SB Financial Services Relationship Manager jobs in Gresham, OR

As a Financial Services Marketing Consultant – Lake Oswego, OR regional sales office, you'll assist management and advisors in developing and implementing marketing programs as well as support materials that will enable advisors and management to effectively penetrate target segments to attract new business and maintain existing business. You'll also track marketing activities of advisors and offices within the business center region, implement and execute advisor marketing programs, and support business center marketing programs and local branding activities.

Here are examples of the kinds of things you'll do:

• Ensure producer marketing program and tools are promoted and implemented with all advisors. Serve as an advocate for advisors and business centers by partnering with regional marketing consultants and internal contacts to acquire resources needed for advisors to improve business development efforts and meet financial objectives.
• Assist management or advisors in developing and implementing marketing programs and support materials that will enable advisors and management to effectively penetrate target segments in order to attract new business and maintain existing business. Track marketing activities of advisors and offices within the business center region.
• Execute on business center goals. Assist in carrying out the necessary marketing activities. This may also include event-planning and internal newsletter production in support of the culture.

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!

• High school diploma or equivalent.
• Good understanding of the business use of social media platforms including, but not limited to: LinkedIn, Facebook, Twitter and YouTube.
• Strong business sense and ability to understand and apply marketing strategies and systems. 
• Strong written and oral communication, organizational and relationship building skills.
• Proactive and determined, ability to prioritize assignments, adapt to changing priorities and able to work under pressure.
• Proficient knowledge of Microsoft Office Suite.

Skills That Will Help You Stand Out

• Expertise in marketing strategies; proven track record to innovate, empower, and generate effective marketing programs.
• 4 years related experience in marketing and sales support; financial services experience is a plus.
• Experience with Salesforce and/or other CRM platforms is highly preferred.

Work Authorization/Sponsorship

At this time, we're not considering candidates 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 and 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

While our expertise spans the globe, we're bound by one common purpose: to foster a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees – individually and all of us together. Explore our core values, benefits and why we’re an exceptional place to grow your career.

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.

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