Jared Lorts Email & Phone Number

Minneapolis, Minnesota, United States

•Lead Advisors, Client Service, Operations, and Practice Technology•Responsible for Practice Growth, Client Experience, and Innovation•Deliver firm strategy, drive execution, and support the development of current and future leaders across four unique but complimentary departments•Lead M&A transitions and integration

Minneapolis, Minnesota, United States

NorthRock Partners helps exceptional entrepreneurs, athletes, Fortune 500 corporate executives and families from across the world live their best lives. I am responsible for the evolution and execution of our Personal Office® experience that seamlessly delivers financial and lifestyle advice services uniquely tailored to our clients by surrounding them with experts who synchronize all the moving pieces in their lives.

Greater Minneapolis-St. Paul Area

• Responsible for research, development, and execution of strategies that increase client acquisition and retention nationally through our salesforce of over 10,000 advisors, field leaders, and sales support resources• Design practice management programs focused on business development, creation & delivery of superior client experiences, multi-generational marketing, and leading high performing teams• Drive client and advisor uptake of digital tools including social media platforms, websites, communication systems, Salesforce CRM, and our secure client account portal

Greater Minneapolis-St. Paul Area

• Develop large scale marketing initiatives and programs designed to help financial advisors acquire clients and increase client retention. Examples include: multi-generational marketing, digital networking & lead generation through social media, and advisor sales coaching programs• Responsible for leadership and development for a team of specialized managers focused on driving field uptake across a broad range of marketing programs, delivery of advisor sales training, adoption of digital tools, and reporting of marketing analytics• Responsible for direct to client marketing to increase Ameriprise.com registration, capability usage, and repeat logins• Design and deliver training & education focused presentations for corporate audiences, sales leaders, and financial advisors

Greater Minneapolis-St. Paul Area

• Lead a team that develops communication and implementation strategies designed to increase engagement in eight unique marketing programs across a field organization of over 10,000 financial advisors, leaders, and coaches• Develop communications, training, sales collateral, and results tracking for multiple local marketing initiatives including: Advisor Websites, Social Media, Client Communications, Referrals & Networking, Seminars & Events, and Local Advertising• Create annual marketing plans and develop strategy for the Ameriprise 8 Key Marketing Activities framework and Referrals & Networking program which drives an average of 30,000 new client acquisitions annually through our local financial advisors• Responsible for team career development, goal setting, budgets, and reporting metrics• Have exceeded annual marketing engagement goals every year since program inception

Greater Minneapolis-St. Paul Area

•Develop and execute marketing programs that include digital, print and PR for two national client acquisition programs focused on cultivating centers of influence with over 2,500 advisors and 15,000 networked professionals•Manage team that performs field reporting, training initiatives, marketing campaigns, and field support•Work with cross-functional teams across Ameriprise to develop program goals, budgets, marketing plans, and senior leadership reports/presentations •Develop annual fiscal plans for each program including: budgets, marketing plans, client acquisition & asset goals, communication timelines, and national convention participation/sponsorship•Created marketing plan, program design, and training initiatives to facilitate the launch of Professional Alliance program to over 5,000 Ameriprise franchise advisors and field leaders•Brought in 7,000+ new clients and 300M in new assets between both programs in 2011 achieving 110% of goal•2012 client acquisitions of 7,093 with 2,210 HVCA achieving 128% of year end goal (27% increase YOY)

•Lead corporate strategic alliance program which creates a nationwide referral network between Ameriprise Financial and H&R Block Tax•Worked with marketing teams and external vendors to develop marketing materials such as: sales guides, promotional materials, point of sale items, and training quick reference guides•Led an IT project team to develop improved program systems for partnership enrollment and tax office assignments•Worked with outside vendors to design and launch program websites for advisors and program participants delivering news, system updates, marketing materials, and training guides•Delivered weekly program communications and reporting to senior leaders, field leadership, financial advisors, and referral sources•Lead program training and best practices through field visits, webinars, and teleconference

•Managed 12 million in assets and over 550 client accounts•Achieved highest percentage of sales metrics during fiscal years 2006 and 2007•Coached, developed, and managed a team of 5 financial advisors

•Licensed stock broker on the New York Stock Exchange•Achieved 130% of goals during first 12 months by building and executing local marketing plans