Marketing Manager

Classification: Personal

Nhina Chau

**** ** ***** ** • Johnston, IA 50131 • cell: 515-***-**** • addjsm@r.postjobfree.com Summary of Qualifications

A highly motivated financial professional with more than 12+ years of retirement and investment industry expertise. Experience in developing, supporting and executing on marketing innovation strategies. Skilled in creating effective communication, customizing marketing presentations, responding to complex investment product questions and building business relationships. Leadership, negotiation and influencing skills leading projects to advance and expand on operational efficiencies and adherence to compliance policies. Education: Bachelor of Science: Management & Finance, 1997, Iowa State University, Ames, Iowa Licensing: FINRA Series 6 and 7

Skilled In: Morningstar Direct & Morningstar Presentation Studio, FactSet, Bloomberg, SharePoint, Salesforce, Seismic, Zephyr, eVestment, Excel, PowerPoint and Microsoft Word. Professional Work Experience & Accomplishments

Marketing Innovative Strategist 2018 -2019

Principal – Principal Global Investors Des Moines, Iowa

• Responsible for tools, systems and procedures that support automation and innovation across the marketing organization within Principal Global Investors.

• Assessing, selecting, planning and implementing of new marketing tools and systems while also identifying and executing on innovative ideas to enhance existing tools, systems and procedures.

• Support in the day to day management and long-term strategy of various marketing and communications related systems. (i.e. Seismic, Sharepoint, Morningstar Direct, etc.).

• Gather and analyzed data to identify trends and recommend solutions to resolve issues. Product Manager 2013 – 2018

Principal – Principal Global Investors Des Moines, Iowa

• Supporting the gathering and retention of assets under management by working closely with sales and client service professionals across all distribution channels.

• Providing ongoing research and analytical findings and on product positioning, portfolio performance analysis, investment process and strategy details, writing investment commentary and proactive portfolio updates (e.g., explaining changes in portfolio holdings and key portfolio themes) to internal audiences.

• Providing competitive and product information to internal business partners and others responsible for producing and delivering content to internal and external audiences.

• Creating and articulating investment story, detailing product specifications, and creating strategic messaging for investment team on investment strategies.

• Assisting with product development of assigned funds. This includes: idea generation, primary analysis / scoping, building a business case and bringing a new product or service to market.

• Mentoring and managing nine members of Pune, India Principal Funds support team. Proposal Analyst, Institutional RFP Team 2007 – 2012 Principal – Retirement and Income Solutions Des Moines, Iowa

• Coordinated the development and distribution of retirement and investment products and services through RFPs to strategically position Principal’s capabilities in the marketplace to achieve Full Service Accumulation sales goals.

• Created and wrote customized responses for RFPs exclusively with prospective clients with plan assets with $100+ million.

• Reviewed and interpret investment and statistical data and present them in understandable and marketing-oriented format.

• Build and maintain multiple business relationships with individuals throughout the organization including with Institutional Managing Directors and U.S. field offices, RIS SWAT, RIS Distribution and Administration, to broaden relationships, expand business knowledge, and to deliver value added services and solutions.

• Researched and maintained extensive product knowledge on retirement plans, including defined contribution, defined benefit, ESOP and nonqualified plans to deliver support and information to U.S. field offices.

Contact this candidate