Chief Marketing Officer
CurrentLead all marketing efforts by overseeing brand strategy, implementing communications outreach, and managing advertising, social media, philanthropic opportunities and alliance relationships. Work to ensure that clients feel connected to their financial lives through the commitment of our team. Develop marketing strategy to include events, website, marketing automation, direct email campaigns to attract prospects to the firm. Review, follow-up and track the effectiveness of all sales and marketing efforts for Lundervold Financial that provides comprehensive financial services in the areas of retirement planning and investment management. * Lead the development of the firms short and long term marketing strategy; creates and implements the firms vision and mission; and sets measurable and attainable strategic goals for monitoring and performance evaluation. * Concurrently serves as 1) Brand and Marketing Director 2) Creative Director and 3) Content Marketing Director responsible for brand development and integrated marketing communication plans and execution.* Develops and executes firm-wide business processes and systems to apply to business development and integrated branding and marketing, linking the parent company vision to strategic objectives, KPI targets and initiatives.* Developed a strategic alliance program for qualified referral sharing.* Manages compliance approval process for marketing campaign implementation.* Ensures the firm maintains high corporate social responsibility and uphold community civic mindedness.
