Jamie Boynton Email & Phone Number

Lead strategic planning and execution of marketing activities across traditional and digital platforms for annual open enrollment and special enrollment periods.

Boston, MA, US

• Lead the strategic positioning, production, and delivery of B2B promotional marketing in support of 2023 Financial Wellness Month in collaboration with cross-company team
• Coordinated B2B notification and value story for new digital B2C financial planning experience
• Partnered with colleagues throughout the organization to create new and maintain existing product and service positioning materials

Boston, MA, US

• Set strategy and executed programs for women, including engagement components (B2B and B2C), media/PR, and internal readiness, yielding ~50k attendees, 10% lift to guidance and 6% lift to rollover retention rate
• Drove research and conducted data analysis to understand the needs and behaviors of women as well as identified insights to inform areas of opportunity across key women target segments
• Collaborated with a cross-domain team to develop a personalized digital experience using women’s insights and design principles, leading to higher engagement with key women target segments, higher rollover retention.
• Launched and ran operations for Women & Money newsletter, with excellent customer engagement (average of 50% open rate and 18% click thru rate)

Boston, MA, US

• Managed the execution of segment learning agendas, including qualitative and quantitative research and analysis to gain a deeper understanding of the target consumer
• Lead deployment of customer segments by building rollout approach, communication strategy and training program in support of all segments to enable cross-channel experiences to better meet customers’ needs
• Partnered with marketing, product, channel, and service model design partners to build and enable the desired experience for each segment
• Analyzed segment financial results and key performance indicators to help establish segment objectives, strategy, goals and manage segment scorecard

Boston, MA, US

• Create value proposition, including revising sales messaging and clearly articulate the Fidelity customer experience to prospective customers
• Deliver an integrated marketing strategy and execution plan to acquire, develop and retain employee/employer relationships leveraging the full power of Fidelity
• Develop strategic communication plans aimed at institutional customers and key client-facing associates

Boston, MA, US

• Set strategic direction and manage customer engagement vehicles for Fidelity HR Services Product Development and Management (PDM) product launches
• Organized three product-specific Product Advisory Panels biannually as well as periodic focus groups to support Fidelity’s Voice of the Customer (VOC) market research priorities including management of timelines and.
• Leveraged Six Sigma methodologies and tools in both the design of VOC sessions and creation of outputs
• Provided synthesis of VOC feedback and facilitate appropriate actions and communication between various internal functions, such as Product Development, Product Management, Channels, Operations, and Relationship.
• Served as project lead for sessions with responsibility for creating environment that will effectively engage participants and support PDM objectives
• Promoted customer satisfaction with key senior contacts at valued client organizations by creating opportunities to influence product investment decisions

Boston, MA, US

• Lead the strategic positioning, production, and delivery of all mid-market client communications across print, electronic, and web mediums
• Improved the strategy and positioning as well as the consistency and cost efficiency of Fidelity’s mid-market institutional B-to-B marketing programs
• Coordinated content and delivery of major mid-market events such as annual client conference, industry tradeshows, and prospect dinners
• Launched inaugural cross-Fidelity product from strategy to content development and delivery of communications to meet top-tier target market
• Established quarterly sales prospect campaign via direct mail, video, email and events

Boston, MA, US

• Reinforced Fidelity’s positioning by developing & disseminating strategic prospecting campaigns including direct mail, collateral, tradeshow booth graphics, event invitations, advertising, eVideo briefs & Web.
• Created monthly client newsletter from soliciting story ideas through writing/editing articles & managing article layout, printing & mailing
• Directed the development & execution of collateral/sales tools such as brochures, product fact sheets & interactive product demos in collaboration with Product, Sales and Institutional Strategy groups
• Developed, maintained and managed unique prospect awareness program – from concept through campaign measurement – in a continuing effort to educate our top prospects about Fidelity
• Lead several department initiatives, including:  Coordinated department-wide industry award entries – yielding 10 awards in 2003 against a goal of 6  Partnered with cross-company team to coordinate International.

Boston, MA, US

• Directed the development & execution of collateral/sales tools from full brochures to product fact sheets & interactive product demos in collaboration with internal business partners
• Managed agency relationships to ensure on-time, on-budget delivery
• Ensured review & production of materials conforms to NASD & ERISA compliance procedures
• Coordinated 20+ Fidelity-sponsored industry conferences across the U.S., including interfacing with conference organizers, developing 6’, 8’ and 10’ booths, selecting premiums and raffle prizes and managing on-site.

Boston, MA, US

• Directed development of high quality, custom communication materials from design through production & distribution within demanding time/budget constraints for institutional retirement clients such as Lucent.
• Assisted Communication Consultant with writing/editing materials in accordance with clients’ communication strategies
• Coordinated NASD & ERISA legal review to ensure compliance of all communication material
• Contributed to several department initiatives, including:  Managed development of Studio.comm web site and supported forum at 1999 Client Conference  Initiated & oversaw statement insert improvement process .

Boston, MA, US

• Coordinated design & production of communication materials including brochures, custom envelopes, letters, invitations, premiums & forms from design through production & distribution
• Ensured quality collateral by selecting & managing vendors, including graphic designers, printers & fulfillment services
• Negotiated production & delivery schedules within demanding time/budget constraints

• Directed advertising campaign development, media research/planning & collateral for 75+ clients
• Assisted Director of Account Services with project management, research & planning for the Agency’s top accounts, including EMC, CareGroup & Fleet Financial Group
• Conducted client strategy meetings

• Ensured efficient & accurate operation of the Account Coordinator Department, including assigning accounts, scheduling staff & reviewing weekly financial reports
• Hired/trained/conducted performance reviews for a staff of 14
• Worked collaboratively with Production Manager to direct the weekly deadline workflow

• Designed & developed advertisements for 95+ clients, including EMC, Sybase (formerly PowerSoft), Fleet Financial Group & Beth Israel Hospital
• Supervised the creation of marketing materials, including flyers & brochures
• Attended & participated in sales presentations & client meetings

• Designed & developed advertisements for 95+ clients such as Fleet Financial Group & Beth Israel Hospital
• Interfaced with clients to plan advertising strategies, including design, budgetary allowances & media scheduling
• Wrote, edited & proofread advertising copy

Bs, Marketing

Certificate In Interior Design, Interior Design