•Focused on launch of new marketing segmentation for Affluent Segments: Schwab Private Client Services and Schwab Wealth Private services – included welcome email communications, product pages, new client brochures and updating existing brochures. Also including digital experience – created email marketing campaigns and website development - product page.• Collaborated with cross-functional teams, including product and client experience, agency, content strategists, data and analytics,… Show more •Focused on launch of new marketing segmentation for Affluent Segments: Schwab Private Client Services and Schwab Wealth Private services – included welcome email communications, product pages, new client brochures and updating existing brochures. Also including digital experience – created email marketing campaigns and website development - product page.• Collaborated with cross-functional teams, including product and client experience, agency, content strategists, data and analytics, and marketers to successfully build connections to deliver results.•Communicated with external partners and employees to identify project hurdles and issues with a focus on identifying effective resolutions and process adaptations to increase efficiency.•Utilized Workfront, Toolbox, Jira, and Confluence for marketing asset management and approvals Show less

•Member of Agile/Scrum (SWAG) Team – Business representative for Targeting Criteria Review Corrective Action.•Worked in conjunction with Scrum team to provide business direction and requirements to create a new targeting criteria review process for Data Legal, Legal, and Compliance.•Created a standardized template (Business Requirement Technical Specification Document) that is now utilized across marketing to achieve legal and compliance approval and campaign execution.•Partnered… Show more •Member of Agile/Scrum (SWAG) Team – Business representative for Targeting Criteria Review Corrective Action.•Worked in conjunction with Scrum team to provide business direction and requirements to create a new targeting criteria review process for Data Legal, Legal, and Compliance.•Created a standardized template (Business Requirement Technical Specification Document) that is now utilized across marketing to achieve legal and compliance approval and campaign execution.•Partnered with legal and compliance to create business controls to guarantee accuracy and usage of targeting criteria. Create key performance indicators (KPIs) to target quarterly performance.•Managed training for all marketing, legal, and compliance partners (1,000+ employees), as well as legal and compliance senior management dashboard. Show less

•Represented Consumer Lending (Mortgage, Home Equity, Personal Lines and Loans, Student Loans and Small Business Credit), partnering with marketing to translate capabilities roadmap in current and future marketing campaigns. • Partnered in development of campaign strategy focused on digital marketing and multi-channel (paid, social, email, in-branch and print).•Managed communication deep dives and documentation for all Integrated Marketing to be informed of: timing of capability… Show more •Represented Consumer Lending (Mortgage, Home Equity, Personal Lines and Loans, Student Loans and Small Business Credit), partnering with marketing to translate capabilities roadmap in current and future marketing campaigns. • Partnered in development of campaign strategy focused on digital marketing and multi-channel (paid, social, email, in-branch and print).•Managed communication deep dives and documentation for all Integrated Marketing to be informed of: timing of capability availability, product utilizing capabilities & campaigns, and platform leadership.•Determined where specific capabilities should be tested and utilized in future marketing campaigns. Also managed capabilities issues and logged and communicated to support staff.• Reviewed monthly baseline actuals and forecast and provided input on factors impacting risks and opportunities for Mortgage, Home Equity, Personal Lines and Loans and Student Loans. •Provided overview of monthly results vs. forecast and detailed explanation of reasons for any delta. Reported out results and forecast to ensure consistency with Monthly Operating Review Show less

•Drove sales and revenue for Home Mortgage digital channel products/solutions, achieving 145% of plan.•Responsible for developing integrated online sales and marketing strategy and plan to meet Digital goals, while communicating business conditions and requirements to line of business partners.•Created marketing strategy for Mortgage by defining customer segments, needs, and products to drive greater sales and revenue, increasing customer value, and retention.•Extensive analytics… Show more •Drove sales and revenue for Home Mortgage digital channel products/solutions, achieving 145% of plan.•Responsible for developing integrated online sales and marketing strategy and plan to meet Digital goals, while communicating business conditions and requirements to line of business partners.•Created marketing strategy for Mortgage by defining customer segments, needs, and products to drive greater sales and revenue, increasing customer value, and retention.•Extensive analytics experience optimizing campaign results to determine effectiveness of campaign (ROI), resulting in determining longevity of existing campaigns and/or adaptation of campaigns.•Drove development of the First Time Home Buyer model, leading to more effective target of prospects based on online variables in addition to development of the Customer Journey for home lending customers. Show less

•Implemented marketing strategy for all deposits online marketing programs to support priority business or product line goals, working with Consumer Deposits, Wealth Management and Enterprise Marketing. •Initiated online strategy, creative development, management, and execution of marketing collateral across email, WIB/WEB advertising, 3rd Party Advertising, personalization engines and splash pages. •Educated marketing partners in the respective lines of business to streamline and… Show more •Implemented marketing strategy for all deposits online marketing programs to support priority business or product line goals, working with Consumer Deposits, Wealth Management and Enterprise Marketing. •Initiated online strategy, creative development, management, and execution of marketing collateral across email, WIB/WEB advertising, 3rd Party Advertising, personalization engines and splash pages. •Educated marketing partners in the respective lines of business to streamline and advocate for usage of Internet Services Group processes to engage resources for maintenance and new initiatives.•Developed and updated forecasts based on yearly plan, refining marketing plans and supporting tactics. Show less

•Created and managed Online Banking Marketing Strategy and unit plan for entire eCommerce Division.•Partnered with marketing to review direct mail, email, splash page and online advertising, and determined business volume impacts for acquisition, activation, and retention programs.• Determined customer behavior and product trends in new enrollments patterns, product upgrades, downgrades and customer attrition, and inactiveness for Online Banking.•Partnered cross-functionally with… Show more •Created and managed Online Banking Marketing Strategy and unit plan for entire eCommerce Division.•Partnered with marketing to review direct mail, email, splash page and online advertising, and determined business volume impacts for acquisition, activation, and retention programs.• Determined customer behavior and product trends in new enrollments patterns, product upgrades, downgrades and customer attrition, and inactiveness for Online Banking.•Partnered cross-functionally with Online Sales Products Division (Checking, Savings, Credit Card, Mortgage, and Investments) to create yearly and monthly marketing programs and sales plan. Show less

•Create, implement, measure, report, and provide strategic direction and defined metrics for marketing programs designed to increase customer base and revenue through customer acquisition and retention programs.•Initiate and maintain a weekly “state of the business report” for the CEO & Senior Management, providing key measurements for ongoing marketing programs and recommendations for future programs.•Created first customer tracking analysis study, which highlighted customer repeat… Show more •Create, implement, measure, report, and provide strategic direction and defined metrics for marketing programs designed to increase customer base and revenue through customer acquisition and retention programs.•Initiate and maintain a weekly “state of the business report” for the CEO & Senior Management, providing key measurements for ongoing marketing programs and recommendations for future programs.•Created first customer tracking analysis study, which highlighted customer repeat purchase rate, customer revenue, and frequency based on first order date, acquisition marketing program and channel. Show less

•Manage the strategic marketing plans, development, and implementation of programs for Dockers® pants•Develop sales forecasts ($250mm annually), reconciling with market trends and business objectives•Evaluate competitive environments relating to promotional impacts, sales trends, and average retail pricing