Matthew Rotenberg Email & Phone Number

Montreal, Quebec, Canada

Building a Marketing platform to support business growth within a completly differentiated workplace retirement plan provider. LINK does Pension differently!

Remote

A variety of strategy, communication, and marketing mandates to accelerate growth in the Collective Trust marketspace and grow this regional asset manager from $300mm AUM, to $1b within 5 years

Montreal, Quebec, Canada

Excited about what is coming next ...

Remote

Short term contract to establish a marketing strategy and plan, including journey maps and change management, to deploy Seismic to retail investment wholesale team.

Montreal, Canada Area

Led and grew a geographically diverse team of marketing professionals to support GRS business objectives including product launches with fully integrated marketing campaigns member engagement across a variety of mediums including digital and social. an . Leading a team of marketing communication professionals, we worked to raise the profile of the business across all relevant media in an integrated manner, and utilize measurable results to gauge our success• Developed an Agile Marketing framework to support a major digital transformational initiative that required development of a multi year marketing strategy with defined and measurable KPI's• Managed team through a company acquisition, maintaining high employee engagement and output while building the team to include remote employees• Led the creation of unique tools and content to increase audience engagement and support digital growth objectives – reduced paper statements to less than 10% of members, introduced member App and ensured continual uptake, supported a pilot program to expand member uptake of unique product offerings• Developed, in collaboration with Product, Actuarial and CX a unique, differentiated product offering to simplify and expand pension coverage in SME's with results exceeding sales expectations in first year

Montreal, Quebec, Canada

.• Generated advanced content and communications for speaking engagements, articles, and thought leadership aligned to organizational objectives. Presented as a regular speaker and moderator at various industry conferences (ACPM, CPBI, Pension and Benefits Conf.)• Managed projects and product launches as a primary liaison between various areas in the business (Marketing-Sales-Customer Service-Compliance) to ensure consistent branding and messaging would support business objectives• Produced engaging member content to expand information beyond money to acknowledge the holistic needs of members to plan for life

Montreal And Ottawa

• Seconded to GS&R Sales to fill a maternity leave. Within the year had secured the largest single case in the Ottawa market to date ($22.5mm AUM) and expanded the broker and consultant network

Montreal, Canada Area

• Managed and grew a call centre of licenced financial representatives providing guidance and advice to retirement plan members on investments, financial goals and plan engagement. Ensured staffing, peak volume management, hiring, quality control and training were adequate to handle member calls.

Toronto, Canada Area

• Managed 5 licensed Financial Consultants and business relationships with plan sponsors to ensure that member communication objectives were established and programs put in place to meet them within a profitable framework• Participated in over 100 finalist presentations in the Ontario market

Toronto, Canada Area

• Developed and delivered worksite member education seminars within the Ontario market to support member engagement within their GRS program.

Toronto, Canada Area

• Developed relationships with credit union managers and introduced them to a suite of products to support their customer needs.

Toronto, Canada Area

• Established relationships with indisvidual prospects and companies to introduce myself and the variety of group and individual products I could offer • Sold a complete line of individual protection, investment and group insurance products

Toronto, Canada Area

• Responsible for all recordkeeping activities for a block of DC business