Managed a team that supported client retention and plan participation by creating compelling educational content and communications, orchestrating participation campaigns, and executing actionable consumer learning.• Wrote and copyedited scores of new white papers, brochures and other long-form content to educate participants on personal finance, and to educate plan sponsors and administrators on retirement plan best practices.• Wrote and copyedited email blasts to plan sponsors… Show more Managed a team that supported client retention and plan participation by creating compelling educational content and communications, orchestrating participation campaigns, and executing actionable consumer learning.• Wrote and copyedited scores of new white papers, brochures and other long-form content to educate participants on personal finance, and to educate plan sponsors and administrators on retirement plan best practices.• Wrote and copyedited email blasts to plan sponsors, plan administrators, and participants on topics including regulatory updates, compliance and administration reminders and tips, year-end updates, and more.• Executed over 100 participation campaigns to increase participation rates through email blasts and dedicated participant calling.• Tested factor-based plan participant email campaign to increase low participation rates using less resources.• Coordinated with internal stakeholders to create and maintain content calendar.• Maintained Series 65 license (Investment Adviser Representative). Show less

Supported client retention and plan participation by creating compelling educational content and communications and executing actionable consumer learning.• Cut costs by executing annual plan sponsor survey and analysis in-house through Qualtrics.• Researched and implemented new digital asset management system (Seismic) department-wide.• Drafted scores of new educational white papers and other content, including a quarterly participant newsletter sent to ~50,000 recipients.•… Show more Supported client retention and plan participation by creating compelling educational content and communications and executing actionable consumer learning.• Cut costs by executing annual plan sponsor survey and analysis in-house through Qualtrics.• Researched and implemented new digital asset management system (Seismic) department-wide.• Drafted scores of new educational white papers and other content, including a quarterly participant newsletter sent to ~50,000 recipients.• Maintained Series 65 license (Investment Adviser Representative). Show less

Managed copywriters, agency writers and multimedia designers to create, copyedit, and proofread written and multimedia deliverables educating high-net-worth investors on capital markets and investing. Content types included white papers, SEO/ORM web articles, social media blurbs, YouTube videos, podcasts, infographics, and more.• Drove creation of 51 educational brochures globally for direct marketing efforts on topics including retirement, tax reform, market volatility, health care… Show more Managed copywriters, agency writers and multimedia designers to create, copyedit, and proofread written and multimedia deliverables educating high-net-worth investors on capital markets and investing. Content types included white papers, SEO/ORM web articles, social media blurbs, YouTube videos, podcasts, infographics, and more.• Drove creation of 51 educational brochures globally for direct marketing efforts on topics including retirement, tax reform, market volatility, health care, ESG investing, retirement income generation, investment industry structure, and more. • Drafted 350+ SEO and ORM website articles on investing and lifestyle topics for retirees.• Created 28 educational videos in various styles (e.g., talking head, animated).• Presented at 83 events across the U.S. discussing market outlook and fundamental financial education with over 3,500 clients representing over $4 billion in firm AUM. Positivity of client feedback for my presentations was in top quartile of over 100 hosts firmwide.• Maintained Series 65 license (Investment Adviser Representative). Show less

Copywrote, copyedited, and managed move-the-needle projects for Content group with over 4,000 content items under management.• Spearheaded research and implementation of new Digital Asset Management system for all client-facing content. Rolled system out to all ~2,000 employees on accelerated 5-month timeline, saving firm $130K by eliminating need for legacy SharePoint system.• Saved firm over $50K in new software and development costs by developing a process with existing software… Show more Copywrote, copyedited, and managed move-the-needle projects for Content group with over 4,000 content items under management.• Spearheaded research and implementation of new Digital Asset Management system for all client-facing content. Rolled system out to all ~2,000 employees on accelerated 5-month timeline, saving firm $130K by eliminating need for legacy SharePoint system.• Saved firm over $50K in new software and development costs by developing a process with existing software to create custom sales content.• Devised and implemented comprehensive team metrics system measuring team output, individual member performance, and feedback from internal clients.• Obtained Series 65 license (Investment Adviser Representative). Show less

Drove surveys, IDIs and focus groups in all firm divisions from conceptualization to execution internally and through vendors. Communicated results and recommended insight-based actions.• Aided development of new research technology evaluating potential market predictive power of client sentiment, drafting and executing a survey to over 8,000 clients per year.• Uncovered potential for country-wide reputational harm in international marketing through research including in-depth… Show more Drove surveys, IDIs and focus groups in all firm divisions from conceptualization to execution internally and through vendors. Communicated results and recommended insight-based actions.• Aided development of new research technology evaluating potential market predictive power of client sentiment, drafting and executing a survey to over 8,000 clients per year.• Uncovered potential for country-wide reputational harm in international marketing through research including in-depth interviews with 27 international prospects and clients, and analysis of over 1,000 email communications. Show less

Managed market research initiatives, generated original financial-focused content, and managed firm's existing collateral.• Conducted market research for fisherinvestments.com redesign through 5 phases over 5 months, which led to a user-centered design that sparked a 750% increase in leads and a 100% increase in deals in the 6 months following the transition.• Enabled widespread marketing tests by producing 11 marketing videos and 7 client- and prospect-facing brochures.•… Show more Managed market research initiatives, generated original financial-focused content, and managed firm's existing collateral.• Conducted market research for fisherinvestments.com redesign through 5 phases over 5 months, which led to a user-centered design that sparked a 750% increase in leads and a 100% increase in deals in the 6 months following the transition.• Enabled widespread marketing tests by producing 11 marketing videos and 7 client- and prospect-facing brochures.• Produced semi-annual Capital Markets Update video, reducing average turnaround by a week (33%). • Created content tracking system to ensure legal compliance and timely updates for Sales. Show less

Assisted outside salespeople in increasing firm AUM through sales support, prospect holdings analyses, operational paperwork, and new client processing.

Taught aspiring business-school students strategies to improve GMAT scores in Quantitative Reasoning, Verbal Reasoning, and Integrated Reasoning. Tracked student progress, checking in with struggling students and identifying root causes of problems. Evaluated and revised lesson plans and course content to achieve student-centered learning.

Ran day-to-day operations for Phraseology, a full-service strategic communications firm offering drafting and editing writing services for website content, speeches, presentations, and more. Responsibilities included marketing, accounting, operations, client communication, and writing.