Kristen Wheeler Email & Phone Number

Washington, Dc, Us

Boston, Massachusetts

Manage the development and delivery of highly customized, multi-channel marketing strategies with Financial Engines’ Fortune 500, jumbo market clients. Key responsibilities include:• Entrusted with a personal client book valued at over $87B in plan assets • Translate client needs into year-long, multi-channel marketing programs that delivered enrollment results and improved participant’s retirement outlook• Utilize client specific branding and style to develop rollout or annual campaign communications, while promoting the advisory services offerings and engagement• Explore additional revenue opportunities proactively, using data-driven outreach• Perform copywriting to create communications and content, specific to client’s needs• Negotiate copy edits with clients to ensure they met Legal and Compliance’s rules and regulations, while maintaining their desired messaging where appropriate• Exceed annual revenue goals, including individual campaign performance numbers, targeted online media revenue goals and ongoing communication goals• Prepare and deliver comprehensive reporting on all communication programs to keep clients informed of outcomes and results, as well as highlight future opportunities• Engage clients throughout the year via in person presentations and phone conference meetings, in order to secure buy-in on communication offerings, testing opportunities, etc.• Oversee the cross functional execution of communication projects across multiple internal teams including Distribution & Institutional Services, Legal & Compliance, Service Delivery, Portfolio Management, Consumer & Product Marketing and Creative Services

Boston, Ma

Translated client needs into year-long, multi-channel marketing programs, that drove results and improved participant's retirement outcomes for the large tier client market. Proactively explored opportunities for additional revenue generation, by using data-driven outreach to address specific client needs and also deepens client satisfaction.Built trusted client relationships through the delivery of targeted strategies and excellent customer service. Generated new insights on the needs of our top tier clients in relation to helping their employees be retirement ready. Anticipated client concerns and use data-based learnings to overcome and influence positive outcomes.Leveraged complete suite of Financial Engines products, programs, offers and marketing channels to create targeted strategies. Translated marketing strategies into compelling sponsor-facing materials and negotiated approval. Maintained strong cross-functional partnerships and rallied internal support for marketing strategies.

Boston, Ma

Responsible for creating, pitching and implementing communication strategies that provided service awareness and drove engagement to act. Personally managed a book of business valued at over $60B in plan assets.Communication strategies involved multi-media, multi touch campaigns, as well as custom one-off communications catering to individual client's needs. All components were created with the goal of providing retirement education, while generating revenue. Consistently met or exceeded individual goals for new management fees.Client-focused relationship role, which involved in person and phone presentations, fostering positive client/partner relations, as well as serving as a direct access point for any client communications needs. Also worked with provider partners, such as Empower Retirement, to develop provider specific communications that utilized our platform. Consistently received high client satisfaction scores.Cross functional collaboration required with multiple internal teams including, Project Management, Relationship Management, Marketing, Print Production, Creative Services, Legal & Compliance, Operations and Technology.

Boston, Ma

Boston, Ma

Gunnison, Co