Gregory Klein Email & Phone Number

Minneapolis, Mn

Serving as an internal consultant delivering key insights through primary and secondary research to drive experience improvements for financial professionals and consumers. Drive development and execution of research projects to support product innovation and market expansion opportunities. My focus includes core product and distribution channels, as well as growth initiatives at Allianz Life.Developed testing research approach for product innovation and development, including interview sessions with financial professionals and outside research firms, to help retain marketshare and competitiveness.Responsible for full circle integration of research/feedback to inform journey planning, solution setting and establishment of post-delivery measurement, including experience OKRs.Established advisory council of financial professionals from key firm partners to deepen insights and gain actionable feedback to influence experience design.

Columbus, Ohio, Us

Led the improvement and design of customer experiences delivering greater satisfaction (CSAT), loyalty and NPS – ultimately driving sales, account deepening and profitability across segments.Executed triangulation of research, surveys, complaints, and customer/colleague feedback — delivering actionable insights that influenced strategic direction, identified critical “moments that matter” to customers, and improved key drivers of satisfaction. Improved customer journeys through cross-functional design thinking sessions, agile processes and mapping – layering learnings across resources, customer pain points and business processes to improve delivery of banking solutions.Banking segments I served:Private Client Group, Consumer Deposits and Commercial Banking

Columbus, Ohio, Us

Responsible for creating and executing the strategic marketing plan that increase Nationwide Financial’s awareness and share of business with financial advisors at key partner firms.Established and executed multi-tactic campaigns to increase awareness and adoption of Nationwide Financial’s retirement plan solutions – including social media and LinkedIn messaging Developed 6 firm specific marketing plans which support sales targets within Nationwide’s select set of partner financial advisory firms – acted as the coordination point across 4 internal & external teamsLed introduction of in plan guarantee annuity product in coordination with One America consortiumIncreased degree of insights within the advisor population through segmentation to ensure messages and solutions fit advisor needs – structured campaigns by advisor segment for the first time

Columbus, Ohio, Us

Channel Marketing – Broker General Agency (BGA) Channel, responsible for creating and executing channel/strategic partner programs and marketing plans that increase Nationwide Financial’s brand consideration/awareness, and grow Life product sales.Developed firm marketing plans which support the initiatives of our strategic partners (Premier Partner firms), as well as complement our brand marketing, relationship strategies, field and internal sales, and business unit strategiesPartnered with brand team to create innovative point of sale ideas, marketing collateral and marketing campaigns with an emphasis on traditional strategies and emerging digital opportunities. Executed marketing plans within each focus firm driving advisor persistency, retention, and acquisition. Provided post campaign analysis and measurements related to executed marketing tactics and campaignsPlanned and facilitated Premier Partner firm events, sponsorships, and speaker series. Expanded opportunities for marketing by working closely with firm partner-marketing, business development, and relationship managers, in addition to mutual fund partners, to increase brand awareness and reputation within focus firms by delivering value add and content marketingDeveloped and maintained relationships with key marketing, relationship strategies, and product stakeholders at Premier Partner firms, BGA partners, and industry experts

Columbus, Ohio, Us

Responsible the day-to-day front office operations and staff for the Ohio Machine, one of 9 teams in Major League Lacrosse.In this role, I led and supervise revenue generation efforts (ticketing, merchandise, corporate partnerships and sponsor activation) and budget management (P&L).Additionally, I oversaw the club’s marketing, operations and digital departments.

Columbus, Ohio, Us

I was responsible for setting the long-term corporate partnership strategy for the Ohio Machine, one of 9 teams in Major League Lacrosse.My role included identifying potential partners, addressing the value proposition and alignment between us, and establishing the details of the partnership (what is executed and how it is measured).

GCK Strategic helps a wide variety of business entities gain knowledge through customized insights work. Clients have included small local retailers, corporate subsidiaries to venture capital firms seeking to understand the companies/sectors they wish to invest in.We work as a collective of professionals, able to enlist multiple resources to bring an absolutely customized solution to our clients needs.

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Acted as an internal consultant responsible for corporate level analysis of business units and initiatives in support of C-suite leadership, including the Nationwide board. • Led review of $9B mortgage subsidiary, developing path-forward scenarios for the unit• Developed competitor reviews to support M&A activities focused on growth• Synthesized data from economic, industry, and sector reports into actionable insights• Monitored key customer performance indicators for auto and property leadership

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Recruited by Department SVP to be an internal client leader responsible for coordination of department services to brand management and distribution teams in support of their annual marketing and research plans. • Coached clients on appropriate measurement methods to track impacts of marketing mix including direct, email, and social media efforts• Reduced annual data costs by $1.4 million through consolidation of vendor services• Improved measurement process reducing sales reporting error rates by more than 4%• Contributed to team evaluating marketing profitability and customer lifetime value (LTV)

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Hand picked to restructure and lead a marketing team of 7 associates responsible for developing marketing plans to drive annual sales goals of Nationwide’s $2.8 billion small business insurance product.• Restructured marketing team and $10 million budget to support best performing sales channels• Identified and eliminated ineffective direct mail campaigns saving $2.5 million annually• Reduced campaign ramp-up by weeks deploying a web-based lead tools for sales agents• Established online sales unit for the product, driving $1.4 million in direct premium in 3 months• Executed segmentation study of business owners to align value propositions and offerings

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Launched and established a dedicated marketing function for Nationwide’s newly created mortgage subsidiary outlining the target markets, distribution model, marketing plans, and staffing plan.• Designed and executed the program implementation plan involving cross-functional team of over 20 people• Established a direct channel, which accounted for 77% of the business unit’s loan volume in 2005• Developed, managed, and delivered campaigns consistently under $1.2 million marketing budget

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Served as an internal market planning consultant supporting various strategic projects within Nationwide.• Identified expansion markets in support of Nationwide's Hispanic Marketing Initiative, developing market level activation of the initiative coordinating sales leadership, local agents and external partners (including PR, radio and print media)• Represented Nationwide in the International Cooperative and Mutual Insurance Federation (ICMIF); participated with peers at international insurance companies on marketing issues common to our firms. This included working meetings and presentations in both European and Asian locations• Published in the 2001 ICMIF working paper addressing how e-commerce impacts global insurers

Promoted to lead research efforts for health plan and hospital clients, responsible for developing, fielding, and reporting plan/patient satisfaction studies. Clients included: Kaiser Permanente, Duke University Medical Center, and University of Virginia Health System. • Played instrumental role in contributing to product development and regulatory adherence which positioned this start-up for its eventual sale in 1999 to the National Research Corporation for $10.3 million

Launched, grew, and maintained a Columbus-based advertising, graphic design, and package design consultancy. Performed dual roles of business manager and creative director to ensure the firm’s growth. Developed a client list that included Battelle Press, Frigidaire Company, Highlights for Children, and Scotts Miracle-Gro.

Columbus, Ohio, Us

Designed a strategy for linking the 12 university research centers via the web. Framed out the overall site structure, design and coded the site. Built multimedia class lectures for the Vice President of Research covering General and Organic Chemistry.