I led strategy and execution for highly targeted marketing communications programs, optimized customer insights and improved operational excellence across all stages of the digital ecosystem. I oversaw digital marketing and client communications, email automation, website content, lead nurture programs, digital tools, data visualization and podcast/video production. Provided analysis and insights to enhance and improve the customer journey, and guided change management processes to drive efficiencies. Collaborated with cross-functional teams on strategic roadmap planning, ensuring alignment with business requirements while maximizing technology resources to achieve results. Managed, developed and coached a team of 2-6 marketing, email automation and digital marketing associates.Highlights include:• Driving operational efficiencies and change management, building processes and services to enable scalable growth, increase new business, and create opportunities for client engagement. • Creating a highly effective lead nurture program to grow database by 11% and contributing to company’s expansion from $3B in AUM with 1K clients in 2014 to $7B in AUM with 3,890 clients in 2020. • Spearheading the process to improve net flow tracking, integrating data from Salesforce and Orion into a data visualization tool to create automated reports measuring AUM, net growth and sales activities, enabling analysis and improving transparency around net growth.• Creating and producing The Adviser You Can Talk To podcast and video series, providing thought leadership and industry insights regarding investing news. • Strategic management of marketing tech stack to facilitate and support B2B and B2C sales, acquisition and integration, and deliver exceptional client experiences. • Being recognized as a key contributor by company leadership and becoming Partner in 2019.

I developed and implemented marketing campaigns to support sales efforts and lead nurture programs. I led the integration of new media and infographics in campaign materials and social media posts to drive engagement. I partnered with the Sales Director to report on activity within Salesforce and improve sales team workflow and efficiencies. I created and delivered client surveys to rate company performance and track NPS, and provided analysis and insights for future improvements. Managed a team of 2-3 marketing and account associates.Achievements included:• Driving improvements for acquired companies’ marketing activities and brands, overhauling website designs and content, creating new email communications and redesigning marketing materials. • Creating behavioral and demographic scoring programs using Marketo and SFDC to rank leads, improve outreach and accelerate results. • Designing and implementing a Lead Lifecycle program to track sales cycle activities within the sales funnel, including visualization dashboards to enable easier analysis and modifications.• Establishing new communication channels for thought leadership and industry intelligence, creating social media, blog and website content to drive awareness and expand marketing reach.• Leading initiative to integrate WebEx and ON24 with Marketo marketing automation system, enabling webinar content to be repurposed and distributed across the lead database.