Vp, Client Strategy
Current
Sep 2023 - Present
AeroLeads people directory · profile
Jess Flynn Email & Phone Number
π‘ Bringing Ideas to Action π« Outsourced CMO for FinTech, RIA & Fund Managers π¬ Fearless Brand Strategist π Award-winning campaigns π πΆ Mom
at
Intention.ly
1 work email found
@fptransitions.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
π‘ Bringing Ideas to Action π« Outsourced CMO for FinTech, RIA & Fund Managers π¬ Fearless Brand Strategist π Award-winning campaigns π πΆ Mom
Location
Denver Metropolitan Area, United States
Who is Jess Flynn? Overview
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Quick answer
Jess Flynn is listed as π‘ Bringing Ideas to Action π« Outsourced CMO for FinTech, RIA & Fund Managers π¬ Fearless Brand Strategist π Award-winning campaigns π πΆ Mom at Intention.ly, based in Denver Metropolitan Area, United States. AeroLeads shows a work email signal at fptransitions.com and a matched LinkedIn profile for Jess Flynn.
Jess Flynn previously worked as VP, Client Strategy at Intention.Ly and Communications Director at Fp Transitions. Jess Flynn holds Ba, Marketing, Sales And Advertising, Minor In Psychology from University Of Northern Iowa.
Company email context
Email format at Intention.ly
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jflynn@fptransitions.com
76% confidence
AeroLeads found 1 current-domain work email signal for Jess Flynn. Compare company email patterns before reaching out.
Profile bio
About Jess Flynn
Bold, resourceful and fluent in all things "financial planning." Experienced fintech & marketing consultant. Artful negotiator and true collaborator. Independently responsible for identifying, developing and integrating custom projects that require prioritization and cross-department collaboration. Trusted to identify trends and opportunities within the Financial Services sector, and honing a network of professionals to deliver meaningful change. Continuously increasing levels of responsibility refining strategic partnerships and deepening revenue streams through comprehensive organization-wide solutions and service lines. Go-to-resource for negotiating partnerships, uncovering and defining value, and delivering compelling solutions for the firm, our clients and our partners. Next Generation advocate and #advisormarketing thought leader within the financial services sector.
Listed skills include Account Management, Marketing, Crm, Email Marketing, and 21 others.
Current workplace
Jess Flynn's current company
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12 roles
Jess Flynn work experience
A career timeline built from the work history available for this profile.
Communications Director
Thousands of advisors trust FP Transitions to provide the latest advice, research, and strategies that create businesses of enduring and transferable value. [ #FPInsights ]Known for our pioneering work on Succession Planning, our founders and multi-generational owners continue to innovate and support advisory firms through transformational research, benchmarking and thought leadership. Our team supports partnership endeavors, amplifies new research and opportunities for evolving businesses, and works directly with thought leaders, media powerhouses, and marketing professionals to encourage industry-wide traction around initiatives that will future proof our industry for generations to come.
Aug 2021 - Sep 2023
Outsourced Cco & Cmo
The Creative Flynn
Guiding several financial services, fintech, RIA/Hybrid firms with their marketing, communications and public relations efforts.
Jun 2018 - Sep 2023
Managing Director, Strategic Partnerships
Everyday I get to embrace new challenges and guide our organization through a more modern partnership strategy with an overall goal of elevating the financial planning profession. My role requires clarity in purpose, a will to tackle seemingly impossible tasks, and gratitude for my peers, partners, and members. An astute knowledge of the financial services landscape and growth trajectories is essential. Through this work, and with dedicated partners, we research, collaborate, and enhance the future of financial planning.
Mar 2018 - Aug 2021
Strategic Partnerships, Programs | Nexgen & Fintech
Engaged in strategic partnership conversations with broker-dealers, custodians and TAMPs to develop robust partnerships activated across the organization. Driving conversations and strategies around the future of financial services amongst FinTech CEOs and IBD VPs is incredibly exciting.Quarterback of all in-house NexGen initiatives and FinTech business development.
Jun 2017 - Mar 2018
Manager, Strategic Alliances
Responsible for fostering revenue generating partnerships with Fortune 500 firms and thought leaders within the financial services sector. Broad knowledge of financial services including issues facing RIA, BD, and wirehouse channels, advocacy and policy, and compliance. An internal thought leader for in-house initiatives including channel development, partner marketing oversight, and partner content placement.
Jan 2013 - Jun 2017
Ria Marketing Manager
Developed and implemented marketing campaigns focused on recruitment and retention of FPA's top RIA firms. Utilized industry resources including Barron's and RIA Database to strategically target firms with $200M AUM+.Aligned benefits and payment structure to reflect the needs of targeted firms. Program growth exceeded 150% year over year from 2011 - 2013.
Nov 2011 - Jan 2013
Concept Store Manager
Built the #10 store in the company. Brand new store - recruited and trained staff with low turnover and hit record-breaking sales at all three regional locations. Enjoyed strategic planning for ops and visual reset. Exceeded sell-through goals and ROV.
May 2011 - Nov 2011
Account Manager
ITAGroup combines incentive programs, rewards and recognition, group travel and event management to engage employees, motivate channel partners and ignite customer devotion. And we rely on traditional business values like hard work, integrity and great client service to make sure our clients are successful. Account ManagementManaged strategic development, communications, marketing promotions and daily operations of a national marketing program for Verizon Telecom. Provided timelines, budget projections, performance objectives and client communications with a high level of accuracy, efficiency and professionalism. Traveled frequently for client meetings and facilitated Verizon training programs in regional call centers. Group Event ManagementPlanned and operated international meetings and events for multiple Fortune 500 accounts. Channels include Big Box [B2C] incentive programs, pharmaceutical product launches & training programs, and corporate recognition events. Managed program operations on-site and consulted on billing, rooming, and service aspects. Planning operations included customer service and client interaction, marketing and communications campaigns, planning/testing website functionality, and negotiating concessions with suppliers.
Aug 2008 - May 2011
May 2008 - Aug 2008
Corporate Relations Assistant - Uni Marketing & Public Relations
Created the UNI Corporate Relations Department.Built revenue partnerships across athletics, public relations, science, math, business schools to drive non-tuition dollars.
Aug 2007 - May 2008
Marketing Assistant
Hosted childrenβs financial literacy programsSpeaking, Marketing & Small Event PlanningRepresented CU at local non-profit events
May 2005 - Aug 2007
2 education records
Jess Flynn education
Ba, Marketing, Sales And Advertising, Minor In Psychology
University Of Northern Iowa
Mba Seminar: International Business, Luxury Brand Management, International Marketing
Institut Superieur Du Commerce - Paris
FAQ
Frequently asked questions about Jess Flynn
Quick answers generated from the profile data available on this page.
What company does Jess Flynn work for?
Jess Flynn works for Intention.ly.
What is Jess Flynn's role at Intention.ly?
Jess Flynn is listed as π‘ Bringing Ideas to Action π« Outsourced CMO for FinTech, RIA & Fund Managers π¬ Fearless Brand Strategist π Award-winning campaigns π πΆ Mom at Intention.ly.
What is Jess Flynn's email address?
AeroLeads has found 1 work email signal at @fptransitions.com for Jess Flynn at Intention.ly.
Where is Jess Flynn based?
Jess Flynn is based in Denver Metropolitan Area, United States while working with Intention.ly.
What companies has Jess Flynn worked for?
Jess Flynn has worked for Intention.Ly, Fp Transitions, The Creative Flynn, Financial Planning Association (Fpa), and Ann Inc (Ann Taylor | Loft | Lou & Grey).
How can I contact Jess Flynn?
You can use AeroLeads to view verified contact signals for Jess Flynn at Intention.ly, including work email, phone, and LinkedIn data when available.
What schools did Jess Flynn attend?
Jess Flynn holds Ba, Marketing, Sales And Advertising, Minor In Psychology from University Of Northern Iowa.
What skills is Jess Flynn known for?
Jess Flynn is listed with skills including Account Management, Marketing, Crm, Email Marketing, Sales, Marketing Communications, Strategic Partnerships, and Leadership.
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