Lisa Marlin Email & Phone Number

Philadelphia, Pa, Us

Berwyn, Pennsylvania, United States

Support the firm’s client relations efforts by engaging in all aspects of relationship management and service. Serve as the internal resource for clients for compliance, trading, and operational matters. Partner with senior client relations professionals to provide high-quality service and a ensure positive experience for institutional, subadvisory, and intermediary clients.

King Of Prussia, Pennsylvania, United States

Managed the centralized subadviser efforts for the Nationwide Funds, establishing consistent processes for communications and information flow for 40 mutual fund subadvisers. Served as the main point of contact for subadvisers on fund reporting requirements, coordinating with internal teams to respond to questions and resolve issues. Worked alongside senior manager research analysts on subadviser search and selection, overseeing timelines, drafting RFIs/RFPs, and managing response reviews and follow-up. Led the preparation and delivery of quarterly board reports.

Berwyn, Pennsylvania, United States

Oversaw institutional client relations support, managing and developing the team and processes for client questionnaires, investment reporting, and review presentations. Served as the internal resource for institutional clients addressing issues related to operations and reporting. Completed client and consultant questionnaires and drafted investment commentary.

Berwyn, Pennsylvania, United States

Supervised daily client relations support, overseeing investment reporting and client review presentations. Assisted a team of client-facing professionals in managing the client relationship. Completed client questionnaires.

Berwyn, Pennsylvania, United States

Directed the daily internal support activities, including investment reports, presentations, and requests for information, for institutional client service and new business efforts.

Berwyn, Pennsylvania, United States

Supported client service and business development efforts for the Taft-Hartley channel. Assisted senior client service professional by preparing investment reports, developing client review materials, and efficiently addressing client inquires.

Conshohocken, Pennsylvania, United States

Performed market research and competitor analysis. Managed data collection and standard responses for RFPs and consultant databases. Directed teams in West Conshohocken, New York, and London offices.

Conshohocken, Pennsylvania, United States

Supported marketing and new business efforts by completing RFPs and updating institutional consultant databases. Published quarterly competitor analyses to aid in product positioning and strategy development.

Conshohocken, Pennsylvania, United States

Supported the in-house Client Information System (CIS). Defined and restructured account plan type categories and verified key data points to deliver meaningful insights to sales. Automated the production of quarterly fact sheets.

Exton, Pennsylvania, United States

Provided marketing support to sales team, managing daily account activities for corporate training accounts. Organized trade shows, training seminars, and annual sales meetings. Designed and produced sales literature to promote services.

Blue Bell, Pennsylvania, United States

Approved product quality through sensory and microbiological testing to ensure compliance with corporate standards.

Williamsport, Pennsylvania, United States

Assessed production operations, identified product quality improvement areas, and recommended actionable solutions.

Bachelor Of Science - Bs, Food Science

Activities and Societies: Varsity Athlete, Penn State University Women’s Swimming Team; Food Science Club

Education record

Activities and Societies: Varsity Athlete, Women's Swimming Team; National Honor Society