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

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

• 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