John Benz Email & Phone Number

Cottage Grove, Mn, Us

Minneapolis, Mn

Minneapolis, Minnesota, Us

Minneapolis, Minnesota, Us

Phoenix, Arizona, Us

WEALTH MANAGEMENT MARKETING• Lead marketing activities required to achieve the aggressive growth goals of our wealth management platform. • Developed multi-medium lead generation campaigns that successfully drove sales interaction with engaged and interested customers. • Responsible for the development and execution of marketing initiatives to support the adoption and utilization of our wealth management products and services, this includes:o Development of collateral/point of sales materials o Website content, o Videos, o Client facing materials, o Educational programso Sales support, presentations o Virtual/in-person workshops, • Work closely with sales teams to develop coordinated multi-medium lead generation campaigns to drive leads and resultant adoption of existing platforms – measuring results to iterate and optimize efforts over time.• Develop both client facing and advisor facing materials to help support business objectives.• Create presentations to be used in virtual and in-person events.• Drive innovation in marketing efforts to leverage different mediums and unique approaches to break through the clutter and achieve better results in our campaigns and initiatives.• Built strong relationships with compliance, legal and operations as they are an integral part of all communications.

Wayne, Pa, Us

RELATIONSHIP MANAGEMENT♦ Build, strengthen, and maintain strong business relationships within our distribution channels and national account broker dealers who have billions in assets under management. ♦ Developed Institutional Sales Support Model that assisted DCI sales leadership with ad-hoc operational issue resolution and big picture solutions for field concerns. ♦ Extensive focus on internal partnerships with Legal, Compliance, Product Development and Sales/Marketing♦ Proactively developed partner agreement expertise to help facilitate ease of negotiation, minimize legal effort, and expedite resolution. DATA ANALYTICS AND REPORTING♦ Developed “go to” expertise in business intelligence and reporting analytics, including sales and redemptions trending and jurisdictional sales analytics. ♦ Skilled in reporting and CRM tools e.g. Business Objects, Salesforce, and Excel. PROJECT MANAGEMENT♦ Responsible for the RFP process and implementation of a new data accumulation vendor, reporting system, and Blue Sky administrator. ♦ Supported Board of Director approved projects to strengthen the Hartford Mutual Fund company through adding new funds, and merging funds with similar investment goals.♦ Coordinated technology enhancements for fund company and partner firms e.g. Omnibus Conversions and DTCC enhancement implementation. BLUE SKY SPECIALIST♦ Led multiple Blue Sky Administrator conversions including vendor selection, negotiation of agreement terms and service levels. ♦ Wrote, presented, and implemented numerous recommendations for Blue Sky policy changes including the cost saving utilization of jurisdictional exemptions, and a streamlining of fund registration by jurisdiction.

Hartford, Ct, Us

♦ Serviced variable and fixed annuity contracts while providing product and financial information to high value producers on the Woodbury Financial Services premiere phone team. ♦ Consistently earned “Exceeds Expectations” on performance reviews. ♦ Mentor to a junior representative throughout their training program.