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.
• 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.
• 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.

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.
• 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.