Marty Willis

Marty Willis Email and Phone Number

New York, NY, US
Marty Willis's Location
New York, New York, United States, United States
About Marty Willis

Board Member & Fortune 100 C-Level ExecutiveI currently serve on the Board of the SunAmerica Series Trust & Seasons Trust, a mutual fund complex managed by SunAmerica, a subsidiary of Corebridge Financial (NYSE: CRBG)My Advisory role at KPMG’s Financial Services Consulting Practice taps into a deep well of expertise in distribution, product development, digital and marketing, guiding industry leaders towards resilient and innovative practices. The transformative strategies I've architected are shaping the future of asset and wealth management. My efforts are focused on empowering financial entities to adapt and thrive in a rapidly evolving landscape, leveraging sales and marketing technologies for sustained growth. Most recently, I was Chief Marketing & Communications Officer at TIAA, a $42 billion revenue, Fortune 100, global financial services firm, where I played a critical role in corporate and ESG strategies. TIAA is one of 136 companies worldwide recognized by the Ethisphere Institute on their list of the World’s Most Ethical Companies. Before and concurrent with my enterprise role, I also served as Chief Marketing & Communications Officer for TIAA subsidiary, Nuveen, a global asset manager. At Nuveen, I was the primary architect of a pivotal strategy that increased AUM from $221 billion to $1.2 trillion in 7 years. Prior to TIAA/Nuveen, I was Chief Product & Marketing Officer at Oppenheimer Funds, a $230 billion AUM asset manager and subsidiary of Fortune 100 MassMutual.I started my career with financial services giant, Fidelity ($3.9 trillion AUM, $10.3 trillion AUA). I left the firm as an EVP and member of the Executive Committee. In my final role, I led global product and marketing for the institutional business. Before that, I led the retail mutual funds business with full ownership of a 9-figure P&L. I’m a graduate of the University of the South and earned a certificate in board directorship from the Harvard Business School. Skill Summary: Enterprise strategy, P&L ownership, ESG leadership, technology, risk management, and regulatory compliance in asset management and retirement businesses.Email: Marty.Willis@comcast.net

Marty Willis's Current Company Details
Massachusetts College of Art and Design

Massachusetts College Of Art And Design

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Independent Director
New York, NY, US
Marty Willis Work Experience Details
  • Massachusetts College Of Art And Design
    Independent Director
    Massachusetts College Of Art And Design
    New York, Ny, Us
  • Massachusetts College Of Art And Design
    Board Member
    Massachusetts College Of Art And Design Apr 2024 - Present
    Boston, Massachusetts, United States
  • Corebridge Financial
    Board Member, Sunamerica Series Trust & Seasons Trust
    Corebridge Financial 2023 - Present
    New York, New York, United States
    SunAmerica Series Trust & Seasons Trust is a $40 billion mutual fund complex managed by SunAmerica Asset Management, a subsidiary of Corebridge Financial (NYSE: CRBG).
  • Kpmg Us
    Senior Advisor
    Kpmg Us 2022 - Present
    Boston, Massachusetts, United States
    Advise principals and client executives/boards (asset managers, wealth managers, insurance) on distribution, sales & marketing tech stack, risk management, and compliance strategies.
  • Tiaa
    Chief Marketing & Communications Officer (Enterprise)
    Tiaa 2020 - 2022
    New York, New York, United States
    TIAA: $42 billion revenue, Fortune 100, global financial services firm with 15,000 institutional clients and 5 million individual customers. Played critical role in development and execution of corporate strategy, including related marketing, communications, and ESG strategies. Managed 500+-person team, 9 directs, and 9-figure budget. Worked closely with Executive Committee colleagues and Board. Reported to CEO. • Promoted to TIAA’s first enterprise CMO role in environment of declining retirement market share. Acted as strategic advisor to new CEO in divesting non-core businesses and renewing focus on retirement (TIAA) and investment management (Nuveen) businesses.• Developed digital marketing & communications strategy and organization design to enable execution of new corporate strategy.• Co-led ESG strategy, including products & investments, DEI, sustainability, governance, and communications. Recognized by Ethisphere Institute as one of the World’s Most Ethical Companies in 2020, 2021, and 2022.
  • Nuveen, A Tiaa Company
    Chief Marketing & Communications Officer
    Nuveen, A Tiaa Company 2016 - 2022
    New York, New York, United States
    Nuveen: $1.2 trillion AUM, global asset manager. Led development of corporate strategy, including related marketing and ESG strategies. Managed 200+-person team, 7 directs, and 8-figure budget. Worked closely with Executive Committee colleagues and Nuveen and TIAA Boards. Reported to CEO. • Played critical role in increasing AUM from $221 billion at YE15 to $1.2 trillion at YE22.• Led pivot from multi-affiliate model (13 independent asset managers serving institutional clients) to mono, digital-forward, institutional and retail Nuveen brand (fixed income, alternative, and ESG-driven investments). Required significant effort for Board approvals. • Drove entry to RIA market with creation and implementation of digital distribution model. Differentiated offering with ESG products, digital engagement, predictive modeling, and Salesforce access & training.
  • Nuveen, A Tiaa Company
    Board Chair / Board Member, Nuveen Global Mutual Funds (Ucits)
    Nuveen, A Tiaa Company 2018 - 2021
    New York, New York, United States
    NGMT: International mutual fund complex distributed in and regulated by the European Union.
  • Oppenheimerfunds
    Board Member, Oppenheimerfunds Distribution Company
    Oppenheimerfunds 2013 - 2016
    ODC: Distribution arm of OppenheimerFunds.
  • Oppenheimerfunds
    Chief Product & Marketing Officer
    Oppenheimerfunds 2009 - 2016
    New York, New York, United States
    OppenheimerFunds: $230 billion AUM asset manager; subsidiary of Fortune 100 MassMutual; acquired by Invesco in 2019. Led development and execution of corporate growth strategy. Worked closely with executive colleagues, Board, and MassMutual Executive Committee. Managed 150-person team, 6 directs, and 8-figure budget. Reported to CEO.
  • The University Of The South
    Chair, Board Of Regents / Chair, Investment Committee / Board Member
    The University Of The South 2005 - 2011
    Sewanee, Tennessee, United States
  • Fidelity Investments
    Evp, Fidelity Institutional, Product & Marketing
    Fidelity Investments 2000 - 2009
    Boston, Massachusetts, United States
    Executive Committee role.
  • Fidelity Investments
    Evp, Fidelity Retail Mutual Funds & Funds Network
    Fidelity Investments 1996 - 2000
    Owned 9-figure P&L.
  • Fidelity Investments
    Svp, Relationship Management
    Fidelity Investments 1990 - 1996
  • Fidelity Investments
    Product Manager
    Fidelity Investments 1984 - 1990
  • Mfs Investment Management
    Wholesaler, Southeast Us Region
    Mfs Investment Management 1982 - 1984
    Boston, Massachusetts, United States

Marty Willis Education Details

Frequently Asked Questions about Marty Willis

What company does Marty Willis work for?

Marty Willis works for Massachusetts College Of Art And Design

What is Marty Willis's role at the current company?

Marty Willis's current role is Independent Director.

What schools did Marty Willis attend?

Marty Willis attended The University Of The South.

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