Jeffrey Leclair Email and Phone Number
Jeffrey Leclair's Location
Boston, Massachusetts, United States, United States
Jeffrey Leclair's Contact Details
Jeffrey Leclair work email
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- Valid
Jeffrey Leclair personal email
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Jeffrey Leclair phone numbers
About Jeffrey Leclair
Jeffrey Leclair is a Private Wealth Advisor | Boston at Bernstein Private Wealth Management. He possess expertise in alternative investments, investments, mutual funds, asset management, series 7 and 24 more skills.
Jeffrey Leclair's Current Company Details
Jeffrey Leclair Work Experience Details
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Vice PresidentBernstein Private Wealth Management Aug 2023 - PresentNew York, New York, Us
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Independent ConsultantHub Strategic Partners May 2022 - PresentFounder of Hub Strategic Partners, an independent consultancy offering services to boutique asset managers in the areas of marketing, distribution strategy, business intelligence and project management. • Assist clients in defining, evolving and scaling their sales and marketing technology infrastructure to meet customer demand.• Leverage data and business intelligence to develop clear and actionable frameworks to efficiently drive growth initiatives and increase visibility of both brand and investment strategies.• Provide project management expertise and drive process through evaluation, recommendation, development and implementation of relevant client initiatives. -
Member Board Of DirectorsWorldboston Apr 2017 - PresentBoston, Ma, Us• Interact with international delegations and diplomatic staff to host visits and facilitate communication with Massachusetts' government, academic, business, and startup communities.• Active member of the Finance Committee. Contributed to an approximate 7% increase in annual revenue by enhancing the organization's cash management and banking efforts. In addition, play a key role in development by having raised tens of thousands of dollars in donations. -
Senior Vice President MarketingDirexion Dec 2015 - May 2022New York, Ny, Us• Originated numerous cross-team business development, marketing and technology initiatives through effectively partnering with department heads, C-level executives and other key stakeholders.• Drove the development and implementation of the Firm's marketing technology roadmap, overseeing evaluation, integration, and management of various data and technology initiatives including marketing automation platforms, Customer Data Platform, CRM/Salesforce, SMS, Sequel databases, and external data management solutions.• Spearheaded sustainable growth initiatives at scale in the self-directed retail investor channel (B2C), responsible for over 90% of Direxion’s assets under management or approximately $27B, resulting in an estimated 3-4% increase in additional annual revenue.• Crafted compelling, omni-channel digital marketing programs delivering thought leadership content to trader's desktop and mobile devices. Achieved high engagement rates with key communications via SMS exceeding 15% per send. -
Vice President MarketingDirexion Dec 2009 - Dec 2015New York, Ny, Us• As a highly visible leader, successfully managed distribution marketing for Direxion's alternative ETFs business with a team of over 30 sales professionals, leading to the generation of several billion dollars in assets under management (AUM). Developed and executed multiple strategies to raise awareness and clearly communicate investment methodologies across various investor channels such as Hedge Fund, Wirehouse, Independent, and Registered Investment Advisor.• Orchestrated the development of the Firm's attribution and competitive intelligence data management infrastructure, leading to the conversion of competitor AUM worth tens of millions and freeing up significant internal capacity previously allocated to data management.• Developed a comprehensive first-party customer data strategy, expanding key investor segments and enhancing the Firm’s internal understanding of customer demographics, behaviors, and attributes.
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Marketing ManagerDirexion Aug 2006 - Dec 2009New York, Ny, Us• Led demand generation efforts through developing thought leadership content and scaling delivery through email, web, social, PPC and SMS. Collaborated closely with business development team to generate opportunities within respective territories. • Leveraged marketing automation to develop lead scoring models to identify prospects who exhibit the most likely buying behavior. In addition, created automated email campaigns which were triggered by buyer intent.• Provided the CEO and executive team with regular business analysis and insights, streamlining allocation of budgets and resources across Direxion's distribution channels for optimal results.
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Investment BrokerA.G. Edwards & Sons, Inc. Apr 2002 - Jul 2006Us• Responsible for delivering customized investment and retirement solutions to high net worth investors and business owners based on their unique investment objectives and risk tolerances. • Managed client assets through the use of individual equities, fixed income products, mutual funds, ETFs, managed futures, REITs, options, and third party money managers.• Developed expertise in financial markets and products while obtaining Series 7 & 66 securities licenses. -
Broker Service RepresentativePutnam Investments Sep 2000 - Apr 2003Boston, Massachusetts, Us• Responsible for relationship management of Putnam’s financial professionals and self-directed mutual fund investors. • Acquired in-depth knowledge of mutual funds through Putnam's comprehensive training program.• Provided customer service support during the dot-com crash while handling a high volume of inquiries.• Obtained Series 6 & 63 securities licenses while attending college full time.
Jeffrey Leclair Skills
Alternative Investments
Investments
Mutual Funds
Asset Management
Series 7
Investment Management
Retirement Planning
Marketing Communications
Hedge Funds
Series 63
Trading
Series 65
Eloqua
Salesforce.com
Marketing Automation
Series 6
Aams
Securities
Financial Planning
Sales
Business Administration
Life Insurance
Analytics
Strategic Marketing
Cross Channel
Client Data Platform
Customer Relationship Management
Business Intelligence
Blueconic
Jeffrey Leclair Education Details
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University Of Massachusetts LowellGeneral -
University Of Massachusetts LowellGeneral
Frequently Asked Questions about Jeffrey Leclair
What company does Jeffrey Leclair work for?
Jeffrey Leclair works for Bernstein Private Wealth Management
What is Jeffrey Leclair's role at the current company?
Jeffrey Leclair's current role is Private Wealth Advisor | Boston.
What is Jeffrey Leclair's email address?
Jeffrey Leclair's email address is le****@****nts.com
What is Jeffrey Leclair's direct phone number?
Jeffrey Leclair's direct phone number is +161739*****
What schools did Jeffrey Leclair attend?
Jeffrey Leclair attended University Of Massachusetts Lowell, University Of Massachusetts Lowell.
What skills is Jeffrey Leclair known for?
Jeffrey Leclair has skills like Alternative Investments, Investments, Mutual Funds, Asset Management, Series 7, Investment Management, Retirement Planning, Marketing Communications, Hedge Funds, Series 63, Trading, Series 65.
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