- Oversee strategic direction of marketing campaigns incorporating digital, print, web, and client education elements; coordinate with Sales, Editorial, Design and National Accounts- Generate ideas for marketing collateral to drive affiliate investment products, company value proposition and investment philosophy- Support programs and advisor resources in collaboration with key partner firms including LPL, Raymond James, Commonwealth Financial and Edward Jones- Key contributor to product development efforts focused on retirement income, cash balance and health savings account initiatives

- Develop multi-media marketing campaigns including web, video, print and social media components - Support distribution channels including independent broker-dealers, RIAs and Defined Contribution- Facilitate advertising review with legal and compliance teams to meet regulatory and industry guidelines- Attend industry conferences; coordinate logistics including material coordination, on-site branding, promotional communications and giveaway production

- Established key positioning of advanced markets sales collateral, seminars, persuasive advisor and client presentations, as well as website content - Collaborated with annuity, mutual fund, retirement plans and life insurance colleagues to develop material focused on advanced strategies for high net worth individuals- Ensured integration of new initiatives across product lines resulting from changes in law and the financial services industry - Developed and implemented marketing programs in support of the sales force in its efforts to acquire, retain and service clients- Partnered with Strategic Relationship Management to develop comprehensive, integrated strategies in support of product launches, sales initiatives and special projects

- Developed and delivered concise communications as well as individual marketing messaging on Dimensional Fund Advisors (Dimensional) portfolios and exchange traded funds- Consulted with sales, research and operations to gain understanding of business needs and marketing opportunities- Produced collateral for varied audiences, including direct mail, sales literature, management talking points, Principal presentations and advisor communications- Created sales and direct marketing collateral using Adobe Creative Suite, including InDesign and Photoshop- Utilized Brainshark and Exact Target to support 401(k) and institutional product messaging aimed at RIAs and plan sponsors- Produced deliverables within specified budgets and time-frames utilizing project management tools and required compliance approvals

- Drove the development of new products and features for the Offshore investment product line- Assisted in setting overall strategy and in leading implementation of vision and business strategy- Coordinated the evaluation and recommendation of new fund additions and worked to optimize existing fund partner relationships- Focused on strengthening and growing market share with external key account relationships- Supported existing partners and led efforts to onboard new accounts, including the coordination of the due diligence process with Legal/Compliance on new distribution relationships

- Coordinated the development and implementation of key annuity sales material- Identified and developed communication strategies with wholesaling force- Participated in client retention initiatives and quarterly newsletter production processes- Partnered with Offshore investment line in the creation and launch of product materials

- Produced marketing collateral for use among internal wholesalers and sales distribution channels for mutual funds, variable annuities, qualified plans and 529 college savings plans- Developed content for client communications, including newsletters and annual reports- Write content for internet sites, familiarity with FatWire content management software- Facilitated review board comprised of compliance, legal and tax representation- Organized annual outing with company executives and PGA tour players