Stephen Sullivan

Chief Marketing Officer, Advisor at Privork Limited
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Philadelphia

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John Strozier

I worked with Steve as a contract consultant on the launch of Wealthcare's new website, wealthcaregdx.com. Steve hired me in his capacity as VP & Head of Marketing at Wealthcare Capital Management. Steve first took the time to explain the nuances of Wealthcare's clients, business model, and product for financial advisors. In addition, Steve's interest in understanding the fundamentals of SEO, silos, keyword research, and even sentence structure, best understood by Google's algorithms, was refreshing. Deep diving in the competition analysis phase to understand competitors in the advisory firms' market focused on financial advisors took some doing. Steve was exceedingly generous with his time being he had meetings and obligations with many people in many different departments. Yet the team he put together for the project knew we could always count on him to be a focused force leading us all to the finish line on time. Working with Stephen was a great experience; organized, detail-oriented, curious, a meticulous copywriter, and a great leader. He has a style that makes the heavy lifting seem effortless. I highly recommend that if anyone has a chance to work with Stephen, they take it!

Matt Borish

Aside from being a fantastic mentor, Steve is instrumental in leading the re-branding of Wealthcare while juggling multiple projects at once. Clients are always blown away by Steve's experience and talent, and his willingness to go above and beyond to help grow their business. It is a true pleasure working with and learning from Steve.

Vlad Logvinov

Stephen's "get things done with smile" attitude and marketing and business development expertise was instrumental in aligning the strategy for several global offices, successful promotion of the Delaware presence and successful post acquisition integration with Intertrust.

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Credentials

  • Inbound Marketing
    HubSpot Academy
    Aug, 2021
    - Nov, 2024
  • Series 7, 63, 4, 24, & 27: Expired
    FINRA

Experience

    • Cayman Islands
    • IT Services and IT Consulting
    • 1 - 100 Employee
    • Chief Marketing Officer, Advisor
      • Jan 2023 - Present

      *Advisor to Founder and CEO of high-growth, LegalTech/FiduciaryTech SaaS startup to grow sales and ARR of technology solution and services to law firms, fiduciary providers, independent directors, legal services, professional services, and regulatory compliance-focused organizations. • Build multi-channel go-to-market strategy from ground up covering Brand Strategy, Content & Communications, Digital/Product Marketing, Demand/Lead Gen, Distribution • Design and implement inbound marketing strategy using CRM automation to connect with target market and drive lead generation • Create and deliver pitches, presentations, and product demos to prospects and industry participants • Drive brand visibility and distribution across law firms and legal/professional services groups • Define product marketing strategy covering new/updated products and releases for pre/post launch: messaging, marketing assets, PR, clients/prospects, webcasts, distribution • Set content/social calendar to identify/create opportunities relevant to target market Show less

    • Head Of Marketing / Chief Marketing Officer
      • Sep 2021 - Present

      *Hired by lead VC investor & CEO/Founder of high growth FinTech/SaaS startup to create/launch firm’s go-to-market and content strategy to drive distribution and increase awareness across asset/wealth management. • Grew asset & wealth management (RIAs, financial advisors, BDs) subscriber base 30x • Built multi-channel, North American go-to-market strategy from ground up including metrics & KPIs • Accelerated engagement 15x using digital assets and HubSpot automation (landing pages, emails, social posts, workflows, sequences) to nurture/convert prospects • Boosted LinkedIn followers 100% with 5x increase in engagement • Formed content team with contributors from across firm; set *weekly* editorial calendar to identify/create evergreen content relevant to target market • Repositioned investment data/analytics product into subscription tiers (freemium, paying) to accelerate subscriber growth • Crafted product marketing, go-to-market strategy for new/updated products covering pre/post launch: timeline, messaging, assets (video, webcasts), PR/media, distribution, go-live events • Created WHY statement "We empower and inspire confident outcomes" to connect with financial advisory community • Expanded TAM 500% by identifying varied target personas to approach with custom messaging • Allocated $400K marketing budget across various platforms: high-impact industry conferences, regional events, PR/media relations, digital ads • Devised social impact initiative for manatee conservation with mascot “Manny” that drove awareness and increased client/prospect engagement • Guided TMX Group (funding partner) in creating/adopting strategy to drive engagement across global markets • Envisioned “ThemeScore” concept to bring thematic investing solutions to wealth management to deepen advisor-client engagement • Grew marketing & customer success team 100% to implement marketing strategy & ongoing campaigns Show less

    • United States
    • Advertising Services
    • Entrepreneur, Head of Marketing, Content Strategist, Communications Expert, Writer, Storyteller
      • 2007 - Sep 2021

      *Retained by FinTechs, advisory firms, RIAs, asset managers, investment/wealth managers, family offices, investment consulting, & technology firms to create content strategies, build/execute marketing plans, drive lead generation, & accelerate business growth. Select FinTech & Asset-Wealth Management clients: Aberdeen Asset Management, Privork, Scivantage, Meradia Group, FinLab, Miller's Insurance Agency, STP Investment Services, CREATIVE Financial Group • Set, implemented, and led marketing/content strategies with inbound/digital for retainer clients • Created brand vision, style, and strategy for new RIA • Launched new website for advisory firm client • Produced 600% growth of investment consulting firm's LinkedIn followers • Grew subscribers 300% by creating marketing strategy with CRM automation for FinTech client • Built & implemented product marketing strategy for FinTech client • Developed brand vision & led corporate rebranding project: website launch, marketing materials, social media by directing internal stakeholders & external resources • Created “Education Center” content on asset management firm’s website; wrote content for firm's global funds in APAC, India, Japan, Israel & Latin America • Ghostwrote article published in CFA Magazine article for CEO of investment ops firm • Created full suite of marketing collateral (pitches, presentations, brochures, bios) • Delivered 180% increase in MQLs by designing brand-focused campaigns Marketing Programs • Create/implement digital marketing and content strategies • Brand vision (value prop, messaging, visibility) • Lead generation campaigns to increase ACV • Market & competitive analysis • Media/public relations • Marketing & sales materials • Event planning and management • Marketing automation using Salesforce, HubSpot, and email platforms Business Writing & Ghostwriting • Thought leadership • Articles • Case studies • Website content • Product flyers & brochures • Newsletters Show less

    • United States
    • Financial Services
    • 200 - 300 Employee
    • Vice President, Marketing
      • 2019 - 2021

      *Hired by President & CEO to extend firm's global marketing presence, increase brand awareness, build content marketing programs and collateral, and drive revenue across asset/wealth management firms, family offices, and investment managers.* • Grew hedge fund assets $18M (40%) by selling fund to Financial Advisors, Qualified Purchasers, & Accredited Investors • Designed go-to-market strategy across market segment and covering product marketing for new products, updates, & releases • Boosted LinkedIn followers 150% and engagement rate 2x • Delivered institutional pitches; built marketing strategy and lead generation program (with A-B testing) supporting fund sales • Formed/directed content team and set editorial calendar to guide writing/editing/publishing of articles, case studies, and thought leadership • Built website from ground up; wrote all content to showcase brand & value prop across client segments, services, & company culture • Edited hedge fund's monthly newsletter for client distribution • Designed product marketing program to provide go-to-market strategies and processes for new products and product enhancements/releases • Oversaw & deployed marketing budget across various channels • Led vendor relationships (video, web design, Upwork) • Created/executed ongoing social media/email campaign that resulted in company winning its first-ever "Best Outsourcing Provider" award • Implemented social media calendar and draft posts for topics, awards, & community service programs • Created scalable lead gen program using Salesforce to target institutional and retail investors • Key contributor in design & rollout of digital subscription platform for fund investing • Expanded suite of marketing/sales materials with customized sales decks • Created paid search campaigns in Google Ads to focus on client types, services, and company Show less

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Vice President, Head of Marketing
      • 2017 - 2019

      *Hired by President & Chief Investment Officer to create/implement marketing and content strategy, increase brand awareness, accelerate lead generation, grow AUM, and drive revenue.* • Grew advisor AUM $600 million (30%) by creating marketing strategy and tactical components (digital, social, email, media, content) centered on "client experience" value proposition • Designed new flagship website to center company's brand vision and messaging, positioning statements, story, and lead gen (landing pages, nurturing) • Produced 350% jump in marketing qualified leads (MQL) • Founded "Wealth Insights" institute concept to create and share engaging investment and financial planning content (articles, infographics, videos, blogs, research papers) *weekly* • Formed/directed content strategy including writing/sharing content that raised profile for firm and members of content team • Increased LinkedIn followers 140% • Designed marketing strategy to accelerate go-to-market initiatives across different engagement platforms (email, social, media, digital) • Rolled out KPI reporting metrics to track marketing performance & ROMI • Implemented PESO model (paid, earned, shared & owned media) to increase brand awareness and drive lead generation activities • Created & implemented product marketing strategy to standardize process of launching new products, features, & releases • Produced visionary flagship hype video about experience: storyboarding, messaging, voiceover • Transformed marketing into revenue-producing group by organizing services into billable tiers • Led vendor relationships and agency partnerships • Allocated firm’s $500K marketing budget across conferences, videos, sponsored ads • Directed marketing team in creating digital assets, content, and campaigns for market segments; and professional/personal development Show less

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Director of Marketing (Contract)
      • 2013 - 2016

      *Retained by President and CEO to build marketing strategy and content vision, improve brand visibility, create & implement outreach strategy, and drive business growth across asset & wealth management.* • Marketing leadership: designed, directed, and executed corporate marketing strategy covering investment industry (asset/wealth mgmt, investment managers, family offices) • Designed, implemented, directed, and contributed to marketing & content strategy • Created factsheets, brochures, case studies, thought leadership articles • Planned/attended industry conferences and events; directed vendors/agencies • Increased MQLs 250% via content-based engagement • Produced 600% growth in LinkedIn followers • Formed/led content team, including firm's executives and consultants, in writing, editing, and publishing topical content relevant to target market segments • Set weekly editorial calendar to guide content production including draft, editing, and release timelines on website and social media • Generated key content: wrote service-focused factsheets, 1-2 page brochures, case studies, thought leadership papers, articles and consultant profiles • Website content: wrote new content, edited existing content to highlight value prop • Created sales and marketing collateral that sales team used to produce additional revenue • Managed company presence at industry conferences and seminars, including vendor/agency management • Designed, wrote, and promoted consultant profiles that increased brand awareness of company and consultants • Ghostwrote article "Operational Planning for a Euro Crisis" for CEO; article published in CFA Magazine Show less

    • Cayman Islands
    • Legal Services
    • 700 & Above Employee
    • Vice President of Marketing and Business Development
      • 2010 - 2012

      *Hired by Chief Marketing Officer to expand global marketing and business development strategy, lead/direct creative content strategy, build relationships with lawyers and professional services group in all offices, and increase revenue. Walkers is a leading International Financial Centre law firm with offices in nine countries that focuses on corporate and international finance law, delivering legal services to FORTUNE 100 and FTSE 100 global corporations, investment funds, private equity firms, structured finance companies, advisors and capital markets participants. • Redesigned global marketing & business development strategy; 45% increase in pitch success for teams in Cayman Islands, BVI, Dubai, Dublin, Hong Kong, Jersey, London, and Singapore • Created new pitch deck that won new business, one of the largest development companies in Dubai • Led rebranding project covering more than 500 pieces of marketing collateral spanning nine offices across globe • Wrote/designed marketing collateral for law firm's numerous practice groups and professional services teams • Headed project to redesign Walkers website and LinkedIn page, and launched Twitter feed • Built/influenced relationships with media sources through firm's PR partner to drive media coverage of key Walkers lawyers, news and events • Directed Business Development Managers in reviewing progress against objectives, aligning goals and discussing/implementing new initiatives • Retooled process to produce detailed competitive profiles including SWOT assessment, social media, and geographical footprint • Boosted client meetings 25% by building/launching new, global business development template to create customized client/prospect packets supporting marketing trips, conferences and events using InterAction and in-depth research • Organized/managed high visibility events: Walkers Fundamentals Seminar and industry conferences (incl. American Securitization Forum) Show less

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Marketing & Business Development Consultant
      • 2009 - 2010

      *Hired by FinTech company's President to increase brand recognition of company products and services, launch new products, drive new business results, and build relationships with industry organizations across asset/wealth management, hedge funds, family offices, & endowments.* • Designed marketing strategy to improve branding and product positioning with traditional/alternative investment firms, and financial/investment advisors • Produced 180% increase in product demo requests, RFPs and client presentations • Grew advisor lead generation 160% using marketing strategies leveraging email and social media campaigns • Led web and in-person meetings with financial advisors to attract new business and retain existing customers; achieved 100% client retention • Increased website traffic 50% and new incoming leads 30% through content marketing efforts • Implemented sales/business development process to win new business across different vertical markets • Increased ACV 40% by leading business development initiatives to identify, qualify and close new client relationships • Wrote/edited marketing copy, company blog and articles; crafted email and social media copy to establish and reinforce brand and product awareness • Built and managed relationships with industry organizations to enhance brand awareness and improve product positioning across different vertical markets • Created/edited product collateral for new product launches or updates to existing products • Wrote/edited factsheets supporting product suite across traditional and alternative channels Show less

    • Switzerland
    • Software Development
    • 1 - 100 Employee
    • Marketing & Business Development Consultant
      • 2008 - 2009

      *Hired by Managing Director, Americas of FinTech firm to direct marketing and sales initiatives, increase revenue, accelerate brand awareness and messaging, and build/manage relationships with clients and other partners across asset & wealth management and alternative investment managers. • Won 5-figure contract and firm's ONLY new sales during early part of GFC • Directed marketing/sales and client management activities to improve brand position with RIAs, financial advisors, family offices, and alternative investment firms (hedge funds, fund of funds, and hedge fund of funds) • Increased partner channel revenue 50% by negotiating revenue-sharing agreements with technology outsourcing firms, industry organizations, and data providers • Shortened sales cycle 25% and increased revenue 20% by implementing targeted marketing campaigns • Increased web traffic by 250% by writing and distributing marketing collateral, thought leadership, and press releases via social media and email campaigns • Created email marketing and social media marketing campaigns using targeted, relevant content • Built co-branding marketing initiative with data and service providers to increase brand awareness and position product with vendor clients • Designed/implemented strategic marketing strategy (focusing on email marketing and social media marketing) to drive increase in new client sales and revenue Show less

    • United States
    • Financial Services
    • 700 & Above Employee
    • Project Manager & Senior Consultant
      • 2007 - 2008

      *Hired by Vice President of Operations to deliver investment middle office project on time/budget, recruit consultants to project team, develop communication program, and build relationships across firm and with industry partners.* • Delivered project involving global reference data, client information and trade management product suites ahead of schedule and within budget • Achieved 100% success rate converting extensive client information across multiple enterprise platforms in multiple locations with minimal BAU disruption • Cut implementation timelines 60% by building and managing shared services relationships • Boosted productivity 20% by spearheading development of new processes to expedite critical information sharing between groups • Created/managed project plan, including key stakeholder communication, testing plan, go/no-go decision and post-go-live issue resolution • Liaised with numerous middle office teams in Boston and Malvern to gather and write business requirements documents, functional specifications, and draft comprehensive new procedures • Wrote/edited 40+ page procedure manuals supporting middle office teams, covering end-to-end system functionality, processes and workflows • Streamlined stakeholder communication 50% by leading internal partner and client meetings • Recruited and directed project activities of 6 peak-performing consultants Show less

    • Financial Services
    • 1 - 100 Employee
    • Marketing & Business Development Consultant
      • 2007 - 2007

      *Hired by President of FinTech firm to drive revenue by winning new business, increase brand awareness, expand suite of marketing materials, and build/lead relationships with clients and other industry partners. • Produced 140% of firm sales targets by selling to RIAs, independent Financial Advisors and institutional advisors • Boosted lead generation 220% by using Salesforce to build and implement targeted campaigns • Produced 135% increase in new client sales and revenue across prospect channels by building integrated marketing campaigns • Led WebEx and in-person demonstrations, and oversaw RFP responses • Drove 75% increase in event-based ROI by creating persuasive marketing and sales collateral that strengthened company's brand and product positioning with conference attendees • Achieved 60% up-sell rate of software to existing clients • Delivered 100% retention by implementing tailored client service program • Designed marketing materials to promote company and product offerings at financial advisor-focused investment conferences (including IMCA/ICI) • Wrote/edited messaging supporting new product launches and updates to existing products • Built and negotiated vendor relationships to enhance product awareness and scope of product offering Show less

    • United States
    • Financial Services
    • 700 & Above Employee
    • VP, Private Bank Client Service Group (Promoted from Associate Level)
      • 2005 - 2007

      *Hired/promoted by Managing Director of Private Bank Client Service Group to lead/manage high-profile service team, boost revenue, increase awareness of services/products, and build relationships with sales team, bankers, and institutional/individual clients. • Grew deposit revenue 250% by creating scalable, product-focused marketing plan; success resulted in roll-out across entire Client Service Group• Delivered more than 300% of annual target for new deposit account openings and liquidity-based revenue generation• Produced CSG team's largest single deposit product revenue win• Achieved 100% client retention by creating and implementing high touch service matrix• Wrote content/articles for quarterly internal Private Bank newsletter; interviewed top investment strategists/economists in Investment Bank• Recruited 80% of top performers in CSG team by following recruiting process designed in previous JPM role• Directed team of 15 Account Officers providing world-class service and investment products to institutional and family office clients• Created performance benchmarks & objectives for Account Officers with monthly, quarterly, and annual targets• Led and managed multiple projects involving stakeholders from various teams focused on enhancing the client experience and process improvements• Managed transactional and financial risk by monitoring securities and currency flows into and out of the bank• Delivered three-stage project to consolidate accounting platforms for 40,000+ Private Bank accounts• Wrote complete procedure manual supporting multiple operations teams involved with trust system conversion• Led project to redesign and implement new fixed income client reports• Leveraged operational relationships to implement new operations support team structure to provide better service quality to the team’s largest client Show less

    • Associate, Private Bank Derivatives & Brokerage Support
      • 2003 - 2005

      *Hired by Head of Operations to lead a Private Bank operations team, build relationships with internal and external clients, and recruit talent to Ops group.• Recruited 85% of peak performers across 12 operations teams by designing, implementing, and leading behavioral-based recruiting program• Directed seven-person team providing operations support to internal clients with direct access to JP Morgan Private Bank clients• Slashed annual operating costs $50,000 by streamlining trade reconciliation processes and reducing process times by 80%• Reduced failed trade resolution time 60% while sponsoring and winning management acceptance of a new fails tracking database• Built partnerships with the sales and investment middle office in NY and the Investment Bank marketing team• Directed and approved execution of derivative product trades covering OTC options, swaps and FX options• Collaborated with senior management in both strategic and tactical decision-making• Oversaw all operational activities supporting team's Private Equity clients including: capital calls and distributions Show less

    • United States
    • IT Services and IT Consulting
    • 700 & Above Employee
    • Assistant VP, Operations
      • 1999 - 2003

      *Hired by VP of Operations to manage teams supporting back office for margin and options trading/settlement, reduce operational/financial risk, improve processes across groups, and increase efficiency.* Securities clearing and settlement house with more than $50 million in annual revenues. Formerly known as BHS Securities. • Directed three supervisors and 20 employees in back office processes supporting margins and options trading activity • Monitored/reported on firm's financial risk levels • Built operations team's relationships with examiners and auditors from various regulatory agencies (NYSE, NASDAQ) • Managed portfolio risk and capital requirements for introducing broker (IB) client inventory trading accounts • Proposed, led and sponsored weekly conference calls with client’s senior management. • Delivered savings of $250,000 by automating departmental functions • Slashed overtime costs 60% by streamlining daily processing activities • Generated $10 million in new AUM by convincing clients to move margin and option trading books to Fiserv Securities • Led project to convert $15 billion book of business from legacy systems to new platform • Designed and implemented comprehensive plan to attract and retain key talent Show less

    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Client Relationship Manager
      • 1996 - 1999

      • Supervised three client relationship specialists, and provided indirect supervision to approximately 30 securities traders within the Vanguard Brokerage Services (VBS) • Managed relationships with market makers and securities firms (Spear Leeds Kellogg, Herzog, Pershing) to improve trade order flow, timely/accurate trade execution, block trading and trade dispute resolution on behalf of VBS clients • Coordinated implementation of new clearing firm partner systems and process. • Developed, tested and implemented options trading desk in Arizona ahead of schedule and under budget • Retained 100% of assigned institutional and block trading clients by providing top quality customer service • Generated more than $25 million in new assets through business development and client relationship management • Trained new traders on the VBS Orders Desk, from managing call volumes to properly handling trade disputes and following escalation procedures Show less

Education

  • Fox School of Business at Temple University
    Master of Business Administration - MBA, Finance
  • Temple University
    Bachelor of Science - BS, Kinesiology

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