Luis Fleites Email & Phone Number

- Lead B2B thought leadership development from ideation to publication.- Content responsibilities spanned market and product segments (e.g., 401(k), government, Taft-Hartley, not-for-profit, financial well-being, retirement income) - Published Empower’s first ever book-of-business research study, Empowering America’s Financial Journey. - Developed and implemented quantitative and qualitative research programs to drive content development. - Amplified research through… Show more - Lead B2B thought leadership development from ideation to publication.- Content responsibilities spanned market and product segments (e.g., 401(k), government, Taft-Hartley, not-for-profit, financial well-being, retirement income) - Published Empower’s first ever book-of-business research study, Empowering America’s Financial Journey. - Developed and implemented quantitative and qualitative research programs to drive content development. - Amplified research through integration with marketing collateral, prospecting campaigns, webinars, communications, social media, sales and relationship management teams, and public relations. - Member of DCIIA’s Retirement Research Center’s (RRC) executive committee.- Frequent webinar, client, and industry conference speaker. Show less

- Assist marketing and public relations organizations in the development of differentiated and engaging content and thought leadership. - Strategic support includes ideation, survey development, messaging, and content creation for multiple channels and audiences. - Contracting as a senior marketing consultant for AIG Life & Retirement.

Developed and executed press programs to position TIAA as an industry leader in retirement security and financial wellness.- Generated positive earned media coverage to support the TIAA brand, with a special focus on communicating how TIAA was supporting participants, plan sponsors and consultants during the COVID-19 health and financial crisis.- Partnered with leading market research firms and academic institutions to plan, develop, and execute large scale survey programs (some with… Show more Developed and executed press programs to position TIAA as an industry leader in retirement security and financial wellness.- Generated positive earned media coverage to support the TIAA brand, with a special focus on communicating how TIAA was supporting participants, plan sponsors and consultants during the COVID-19 health and financial crisis.- Partnered with leading market research firms and academic institutions to plan, develop, and execute large scale survey programs (some with $100,000-plus budgets) to support TIAA objectives.- Developed and secured earned media placement of executive bylines in prominent industry publications (such as Pensions & Investments, BenefitsPRO, PlanSponsor.com etc.) to support TIAA objectives around retirement solutions, lifetime income and other key priorities. - Managed and nurtured cross-functional relationships to uncover insights, align messaging, promote capabilities and support the TIAA brand. Show less

Responsible for the development of thought leadership and marketing content to support and influence brand awareness, client retention and acquisition, product adoption and reputation management.- Go to resource for the development of engaging thought leadership because of ability to take complex information and turn it into a meaningful, simple, and powerful story.- Leveraged thought leadership content for amplification through TIAA plan sponsor newsletters, social media campaigns… Show more Responsible for the development of thought leadership and marketing content to support and influence brand awareness, client retention and acquisition, product adoption and reputation management.- Go to resource for the development of engaging thought leadership because of ability to take complex information and turn it into a meaningful, simple, and powerful story.- Leveraged thought leadership content for amplification through TIAA plan sponsor newsletters, social media campaigns, executive bylines, proprietary web landing pages, client emails, industry organizations, sales and client meetings and media pitches.- Thought leadership content was regularly featured in quarterly newsletters distributed to approximately 20,000 plan sponsor clients and 5,000 consultants and plan advisors.- Effectively managed freelance writers, designers, and public relations partner firms to augment TIAA resources to deliver quality content within tight deadlines. Show less

Sodego Research and Consulting LLC (SRC) provided financial services firms and leading research and consulting firms with strategic and competitive research and consulting services. SRC has extensive experience developing and writing primary research publications and has authored multiple 100+ page research reports on retirement and retail distribution topics over the past three years. SRC has also published dozens of retirement focused articles as a Research Partner with Ignites Retirement… Show more Sodego Research and Consulting LLC (SRC) provided financial services firms and leading research and consulting firms with strategic and competitive research and consulting services. SRC has extensive experience developing and writing primary research publications and has authored multiple 100+ page research reports on retirement and retail distribution topics over the past three years. SRC has also published dozens of retirement focused articles as a Research Partner with Ignites Retirement Research . Show less

- Responsible for FRC retirement services and publications- Work with financial services firms to develop and implement retirement services, products and marketing strategies- Maintained relationships with industry leaders- Frequent speaker and chairman at industry and client conferences- Extensively quoted in leading industry publications

Education record

Mba, Finance

Bachelor Of Arts, International Relations