Strategize, plan, and execute marketing plans to build brand awareness, generate leads, and retain clients in the independent broker dealer channel. Hired and led channel specific marketing associates while improving processes for scale and efficiency. Developed comprehensive digital, video, email, social and web campaigns for financial advisors and home offices.

Strategic development and execution of marketing campaigns designed to support financial advisors and their clients. Led cross-functional teams to deliver value-added resources to financial advisors and home offices.

Developed, tested, and managed thought leadership research agenda influencing the advisor marketplace within the defined need category, such as economic perspectives, investor relationships, investment management.

Collaborated with senior leaders to develop and implement marketing plans based on Institutional business goals and objectives. Determined postioning and packaging of Vanguard services to increase awareness and understanding of benefits by plan sponsors.

Supported organizational change initiatives throughout the enterprise, maintained positive voice of client, providing best in class consultation support, and understanding of Vanguard's organizational change methodology.

Consulted with external clients to gather and analyze data, determine measurable program objectives, and develop strategic education plans designed to meet client and employee needs.