What You'll Do
As a Senior Marketing Strategist on our B2C Marketing Team, you will play a pivotal role in shaping the retention marketing strategy for individual participant investment planning and products .
Your primary focus will be on building loyalty, deepening engagement, and 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
Retention & Personal Investing Strategy
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.
Cross-Promotional Marketing
Partner with product, content, marketing strategiest 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.
Campaign Execution & Optimization
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.
Data & Insights Application
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.
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 retention and growth.
Who You Are
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.
Banking industry background is a plus.
An understanding of the competition and market opportunities and customer experience
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)
$104400 - $140000 / year
Salary Details
The following locations are examples of market-specific salary ranges across different job levels and geographies.
Grand Island, NE / Wichita, KS:
Sr Strategist: $104,400 - $140,000 / year
Des Moines, IA / Tampa, FL:
Sr. Strategist: $110,200 - $140,000 / year
Charlotte, NC / Dallas, TX:
Sr. Strategist: $116,000 - $140,000/ year
Chicago, IL /Denver, CO / Minneapolis, MN:
Sr. Strategist: $127,600 - $140,000 / year
Los Angeles, CA / New York City, NY:
Sr. Strategist: $139,700 - $140,00/ 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 (https://www.uscis.gov/working-in-the-united-states/temporary-nonimmigrant-workers) and Green Card for Employment-Based Immigrants (https://www.uscis.gov/green-card/green-card-eligibility/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 (https://www.principal.com/about-us/careers) 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
2/17/2026
Most Recently Posted Date
2/17/2026
LinkedIn Remote Hashtag
LI-Remote
