Principal Financial Group · 1 week ago
Senior Marketing Strategist (Retention)
United States
Full-time
Remote
Mid, Senior Level
$101K/yr - $150K/yr
6+ years expPrincipal Financial Group is seeking a Senior Marketing Strategist to shape the retention marketing strategy for individual participant investment planning and products. The role focuses on building customer loyalty and driving adoption through innovative campaigns while leading the go-to-market strategy for Managed Services offerings.
Financial ServicesInsurance
No H1B
Responsibilities
Lead development and execution of retention marketing strategies for individual participant personal investment products
Design campaigns to strengthen customer loyalty, deepen engagement, and drive adoption of personal investment solutions
Apply test-and-learn methodologies to refine retention approaches and maximize lifetime value
Partner with product, content, marketing strategists and web experience teams to create integrated cross-channel promotional strategies
Ensure messaging consistency across email, direct mail, and digital experiences to drive customer loyalty and incremental sales between personal investing and broader retirement product offerings
Lead the execution of direct marketing initiatives, prioritizing creative testing and audience targeting strategies that foster and strengthen advisor relationships
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 retention and promotional strategies
Track, analyze, and communicate campaign results, using findings to improve future performance
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 retention and growth
Qualification
Required
Bachelor's degree or equivalent experience
6+ years of direct-to-consumer retention 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
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 required
Some travel required, including overnight stays
Preferred
Banking industry background is a plus
An understanding of the competition and market opportunities and customer experience
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.
Pension Eligible
Company
Principal Financial Group
Principal Financial Group® is dedicated to improving the wealth and well-being of people and businesses around the world—helping more than 62M customers plan, protect, invest, and retire as of December 31, 2023.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Dan Houston
President and CEO
Liliana (Lil) Waters, CPA, FLMI
CFO – US Distribution
Recent News
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