Marty Willis Email and Phone Number
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
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Independent DirectorMassachusetts College Of Art And DesignNew York, Ny, Us -
Board MemberMassachusetts College Of Art And Design Apr 2024 - PresentBoston, Massachusetts, United States -
Board Member, Sunamerica Series Trust & Seasons TrustCorebridge Financial 2023 - PresentNew York, New York, United StatesSunAmerica Series Trust & Seasons Trust is a $40 billion mutual fund complex managed by SunAmerica Asset Management, a subsidiary of Corebridge Financial (NYSE: CRBG). -
Senior AdvisorKpmg Us 2022 - PresentBoston, Massachusetts, United StatesAdvise principals and client executives/boards (asset managers, wealth managers, insurance) on distribution, sales & marketing tech stack, risk management, and compliance strategies. -
Chief Marketing & Communications Officer (Enterprise)Tiaa 2020 - 2022New York, New York, United StatesTIAA: $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. -
Chief Marketing & Communications OfficerNuveen, A Tiaa Company 2016 - 2022New York, New York, United StatesNuveen: $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. -
Board Chair / Board Member, Nuveen Global Mutual Funds (Ucits)Nuveen, A Tiaa Company 2018 - 2021New York, New York, United StatesNGMT: International mutual fund complex distributed in and regulated by the European Union. -
Board Member, Oppenheimerfunds Distribution CompanyOppenheimerfunds 2013 - 2016ODC: Distribution arm of OppenheimerFunds. -
Chief Product & Marketing OfficerOppenheimerfunds 2009 - 2016New York, New York, United StatesOppenheimerFunds: $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. -
Chair, Board Of Regents / Chair, Investment Committee / Board MemberThe University Of The South 2005 - 2011Sewanee, Tennessee, United States -
Evp, Fidelity Institutional, Product & MarketingFidelity Investments 2000 - 2009Boston, Massachusetts, United StatesExecutive Committee role. -
Evp, Fidelity Retail Mutual Funds & Funds NetworkFidelity Investments 1996 - 2000Owned 9-figure P&L. -
Svp, Relationship ManagementFidelity Investments 1990 - 1996 -
Product ManagerFidelity Investments 1984 - 1990 -
Wholesaler, Southeast Us RegionMfs Investment Management 1982 - 1984Boston, Massachusetts, United States
Marty Willis Education Details
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English
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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Marty Willis
Senior Business Manager, Rs-25 Program, Space Launch System, Nasa ProgramsLos Angeles, Ca3utc.com, pwr.utc.com, pw.utc -
1nordam.com
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Marty Willis
Walbridge, Oh3amcorpet.com, aktube.com, amcor.com3 +141966XXXXX
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