Enhance client experience by servicing clients and providing operational and marketing support to Financial Advisors. Respond to client needs including account management and financial planning. Ensure client accounts and advisor practices are compliant with broker-dealer. Manage CRM and plan all facets of digital and print marketing campaigns for existing clients and prospects. Redesigned and manage company websites. Plan and execute Financial Wellness seminars.

Managed custom project work. Ensured the proper dedication of resources and the timely delivery of marketing and sales materials within budget in a high volume, fast-paced environment. Directed initiative for Multi-Channel Marketing unit to create a microsite including activity dashboard and road map, allowing for daily activity monitoring and capacity planning. Provided senior management with metrics/analytics including activities produced, market segment activity, client specific activity, and budget spend for overall marketing dashboard.  Managed updates for marketing and sales materials on Retirement’s content management system. Updates included compliance and content changes, catalog structure and user maintenance. Assigned new email blasts, videos and custom websites requests for Multi-Channel Marketing unit. Monitored and ensured timely delivery.  Performed as project manager of marketing workflow application, supporting several cross-functional units, with goal to enhance and launch new version of current system. Ensured updates remained within existing SLA budget. Successfully completed new launch and provided training to 200 associates. Initiated significant fulfillment process changes, creating more effective workflow process, resulting in a 25% improved delivery time to sales channels. Additionally, the new client-level chargeback process resulted in a more accurate allocation effort that eliminated almost 60% of chargeback issues.

Managed business initiatives which included streamlining procedures, capturing workflow and customizing reporting. Effectively utilized project management tools, concepts and best practices to ensure structured and consistent approach to all projects assigned. Led effort supporting Relationship Management group developing a standard cost per unit for services and tools provided to clients to drive more effective production and utilization, eventually leading to a reduction of cost per participant.  Led development of two new internal time and work tracking applications for business groups within the Retirement division enabling an improved workflow and reduced duplication of work. Customized reporting enabled significant improvement for capacity planning. Produced integrated training aides for new applications and effectively trained 150 associates. Developed quarterly employee newsletter, educating team on planned/in progress group initiatives. Earned commendations from senior VP, and a request to assist sales group with similar needs.  Performed as PMO liaison for status updates and issue resolution across multiple projects. Developed system to catalog project management documents and templates in central location to address compliance risks.

Performed as key project manager supporting all aspects of transition to Prudential for all new jumbo client retirement plans ($300+ million in assets).  Led initiative to overhaul existing welcome kit. Created a print-on-demand kit, eliminating unnecessary print costs and outdated material. Partnered with Marketing Communications group to refine enrollment kit procedures for new plans, allowing for smoother transitions.  Provided support for North Carolina employer conference. Partnered with sales to prepare agenda and presentations. Onsite at conference to provide logistical support and register employers. Developed and maintained client transition scorecards and executive summaries, allowing senior management to follow status of transitions. Information included milestones accomplished and upcoming risks, mitigating factors and current status of plan. Created, maintained, and utilized templates for most commonly used tools: Meeting Minutes, Project Schedule, Action Items, and Lessons Learned.

Managed all aspects of planning, fulfillment & inventory, including the integrity of all vendor relationships and contracts, overseeing a staff of 9 associates. Managed planning from ideation through fulfillment, for development of all components of 360 degree marketing plans for existing 401(k), 403(b), 457, and Taft Hartley clients.  Closely collaborated with Communication Consultants, Relationship Managers, Editorial and Design to develop integrated and award-winning campaigns. Supported Sales, ensuring materials were compliant and updated on time. Received award for the design and production of new sales packaging. Handled high volume of requests from a team of 35 project managers, while responsible for $5MM marketing print and promotion budget. Developed toolkit for Retirement’s largest 401(k) client. Received award for overall campaign support. Participated on team that developed industry’s first record-keeper-produced and participant-specific print-on-demand enrollment kits. Within two years, participant enrollment had increased by over 25% and asset allocation metrics improved for 20% of enrolled participants.  Successfully supported a major acquisition, planning & executing the consolidation of all marketing and sales materials and promotional items from multiple sites to single vendor location, weeks ahead of targeted schedule.  Implemented a service license agreement with Investments division, allowing for enhanced design, production, and fulfillment support for marketing division. Streamlined process to create annual and semi-annual prospectuses, saving $150,000 annually. Negotiated with vendor to reduce enrollment kit typesetting costs by 20%, saving $50,000 annually. Developed detailed proposal to change quarterly investment reports to print-on-demand, saving $97,000 annually. Negotiated new service contract for print support of client mailings through single vendor, simplifying fulfillment procedures saving $60,000 annually.