Lisa Simms Email & Phone Number

San Francisco, California, Us

Product Management of Small Business Merchant Services digital web shopping and evaluation experience, content and functionality through pre-application. Responsible for planning, prioritization, requirements and direction of XD/Agency asset development through implementation. Primary lead for SMB Merchant Services on transition to responsive redesign effort with Digital experience partners. Focused on ongoing incremental site enhancements and management to address research driven customer insights, ensure accuracy and alignment with LOB strategy, as well as digital, legal, risk and compliance policies.

San Francisco, California, Us

As part of the Consumer Segments team I was responsible for driving the development of a new customer-centric engagement program as a foundation to deepen relationships with our Emerging Affluent customers. I provided strategic and tactical leadership across content, experience and analytic work streams. I powered the digital content strategy and development with an external agency partner to fuel the MVP program launch. I established and managed a multitude of cross-enterprise partnerships that enabled MVP development and cross-program alignment.

San Francisco, California, Us

Joined the Digital Client Experience team to support special assignments for WIM (Wealth and Investment Management). Drove the strategy behind a consumer content experience digital efficiency project in order to receive funding and resources. I additionally managed internal team and agency resources through early discovery phases. Additionally, I provided a strategic assessment of the team’s support model across WIM lines of businesses, producing recommendation on work focus and resource alignment. I also assisted with project management of material product content updates across websites to support a product enhancement launch.

San Francisco, California, Us

Lead team of functional digital experts in support of integrated marketing acquisition and engagement campaigns across various lines of businesses. Directed strategy, channel planning, segmentation, and messaging development for key initiatives resulting in 40-70% of marketing attributable AUM. Steered test and learn planning across teams, liaison with Insights and Analytics to align on KPIs and ensure robust measurement support. Powered content strategy, roadmap and development of the campaign content consumption experience, as well as the digital content with internal and external agency resources.

San Francisco, California, Us

Strategic development of content marketing, lead nurturing program supporting retirement and investing. Expanded and automated data sources.

Dublin, California, Us

Drove communications plan, creative and implementation of multi-channel (DM, EM, Video, Web, Social) member communications effort supporting first phases of digital transformation. I was instrumental in re-building inter-department relations with theTechnology, establishing processes and routines, production and publishing schedules and requirements documentation. Assumed management of internal and external digital creative resources, digital media agency, digital platform, print and promotional vendors.

San Francisco, California, Us

Powered digital channel sales through strategic campaign development and deployment for retirement, brokerage, and health savings account products. Created lead nurturing, content programs to support demand generation efforts.

Westlake, Texas, Us

• Lead cross-channel content and communications projects (web content, email, targeted online messaging, print, social, etc.). • Direct content strategy and development for cross-channel digital distribution to drive engagement and business results. • Manage web channel efforts, including web content experience development, site redesign and optimization.• Acknowledged for effective collaboration, project delivery, team leadership and talent engagement.

Westlake, Texas, Us

• Developed strategy and plans for external digital marketing in support of firm acquisition efforts. Managed media vendor, drove the creative and digital experience and developed efficacy reporting.• Managed and optimized primary digital client marketing messaging channels: client and prospect home pages, merchandising banners and email newsletter to ~2M clients.

Westlake, Texas, Us

• Produced over 100 weekly, interactive web events for a Schwab client community. Sourced industry experts, developed interview dialogue, hosted live events and managed all post-event production activities.

Se

• Managed marketing services, advertising, communications, trade show, public relations and graphic design functions• European franchise marketing liaison

• Managed retail trade promotion programs and sales incentive fulfillment programs, including creative development of all program materials