Director, Client Marketing, Institutional Product Marketing
CurrentStrategically lead U.S. marketing activities for custom portfolio default options, in-plan managed account, self-directed brokerage and annuitization programs. Includes competitive positioning, packaging, promotion, communications and sales support strategies, electronic/print collateral, paid search and social media advertising, videos and sales presentations.Key Accomplishments:Raised lifetime income webinar registrations - Over 500% from 2020 levels. Slashed latest targeted population by 39% while registrations increased 61%.Sales Enablement - Played a key role in doubling adoptions of new clients YOY in 2022, with growth of participants projected to be over 70%.Delivered best-in-class delivery communications capabilities by collaborating with research and digital teams on a new participant user experience. Led field deployment and awareness, participant/plan sponsor messaging and created summary of changes.