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.

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.
• 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.
• 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 &.
• 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.
• 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.
• 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

• 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