Senior Competitive Intelligence Analyst

Principal Financial Services, Inc.; Iowa (LA); On-site; USD 81,000 - 125,000; Full time

Job summary

Join a leading financial services company as a Senior Competitive Intelligence Analyst, where you’ll analyze market competition and provide strategic insights for product strategy. Leverage your 8+ years of experience in financial services to support internal decision-making and improve product offerings in a collaborative environment.

Benefits

Flexible Time Off

Pension Eligibility

Qualifications

• 8+ years of related experience in financial services.
• Knowledge of competitive intelligence practices and tools.
• Capable of running and maintaining sales illustration software.

Responsibilities

• Collect and analyze competitive intelligence related to product offerings.
• Educate internal partners on product competitiveness.
• Collaborate with industry partners for growth projections.

Skills

Project Management

Analytical Skills

Communication

Leadership

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Office Suite

Sales Illustration Software

Job description

What You'll Do

Join Principal's Actuarial & Product Management team as a Senior Competitive Intelligence Analyst and partner with key decision-makers by providing timely, actionable, strategic business intelligence relating to product competitiveness using approved methodology that provide insight and implications for illustration, marketing and product strategy!

Major responsibilities include:

• Collect, analyze and disseminate current and strategic information about key life and disability product competitors.

• Assess market competitiveness, educate internal partners on where we compete and be available for case level support. Communicate with various audiences on how to position Principal's products against peers and provide information on new designs marketed by competitors.

• Collaborate with appropriate resources (e.g. industry organization, product development, external vendors) to develop industry growth/opportunity projections, product penetration and determine/communicate product market attractiveness.
• Maintain / increase knowledge of tools and techniques for gathering and disseminating competitive intelligence information.
• Participate on cross-business unit market intelligence groups, consisting of both primary and secondary research professionals. Participate in product surveys, assist with product reviews and compare competitor product pricing, benefits and features,
• Assist with the management, development and enhancement of technology used in the marketing and illustration of our products.

Who You Are

• Bachelor's degree, or equivalent experience
• 8+ years of related experience in the financial services industry resulting in knowledge of company products, competitive and business intelligence practices, tools, analytic techniques and methodologies
• Excellent project management, organizational, problem-solving, leadership and analytical skills
• Capable of installing, running, and maintaining sales illustration software
• Microsoft desktop tools (PowerPoint, Word, Excel) proficiency
• NASD Series 6 or other industry designation a plus
• Familiarity with case design is a plus
• Minimum travel required

The successful candidate will have strong communication, consultative and presentation skills as well as advanced time management and decision-making skills. The ability to maintain confidentially and exhibit high accuracy and attention to detail and thrive in a fast-paced and collaborative environment and work to improve our team impact through process improvement, strong communication and collaboration. Work effectively and efficiently in unique situations which require flexibility.

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)

$81900 - $125000 / 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
Additional Information

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 and 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 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

6/4/2025
Most Recently Posted Date

6/4/2025