Director Of Marketing And Client Relations
Ryan Financial, Inc (Lpl Office)
Denver, Co
Responsible for planning and executing marketing campaigns, managing company website and producing advertising for Ryan Financial, Inc., a registered representative of LPL Financial, a leading independent broker-dealer and financial advisory firm. Built and nurtured key client relationships by providing exceptional service at every opportunity and creating unique client experiences. - Managed all day-to-day office activities and three staff members, exhibiting strong team leadership, problem solving and organizational skills earning many opportunities for increased responsibility.- Designed and managed website content using relevant social media and digital marketing strategies to increase site traffic and SEO.- Planned customized client events, ranging from 10 to over 100 participants, designed for prospecting, education or client appreciation purposes receiving very positive reviews from attendees. - Created weekly newsletter distributed to over 250 clients, prospects and businesses to stir interest in industry news, activities and events.- Developed marketing collateral to network and promote company, increase brand presence, build relationships in the community and drive growth. - Founded a National Marketing Roundtable, coordinated monthly conference calls with industry peers to share and brainstorm ways of improving best practices across the LPL Financial network. - Coordinated all aspects of office move in 2007 from office design decisions and branding to selecting and managing multiple vendors to planning and executing the physical move on time and on budget. - Initiated self-audits to proactively ensure all processes under LPL Financial as well as FINRA compliance procedures were audit-ready enabling the firm to earn exemplary scores over past seven years.- Created Employee Operations Manual for the firm documenting key information and procedures to facilitate new employee training and minimize disruption in the event of turnover.