Heidi Wheatley Email & Phone Number

I bring extensive experience, a network of relationships, and industry expertise when working with clients to develop strategic distribution plans to drive growth and expand their market reach. With a deep understanding of the unique complexities and nuances of the alternative investment industry, I work closely with clients to build impactful distribution channels, position and market their product offerings, and enhance investor relations. My strategic insights and tailored solutions help alternative investment sponsors navigate a highly regulated industry and unlock new opportunities for raising capital and increasing assets under management. By leveraging my industry knowledge and analytical skills, I assist clients in building effective distribution structures that align with their business objectives and drive sustainable long-term success.

Syosset, New York, Us

Syosset, New York, Us

As an accomplished Chief Operating Officer in the financial services industry, I am dedicated to driving operational excellence and strategic growth within dynamic and highly regulated environments. With a proven track record of optimizing business processes, enhancing efficiency, and ensuring compliance, I excel in leading cross-functional teams to deliver exceptional results. My expertise lies in developing and implementing innovative strategies to streamline operations, mitigate risks, and maximize profitability. I am passionate about fostering a culture of collaboration, innovation, and continuous improvement to achieve sustainable success in the ever-evolving financial services landscape.

Syosset, New York, Us

ResponsibilitiesDevelopment and leadership of the marketing team, development of the overall brand strategy, created and implemented customer journey, created and analyzed digital marketing strategies, managed corporate communications & public relations, developed event and conference strategies, established lead generation campaigns.AchievementsElevated the media profile of the firm’s CIO resulting in national interviews on Fox Business, TD Ameritrade Channel and Yahoo Finance.Created and automated campaign and event processes to gain scalability, control costs, generate leads and drive sales. Collaborated with senior and sales leadership to define the customer journey and craft messaging and collateral for each segment.Created compelling digital marketing strategies creating double digit growth in leads generated.Implemented an online fulfillment center for the firm’s national distribution team to control brand quality and ensure a consistent client experience.

ResponsibilitiesEstablished corporate marketing department, hired and trained team, developed structure and processes, developed closing campaign for $900M product offering and branded and launched two new products totalling $2B, copywriter, managed digital assets, integrated new technologies, development of sales kits and strategies and managed firms 120+ conference participation, 12+ due diligence meetings to increase ROI and decrease strain on leadership team.AchievementsExecutive team member who collaborated with key stakeholders, both on-and-off-site) in the development and execution of a national marketing campaign in support of a $2B real estate product offering capital raise.Established a formal marketing department - created a structure that supported the corporate vision and goals, developed processes, identified and crafted job descriptions and hired as needed to support the organization efficiently. Developed branding and positioning strategy for product $2B product offering launch. Reduced objections and enhanced clarity which shortened the sales process by 15%.Created email marketing and conference strategies/campaigns to generate leads and reduce the cost of customer acquisition.Took the sales team digital and revamped printed collateral to streamline data points - reducing print expenses by 25%.Trained and engaged the nationwide sales team on messaging, use of technology and assets to secure meetings and accelerate sales.Managed a $1.5M marketing budget and executed on an additional $3.5M.

ResponsibilitiesEstablished the firm’s marketing department, created marketing campaigns to drive recruitment inquiries, established conference processes to generate sales leads, responsible for content creation and developed digital assets and print collateral.AchievementsDeveloped and implemented a strategic and tactical communications program in support of the firm’s nationwide network of retail offices.

ResponsibilitiesEstablished the firm’s marketing department - collaborating with firm owners, researchers, third-party programmers and IT - to build and launch the firm’s technology platform. Responsible for project management, coordination of resources within budget guidelines, business development to drive sales and engagement.AchievementsWorked remotely, traveling between the corporate (MD) and parent (NY) offices as necessary, while effectively managing a remote team located across the country to create a proprietary technology platform.Collaborated with senior executives to launch a campaign that drove user adoption and $1M+ in partnership dollars prior to launch.

Atlanta, Ga, Us

ResponsibilitiesEstablished the firm’s marketing department, building the processes and structure and hiring and training team members. Managed the firm’s marketing and communications strategies, including crisis communications, online reputation management and internal and client communications. Built and grew the firm’s Partnership Program, expanding programming and support for nationwide branch offices. Created and implemented national and international conferences. Supported dozens of offices in creating unique branding and marketing strategies for their business. AchievementsDeveloped a branding platform for the firm’s 200 independent retail locations located across the country.Built a sponsorship program that generated more than $1M in recurring annual revenue, while managing an annual marketing budget in excess of $1.5M.Created, implemented and managed international events for top clients - working successfully with teams in other countries to ensure an exceptional experience for the clients responsible for 60% of the firm’s annual revenue.Collaborated with senior management to position the firm’s business model from 70% to 20% transactional business; achieving the firm’s acquisition exit strategy. The firm was acquired by RCS Capital (a NYSE company) in 2014. I was promoted out of J.P. Turner to head marketing for sister company, SK Research.

ResponsibilitiesDeveloped and executed B2B marketing strategies for start-ups and junior companies to accelerate sales. AchievementsBuilt a successful consulting business by collaborating with clients and exceeding expectations.

Mba, Marketing

Bachelors, Mass Communications