Jesse Taylor Email and Phone Number
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I use my passion and creativity to develop unique and powerful business growth strategies. For the past decade, I've strived to help retirement advisors and institutions grow their businesses and deliver enhanced outcomes to employers and employees.As the VP, Business Development for RPAG, and Head of Innovation for PlanFees, I lead all sales and marketing efforts for our brands. Whether it's through one-on-one consultation, group workshops, or virtual events, my mission is to be indispensable to our customers. Specialties: Sales, Marketing, Field Marketing, Project Management, Brand Management, Event Planning, Product Development, Customer Retention Solutions, Creative Writing, Technical Writing, Management, Analytical Skills, Stage Presentations, Keynotes, Enhancing User Experience, Social Media Planning, Content Marketing, Branding, Brand Marketing, Communications, Public Relations, PR
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Senior Vice President Business DevelopmentRpag Aug 2023 - PresentAliso Viejo, California, United States -
Vice President Of New Business DevelopmentRpag May 2020 - Aug 2023Orange County, California, United StatesAs the AVP, Business Development for RPAG and Head of Innovation for PlanFees, I lead all sales and marketing efforts for the firm with responsibilities around organic growth, sales team integration and continued collaboration with advisors, institutions and service providers clients.I also work hand-in-hand with the RPAG Customer Success Team, ensuring all customers are onboarded, trained and serviced according to the RPAG Way. I have a special focus on using technology to build scale and profitability for retirement plan advisors of all sizes.
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Assistant Vice President MarketingRpag Jul 2018 - May 2020Orange County, California AreaI oversee all content and design for the firm’s various online, print and direct marketing campaigns. I also serve on the company’s executive committee for conferences and events. I plan, execute and speak at various company events, including the RPAG National Conference, Spring Summits and Technology Workshops that are attended by over 1,000 retirement industry experts annually. Retirement Plan Advisory Group (RPAG) is an industry leading practice management platform provider that over 1,000 advisors throughout that nation rely on for efficient systems, captivating solutions, and best in class training. Collectively RPAG advisors work with over 25,000 plan sponsor clients and $150 billion is assets under influence.
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Director Of MarketingRpag Feb 2015 - Jul 2018Orange County, California AreaPromoted to the firm's Director of Marketing across all brands and business lines, including RPAG and NFP Retirement and flexPATH Strategies. Oversaw department that handles events, marketing campaigns, digital and social media, as well as client communications.
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Manager, Communications & Social MediaRpag Jan 2012 - Dec 2015Orange County, California AreaPromoted to the firm's Communications Manager across all brands and business lines, including RPAG and 401(k) Advisors (now NFP Retirement). Oversaw department that handles events, marketing campaigns, digital and social media, as well as client communications.
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Producer ConsultantRpag Oct 2011 - Jan 2012Orange County, California AreaAdded responsibilities, including; proactive practice development, key relationship management, and RPAG conference and event planning
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Senior Advisors Service AssociateRpag May 2011 - Oct 2011Orange County, California AreaServed as a primary relationship manager to retirement plan advisors during RPAG's early growth period. Expanded my responsibilities to include expansion of our firm's social media strategy, as well as developed our video training center.
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Advisor Service AssociateRpag Feb 2010 - May 2011Orange County, California AreaServed as a primary relationship manager to retirement plan advisors during RPAG's early growth period. I handled onborading, follow-up calls, and periodic practice management assessments of advisors who utilized RPAG's business management platform. I helped advisors get the most value out of the RPAG platform.
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Head Of InnovationPlanfees Dec 2019 - PresentOrange County, California AreaPlanFees™ is an exciting, new fintech platform that lets retirement plan advisors Benchmark Better™ with accurate, on-demand and revealing fee benchmarking reports. This new platform is now available (as of February 2020) to retirement plan advisors and institutions throughout the industry! -
Assistant Vice President MarketingNfp Jul 2018 - May 2020Orange County, California AreaI oversee all content and design for the firm’s various online, print and direct marketing campaigns. I also serve on the company’s executive committee for conferences and events. I plan, execute and speak at various company events, including the RPAG National Conference, Spring Summits and Technology Workshops that are attended by over 1,000 retirement industry experts annually. NFP Retirement (formerly 401(k) Advisors) is an industry leading retirement plan consulting firm that serves over 4,500 plan sponsor clients and $135 billion in assets under advisement. -
Director Of MarketingNfp Feb 2015 - Jul 2018Orange County, California AreaPromoted to the firm's Director of Marketing across all brands and business lines, including RPAG and NFP Retirement and flexPATH Strategies. Oversaw department that handles events, marketing campaigns, digital and social media, as well as client communications.
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Manager, CommunicationsNfp Jan 2012 - Dec 2015Orange County, California AreaPromoted to the firm's Communications Manager across all brands and business lines, including RPAG and 401(k) Advisors (now NFP Retirement). Oversaw department that handles events, marketing campaigns, digital and social media, as well as client communications.
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Jr. Media NegotiatorRpa Aug 2007 - Feb 2009Greater Los Angeles Area•Assisted Senior Buyer in all day to day operations•Negotiated rates for commercial time on top tier television and radio markets•Worked with major clients such (Honda, Acura, La-Z-Boy and MGM Movies)
Jesse Taylor Skills
Jesse Taylor Education Details
Frequently Asked Questions about Jesse Taylor
What company does Jesse Taylor work for?
Jesse Taylor works for Rpag
What is Jesse Taylor's role at the current company?
Jesse Taylor's current role is SVP at RPAG, Helping Advisors Build Successful Businesses. Father, Husband, Former Athlete, Forever Coug..
What is Jesse Taylor's email address?
Jesse Taylor's email address is jd****@****mac.com
What schools did Jesse Taylor attend?
Jesse Taylor attended Washington State University.
What skills is Jesse Taylor known for?
Jesse Taylor has skills like Erisa, Due Diligence, Leadership, Management, Investments, Financial Advisory, Marketing, Mutual Funds, 401k, Retirement, Social Media, Business Development.
Who are Jesse Taylor's colleagues?
Jesse Taylor's colleagues are Elizabeth Foster, Ashley Valdez-Pham, Da'ron Jennings, Brooke Visagie, Veronica Lee, Christian Cardenas, My Le.
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Jesse Taylor
Greater Minneapolis-St. Paul Area1includedhealth.com2 +161298XXXXX
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Jesse Taylor
Senior Supply Chain And Logistics Professional | Procurement And Demand Planning Specialist | 20-Year Veteran Excelling In Strategic OperationsSeattle, Wa -
Jesse Taylor
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Jesse Taylor
Dallas-Fort Worth Metroplex -
4citigroup.com, citi.com, sas.upenn.edu, scotiabank.com
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