Helen Ulbrick Email & Phone Number

Melbourne, VIC, AU

Australia

• Vanguard is one of the world's largest and most respected investment management companies, offering a broad selection ETFs, managed funds and superannuation, and insights to individual investors, institutions, and.
• Led B2B marketing and communications strategy and campaigns to drive growth via financial adviser distribution channels, whilst concurrently supporting Vanguard’s Retail strategy and vision: - Managed strategic.
• Co-led a critical review of intermediated ETF retail channels, partnering with Data Analytics and harnessing data from the share registry to develop customer insights and strategy: - Implementing a bespoke solution.
• Developed the Exchange Traded Funds (ETF) GTM strategy and led marketing execution with engagement of cross-functional teams, exceeding lead generation, sales, and Net Cash Flow (NCF) targets: - Positioned Vanguard as.
• Nominated for Vanguard’s annual ‘Award for Excellence’ in 2023 (the highest honour in the organisation

Australia

• Key collaborator and subject matter expert for the Go-to-Market (GTM) launch of Vanguard’s ETF product range launch, exceeding Sales and Net Cash Flow (NCF) targets
• Recognised as Vanguard’s Product Team Partner of the Year 2021

Melbourne, Australia

• Developed high-quality copy for product marketing collateral and thought leadership content, demonstrating expert technical product knowledge and presenting complex information clearly for both technical and.
• Enjoyed continual career progression with Vanguard as a result of consistently strong performance and exemplary stakeholder relationships

Melbourne, Australia

Melbourne, Australia

• Lincoln Indicators is a boutique Australian research house and funds management firm, specialising in small cap stock picking. Stock Doctor is the firm’s DIY investment platform, enabling investors to create, manage.
• Led the development and execution of integrated, multichannel marketing campaigns (B2C) to drive growth in lead generation and sales conversion rates:
• Contributed to the fund’s best year of fund revenue, overachieving across all key metrics:
• 2017 EOFY campaign targets exceeded: 192% of platform sales and 182% of fund inflows
• 2016 EOFY campaign targets exceeded: 158% of platform sales and 117% of fund inflows
• Introduced robust Marketing measurement frameworks to critically evaluate marketing effectiveness and drive targeted improvement in return on marketing investment (ROMI)

Singapore

• Aviva is a global Financial Services provider, offering a range of insurance and wealth management solutions via a wide range of intermediated and bancassurance sales channels.
• Led marketing strategy for Aviva in Australia, building a high-performing team (7 direct reports) of marketers to deliver targeted marketing and communications projects across all products (investment, retirement.
• Implemented robust campaign measurement to evaluate marketing effectiveness and lead data-driven improvement in return on marketing investment (ROMI): -
• Led the GTM strategy and campaign for Aviva’s first retirement product, leveraging traditional and digital channels to exceed sales targets by 38% (doubled the volume of website traffic) -
• Delivered an innovative, targeted acquisition campaign for the Singapore Armed Forces, achieving an unprecedented 21% response rate (target of 10%) and exceeding sales targets by 60%
• Collaborated with technical and non-technical stakeholders in product and sales teams to design commercially responsive campaigns and communications

My own consulting business offering marketing and project management services - focussed on engineering.

Australia