Max Lerman Email & Phone Number

New York, New York, United States

Minneapolis, Minnesota, United States

- Assist with all Consumer Marketing primary research including ad tests, content exploration, and experienced advisor recruiting- Research segments outside of firm’s target market (e.g., high-net-worth consumers) for potential new targets - Measure Ameriprise Total Brand Awareness, building report that tells the Ameriprise brand story- Recommend vendor.

Minneapolis, Minnesota, United States

- Managed end-to-end insight research process in partnership with internal business partners and vendor, which involves identifying research objectives, questionnaire development, and presenting findings through a final report- Programed Qualtrics survey about firm investment products and analyze findings to make product recommendation

Minneapolis, Minnesota, United States

- Evolved the firm's strategy and offerings for promotional videos that advisors create, incorporating feedback from financial practices throughout the process- Partnered with Brand team to assist in the launch of new video vendor, including the redesign of the video page presence and related resources - Created engagement plans for business partners to.

Minneapolis, Minnesota, United States

- Supported large, technology-related changes and enhancements with both communication planning/strategy and content development (e.g., memos to executive team, targeted emails, articles on employee intranet site)- Developed content for the weekly all-employee email to highlight stories in a way that interests the internal audience and drives traffic to.

Minneapolis, Minnesota, United States

- Streamlined the advisor co-branding approval process on company intranet site through strategy alignment with senior leadership - Conducted audit of internal branding guidelines site, recommending optimizations to the overall layout, content, and usability - Established a turnkey process for internal business partners to produce advisor-facing videos.

Madison, Wisconsin Area

- Analyzed the current BID procedures to build knowledge in this subject matter and speak on a webinar to 40+ attendees statewide - Crafted social media posts highlighting updates in BID legislature in order to inform all necessary parties - Constructed a Qualtrics survey to evaluate existing meeting procedures of state counties and municipalities

Madison

- Marketed the Employee Services Program (ESP) to 10,000+ employees to promote the utilization of the available resources- Developed and oversaw the launch of a user-friendly webpage for ESP with a complete content and design overhaul - Trained all new employees (up to 75 employees/session) on Wellness and Employee Services, redesigning the PowerPoint.

Wisconsin

- Provided direct support to a camper with social disabilities at an overnight camp- Ensured his inclusion with the entire cabin by promoting a welcoming environment and working with staff to create inclusive programming - Responsible for the camper's overall wellbeing, assisting with daily needs, activities, and supervision

Greater Minneapolis-St. Paul Area

- Worked directly with the company founder and 4 other partners pre-business launch to ensure a smooth opening - Updated customer database and created a user list consisting of 14,000+ potential customers- Assisted in budgeting initiatives to determine what class offerings were needed to be profitable- Identified local media contacts for publicity

Wisconsin

- Supervised a cabin of 11 and 12-year-olds to help them develop team skills including listening and communication- Organized programs for 100+ children to promote overall group development