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 rates (+31%) and higher guidance rates (+25%)• 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 agenda and content development • 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 Management to drive actionable outcomes • 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 casts for healthcare, treasury management, union, public sector & religious market segments • 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 Investing strategy including white paper, client campaign, prospect campaign Marketing Product Forum, Intranet site, talking points, public Web site & business planning slides  Worked with Fidelity Strategic Sourcing to establish improved postage payment process

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 conference activities such as display set-up, booth staffing & speaking opportunities

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 Technologies, Sprint, Gillette & Ernst & Young• 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  Tested & piloted web-based Communication Project Tracking System (CPTS)  Participated in Automated Composition Engine (ACE) development

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