processes for maintaining marketing collateral.
Other types of things you’ll do:
Participate in the development of new and improved marketing materials to ensure a consistent, compelling story is created and executed across all materials. Directly handle customized presentation requests. Directly respond to sales and client service inquires spanning multiple PGAA investment teams, multiple products and general PGAA firm level information requests, RFP content, and management reports.
Focal point for coordinating with PGI marketing production resource team on behalf of PGAA. Serve as liaison between Product Specialists and marketing production team in driving priorities and satisfying most time sensitive ad-hoc requests. Ensure data integrity for complex portfolio characteristics and performance analytics (integrity of the Data Cube, Portfolio Characteristics, Performance, Staff, AUM, etc). Create custom competitor and peer analytics illustrations (eVestment, Morningstar, etc). Create stock example illustrations and templates.
Independently create, manage, develop, maintain and enhance a wide array of reports, tracking tools, analytics and data management activities in support of PGAA business development and product specialist functions. Includes but not limited to Investment Strategy Profiles and related data sets, concrete pipeline tracking and analysis, centralized business development and marketing activity tracking, AUM reporting, analytics and data management, and PGAA staff statistics database.
Perform other duties or special projects as needed.
We’re looking for someone with:
Bachelor's degree or equivalent.
Previous internship experience in investment, finance, marketing or a related field.
2+ years of previous work experience is preferred.
Ability to understand investment related terms and apply to communication and marketing materials.
Knowledge of the financial services market and products is preferred.
Strong communication skills including the ability to build and maintain strong relationships.
Excellent ability in the areas of problem solving, project management and decision making.
Detail oriented and have excellent planning and time management skills
Manage expectations, attend to details, handle multiple projects, and prioritize effectively
We’ll consider talent at the Sales Support Associate or Sr Sales Support Associate level experiences and skills.
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.)
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.
While our expertise spans the globe, we're bound by one common purpose: to foster a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees – individually and all of us together. Explore our core values, benefits and why we’re an exceptional place to grow your career.
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.
Requisition ID: 2020-29132
Business Area: PGI Multi-Asset Advisors
Street: 801 Grand Ave
FLSA Status: Non-Exempt