Jaimee Niles Email & Phone Number

Chicago, Il, Us

Chicago, Illinois, Us

• Educate Illinois employers, employees and communities about the Illinois Secure Choice retirement savings program through webinars, individualized meetings and events conducted in person, virtually and via digital formats.• Collaborate with key stakeholders to establish best practices including ongoing identification of trends, challenges and opportunities to establish efficiencies and optimize outcomes for clients and the program.• Deliver impactful results in the areas of employer onboarding completion and employee participation, expand educational offerings for new audiences and new client testimonial library.

London, Gb

• Created excellent working relationships with high-net-worth, international clientele helping them with their banking needs and introducing new products and services aligned with a comprehensive financial portfolio.• Collaborated with other company specialists to ensure clients had a seamless experience across all areas of the organization.• Managed 300 clients with net worth over $10M and assisted them with the transition from in-person to virtual banking.

New York, Ny, Us

• Defined a new role responsible for fostering excellent relationships with high-net-worth advisors and their clients, positioning the role as their preferred banking resource. Also trained new specialists entering the program.• Onboarded and trained advisor teams and their clients on banking opportunities, emphasizing digital adoption and integration of wealth and banking platforms.• Managed over 250 clients with net worth over $20M, received numerous client service excellence awards.

New York, Ny, Us

• Built and led new communications team of ten professionals responsible for executive, internal, and field communications nationwide.• Utilized a weekly electronic newsletter, video story telling segments, town halls, webinars, digital training materials and social media outreach.• Represented the company at industry forums and served as an elite advisor liaison, ensuring top advisors received "white glove" treatment during their onboarding with the company and during the transition to the new company.

Arlington, Virginia, Us

• Key contributor in delivering impactful consumer outreach campaigns, digital marketing initiatives, and community and media opportunities nationwide.• Cultivated strong, enduring relationships with industry organizations and member companies, which elevated Foundation’s visibility and facilitated co-marketing opportunities and increased fundraising.

Washington, D.C., Us

• Reorganized separate departments into a consolidated ten-member team providing conference planning, communications, membership, and advertising/sponsor recruitment. Also was a key contributor to re-branding campaign and roll-out.• Recruited new financial advisor and corporate leader members and sponsors delivering a 10% record-setting membership increase.

Irvine, Ca, Us

• Developed and stewarded positive relationships with major donors, and drove revenue growth up to $5M through multi-tiered fundraising platform.• Initiated and implemented foundation’s first-ever diversified plan for fundraising and sustainability, launching cohesive programs and initiatives that proved highly successful in solidifying historic gains in funding support.

• Increased revenues by 5% per year via a capital campaign, pledge drive, special events, corporate giving, and advertising sales.• Directed community-wide “Butterfly Project” through myriad special events, media outreach and marketing activities that increased countywide awareness of the importance of arts and science education. Profits were used to start the first endowment for arts and science education.

New York, Ny, Us

Newport Beach, Ca, Us

Bs, Business Administration

Graduate Studies

General Studies