Dedicated point of contact responsible for maintaining and strengthening relationships with Retirement Plan Sponsors and Administrators. Guide plans to implement or update features to remain competitive and attractive. Play an active role in the sales process by demonstrating our ability to deliver value and differentiate our offering for prospective clients.- Manage daily operations of an approx $2.5Bn book of business across 9 key and middle market accounts- Ensure annual compliance activities are completed (ie RMDs and Non-Discrimination Testing, and Audits)- Manage all plan-wide changes between external plan contacts and internal groups involved in implementation

Provide leadership insights, subject matter expertise, and guidance for the production of reporting deliverables. Maintain relationships and liaise with internal business partners to guide and implement product and process enhancements.- Think and act strategically and globally to streamline workflows and redesign complex processes- Provide direct supervision, instruction, and guidance to ensure reporting is timely, accurate, and high quality- Evaluate team resources and repurpose accordingly to achieve the highest possible team performance- Develop reporting standards and evolution for cutting edge new products prior to release

-Team lead heading up production specialists.-Assist with department workload transitions.-Collaborate with business partners to envision and create process improvements for future state initiatives.

-Responsible for production of client reports. -Using a combination of existing materials, new materials, and custom templates, high quality investment packages are created as requested by the client.-Deliver complex financial data in a visually appealing manner to current and prospective clients.

-Provide exceptional customer service to enhance client experience. -Effectively apply Consultative Client Interaction model to offer needs driven solutions to client inquiries.-Take ownership of client issues and, when necessary, collaborate and research internally to obtain information to best assist the customer.-Handle escalated client situations at the discretion of management.

As a team of 5 peers, conduct market research for the purposes of Christiana Mall. Gather secondary data, organize focus groups, and survey a random sample of more than 350 students. Using Microsoft Excel and IBM SPSS, statistically analyze and interpret all data to determine valuable, actionable recommendations. Present findings and final recommendations to Christiana Mall Marketing Directors.

Obtain a thorough understanding of the workings and processes involved with an in house marketing department. Support Traffic Team by scheduling jobs and routing them from kickoff to completion. Coordinate and implement marketing projects for 16 retirement living communities nationwide. Support Market Data Analysis Team and Sales Team by coding information in Salesforce.com.

Work with a team to create and distribute promotional materials in order to develop brand recognition for a new and upcoming apartment complex. Create and implement marketing strategies to build brand awareness. Attend local community and social events as a company advocate.