Marianne Schmidt Email & Phone Number

Berryville, Va, Us

Oversee all marketing and communications functions for the bank, for banking, lending, and wealth management, as well as for the bank’s foundation.o Led rebrand and renaming of business, including creative, logistics, and introduction to market.o Modernized marketing through implementing multi-vehicle campaigns. Increased home equity loans by 18% and brought in over $47M in new deposit accounts. o As Executive Director, run fundraising and grant activities for the Bank of Clarke Foundation. o Elected vice-chair of Diversity, Equity, and Inclusion Committee.

Berryville, Va, Us

New York, New York, Us

VP, Marketing/RIA Custody (2020-present)Launched Goldman Sachs Advisor Solutions, our entrée into the Registered Investment Advisor custodial market, from a marketing perspective, including website, sales collateral, and campaigns. Developed branding, positioning, and go-to-market strategy. Converted MarTech to preferred Goldman Sachs platforms.Head of Institutional Marketing/Folio Financial (2017-2020)Developed and implemented marketing strategy for Folio’s institutional business, including the traditional platform, robo advisor, alternative investments, and SRI/ESG investing. Responsible for B2B and B2B2C campaigns, including inbound and outbound marketing, content, social media, collateral, and public relations. Managed logistics and promotion for 35+ national sales events, including identifying speaking and partnership opportunities. - Repositioned and marketed direct indexing capabilities, which brought in $400M in new AUM and over $40B in sales leads. - Led marketing and PR efforts for new product launches, such as the robo advisor, winning numerous industry awards.- Implemented more comprehensive use of CRM and marketing automation tools and techniques, such as HubSpot, Salesforce, and SEO.

Charlotte, Nc, Us

Lead marketer for Banking (2016-2017), Brokerage Deposits and Credit Cards (2014-2016), International Credit & Banking (2010-2016), Securities-Based Lending (2010-2014) and Home Financing (2007-2012). Promoted adoption of banking and lending among advisors and clients through strategic campaigns. Responsible for all collateral and content. Drove relationship-building initiatives across Merrill Lynch business lines and between brokerage and bank.- Launched credit and lending multi-channel cross-sell campaign series with investing-only clients, which resulted in over $1B in new loans. - Supported launch of mortgage relationship pricing, which brought in over $1B in AUM.- Led marketing build for international credit and banking business launch across three continents. - Created department’s foundational thought leadership pieces, on topics like liquidity management and debt restructuring.- Supported opening of super banking center which had Merrill Lynch advisors co-located with Bank of America staff.

New York, New York, Us

Launched Citigroup Employee Service Line, which connected 90,000 employees from eight businesses via centralized telephone and electronic systems to create one-stop issue resolution for multi-product customers. Led nationwide internal marketing campaign, including development and distribution of communications and promotional materials across branch network and 35 international operational sites. Managed quantitative and qualitative market research for core Citigroup credit card products. Projects ranged from segmentation, new product assessment and advertising research to attrition, acquisition and customer satisfaction and usage studies.

Gütersloh, De

Managed customer experience program for BMG Direct’s marketing team, including customer satisfaction survey and industry research processes. Based on findings, redesigned web site, streamlined customer communications and influenced content of email promotions.

New York, Ny, Us

VP, Business Effectiveness/Personal Financial Services (2002 – 2005)Launched Personal Financial Services, an integrated wealth management service for the mass affluent. Served as an internal consultant and trainer for marketing promotions and product releases. Instituted more efficient and cost-effective processes.- Created and implemented all procedures for differentiated customer treatment in branches, call centers, and online, as well as service level agreements with other lines of business. - Developed Personal Banker Assistant program.- Built high-yield savings/checking-with-interest campaign, resulting in over $860M in new deposits.- Implemented systemic blocks and process changes to eliminate the granting of unprofitable rate exceptions, saving the corporation an estimated $4M annually (Six Sigma project).- Reduced client and organizational risk by centralizing wire transfer process in back office.VP, Service Delivery & Quality/Regional Consumer Services (2000 – 2002)Ran Voice of the Customer/Voice of the Employee program. Launched first-for-division research program to measure brokerage, retirement, and trust client satisfaction. Coordinated inaugural consumer privacy campaign. Headed divisional rebranding when Chase and J.P. Morgan merged.

New York, Ny, Us

Managed customer and employee research. Reengineered employee mortgage originations, making fees consistent and expanding underwriting reviews. Implemented a call monitoring system in call centers as a quality assurance checkpoint and coaching tool.

Conducted qualitative and quantitative research on customer satisfaction, competitive behavior and brand image for corporate clients in a wide variety of industries. Coordinated projects with clients and sub-vendors, created proposals, determined budgets, designed and programmed questionnaires, monitored data collection, analyzed results, produced reports and presented results to clients. Clients included Xerox, HBO, Sharp Electronics, Avon, Bacardi and American Express. Custom Research Inc won the Malcolm Baldridge National Quality Award

Edited and facilitated the production of two extensive product catalogs and one trade magazine, all targeting United States exporters. Coordinated direct mail campaigns. Performed a cost analysis of magazine advertising, which saved the company over $8,000 in unnecessary expenses.

Responsible for all marketing, communications and event planning for the organization. Took all market research projects from development and distribution to analysis and presentation phases, including a global studies on: critical issues facing management; consulting firm financial data; vacation policies; family leave practices; and new employee compensation packages. Created promotional brochures, newsletter and management consulting career publications. Coordinated and promoted international and domestic conferences and committee meetings.

Master Of Science (M.S.), Integrated Marketing Communications

Certificate, Social Media Marketing

B.S., Russian

Certificate, International Business & Finance

Certificate, Marketing

Certificate, Six Sigma Black Belt