Jessica Thacker Email & Phone Number

Jessica Thacker served as divisional marketing manager for the Southeast and Southern Divisions of Wells Fargo Wealth & Investment Management, based in Winston-Salem, NC. In this role, she provided consultative marketing strategy, direction, and partnership to the executive leadership team and advisors in the Southeast and Southern Divisions of the Client Relationship Group. Responsible for the full spectrum of marketing across the firm’s affluent, high-net-worth (HNW), and ultra-high-net-worth (UHNW) target audiences. Jessica has been with Wells Fargo and predecessor organizations since 1998, having served in various marketing roles in the wealth management and investment lines of business. Jessica has extensive background in high-net-worth field support and event strategy.Jessica earned a Bachelor of Arts from Wake Forest University, and has over 23 years of experience in financial services. Jessica is a passionate volunteer in community arts organizations focusing on strategic planning, marketing, events, fundraising, and volunteer engagement. She is a member of the Board of Directors of Winston Salem Theatre Alliance, as well as Past President of the Board of the Reynolds Choral Boosters.

Winston-Salem, Nc

Member of the regional leadership team and key partner to sales leaders and advisors in the Southern region. Developed and executed marketing programs across all wealth management disciplines and key markets in the region. Managed initiatives, communications, and events to enable relationship managers to connect with qualified clients and prospects, drive business growth, and deliver an impactful return on investment. Extensive experience in the execution of experiential in-person and virtual events targeted to HNW and UHNW individuals and families, with measurable success in driving new business development and incremental revenue. Leadership roles in the production of national multi-day destination events, Signature Events, Virtual Events, and Wealth Forums held in priority growth markets featuring internal and external thought leaders. Ongoing field support included strategic marketing planning, marketing training, creation of replicable event guides and templates, compliance and risk consultation, new hire marketing tools, and event calendar and budget management. Marketing leadership on regional event strategy, resources, and associate training.

Regional Marketing Manager for Wealth Management and Private Banking teams in the Southeastern and Central regions, responsible for strategic marketing programs to target HNW individuals and drive new client acquisition. Development of centralized marketing resources to enhance the efficiency and effectiveness of regional advisors, including online marketing intranet site, promotional catalog, and other marketing tools. Marketing lead for communications and client education tools for the family office line of business, targeting UHNW multi-generational families.

Collaborative marketing support to 150 investment consultants in financial centers across a multi-state region to drive new client acquisition, branding, visibility, and referrals.