• Working as primary product marketing specialist for three major business lines which account for over $78 million in annual revenue, and include both end user and technology provider segments. • Responsible for creation and maintenance of annual marketing plans including the production of core assets and activities such as; messaging constructs, marketing collateral, presentation decks, campaigns, sales templates, website assets, and event strategies. • Partnering with assigned product teams to understand strategic product direction, provide input based on knowledge of the market, and assist in helping them meet their revenue targets. • Collaborating with sales, training, and operations to ensure sales alignment with product messaging and campaigns. • Leading go-to-market strategies for assigned products, and working with demand generation and field marketing teams to manage a variety of campaigns to create new leads and opportunities. • Establishing business development processes for both prospecting events and pro-active lead generation efforts. • Collecting customer testimonials for sales presentations and education, and building buyer persona profiles.

• Drafted and implemented new marketing programs and product release schedules to create awareness and induce trial of new product initiatives for several different product lines. • Managed content and distribution of an internal newsletter focused on new product initiatives and industry trends for several hundred client-facing staff members.• Created, updated and maintained a sales toolkit database in Lotus Notes featuring marketing and sales messaging materials. • Frequently coordinated across different organizational levels, from client service to senior management, on new product rollouts and associated messaging. • Created client communications such as prospecting letters, presentations, product updates, product advisory notices, invitations, and client surveys to gauge interest for existing and potential product sets. • Managed monthly online webinar events including scheduling, invitation distribution, registration confirmations, and collection of post-event feedback.• Managed client events, trade shows, conference materials and signage.

Acted as client relationship manager for existing redistribution clients and new prospects.Identified areas of sales opportunity in existing and prospective accounts, facilitated the sales process from prospect to implementation.Worked closely with client service groups to address any client problems.Drafted contract materials for client redistribution and vendor agreements.Created portfolios of client information.Provided training to other sales offices on client/vendor services.Planned joint marketing events with clients on key initiatives.Prepared surveys of clients and drafted business cases in support of new product initiatives. Traveled to client conferences and directed booth activities.

Implemented new hire and extended training for customer service organization and sales offices. Created training documents and activities for new hire and extended training programs, as well as a research website for the Client Services organization. Worked as communication liaison between various organizations in the company. Coordinated training programs for other company offices. Worked with Product Management to update knowledgebase and training materials on new and existing products.

Acted as customer service representative for several thousand clients across the United States. Facilitated daily client data requests and challenges, from initial entry through client resolution. Worked successfully on several large projects for high profile clients.

Processed new applications, additional payments, daily trades on client’s Mutual Fund and Brokerage accounts, processed 1035 tax-free exchanges, Transfer of Assets, and Rollovers, and basic account maintenance on Annuity policies.Answered calls and questions from sales representatives, clients, and other companies.Informed clients of their responsibilities concerning qualified accounts and Minimum Required Distributions.Filed weekly sales and business received reports using Excel Spreadsheets and Access database. Acquired NASD Series 6 license.