Greg Heath Email & Phone Number

Boston, Ma, Us

Lead marketing strategy and execution for the Institutional and Retirement (DCIO) businesses in the US. Oversight of affiliate marketing support with actively-managed strategies ranging from fixed income, equities, alternatives, and sustainable investments. Oversee and manage all aspects of integrated marketing activities including multi-channel campaigns to increase awareness, lead generation, and sales activity.> Develop strategic plans identifying goals, objectives, and KPIs while measuring results to continuously drive business activity> Increase awareness, engagement, and adoption among institutional (consultants, public plans, corporates, endowments and foundations) and retirement (advisors, plan sponsors and participants) audiences

Boston, Ma, Us

Led strategy and integrated marketing for the Institutional and Retirement (DCIO) businesses in the US. Responsible for marketing the firm's ESG investing solutions in the US. Supervised Marketing Managers responsible for ETF marketing and paid media including digital advertising and industry conferences. Collaborated with business partners and International Marketing team on initiatives.> Led strategic marketing initiatives for the ESG-focused target date mutual fund series> Launched the firm's first dedicated US Institutional website

Provided marketing and branding consulting including strategic marketing planning, website content, and digital. Created integrated marketing programs including digital and collateral to increase business. Developed brand and advertising assessment of competitors to create value proposition.

Boston, Ma, Us

Managed marketing team for institutional investment firm, an affiliate of Natixis Investment Managers. Member of the Marketing leadership team.

Hartford, Ct, Us

Led team responsible for B2B marketing strategies for workplace benefits. Developed go-to-market initiatives to target advisors, consultants, and plan sponsors. Promoted products and the brand to increase awareness, engagement, and adoption.> Created lead generation campaigns including digital and advertising> Developed brand strategy for the U.S. Paralympic sponsorship

Boston, Massachusetts, Us

Led strategic marketing for the multi-asset 529 college savings plan investment business. Managed staff and development of integrated campaigns to target retail advisors. Partnered with sales and product team to achieve firm's business goals. Marketing liaison to the State Treasurer's office of three state-sponsored plans.> Launched entire marketing platform for the New York advisor-sold 529 college savings plan> Developed integrated marketing campaign to advisors generating $8M of new business

Radnor, Pa, Us

Created marketing strategies to increase awareness and sales among financial intermediaries and high-net-worth consumers. Directed advertising, branding and media relations efforts.

Launched a new global brand to retail and institutional investment audiences. Managed brand promotion program including advertising and sponsorships. Worked with the CEO and other senior executives. Collaborated with marketing managers globally. Part of team that rebranded from Scudder Investments to Zurich Scudder Investments.> Increased brand awareness among target audiences by more than 50%> Led cross-functional team in development of new corporate website> Managed corporate sponsorship of USRowing. Activated the program to build the brand including advertising, athlete appearances, and leveraging U.S. National Team competitions at the 2000 Summer Olympics and the 2001 Zurich Rowing World Cup.