Director Of Client Experience (Marketing)
Torrance, Ca / Irvine, Ca
Report to CEOResponsble for strategy, process mapping/sales enablement, and marketing. Co-host of EP Wealth's Informed Investor Weekly Market UpdateHost for EP Wealth's Invest In What's Important Interview SeriesTactics include logo design, messaging, cohosting Informed Investor Market Updates, web/SEO/SEM, events, webinar, and email communications (CEO, firm, individual advisor, internal). Co-head of Sales Enablement - Systematized sales enablement based on advisor best practices, which helped double client referralsM&A brand integration + marketing launch - helped acquire like-minded RIAs, transition the brand, and re-launch. 13 acquisitions, over $3.4 billion in assets acquired, high client retention, and growing again as EP branches. Firm has grown at 33% CAGR for 4.5 years