Drove the corporate positioning and communications strategy of a leading global wealth management firm, overseeing all aspects of public relations, executive thought leadership, crisis communications, and employee communications to ensure alignment with evolving business priorities.Supported the CEO and the CFO/COO with executive planning to establish, execute, and track progress on corporate priorities and initiatives. Enabled the success of the firm’s multi-year transformation strategy, which doubled assets under management to $1.5 trillion through high-value acquisitions and integrations. Partnered with the CFO, finance team, and human resources to manage budgets and control costs.Guided the strategic vision of the firm’s global PR organization with staff across 12 offices in four global regions – annually generated more than 15,000 media impressions, 250 press releases, and 50 CEO and executive speaking engagements to position the firm as a leader in asset management. Oversaw the rollout of significant corporate communications campaigns, amplifying the reach of high-impact product launches, executive hires, and stakeholder communications, including 10 acquisitions in four years.Advanced the firm’s Corporate Citizenship goals, overseeing its global volunteer programs, charitable foundation, and corporate sustainability strategy.Published the firm’s first annual Corporate Social Responsibility Report, elevating the firm’s sustainability ratings and reducing potential environmental risk by increasing transparency and creating regular opportunities for strategic planning.Expanded and maintained the firm’s corporate intranet, furthering employee understanding of corporate strategy, financial results, and each team’s role in the firm’s success.Additional responsibilities included oversight of corporate events, board relations, and global travel services.

Enabled the development and execution of organization-wide change management initiatives as a key resource to the CEO and executive leadership, working to build a unified vision for the firm’s growth and success. Areas of oversight included strategic planning, executive reporting, executive communications, employee engagement, risk analysis, public relations, community relations, and event management.Guided the development and execution of more than 50 significant change management initiatives over seven years, encouraging innovation, continually enhancing organizational capabilities, and delivering quality results while minimizing potential negative impacts to clients.Organized the annual corporate planning and change management process and calendar for the company, building consistent timelines for high-level strategic planning, stakeholder engagement, and board communications.Partnered with C-suite leadership to develop and implement multiple enterprise-wide cost savings and re-organization efforts, adapting to evolving industry trends and requirements.Collaborated with legal counsel to identify and mitigate enterprise-wide risks.Oversaw all aspects of public relations, executive thought leadership, crisis communications, and employee communications.Built understanding throughout the organization of the firm’s corporate initiatives and strategic direction.

Held a variety of manager, director, and vice president leadership positions, including progressive leadership roles in customer service, marketing, finance, corporate communications, request for proposal development, operations, and international business development.Supported product development and pricing, business administration functions for Franklin Templeton’s institutional business, CEO communications and project management, and business development efforts for Japan. Joined the firm as a customer service associate and held leadership positions in the areas of retirement services, broker-dealer services, institutional service, and mutual fund operations.