Experience

AssetMark

• United States
• Financial Services
• 500 - 600 Employee

• Senior Manager, Investment & Platform Marketing

  • Jul 2022 - Present

  Chicago, Illinois, United States



Patti Ernst Strategic Marketing LLC

• Strategic Marketing Consultant

  • Jan 2019 - Jul 2022

  Greater Chicago Area Strategic Marketing Consultant helping businesses to increase revenue, brand awareness and market share. • Design goal-based marketing strategies and tactics • Collaborate with clients to help them create compelling stories so they are easily understood and memorable to their customer base • Promote clients’ products through various marketing vehicles including strategic email marketing journeys, social media, enhanced websites and event marketing • Create public relations… Show more Strategic Marketing Consultant helping businesses to increase revenue, brand awareness and market share. • Design goal-based marketing strategies and tactics • Collaborate with clients to help them create compelling stories so they are easily understood and memorable to their customer base • Promote clients’ products through various marketing vehicles including strategic email marketing journeys, social media, enhanced websites and event marketing • Create public relations opportunities for clients through a process that builds mutually beneficial relationships between the client and the public through traditional, social and digital media activities Show less



Invesco Ltd.

• United States
• Financial Services
• 700 & Above Employee

• Channel Marketing Director

  • Oct 2008 - Mar 2018

  Downers Grove, IL Invesco Ltd. is a global asset management firm. Created cohesive marketing strategies for broker-dealer, defined contribution (DC), variable annuity (VA) and 529 channels. Promoted investment vehicles to clients through various marketing communication channels. • Generated $8B+ in sales by leading core product promotion (2016). 13% increase over prior year. • Supported key client’s (Edward Jones) move from 50th to 22nd ranking (Equity and Income Fund, 2014). • Increased sales… Show more Invesco Ltd. is a global asset management firm. Created cohesive marketing strategies for broker-dealer, defined contribution (DC), variable annuity (VA) and 529 channels. Promoted investment vehicles to clients through various marketing communication channels. • Generated $8B+ in sales by leading core product promotion (2016). 13% increase over prior year. • Supported key client’s (Edward Jones) move from 50th to 22nd ranking (Equity and Income Fund, 2014). • Increased sales 115% while competitors’ average increase was 59% (International Growth Fund, 2013). • Improved sales 24% while competitors decreased by average of 22% (Charter Fund, 2011). • Saved $120K+ of the Edward Jones annual marketing budget by efficiently and effectively revising marketing materials. • Planned and coordinated annual Investment Symposium meeting for top clients to improve product knowledge. Business benefit included account growth and client relationship development. Successful meeting led to receipt of Invesco Principles at Work Award (2012) for adhering to Invesco principle of “Working Together, We Achieve More.” Show less



Matrix Capital Advisors LLC

• Director

  • Nov 2006 - Oct 2008

  Chicago,IL Matrix Capital Advisors LLC ("Matrix"​) is a registered investment advisor under the Investment Advisors Act of 1940 serving high net worth individuals, families and private foundations. Owned non-investment functions (accounting, HR, technology, compliance, vendor management, marketing). • Increased assets 15% year over year by evaluating and improving marketing strategy for client acquisition. • Negotiated contracts with external vendor to track and retain firm’s email, saving… Show more Matrix Capital Advisors LLC ("Matrix"​) is a registered investment advisor under the Investment Advisors Act of 1940 serving high net worth individuals, families and private foundations. Owned non-investment functions (accounting, HR, technology, compliance, vendor management, marketing). • Increased assets 15% year over year by evaluating and improving marketing strategy for client acquisition. • Negotiated contracts with external vendor to track and retain firm’s email, saving 10% and ensuring compliance with FINRA, SEC and NYSE mandates. • Launched proactive email marketing campaigns, enhancing communication with clients. 100% percent open rate at launch. Show less



DWS Group

• Germany
• Financial Services
• 700 & Above Employee

• Vice President, Channel Marketing

  • Apr 1998 - Nov 2006

  Chicago, IL DWS Group (DWS) is one of the world's leading asset managers. Vice President, Marketing and National Promotions Manager, Channel Marketing • Led marketing operations with eight-member team (team management, advertising, account sales). Developed strategic marketing plans for Financial Institutions Group (FIG), retail and national accounts sales forces. • Executed requests from three national sales teams with 75+ members. Resources were allocated by sales channel as well as… Show more DWS Group (DWS) is one of the world's leading asset managers. Vice President, Marketing and National Promotions Manager, Channel Marketing • Led marketing operations with eight-member team (team management, advertising, account sales). Developed strategic marketing plans for Financial Institutions Group (FIG), retail and national accounts sales forces. • Executed requests from three national sales teams with 75+ members. Resources were allocated by sales channel as well as prioritization of projects. • Promoted key products in conjunction with internet communications team, increasing communication with major firms at reduced cost by eliminating printed mailings. • Improved sales 15% by spearheading nationally focused firm-wide core fund promotion campaigns. • Drove sales at targeted firms by planning and leading meetings with 14 top-tier firms. Meetings include partnership building and tailoring the meetings to the goals of the valued partners. • Employee Recognition Award (2003) recognized for employee who goes above and beyond job description. Prior position at DWS SCUDDER: Vice President, National Promotions, Insurance Products Group (Manager of the Year Award in 2000 and Spirit Award in 2001 for collaboration on a project with those in other areas of the firm outside of marketing.) Show less