Chad Britton Email & Phone Number

Alexandria, Va, Us

Arlington, Virginia, United States

Lead the strategic initiatives to enhance our brand presence and deepen our engagement with the Air Force and Space Force communities, helping Airmen, Guardians, and their families when they need it most.

Alexandria, Virginia, United States

United States

Provide strategic leadership and management of the entire marketing and communications functions. Drive key initiatives targeting financial advisors and individual investors. • Develop digital ad campaigns through Google & LinkedIn to drive increased revenue to our Certificate Program• Plan, promote and execute annual conference and monthly webinars.• Manage online reputation for the organization• Oversee and create content for the company website and social media accounts• Track and analyze performance weekly

Provide strategic leadership and management of the entire marketing and communications functions. Drive key initiatives targeting financial advisors and individual investors. • Launched daily podcast in January 2023 (The Truth About Your Future with Ric Edelman)• Responsible for monthly, 16-page newsletter (Print and digital versions)• Manage online reputation for our Founder/CEO and the organization• Oversee and create content for the company website and social media accounts• Track and analyze performance weekly

Mclean, Va

Responsible for developing and implementing marketing and communications strategies to support growth goals, build market presence, and promote new business opportunities.• Create comprehensive internal communications strategy to engage stakeholders• Develop key messages and visually impactful communications to inform across our services and offerings• Marketing lead and relationship manager for the Washington Football Team partnership (BDO is the official accounting firm)• Manage annual budget. Optimize financial resources to support business development initiatives• Managed ~50 conferences and events designed to increase client engagement, align with strategic goals and meet revenue targets• Increased attendance 40% at firm's 2019 annual conference through comprehensive and engaging communications plan

Mclean, Va

• Develop and execute marketing plan strategies, initiatives and promotions related to specific products, services and technology• Define competitive market requirements and opportunities, and provide ongoing marketing support to ensure the competitiveness of existing products/services• Provide ongoing support to the Sourcing Account Team, including addressing support requests, ensuring the teams’ marketing needs are met, and proactively identifying and solving support gaps• Provide resolutions to an extensive range of complicated problems via innovative, thorough and practicable strategic solutions• Ensure brand consistency through all marketing channels• Interact with senior internal customers to address significant technical matters frequently requiring coordination across organizational lines• Develop conference and event strategies with appropriate localization components• Recommend process changes to improve departmental efficiency and cut costs

Mclean, Va

• Develop, lead and implement marketing campaigns, branding and communications to promote the company and improve the position of our products and services • Manage $1.7 million annual department budget• Develop and direct the delivery of all advertisements, promotions, public relations and communication materials • Responsible for creating presentations and videos for B2B and B2C sales• Project manager responsible for improving asset retention through strategic communications (increased asset retention by $105 million since program launched in 2012)• Work with executive leadership and senior staff on the execution of seminars, conferences, conventions and quarterly Board of Directors’ meetings• Implemented source coding and inventory management system for all communication material (decreased waste, provided a clearer understanding of expenses and reduced overall costs)• Increased total rollover assets every year to $13 million in 2014 (110% increase from 2011)• Supervise a talented and cross-functional team of marketing professionals/graphic designers

Mclean, Va

• Responsible for the complete redesign of the company website • Led the content management, maintenance and promotion of the website and social media sites• Managed email campaigns including design creation, writing, execution and analysis • Served as managing editor and copy writer for all external communications including newsletters, annual reports, administration manuals, educational materials and more• Increased newsletter open rates through personalization and implementation of target specific content (50% average open rate)• Created annual department budget and reconciled monthly for cost savings • Managed six staff members including preparing and delivering performance evaluations

Mclean, Va

• Played an integral role in the development of a new department with a focus on client relations and plan retention of our largest clients• Main contact for 80 plans with $180 million in total plan assets and 10,000+ participants • Assisted owners, officers and their employees with the administration of their plans including required IRS and DOL compliance testing, annual Form 5500 preparation and yearly audits

Mclean, Va

• Hired, managed and trained 11 customer service staff members• Developed policies and procedures for the Plan Information Call Center and staff • Prepared performance evaluations, staff schedules and monitored productivity goals

Mclean, Va

• Developed and presented presentations for plan sponsors on their recordkeeping and payroll submission responsibilities• Provided proactive customer service to plan sponsors, participants and beneficiaries • Maintained all responsibilities and functions of a Senior Plan Information Specialist

Mclean, Va

• Individually responsible for answering all company email inquiries within 24 hours (300-500 emails monthly)• Developed over 100 standardized responses to ensure efficient and consistent messaging• Trained new specialists on their responsibilities, policies and procedures • Maintained all responsibilities and functions of a Plan Information Specialist

Mclean, Va

• Provided customer service and resolved client issues through the company’s call center (assisted with answering the department’s 200,000 telephone inquiries annually) • Maintained a thorough knowledge and understanding of Pension, Profit Sharing, and 401(k) retirement plans including IRS and DOL regulations • Effectively communicated IRS codes and guidelines to plan sponsors and participants