Strategic Client Group Analyst

What You'll Do

As a Strategic Client Group Analyst, you will support the strategic client group and sales teams in their engagement with institutional plan sponsors and consultants. This is an excellent opportunity to build a career in asset management distribution if you are interested in financial markets, investment capabilities and engaging with others in a collaborative environment. The role is critical to the team’s strategic effort to retain clients and grow assets under management across investment capabilities, from equity to fixed income to private markets.

Responsibilities include acting as the team’s liaison with external constituents and internal partners – providing follow up materials, preparing briefing documents and collaborating on pipeline opportunities.

We’re looking for someone who embraces new opportunities to learn, thrives under pressure, can juggle competing demands with grit and focus, and isn’t afraid to roll up their sleeves to help achieve the firm’s strategic goals. This is your chance to work collaboratively across institutional sales, relationship management and investment professionals in support of the clients we serve in our largest strategic relationships in asset management.

• Support relationship managers and/or institutional sales team members with day‑to‑day activities.
• Act as a team representative and critical liaison with external and internal constituents – providing timely and professional responses related to capability/firm inquiries, information requests and strategy updates.
• Conduct competitive analysis and market research to provide insights related to industry trends and peer positioning.
• Prepare briefing materials for upcoming meetings, conferences and industry events; manage the requests and delivery of presentations and pitch materials.
• Maintain Sales Force CRM: data entry, clean‑up, validation and proactive reporting and engagement tracking for effective team outreach.
• Create and update internal PowerPoint presentations, take meeting notes, track action items and follow up.
• Manage contact lists and oversee the team’s coordinated outreach related to specific offerings and firm announcements.
• Assist with project work: pipeline tracking and strategic initiatives.
• Regularly review consultant websites for current search activity and update business profiles based on client and consultant exposures, preferences, historical investment interests and decision‑making processes.

• Structured onboarding and mentorship with exposure to senior leaders and investment team members across traditional and alternative investment offerings.
• Client‑facing opportunities and career path towards roles related to sales, strategic partnerships, client management.
• Competitive pay, bonus, benefits and professional development support.

• 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!
• Principal Asset Management, a subsidiary of Principal Financial Group, offers global asset management expertise across a diverse set of traditional and alternative asset classes.

• Bachelor’s degree or eight years of equivalent experience.
• FINRA licensing required within 90 days of employment including SIE, Series 7 and Series 63 licenses.
• Must have basic PC skills, database experience and spreadsheet skill.
• Ability to learn systems and applications/databases, including Salesforce.
• Investment product and capital markets knowledge preferred.
• Must be able to attend to day‑to‑day details while maintaining a strategic focus.
• High energy, relentless passion to succeed and willingness to give back to team and community.
• Excellent verbal and written communication skills.
• Creative and persuasive marketer with ability to leverage technology and data analytics.
• Excellent planning, organization and time‑management skills.
• High level of accountability and maintains…