Jack Bailey Email & Phone Number

San Francisco Bay Area

Expert at helping businesses define a value proposition and craft a compelling narrative for bringing products to market. Customer-focused copywriting and storytelling executed in presentations, websites, prints materials, and multimedia.Specialization in financial services, asset management, and fintech.

* Led marketing effort for the launch of fintech products by crafting and communicating sales narratives that enabled an asset management sales team to speak confidently about technology solutions. * Created web content and animated videos explaining custom indexing and tax management software which generated increased interest in the platform by simplifying client benefits. * Launched a proprietary algorithm driving goals-based adaptive asset allocation by creating videos, white papers, pitch decks, illustrations, and print materials which allowed a complex mathematical subject to be easily understood in terms of investor benefits. * Launched an algorithm-driven personalized managed advice option for 401k plans by creating messaging and material for both investors and advisors. * Conceived and executed launch of an investor-facing robo advisor by naming the product, creating all sales support material, including multiple animated videos and pitch decks, which allowed the product to be introduced around the world. * Developed a campaign to connect the Franklin Templeton brand to the fintech space by creating digital and print ads, original taglines, and video clips resulting in increased awareness of the firm’s technology offerings. * Created and managed an internal- and external-facing social media channels for Head of Sales by writing and posting original content representing his personal brand and amplifying his ability to connect with a global workforce and professional network.

* Delivered marketing and communications to help clients pursue their retirement savings and income goals, resulting in increased sales of multi-asset solutions. * Supported numerous model portfolios created specifically for large firms as well as outcome-oriented models, allowing advisors to effectively communicate, rationalize, and defend their recommendations to clients.

San Mateo, Ca

* Built out the firm’s first team dedicated to supporting research analysts and gatekeepers with marketing and communication, thus deepening relationships with those constituents and extending the reach of the relationship managers. * Designed distribution strategies for thought leadership materials by establishing a process for gathering and analyzing engagement metrics, resulting in a more personalized experience for clients.

San Francisco Bay Area

* Led marketing effort for the firm’s investment offerings in the Alternatives category by designing and producing a quarterly, multimedia hedge fund strategy outlook which elevated the profile of the portfolio management team and raised awareness of our 40 Act hedged strategies. * Produced multiple “conversation starter” sales ideas which helped wholesalers engage advisors.

San Mateo, Ca

* Led a globally distributed team in the design and execution of digital campaigns to increase sales, reduce redemptions, and re-engage dormant financial advisors.* Used data and analytics to target advisors to ensure highly relevant and compelling messages reached each recipient.

San Mateo, Ca

* Managed a newly constituted team tasked with using low-cost, digital channels to grow sales among the bottom 80% of the advisor base. * Defined and executed strategy to deliver targeted promotion of value-added web content, resulting in a more personalized experience for advisors.

San Mateo, California

Designed and implemented digital strategies to cultivate deeper relationships with financial advisors and to identify leads for our Sales teams.

San Mateo, Ca

Marketing lead in project to redesign website, reaching 85,000 advisors.Defined and executed promotional strategy for value-added web content. Creative lead on wholesaler email program. Increased email open-rate by 36% and click-through rate by 98%. Demonstrated incremental sales growth of $15 million among loyal readers in 2009.

Created and managed email pilot responsible for 91% sales lift among financial advisors in the pilot group. Proved business case for expanding pilot to national program. Advised senior leadership in strategic planning for redesign of US retail website.

Created information architecture and wire frames for redesign of multiple FTI websites including US retail site, Franklin Templeton Germany, Darby Overseas, and Fiduciary Trust International.