Experience

FTSE Russell, An LSEG Business

• United Kingdom
• Financial Services
• 200 - 300 Employee

• Senior Marketing Manager, Wealth Management Segment

  • Aug 2021 - Present

  New York City Metropolitan Area • Marketing Strategy: Developed the go-to-market strategy for FTSE Russell in the U.S. • Build brand awareness for Russell indexes among the wealth community in the U.S. through campaign management, content generation, and digital marketing. • Creating the content strategy and framework for FTSE Russell content - research, product, email, social, and campaign collateral



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Vice President

  • Jan 2020 - Aug 2021

  Greater New York City Area • Content Management: Manage content planning, scheduling, promotion, and reporting. Execute monthly meetings to ensure appropriate promotion and distribution across all channels. Closely track content engagement to identify opportunities and adjust strategy. • Project/Campaign Management: Organize and lead strategic marketing projects. Maintain project plans, scope, strategy, and timelines while communicating to senior management through presentations and summary (KPI) reports… Show more • Content Management: Manage content planning, scheduling, promotion, and reporting. Execute monthly meetings to ensure appropriate promotion and distribution across all channels. Closely track content engagement to identify opportunities and adjust strategy. • Project/Campaign Management: Organize and lead strategic marketing projects. Maintain project plans, scope, strategy, and timelines while communicating to senior management through presentations and summary (KPI) reports. • Marketing Analytics: Partner with data analytics team, determining methods and tools available for planning/tracking campaign and marketing efforts, building and maintaining KPI dashboards used for evaluating success and extrapolating new key learnings, improving overall campaign performance, and gathering/identifying best practices. Show less



Legg Mason (Acquired by Franklin Templeton)

• United States
• Financial Services
• 700 & Above Employee

• Vice President Marketing Program Management

  • Feb 2015 - Oct 2019

  Stamford, CT • Campaign Management: Facilitate the development of marketing campaigns to include goals and business objectives, and stakeholder needs. Partner with data analytics team to determine methods and tools available for tracking campaign performance and marketing efforts. Build and maintain KPI dashboards used for evaluating success as well as extrapolating new key learnings. • Integrated Marketing: Organize and lead integrated marketing campaigns incorporating content calendars, search… Show more • Campaign Management: Facilitate the development of marketing campaigns to include goals and business objectives, and stakeholder needs. Partner with data analytics team to determine methods and tools available for tracking campaign performance and marketing efforts. Build and maintain KPI dashboards used for evaluating success as well as extrapolating new key learnings. • Integrated Marketing: Organize and lead integrated marketing campaigns incorporating content calendars, search engine marketing, email, social media, and user digital journey mapping. Develop execution plans and timelines to ensure campaign aligns with goals and delivers expected outcomes. • Partnership Building/Stakeholder Management: Manage key partners/stakeholders, build credible and collaborative relationships with them, ensure there are regular checkpoints to market the team's efforts and resolve conflict. Partner closely with digital and content teams to ensure key messages and relevant content are aligned and incorporated into all campaigns. • Project Management: Organize and lead strategic marketing projects. Assemble, coordinate, and support the project team. Maintain project plans, scope, strategy, and timelines while communicating to senior management through presentations and summary (KPI) reports. • Continuous Improvement: Lead efforts to ensure the marketing organization gets better with each initiative. Conduct project retrospectives to ensure learnings are captured that can be leveraged in future campaigns. Focus and encourage teams to establish data-driven, and learnings based best practices. Show less



Advisor Group

• Financial Services
• 700 & Above Employee

• Wealth Management Platform Manager, Asst. Vice President

  • Jan 2008 - Feb 2015

  New York, NY My responsibilities included: •Subject matter expert: provide guidance to sales team, marketing communications, brokerage operations, and financial advisors for investment advisory platform encompassing over $15 billion in assets under management. •Advisor Communications: organize and conduct quarterly webinars for financial advisors providing updates on platform/product enhancements, firm website content, training opportunities, and upcoming platform initiatives. •Marketing: work… Show more My responsibilities included: •Subject matter expert: provide guidance to sales team, marketing communications, brokerage operations, and financial advisors for investment advisory platform encompassing over $15 billion in assets under management. •Advisor Communications: organize and conduct quarterly webinars for financial advisors providing updates on platform/product enhancements, firm website content, training opportunities, and upcoming platform initiatives. •Marketing: work closely with marketing communications team to ensure appropriate product messaging, positioning, and promotion of wealth management platform. Marketing pieces include advisor communications, brochures, fact sheets, and conference materials. •Platform Development: Generate business requirement documents for new platform/product enhancements. •Advisor/Home office support: Create user guides and maintain website portal content used by financial advisors and home office support teams.

• Investment Advisory Team Leader

  • Jan 2005 - Jan 2008

  Greater New York City Area • Managed investment advisory department of the Royal Alliance independent broker dealer (an Advisor Group BD), encompassing over 800 representatives, and over $5 Billion in assets under management. • Coordinated all efforts with regional sales teams to provide product support, sales solutions, and product positioning. • Worked diligently within organization to build relationships and execute the agenda and goals of the Advisory department as well as adoption of new products/features

• Internal Consultant

  • Jan 2004 - Jan 2005

  Greater New York City Area • Consulted advisors on benefits of building fee business using a variety of programs and products such as separately managed accounts, mutual fund/equity wrap programs and a variety of other professionally managed programs.