Frank Simone Email & Phone Number

New York, Ny, Us

United States

Developed and executed compelling content-driven segment-based multi-channel product marketing campaigns designed to raise industry awareness and generate demand for Broadridge Wealth solutions and capital markets solutions; evaluated marketing strategies and tactics and delivered effective sales enablement tools to drive measurable results (qualified marketing leads, marketing-sourced pipeline, etc.).

Greater New York City Area

Provided Wealth Management and Financial Services Industry expertise; thought leadership; content development; and marketing program creation and management to support sales and account management teams responsible for executing retail wealth sales strategy for Broadridge Wealth Management and Advisor technology solutions.

Somerset, New Jersey

Provided strategic direction and marketing strategy for sales tools, applications, and services that comprised the technology platform offered to over 4,000 Financial Advisors across MetLife-affiliated Broker-Dealers.• Designed and executed initial product launch and ongoing marketing strategy for Personal Financial View® (eMoney) Wealth Management platform, growing usage to 750 advisors and 35,000 clients consolidating $26.5B of investment assets within 5 years.• Developed and executed the marketing plan to transform the approach by which advisors acquire, retain and service their clients by incorporating client engagement best practices and efficient use of technology-based tools into their business processes. • Headed Product Development and Management of third-party vendor software portfolio with contractual obligations in excess of $3M. Successfully negotiated contract terms with external software vendors including product design specifications, co-marketing agreements, initial product launch activities and ongoing product support.• Directed B-D Portal Team and contributed to firm-wide Producer Portal consolidation and migration in 2010 encompassing web content creation, development of content hierarchy, and overall design of site sections supporting Personal Financial View®, B-D Sales Tools, Savings & Investments Products, and Pension Resource Center.• Administered Broker-Dealer Business Continuity Plan and Local (Somerset) Disaster Recovery Plans. Provided reporting concerning Business Continuity exercises and overall plan readiness to Senior Management and FINRA.

Malvern, Pa

Developed "Go-To-Market" strategies and associated marketing campaigns around the firm's technology solutions and technology partnerships, ensuring competitive differentiation through clear market messaging to technology and economic buyers.• Devised competitive positioning and messaging for SunGard Higher Education technologies (including Web Services Integration and Service-Oriented Architecture) to sustain favorable closing success ratio against leading market competitors with more advanced technology platforms / architecture.

Lawrenceville, Nj

Provided strategic direction for products and services offered in conjunction with enterprise data consolidation process and the Web-based portfolio accounting and performance reporting application. Evaluated industry and market trends to determine product enhancements or new product development needed to meet evolving needs of multiple user groups within the financial services industry.• Developed and implemented Strategic and Tactical Business Plans.• Created, implemented and measured the effectiveness of marketing campaigns designed for lead generation, market awareness, or increased adoption of products among existing client base.• Directed cross-functional teams of business, systems, and client service representatives to develop, deliver and support new products/services.• Delivered Web Services product enhancement through active management of cross-functional team including internal business, systems, and client service representatives, external strategic partners, and clients. Increased market penetration of the Firm’s Web Services and Data Convertor products by over 20% within 6 months through targeted marketing campaigns to existing client base.• Collaborated with strategic partners and clients to ensure satisfaction with the integrated offerings provided through Albridge Solutions.

Lawrenceville, Nj

Challenged to grow revenue by increasing the number of users subscribing to Albridge’s Wealth Reporting technology at existing and new Broker Dealer clients through direct sales activities, marketing initiatives and training programs.• Directed inside sales/training team that delivered programs demonstrating the value of integrating Albridge technology into the advisor’s business model, resulting in 38% increase in users and 45% increase in revenue at Albridge’s largest client over an 18 month time period, leading to a substantial contract renewal.• Developed and implemented targeted adoption campaigns to assist clients to attain and exceed their contractual usage minimum. Achieved 58% increase in the overall number of users and grew account base adoption 31% over an 18-month time period through campaigns targeted to clients below their contractual usage minimum. Routinely converted 70% of campaign participants to paying subscribers• Created and delivered training programs reinforcing the value of integrating Albridge technology into the advisor’s business model.• Supported Broker Dealer clients with in-person presentations and training programs at conferences and large national/regional events.

Princeton, Nj

Independently consulted with Merrill Lynch to develop and implement marketing strategies with management to drive market share, revenue, and profitability.• Created customized district business plans and marketing presentations to identify opportunities for additional annuity and insurance product sales.• Developed “state of business” presentations for delivery by business unit senior management to corporate senior management.

Hopewell, Nj

Developed and executed marketing campaigns to increase adoption of proprietary technology tools and applications by the Firm’s Financial Advisors, support staff, and branch management to improve productivity.• Achieved 50% target market penetration and 29% increase in overall usage of technology applications within 14 months utilizing limited resources and within an environment resistant to technology adoption and changes to business practices.

Plainsboro, Nj

Designed and executed strategic marketing campaigns to build Merrill Lynch market share in the small business market as it related to Executive Compensation, Business Succession and Business Protection plans.• Successfully piloted integrated program to facilitate marketing and sales activities from initial client contact through post-sale plan implementation and administration resulting in increased revenue.• Collaborated with third-party administrators, pension consulting firms and other partners delivering effective benefit programs.• Developed Continuing Education video broadcasts, training curriculum, and marketing collateral; satisfying CE requirements and preventing loss of insurance license credentials.

Plainsboro, Nj

• Developed strategic marketing campaigns and related marketing collateral positioning life insurance and related services within the Estate Planning and Business Planning market segments.• Managed life and health insurance product lines within Merrill Lynch distribution channels, including sales trend analysis, and strategic partner alliances for life insurance product marketing initiatives.• Developed and trained a team of Marketing Specialists to provide sales and marketing support for Financial Consultants and Insurance Specialists in the areas of life insurance and annuity product positioning, Estate Planning, Business Insurance, Trusts and Tax Planning.

Mba, Marketing

Bs, Business Management

Activities and Societies: Alpha Phi Delta Fraternity