Experience

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  T. Rowe Price

  • Director, B2b & B2c Insights Content Marketing

• 

  T. Rowe Price

  • United States
  • Financial Services
  • 700 & Above Employee

  • Director, USI Insight Content Marketing

    • Dec 2021 - Present

  • Sr. Manager, USI Thought Leadership & Insights

    • Oct 2019 - Dec 2021

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  Invesco US

  • Niger
  • Investment Management
  • 700 & Above Employee

  • Manager, Wealth Management Intermediary Platforms, Americas Marketing

    • Mar 2018 - Aug 2019

    Promoted to create and lead expert tactical execution of integrated, omni-channel, strategic marketing plans, programs and campaigns to drive demand and growth of Invesco products, product placements and brand advocacy promotion.➢ Worked with senior leaders and teams, leading the development of both short- and long-term integrated sales and marketing strategies, plans to drive advocacy and influence product placements at key distributor firms.➢ Expanded content and develop a digital quarterly due diligence experience to assure consistent service for all research analysts, and lead significant projects.➢ Successfully started and launched a new marketing channel focused on professional buyers at retail brokerage firms (i.e. Merrill Lynch Research Analyst.)➢ Crafted a team of high performing marketers while simultaneously leading multiple large-scale projects, including Microsite (invesco.com/research-pros/) with personal due diligence pages for each user.➢ Identified the need to improve the quarterly product due diligence experience, and moved forward to conceptualize, work with vendors and cross-functional team to launch solutions within 6 months.➢ Utilized third party and internal research, including client and stakeholder interviews, to ensure ongoing knowledge regarding what is most relevant to clients now and in the future.➢ Managed event strategy including senior executive, 3rd party, workshops and digital, developed a Research Exchange program, and multiple annual white glove events with thematic and/or asset class focus.➢ Recipient of the 2018 Principles at Work Award for role as Invesco Cares Houston Finance Officer when coordinating Hurricane Harvey relief efforts.

  • Channel Marketing Manager, Independent and Wirehouse Divisions

    • Sep 2015 - Feb 2018

    Promoted to create and execute integrated marketing plans for two channels (Wire and Independent) with combined 2017 sales of $18B for an investment management firm that offered a wide range of investment capabilities.➢ Won two 2015 Mutual Fund Education Alliance (MFEA) awards in the Advisor Newsletter and Introduction Kit categories.➢ Led a cross-functional team that piloted digital journey platforms and made acquisition recommendations and motivated a team of account-based marketers working with marketing partners to develop communication strategies, best- in-class marketing materials, sales tools, quarterly newsletter, sales emails, and announcements.➢ Worked on large-scale initiatives, analyzing competitive market places and delivering innovative programs that leveraged novel editorial, digital and design initiatives.➢ Improved Invesco Consulting post event strategy by creating a manual (3) email journey and resulted in the highest customer engagement rate of 45% (vs. an average 7%) that also provided sales teams with warm leads.➢ Executed firm specific strategies to include landing pages on invesco.com/us and leveraging partner portals when available to promote content and tools.➢ Managed quarterly and annual data updates for content as well as updating key initiative presentations and literature pieces that continuously improved and grew the company’s footprint in the marketplace.

  • Senior Channel Marketer

    • Apr 2012 - Sep 2015

    Developed and implemented a successful channel marketing strategy for the Independent Channel by working in tandem with internal and external partners.➢ Owned the evolution of industry conference strategy to include pre-event value analysis, liaison with brand, social media, product lines and media relations, creating and delivering custom materials as needed.➢ Leveraged all opportunities to participate in dealer publications, websites, social media and conference calls and became a subject matter expert and the “go to” content partner for marketing partner firms.➢ Developed meaningful relationships and provided a voice for external and internal customers into the strategic planning process while monitoring sales trends to identify product marketing opportunities.

  • Senior National Account Specialist

    • May 2002 - Mar 2012

    Increased sales and assets by creating meaningful relationships in order to identify key opportunities with both the internal sales team and external client-to- broker dealers.➢ National Account Consultant of the year (2011), and partnered with the National Account Manager of the Year (2007 and 2009).➢ Provided sales team with timely dealer updates and actionable sales ideas, generated and implementedtactical plans for client engagement firms and provided monthly/quarterly reporting to premier dealers.➢ Expanded product presence on dealer platforms and worked closely with analysts and centers of influence to verify dealer fund review processes were met.

  • Marketing Specialist II

    • May 2000 - May 2002

    Promoted products and services via inbound calls from financial advisors, generated leads for internal and external sales forces and maintained awareness of current events, industry trends and legislation.

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  Van Kampen Funds

  • Client Services, Asset Retention

    • May 1998 - May 2000

    Retained assets by responding in a professional, timely and empathetic manner to both telephone and written redemption inquiries for from clients.