Amelia Woods, M.S. Email & Phone Number

New York, Ny, Us

New York, New York, United States

Manage all post-sales relationships for a diverse and growing book of B2B clients, including industry leaders in Hedge Funds, Real Estate, Financial Services, REITs and Asset Management. Serve as an advocate for customers by partnering with with internal data sciences and sales teams to share feedback, inform best practices, track client needs and communicate timelines.▪ Work with new customers to maintain a deep understand their needs, pain points and obstacles, coordinating onboarding sessions to highlight value and leverage knowledge of Advan’s products, ensuring a thorough implementation process.▪ Increased customer satisfaction and retention through regular business reviews, follow-ups and proactive outreach, to anticipate future business opportunities and provide guidance for success.▪ Increased lead generation by 20% and boosted brand awareness across social media platforms in coordination with external marketing agency.▪ Leverage CRM to maintain up to date records of client interactions, in addition to partnering with sales team to plan individual customer success, drive account expansion, and boost client optimization.

Dallas-Fort Worth Metroplex

Trained 30+ sales and client service representatives, coaching in sales, customer service and financial advisory solutions. Boosted new account acquisitions to $2 million/week for trained client representatives, maximizing call volume to 100 calls/week. Coordinated and oversaw new hire onboarding through testing for required FINRA Investment Advisory licenses. Built trusted relationships with cross-functional business partners to improve new hire experience and high-quality client deliverables. Identified opportunities to drive business forward in partnership with leadership. Streamlined administrative tasks.▪ Achieved 88% certification pass rate for FINRA exams, 25% higher than national average. ▪ Prepared and facilitated EQ-skill-based call model for client meeting structure and outline.▪ Bolstered associate experience through analysis of survey data and implementation of employee feedback.▪ Maintained industry requirements through observations, detailed records and data-driven supervision.

Westlake, Texas

Assisted Sales Managers with administrative functions and career development for junior-level advisors. Coached representatives one-on-one to improve communication, education and client development goals. Resolved problems and identified solutions in partnership with team members. ▪ Boosted productivity of highest producing team in the region, $50 million/quarter.▪ Improved guidance metrics and increased sales through coaching and team training. ▪ Developed playbook with customer experience best practices and processes.

Dallas-Fort Worth Metroplex

Plan and guide clients for personal investment accounts, offering customized Fidelity Investment solutions based on in-depth knowledge of products and services. Host conversations about financial markets, market trends, economic indicators and investment strategies. Drive additional business in collaboration with other functions and teams.  Achieved top results in department flows during first unprotected quarter, bringing in $30 million+ of new funds into Fidelity. Provide investment guidance to match solutions to needs, including mutual funds and managed accounts. Earned promotion within first year at company based on results.

Westlake, Texas, United States

Deliver exceptional customer service to Fidelity’s customers to improve customer retention and customer satisfaction. Educate clients and answer questions to help informed financial decisions and reach long-term investment goals. Place Mutual Fund, Equity and Option trades for clients to reach investment goals. Build rapport to maximize clients’ perceptions of Fidelity. Educate clients in the use of Fidelity.com to improve understanding of account information.

Stillwater, Oklahoma

Assist and educate students in two graphic design labs. Grade assignments and provide constructive criticism. Adapt teaching techniques to help individual learning styles, while ensuring that proper design rules are applied.

Westlake, Texas

Develop customized, results-oriented solutions for high-profile clients in fast-paced environment. Recommended and executed communications strategies to engage employees and manage change. Tailored corporate initiative communications including annual benefits enrollment, compensation plans, pension cash outs, retirement programs, mergers and acquisitions, and wellness campaigns. Customized communication style and tone to fit the targeted audience and objectives. Created client solutions, applying knowledge of latest communication technologies and tools to execute communication strategies to multiple audiences through range of channels and medium. Designed and implemented templates, customized for client, delivering on time and within budget.

Stillwater, Oklahoma

Boost alumni participation through social media platforms, website and STATE Magazine. Create social media graphics that reach up to 110 alumni chapters to boost event attendance. Interview distinguished alumni, write articles and design advertisements in STATE Magazine, with a reach of more than 250,000 subscribers.

Stillwater, Oklahoma

Created innovative campaign ideas, copy and design for Wienerschnitzel. Presented final campaign book and advertisements at district competition to a panel of three judges, including Wienerschnitzel's CMO (Chief Marketing Officer), which was awarded second place and best creative strategy.

Springfield, Virginia

Promoted nonprofit mission and fundraising events through social media and website engagement. Increased social media engagement by more than 12% through organic social media marketing. Created social media graphics, interviewed veterans and wrote blog posts to connect with donors.

Stillwater, Ok

Sold more than $300K in revenue for off-campus student living apartment complex. Created marketing strategies, social media campaigns and cross-promoted with local businesses.

Master'S Degree, Mass Communication/Media Studies

Activities and Societies: Graduate Teaching Assistant

Bachelor Of Science - Bs, Mass Communication/Media Studies

Bachelor’S Degree, Communication And Media Studies

Activities and Societies: Alpha Delta Sigma honors society, National Student Advertising Competition team, Greek Public Relations.