Marketing Specialist – Financial Services

Marketing Specialist

Are you a strategic problem solver with a passion for marketing and business growth? We are currently seeking a self-motivated and detail-oriented Marketing Specialist to join our team. In this role, you will have the opportunity to make an impact on our business and help drive our growth plans forward. As a Marketing Specialist, you will be responsible for developing and implementing marketing strategies to attract new clients and expand our market presence. You will work closely with our sales leaders and financial professionals to help them identify and pursue new business opportunities, using your exceptional communication and interpersonal skills to build strong relationships. In this role you will be responsible for:

• Promoting and implementing marketing programs and tools with all advisors in the region.
• Working closely with managers and advisors to effectively penetrate target segments in order to help grow their books of business.
• Implementing multi-channel marketing programs, maximizing social media, email campaigns, and traditional marketing.
• Supporting client retention efforts by enhancing engagement strategies and maintaining strong relationships.
• Planning and coordinating events to support marketing initiatives.
• Producing newsletters to foster positive culture and keep advisors informed about marketing programs and initiatives.
• Ensuring marketing programs align with industry regulations and compliance measures and align with brand standards.

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!

Who You Are:

• High school diploma or equivalent experience.
• Ability to understand and apply marketing strategies and systems.
• Strong communication and interpersonal skills.
• Proactive and highly organized with the ability to prioritize assignments and adapt to changing priorities.
• Proficient knowledge of Microsoft Office Suite.

Skills That Will Help You Stand Out:

• College degree or previous experience in marketing or related field.
• Experience with Salesforce and/or other CRM platforms.
• Exposure to, or experience with, social media platforms.

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): $24.50 - $31.73 / hour

Time Off Program:

Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period. Employees can use their PTO for vacation, personal or short-term illness.

Pension Eligible: Yes

Location:

This role can be based in either our Chicago, IL; Dublin, OH; or Cincinnati, OH offices. This position requires full-time, on-site work from Monday to Friday during standard office hours.

Work Authorization/Sponsorship:

At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc.

Investment Code of Ethics:

For Principal Asset Management 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.

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.

Original Posting Date: 8/20/2025

Most Recently Posted Date: 8/20/2025