Merrill Private Wealth Management, International and Institutional (June 2013 - Present)Serve as the day-to-day communications contact for Merrill's Private Private Wealth Management, International and Institutional group with internal stakeholders (internal comms, field marketing, advisor success, etc.).Develop and implement a strategic and proactive approach to external and internal communications in alignment with the group's initiatives and the firm's goals.Establish a regular cadence of internal communications through the effective use of varied and integrated communications methods.Develop and maintain content for the group’s internal website to showcase the group's resources and thought leadership.Prepare talking points, presentations and other supporting material as needed.Collaborate with other lines of business to ensure the messaging is appropriate for the Private Wealth Management, International and Institutional group.Write and edit communication content as needed.Most recently helped create and launch the firm's Sports & Entertainment program, supporting financial advisors who have clients in the sports and entertainment industries.

Client Segment & Solutions Group (March 2012 - June 2013)Responsible for internal communications regarding the firm's ultra-high-net-worth (UHNW) client segment.Developed and produced a monthly "Leadership Update" to the Market Executives and Managing Directors.Designated "business owner" of the internal UHNW website that provides Advisors an easy and efficient way to find key business information, with responsibility for writing content and publishing it on the site.Designed client material for firm-sponsored events.Business lead for internal Advisor "teaming" website (which includes the Advisors' industry-mandated ADV Form 2B information) with responsibility for troubleshooting issues and implementing enhancements.Client Management Group (May 2010 - March 2012)Assisted in developing the strategy and implementing the launch of key busines initiatives for the U.S. Wealth Management organization.Developed internal communications for the organization's Financial Advisors and leadership to explain the initiatives, provide tutorials on the appropriate applications and inform leadership on key performance indicator (KPI) results.Coordinated with local leadership on the firm's leads and referrals program (as the line of business contact), and worked with the firm's Legal Dept. regarding new policy procedures and updates.

Developed, implemented and maintained content on the firm's U.S. public Web site.Partnered with internal stakeholders (marketing managers, product specialists and corporate communications) to ensure Web site content met the firm’s/product group’s initiatives.Defined, coordinated and implemented SEO and keyword optimization strategies for marketing campaigns.Tracked, analyzed and communicated Web site metrics.Fostered synergies between online and offline content.Coordinated branded microsite development with vendors and obtained security/legal approvals.Led initiatives to enhance internal content management system to reduce dependencies on vendors and save on costs.

Responsible for overseeing the production of a monthly e-newsletter to more than 200,000 clients.Coordinated the mailing of a quarterly magazine to more than 500,000 high-net-worth clients, as well as to their Financial Advisors.Analyzed circulation strategies and communicated results to senior management.Responsible for article reprints and other special projects.Performed other editorial duties, including marketing Research-related content for the firm’s public-facing Web sites.

Project managed all duties in connection with the client lists for company's quarterly magazine to more than 500,000 high-net-worth clients and their Financial Advisors, including scheduling deadlines, overseeing metric reports, coordinating distribution instructions and maintaining business requirements.Managed the content process of a monthly e-newsletter to clients.Coordinated online content for public-facing company Web sites.Wrote research-based articles for online content.

Acted as liaison with the firm's corporate marketing and business groups to create suitable content for all the firm’s Web sites.Coordinated publication of and helped develop content for the firm’s public Web site and client Web site.Produced content for client e-mail notification news service.

Worked with product and services groups to build marketing efforts for Web presence.Coordinated with the content management team to build editorial calendar for all media outlets (print, video and Web).Helped with daily publication of content to third-party syndication sites.

Coordinated printed material content for the firm's Digital Business Development Group.Supported marketing strategy for products initiated by the firm's eCommerce group.Produced promotional digicard for firm’s streaming media content.Managed workflow process for eMedia department.

Responsible for overseeing editorial for two monthly magazines and one bimonthly magazine.Coordinated editorial flow with other departments to maintain deadlines.Trained and supervised copy editors