Experience

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  Boston-area financial advisory firm

  • Boston, Massachusetts, United States

  • Marketing Director

    • Mar 2018 - Present
    • Boston, Massachusetts, United States

    Serve as webmaster, event planner, corporate sponsor, video, webinar and podcast producer, content manager and writer for a suburban Boston financial planning firm. Industry rules prevent me from disclosing the name of the firm in this profile, which focuses on my consulting work. Find the "other profile" by searching for Jeffrey Briskin on LinkedIn.

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  Briskin Consulting

  • Natick, MA

  • Principal

    • Jun 2009 - Present
    • Natick, MA

    A strategic marketing, client research and creative services firm with a proven track record for helping companies gain, sustain and retain b-c and b-b client relationships. Services include:- Content marketing campaign development and execution- Event planning and promotion- Corporate sponsorships- Client recognition programs- Email marketing- Market research- Product marketing- Branding and value proposition development- Social media marketing- Marketing and sales collateral development- Sales process re-engineering- Writing and ghostwriting sponsored content and blog postsVisit www.jeffbriskin.net for more information and portfolio samples.

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  Advisor Perspectives

  • Lexington, MA

  • Director of Marketing

    • Jul 2012 - Jul 2017
    • Lexington, MA

    • Managed, wrote and produce all digital, social media and traditional marketing and PR campaigns that generated hundreds of advertiser leads for America's leading online publisher of investment strategies and financial planning content delivered to more than 300,000 financial advisors each week.• Led and executed all marketing campaigns to promote participation in APViewpoint, a secure, online community where more than 16,000 advisors learn and share insights with their peers and 60 industry recognized thought leaders • Conducted and published research revealing key business practice insights of advisors of great importance to asset management companies and other companies serving the profession. • Provided strategic marketing help for investment companies that used Advisor Perspectives to host their webinars or distribute their marketing emails• Contribute articles that appear on Advisor Perspectives (see samples in "Publications" below)

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  Bank of America

  • Vice President, Institutional Marketing

    • May 2004 - Jun 2009

    • Played a leadership role in the branding and launch of the bank's institutional investment product groups serving retirement plans, not-for-profit institutions, and philanthropic families, including naming, value proposition development and competitive positioning, internal and external client communications, and creation of collateral, sales presentations, and web sites • Managed a successful private philanthropy sales campaign in U.S. Trust, including creation of client segmentation strategies, targeted lead lists, on-site and web-based training programs, and print and online marketing materials resulting in $134 million in new assets for its private foundation, charitable trust, and donor-advised fund products• Served as product manager for the development, publication, and media and online rollout of the groundbreaking 2008 Bank of America Study of High Net-Worth Philanthropy, the industry’s largest study of the charitable giving behaviors and attitudes of wealthy donors• Efforts resulted in higher win and client retention rates and over $5 billion in new assets

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  Columbia Management

  • Vice President, Investment Marketing

    • Oct 2003 - May 2004

    • Served as marketing liaison between Columbia's equity and fixed income portfolio managers and the financial advisors who sold Columbia mutual funds and separate account strategies to high net worth and institutional clients. • Produced monthly and quarterly client commentaries and presentations with economic and market reviews and outlooks and asset class performance figures.• Communicated tactical and strategic asset allocation decisions made by Columbia's centralized Investment Strategy Group in a variety of internal and client-facing communications• Organized, scripted, and co-produced Columbia's quarterly client conference calls

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  Emplanet

  • Marketing and PR Director

    • Jan 2002 - Dec 2002

    • Managed interactive marketing, PR and corporate communications team for this provider of private label online 401(k) plan recordkeeping services• Led re-branding and repositioning, including value proposition development, sales process re-engineering, and top-to-bottom rebranding and redevelopment of plan sponsor and plan participant web sites and sales materials • Created a highly successful direct marketing campaign aimed at converting 600 small retirement plans worth $2.5 billion to the Emplanet platform, resulting in a 50% verbal commitment rate

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  Pioneer Investments

  • AVP Interactive Marketing

    • Jun 2000 - Dec 2001

    • Served as product manager in the development and rollout of AdvisorMatch, an e-commerce application allowing financial advisors to build and publish a prospecting web site in an hour or less• Served as product and marketing manager for Pioneer’s CyberGuidesSM, artificially intelligent ‘bots’ that ‘conversed’ with investors using a plain English text interface• Participated in the development of branding and content standards for Pioneer's network of global web sites and provided monthly usage reports to senior management

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  Fidelity Investments

  • Creative Director/Copy Group Supervisor

    • Sep 1995 - Jan 2000

    • Served as creator and steward for Fidelity's online advertising branding standards. and produced successful online advertising and advertorial campaigns and search engine optimization strategies that resulted in 20,000 new brokerage, IRA, and mutual fund accounts and over $100mm in new assets• Developed site architecture, provided interface consulting support, and wrote hundreds of pages of educational and promotional content for Fidelity's term life insurance, mutual fund, brokerage and retirement plan web sites• Produced web sites and online branding standards for Fidelity's non-investment businesses, including The Seaport Hotel, BostonCoach, and J. Robert Scott. • Managed two junior and senior copywriters and directed the efforts of external design firms and technical service vendors