Chris Diskin Email & Phone Number

Santa Clara, California, Us

Leading Client & Prospect Marketing for the Wealth Planning business with a focus on prospect conversion, existing client engagement, retention, and expansion. Responsibilities encompass developing strategic marketing foundations and driving client-centric initiatives to enhance satisfaction, advocacy and growth. Driving comprehensive go-to-market plans for new products and ongoing product adoption and utilization.

San Diego, Ca, Us

Leading Institution Marketing, Product Marketing for the LPL services business and End Investor Marketing Strategy. Previous: Leading marketing strategy, planning and prioritization for Client Marketing organization. Built out LPL's B2B marketing function focused on driving business outcomes for the Enterprise/Institution business. Led evolution of LPL's Marketing Consulting offering, focused on driving investor acquisition and retention through advisor marketing enablement.

New York, Ny, Us

Leading TIAA's Consumer Marketing - Nurture and Development teams focused on driving lead generation, lead nurture and customer growth across TIAA Wealth Management, TIAA Bank and TIAA's retirement plan participants. Focused on developing personalized content, journeys and campaigns that drive education and advice opportunities. Leading TIAA’s Field Marketing and Enablement team, providing programs, tools and content to help financial advisors and financial consultants engage with prospects and customers at the local level through digital and social media. Previously led customer retention and loyalty, developing marketing programs focused on increasing engagement and deepening relationships with existing customers. Built and launched new advisor social media enablement program. Recognized as Wealth Management partner of the year.

San Francisco, California, Us

Developed the strategy, vision and roadmap for B2C and B2B digital and social media sales enablement across the Wells Fargo enterprise. Managed digital and social media programs representing 30,000+ advisors, consultants and relationship managers. Aligned digital and social media activities with business goals. Managed risk through technology, partnerships and program optimization. Developed and drove local digital marketing strategies, including local search optimization and local paid search. Led a team of digital marketing consultants focused on enabling our distributed sales teams to fully harness digital and social media channels in order to acquire and retain clients. Recognition: 2017 WealthManagement.com Industry Award Winner for Social media, 2016 Wells Fargo Marketing Momentum Award Winner - Business Impact Category, 2015 Wells Fargo Marketing Momentum Award Winner - Business Impact Category, Selected for 2015 WIM Leader Forum, Marketing STAR Award Winner 2014

St. Louis, Missouri, Us

Responsible for driving incremental improvements to the prospect and client online experience and increasing the visibility and online effectiveness of our Financial Advisors through personal branding, digital strategy, best practice development, education and promotion.Supported the development and launch of Wells Fargo Advisors' first brand social media presence and first Financial Advisor social media pilot. Developed the sales content strategy and best practices for individuals using social media for business.Led the development of a new public website strategy and full site design for 3rd largest brokerage firm in the country. Other work included developing local SEO and SEM pilots for Financial Advisors and managing our Financial Advisor individual website program. Recognition: WFA Marketing Innovation Award in 2012 and in 2013.

St. Louis, Missouri, Us

Led content strategy and planning for Wells Fargo's brokerage business. Managed five different online and print client publications. Developed a new segmented approach to client loyalty communications. Launched the company’s first large-scale, multi-channel content program (magazine, e-newsletter, website). Led the re-development and re-launch of a direct-to-client e-mail newsletter program.Managed multi-channel content calendar and three cross-functional editorial boards focused on aligning marketing messaging across multiple lines of business.Recognition: Marketing STAR Award Winner 2011

St. Louis, Missouri, Us

Drove adoption of advisory programs through Financial Advisor consultation and internal communication and campaign development. Developed new database system for managing compliance approval and retention process, leading to multiple successful internal audits. Led creation of Financial Advisor marketing materials and sales ideas. Partnered with asset managers to deliver field facing radio shows and communications.

St. Louis, Missouri, Us

Led online marketing and communications effort for multiple product teams. Developed automated proposal and account maintenance system for Financial Advisors to sell and manage their managed accounts. Managed internal content and communications strategy for my designated products.

St. Louis, Missouri, Us

Consulted Financial Advisors on mutual fund, annuity, and 529 Plan product selections and sales techniques. Trained Financial Advisors on how to effectively utilize mutual fund and annuity software resources. Managed multiple investment company vendor relationships, partnering with national account managers and wholesalers to market products to Financial Advisors.

Bachelor Of Science Business Administration, Finance

Post Baccalaureate, Information Systems

Master Of Business Administration - Mba, Marketing