Jennifer Seligson Email & Phone Number

Waltham, Ma, Us

“Variable products distributed through Clarendon Insurance Agency, Inc. (member FINRA), an affiliate of Delaware Life Insurance Company (Zionsville, IN). [Delaware Life Marketing is an affiliate of both companies.] 10555 Group 1001 Way, Zionsville, IN 46077. T: 1-800-374-3714. www.Finra.org”

Charlotte, Nc, Us

• Oversaw largest relationships within a broader firm AUM of $603B. Generated sales opportunities and service strategies to elevate client experience, achieve growth goals, and enhance firm reputation.• Ascended as trusted advisor to Morgan Stanley and Merrill Lynch, influencing business decisions, managing end-to-end servicing, and efforts across Sales, Portfolio Management, and support teams, yielding enhanced efficiency, and elevated service quality.• Cultivated a team-first mindset with internal associates to identify/prioritize product opportunities, steering distribution efforts for equities, fixed income, 3rd party models, CITs, and SMA offerings.• Led sales team data integration by leveraging advisor data, devising a unified strategy with cross-functional teams, leading to a >16% increase in fixed income AUM at Morgan Stanley by uncovering opportunities.• Utilized multiple software to improve reporting, forecasting, and competitive analysis, enabling smarter decision-making and boosting market share.

San Francisco, California, Us

WHY: After more than 20 successful years in marketing, I pursued a shift into sales and relationship management to expand and enhance my skill set by directly collaborating with customers.• Recruited into sales to oversee 2nd and 3rd largest relationships within a broader firm AUM of $603B. • Oversaw largest relationships within a broader firm AUM of $603B. Generated sales opportunities and service strategies to elevate client experience, achieve growth goals, and enhance firm reputation.• Ascended as trusted advisor to Morgan Stanley and Merrill Lynch, influencing business decisions, managing end-to-end servicing, and efforts across Sales, Portfolio Management, and support teams, yielding enhanced efficiency, and elevated service quality.• Cultivated a team-first mindset with internal associates to identify/prioritize product opportunities, steering distribution efforts for equities, fixed income, 3rd party models, CITs, and SMA offerings.• Led sales team data integration by leveraging advisor data, devising a unified strategy with cross-functional teams, leading to a >16% increase in fixed income AUM at Morgan Stanley by uncovering opportunities.• Utilized multiple software to improve reporting, forecasting, and competitive analysis, enabling smarter decision-making and boosting market share.

San Francisco, California, Us

• Directed marketing for the 15th largest mutual fund company with $509B in AUM, leading a 9-person team across Broker/Dealer, Independent, RIA, DCIO, Self-Directed and Private Bank, while overseeing value-add programming.• Revamped team structure within 18 months; onboarded 3 external marketers and transitioned 2 marketers to more fitting roles.• Revolutionized digital marketing strategy with a data-driven approach, incorporating SEO optimization, social media, email campaigns, and online advertising. Synchronized with CRM to enhance acquisition + retention, yielding an 11% boost in lead generation efficiency.• Innovated and launched 1st Alternatives products and Risk ReVision, our flagship tool disseminating market outlook to >200K advisors.• Established KPIs and analyzed campaign metrics, iterating on strategies to optimize ROI and drive improvement in effectiveness.• Presented at national + regional meetings, championing campaigns, and highlighting results, thereby driving engagement and growth.

Frankfurt Am Main, Hessen, De

• Led marketing strategy, research, vendors, sales reporting, and PR for $35B AUM DCIO unit.• Managed 9-person team including 4 marketing specialists and 5 retirement consultants.• Selected by global management team to analyze retirement industry, increase organizational alignment, and expand business. Concluded with establishment of alliances to capture IRAs & grow rollover assets.• Developed 401(k) programming with ClientScope, an award-winning diagnostic analysis of plan designs to >5,000 plans.• Created AutoAdvantage, and auto-features program aimed at establishing enrollment, step up and default features. Achieved 18% adoption in year one.

Santa Clara, California, Us

• Handpicked to pioneer the marketing department of a cutting-edge startup specializing in managed account solutions for retirement plans, driving brand growth and market leadership.• Assembled a dynamic 3-person team of experts, orchestrating innovative marketing strategies, sales campaigns, and proposal support to accelerate business growth.• Catalyzed rebranding transformation, successfully revitalizing the company's image through a compelling rebranding, enhancing brand recognition and market appeal.

Frankfurt Am Main, Hessen, De

• Elevated to sales leadership, spearheading the roll-out of value-add programs tailored for advisors while assembling a high-performing 5- person team to drive execution and results.• Pioneered rollout of PRAXIS, a strategic advisor growth and practice management initiative. Reached a network of over 1,500 advisors, translating into tangible sales growth and client engagement.• Engaged as a speaker for client firms, delivering training modules that fortified sales strategies, fostered advisor excellence, and amplified revenue streams.

Frankfurt Am Main, Hessen, De

• Ascended to oversee a dynamic team of 52 professionals and steward a $27M budget across pivotal marketing domains including creative, communications, fulfillment, and transaction reporting.• Orchestrated comprehensive marketing campaigns spanning advertising, shareholder communications, Mutual Funds, VA, DC, Self- Directed, and Offshore Channels, driving robust sales growth and market penetration.• Championed transformative brand development initiatives, steering implementation of cutting-edge DWS branding and literature system, amplifying brand and market presence.• Engineered vendor consolidation by merging 4 fulfillment partners into a singular entity. Realized savings of $1.5M through streamlined automated production and digital printing solutions, enhancing operational efficiency and profitability.