Jill Constantine Email & Phone Number

Wellesley, Ma

Provide strategic marketing direction to firm and over 200 financial advisors throughout New England. Created initiatives to brand the firm and support financial advisors.● Provide marketing resources that align financial advisors with firm goals to help grow their business and achieve industry success● Lead corporate initiative to refresh and strengthen brand image● Oversee design of marketing and e-marketing materials on a range of projects ensuring uniformity in the brand language● Develop the strategy and execution plan to overhaul the corporate website and intranet site● Oversee project development from concept to completion for all creative work ensuring deadlines were met● Manage formal public relations program resulting in increased publicity● Key team member involved in various successful competitor acquisitions● Plan, arrange, and organize corporate meetings and events● Create, plan and host annual VIP Business Event with more than 250 guests in attendance● Key member of management team helping to strategize, create and implement marketing programs for increased advisor activity and productivity● Initiate and drive prospect and client campaigns to generate new business● Orchestrate training for marketing techniques, technology and presentation skills● Responsible for all forms of firm promotion ranging from tradeshows and seminars, website development, media advertising, client correspondence and special events● Liaison between firm and corporate marketing departments● Propose marketing plans for each individual advisor● Track and measure return of investment on marketing initiatives● Help write and develop the firm website and corporate brochure● Promote and develop strategic alliances with business partners● Liaison to local and corporate Compliance departmentswww.baystatefinancial.com

Boston, Ma

● Conducted market research and performed analysis of competitive intelligence identifying market opportunities ● Developed individualized marketing and communications programs for 271 financial advisors● Maintained company website and intranet site● Created marketing materials for internal departments and specific products● Planned, arranged and organized corporate meetings and events● Created marketing teams for specific industry markets● Developed and managed annual firm wide strategic planning and sales team action plans

● Assisted the Marketing Director with planning events, compiling data, revising and creating marketing materials and teaching marketing seminars● Supported the marketing needs of 160 advisors by planning their events and developing marketing materials ● Assisted in organizing community service projects and maintained community service bulletin board

Greater Boston Area

Served in a lead role to drive strategic direction for marketing initiatives and promote best practices across 20 New England Financial General Agency offices from Maine to Florida.● Responsible for developing marketing initiatives to assist in firm growth and increase market share through client retention and acquisition strategies● Developed marketing campaigns to drive revenue and align with firm objectives● Worked closely with the local leadership teams to champion the marketing needs across the organization

Boston, Ma

Assisted Account Executives in developing and maintaining client relationships as they planned Boston based events for corporate clients and associations.● Designed and developed custom proposals for clients● Assisted Sales Team in the development of program costing and budgeting● Negotiated with vendors to develop pricing ● Supported the Operations Team in the logistics and on-site operations of client events

Boston, Ma

• Responsible for reviewing and auditing vehicle lease contracts