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What You'll Do

As a Strategic Client Group Analyst, you’ll contribute to the team’s collaboration with sales, marketing, product development and others to maximize the firm’s ability to generate interest across capabilities by providing analytical support, internal reporting and sales idea logistics for the team. This role will be highly integrated into our key account team representing our largest strategic relationships and will offer you a robust experience within asset management.

Here are a few examples of the types of things you’ll do:

+ Utilize various analytical tools, including Morningstar, Evestment, Dakota Live, and Cerulli to source and research investment opportunities at strategic relationships.

+ Support and maintain Monthly & Quarterly sales reporting, as well as assist with strategic planning and budgeting.

+ Coordinate deliverables for key relationships, including investment proposals, key performance indicators, activity reporting, and investment commentary.

+ Representing the team in marketing and product sales initiatives/campaigns via virtual presentations, phone engagement, and email.

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!

Apply today!

Who You Are

+ Bachelor's degree or eight years of equivalent experience

+ FINRA licensing required within 90 days of employment including SIE, Series 7, 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 the 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 professional and ethical standards

+ Analytical / Reasoning skills

+ Willingness to become proficient utilizing technology including salesforce and other client marketing tools

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)

$48450 - $95950 / 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

No

Location

This role is located in Des Moines, IA. It is an office hybrid role that has three designated days in the office and two remote days weekly.

Job Level

Open to hiring at a higher level based off of skills and experience.

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. For additional information around work authorization needs please use the following links.

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 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.

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

12/18/2025

Most Recently Posted Date

12/19/2025

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