Heidi Humphrey

Heidi Humphrey Email and Phone Number

Marketing Director, Prosperity - An Eisner Amper Company @ Prosperity - An EisnerAmper Company
Heidi Humphrey's Location
Minneapolis, Minnesota, United States, United States
Heidi Humphrey's Contact Details
About Heidi Humphrey

Bringing my strong intuitive skills and the ability to think ahead, I innovate to achieve increases in client satisfaction and loyalty. Cultures that value an entrepreneurial mindset and are committed to fair and firm decision-making fuel my passion to work hard. After 20 years of marketing in financial services, I use my experience and talents to contribute to the vibrant, growing independent advisor community. As a Senior Marketing Manager at Schwab Advisor Services, I work directly with Sales Relationship Managers to advocate for and grow the Registered Independent Advisor (RIA) Industry. Previously as the Client Experience Director at U.S. Bank Private Wealth Management, I was responsible for building trusting relationships across the advisory teams at U.S. Bank and with clients. As a member of the leadership team, I advised and collaborated with executives, Private Wealth Management offices nationwide, and with the Voice of the Customer Office, to build a client-centric culture.I began my career in philanthropy as a charitable fund raiser for the American Cancer Society and I also worked for The United Way and the Cowles Media (parent company of the Star Tribune) Foundation in the Twin Cities.As a passionate supporter of organizations that empower women, I serve on the board of directors for TeamWomenMN - https://teamwomenmn.org/ (Check them out!). I grew up in a family of small business owners, where there was an expectation to always contribute, work hard and treated people fairly. These early learning’s shaped my strong work ethic and informed my leadership style.

Heidi Humphrey's Current Company Details
Prosperity - An EisnerAmper Company

Prosperity - An Eisneramper Company

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Marketing Director, Prosperity - An Eisner Amper Company
Heidi Humphrey Work Experience Details
  • Prosperity - An Eisneramper Company
    Marketing Director
    Prosperity - An Eisneramper Company Jun 2024 - Present
    Owings Mills, Maryland, Us
  • Charles Schwab
    Senior Field Marketing Manager | Advisor Services
    Charles Schwab Jun 2019 - Jun 2024
    Westlake, Texas, Us
  • U.S. Bank
    Director Client Experience, Private Wealth Management
    U.S. Bank Jan 2014 - Nov 2018
    Minneapolis, Mn, Us
    Led the Private Wealth Experience, a business-wide strategy to create a consistent, world-class experience for high-net-worth clients at U.S. Bank. Reporting to senior management, consult with and design programs for leaders of client advisor teams to expand and enhance client relationships while supporting achievement of revenue and sales goals. Partner with the U.S. Bank Voice of the Customer office to execute the annual client loyalty study and advise leaders on ways to use the data and results to improve advisor impact and overall business performance. CREATED STRATEGY FOR IMPLEMENTING AND INCREASING A CLIENT-CENTRIC EXPERIENCE• Created resources and tools for the front office field based on industry insights and focus groups feedback. • Reduced client attrition by 5%.• Increased client loyalty and satisfaction by 10% over a 4-year period. TRUSTED PARTNER ADVISING ON MARKETING AND CLIENT ENGAGEMENT STRATEGIES• Served as a trusted partner to provide marketing, digital, operations, and product enhancement guidance. Scope included building awareness and increasing adoption of technology, such as MoneyGuidePro, a goals-based financial planning software, Salesforce, the contact management system. CREATED EMPLOYEE ENGAGEMENT STRATEGY TO DRIVE SATISFACTION SCORES•Served as a wealth management champion for the company-wide all employee surveym "Talk to US". Created strategy, interpreted and communicated results to leadership, and recommended actions plans to increase employee engagement. • Resulted in increase scores of 80%.
  • U.S. Bank
    Marketing Manager, U.S. Bank, Private Wealth Management
    U.S. Bank Dec 2008 - Jan 2014
    Minneapolis, Mn, Us
    Led team of five marketing professionals. Grew team from two to five marketing specialists and expanded number of client events from 100 to 400 annually. Hired by department head of Private Wealth Management to increase perception that U.S. Bank is formidable competitor in the investment management and client advisory arena. LED MARKETING, COMMUNICATIONS AND BRAND AWARENESS STRATEGIES FOR WEALTH MANAGEMENT • Developed strategic business development plans with 15 market leaders located throughout the U.S. to increase visibility, generate awareness and build sales momentum. • Advised leadership on internal communication strategies, and supported the development of a leadership conference to fuel positive cultural momentum. • Tracked results from client engagements and demonstrated a strong correlation between marketing activity and sales. Managed team budget.
  • U.S. Trust
    Marketing Manager
    U.S. Trust 1996 - 2008
    Us
    Marketing Manager for The Resource Companies, a privately held firm that served 350 high-net-worth families with approximately $4 billion in assets under management. Led brand management, sales collateral development, events and client communications. Led team of four marketing professionalsLED MARKETING, BRANDING, PR AND COMMUNICATIONS STRATEGY• Successfully navigated the integration of a The Resource Companies into U.S. Trust which had a public company culture, and new brand for our client and employees.• Advised leadership on strategies to retain the local client base when the 2 businesses merged.• Due to the care, sensitivity and careful orchestration of communication and planning approximately 100% of clients stayed with the company.• Lead the marketing and communications efforts reporting to local senior leadership while serving as a liaison to headquarters in New York to ensure alignment of communications, community involvement and brand consistency. • Managed the marketing budget and outside agencies to support local marketing.• Promoted to a strategic marketing leader after Bank of America acquired U.S. Trust in 2006, managing events and sponsorships in the upper Midwest, including Chicago, Kansas City and Texas.• Lead a team of 3 marketing managers and contractors as needed.In 2002, New York-based U.S. Trust Company, N.A. acquired The Resource Companies, I was promoted to the marketing manager for the combined organization in Minneapolis and St. Paul.
  • American Cancer Society Minnesota
    Director Of Development
    American Cancer Society Minnesota 1995 - 1997
    Eagan, Minnesota, Us
    Development Director, led fund-raising efforts, raised $1 million dollars annually. Recruited, hired and evaluated a team of 5 professional fund-raisers and a support associate. Identified potential donors for legacy giving. Special Event Director, 1995 – 1997. Managed 2 special event coordinators and over 100 volunteers. Executed over 50 special events annually including the first Relay for Life. Negotiated financial and in-kind sponsorships to cover costs.

Heidi Humphrey Skills

Marketing Strategy Brand Management Investment Management Loyalty Marketing Management Portfolio Management Public Speaking Investments Non Profits Nonprofits Marketing Leadership Internal Communications Nonprofit Organizations Wealth Management Collateral Strategic Planning Banking Strategy Customer Loyalty Management Strategic Communications Financial Services Business Planning Risk Management Collaborative Problem Solving Loyalty Programs Advertising Analysis Private Banking Social Media Financial Analysis Business Development Development And Implementation Of Marketing Plans Retirement Planning Media Relations Public Relations Event Planning Event Management Employee Engagement Team Leadership Team Building Community Engagement Customer Engagement Employee Loyalty Collaborative Leadership Collaboration Solutions Cross Team Collaboration Integrated Marketing Communications Planning Employee Surveys Retirement Strategic Financial Planning Estate Planning Asset Managment Financial Planning Asset Allocation Asset Management Mutual Funds Series 7 Corporate Communications Community Development Alternative Investments

Heidi Humphrey Education Details

  • Wittenberg University
    Wittenberg University
    History And Communications
  • University Of St. Thomas
    University Of St. Thomas
    Coursework In Business Communications

Frequently Asked Questions about Heidi Humphrey

What company does Heidi Humphrey work for?

Heidi Humphrey works for Prosperity - An Eisneramper Company

What is Heidi Humphrey's role at the current company?

Heidi Humphrey's current role is Marketing Director, Prosperity - An Eisner Amper Company.

What is Heidi Humphrey's email address?

Heidi Humphrey's email address is he****@****ust.com

What schools did Heidi Humphrey attend?

Heidi Humphrey attended Wittenberg University, University Of St. Thomas.

What are some of Heidi Humphrey's interests?

Heidi Humphrey has interest in Reading And Being A Mom, Football, Exercise, Sweepstakes, Home Improvement, Reading, Sports, Watching Basketball, Fishing, Home Decoration.

What skills is Heidi Humphrey known for?

Heidi Humphrey has skills like Marketing Strategy, Brand Management, Investment Management, Loyalty Marketing, Management, Portfolio Management, Public Speaking, Investments, Non Profits, Nonprofits, Marketing, Leadership.

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