Jennifer Root Email & Phone Number

Breckenridge, Co, Us

Newton, Massachusetts, United States

Lead external stakeholder communications strategy for key acquisition with focus on building trust and excitement with advisors, clients, and plan participants in Ascensus capabilities and enhanced experiences over the life of the plan.Lead marketing strategy supporting the expansion of existing partner relationships -- and winning new ones -- through the development and execution of partner solutions marketing.

Newton, Ma

Lead institutional partnerships and M&A-related growth marketing strategy development for Ascensus as the partner of choice and authority in tech-enabled retirement services outsourcing, including pre- and post-win communications ranging from new program launch to operational transition and ongoing communications.• Craft and deliver a new, differentiated partnership narrative that sharpens focus on the unique capabilities and commitment of Ascensus in the partnerships space.• Direct communications development and execution across C-suite, sales, product, IT and centers of excellence (data and analytics, digital experience) leadership, including RFPs, thought leadership, case studies, social media.• Collaborate with sales leadership and relationship owners to craft unique communications to engage intermediaries and influencers with new solutions.• Act as marketing and communications lead for new institutional partnership engagements.• Create institutional partnership marketing playbooks in support of scalable approach to marketing and communications best practices for large scale program launches and/or conversions.• Collaborate with internal and external creative teams to translate strategy into cohesive marketing and communications for partner, advisory, employer, and participant audiences, across all stages of the sales and retirement plan journey aligned with partner preferences and unique needs.

Boston, Ma

The 55ip platform empowers advisors and wealth managers with sophisticated investment capabilities to deliver the personalization and value today's investors expect with the intelligent automation growth-focused firms must have.Grow brand awareness, credibility, and lead generation to drive advisor acquisition for upstart industry disruptor by:• Implementing HubSpot and integrating with Salesforce for marketing-sales alignment• Partnering with leadership and sales to create targeted, persona-based messaging, content, and programs (primary focus - but not limited to - RIA market)• Creating consistent, modern look for white papers, presentations, and critical investor and client communications• Establishing industry presence at conferences with new booth, marketing materials, and speaking/demo opportunities• Amplifying our reach to prospects and influencers with new, consistent social media presence• Leading concept, writing, and development of new website with vendor and internal resources (launch August 2019)

Greater Boston Area

• Advance perception of DST as exceptional innovator and partner in Retirement Solutions technology space through high-value, relevant content such as white papers, commercial insights, and webinars promoted via coordinated, comprehensive marketing programs. • Collaborate with executive team, SMEs, corporate marketing, sales and vendor partners (media, agency) to evolve DST value proposition and messaging, then integrate into marketing strategy per product line. • Strategically employ digital tools and vehicles, especially social media with a focus on LinkedIn, to expand DST’s reach and capture new leads.• Product lines include: Advisor Practice Management, Rollover and Income Portability, Plan Health and Analytics, Personalized Participant Education and Communication.Additional areas of focus: Brand and product messaging integration following acquisition at same time as corporate rebrand of acquiring company. Product marketing review by product line including summary of legal memorandum vis a vis DOL Fiduciary Rule.

• Developed and executed marketing strategy in support of the Pinnacle brand - showcasing and differentiating Pinnacle’s leadership, innovation, capabilities, client service and community involvement.• Implemented final development and design phase of new website using CMS and HTML. • Created and executed content marketing calendar/campaign to drive fresh insights and engagement through ongoing website updates, social media activity and email marketing, amplifying awareness of Pinnacle with key audiences. Website traffic increased by average of 69% year-over-year for past 3 years. • Rolled out brand-focused social media efforts followed by individual Pinnacle thought leader social media efforts - focusing on Twitter and LinkedIn. Trained and motivated Pinnacle thought leaders in social media. Social media efforts led to website visits above average in time spent on site and pages per visit. Familiar with HootSuite.• Managed production of Pinnacle's first videos: insights, holiday cards, drawshop. • Led creative concepting, writing, design and production of Pinnacle's first Annual Reviews (linked below)• Wrote or edited and designed ongoing content and insights pieces including: Industry alerts, RFPs, Powerpoint presentations and articles for publication.• Benchmarked against internal and industry measures using Google Analytics and qualitative feedback.• Spoke on social media why/how and do's/don'ts to audiences mostly new to social media.• Co-founded Pinnacle Women’s Initiative, dedicated to creating unique, motivating professional development and networking opportunities among Pinnacle’s clients, business partners, prospects and employees.• Wrote winning submissions for Marc Mingolelli honored as Boston Business Journal 40 Under 40 and for Pinnacle Financial Group honored as Top 10 Small Business of 2013 (Revenue less than $100M) by Greater Boston Chamber of Commerce.

• Developed email marketing strategy and wrote direct marketing, B2B emails for Partnerships Group targeting consumer brand managers and agencies, driving direct response to sales team and leading to partnerships with major brands such as Kellogg’s, Nestlé, Microsoft.• Advised on strategy and wrote for Partnerships website/online media kit as part of major brand identity effort – increasing online awareness and contact opportunity for prospective partners. www.schoolfamilymedia.com/solutions. • Wrote and edited PowerPoint presentations for new business pitches and speaking opportunities, as well as case studies, and print media kit.• Conducted ongoing consumer branding and competitive marketing research.• Managed digital components for consumer-facing campaigns including custom email writing, social media strategy, messaging and execution, and sponsored content strategy and execution.• Proficient: Exact Target, Survey Monkey, Basecamp, ACT, PowerPoint, HTML

• Conducted comprehensive, competitive web analysis assessing appearance, usability and other market specific criteria of key competitors. • Wrote and managed production of new product guides and tools for Sales, ensuring accurate product data and consistent, compelling messaging. • Translated consumer surveys into product recommendations for Product Marketing.

Bs, Broadcasting & Film

Activities and Societies: Internship - Warner Bros. Int'l TV Programming - Press Relations, Paris, France. Internship - IBM Advanced.

Education record