Melissa Beardsley Email and Phone Number

Leading the Portfolio and Program Execution practice in Wealth Management, within the Office of the Chief Operating Officer. This includes leading Portfolio Managment (including managing WM capital), Incident Management, Regulatory Change, Fee Product Management, the PMO and a new Process Optimization function.

Leading Portfolio Management, Vendor Management, Strategic Partnerships, Business Architecture and Talent Strategy for Wealth Management Digital Services.

Responsibilities: Developed and lead new Brand Marketing department. Developed KPIs and ongoing reporting for web marketing team including website, email, paid search, display and social media. Developed and executed marketing campaigns featuring new product launches and seasonal trends. Key Achievements: Developed and implemented Product Development and Editorial calendars within the first week of employment to drive visibility across the organization. Delivered successful Holiday campaign including new product development and integrated cross-channel marketing campaign.

Responsibilities: Direct responsibility for marketing a portfolio of several hundred premium kitchen products and dozens of customer experiences. Strategize, develop and implement cross-channel campaigns including SEO, SEM, paid and owned social, print, packaging, website and email. Serve as strategy driver and liaison with product development, the officer team, the experience team and consultants (the sales force). Key Achievements: Created scalable project process to drive efficiencies in semi-annual product launch cycle. Served as first dedicated marketing team member on the Experience team, driving both efficiencies in experience development and increases in experience adoption. Lead efforts to develop product marketing strategies and materials to drive both sales and product adoption of key seasonal products.

Responsibilities: Partnered with key Marketing team and University stakeholders including faculty, administration and media, to establish and manage brand strategy. Strategized, developed and implemented cross-channel campaigns including SEO, SEM, digital trade desk display, email, paid and owned social, paid video display, streaming radio, outdoor, print, TV, website and SMS/MMS. Served as business lead on team who drove strategy, implementation and ongoing enhancement planning for student mobile app across iOS and Android. Managed special audience marketing efforts (i.e. Military, etc). Managed website redesign and ongoing maintenance. Managed in-house creative (cross-channel creative development) and social media teams.Key Achievements: Conducted geographic, demographic and financial analysis of the customer database leading to gains in paid media efficiency and performance. Lead strategic analysis and targeting of the Military to support business objectives and financial performance leading to increased Military student population. Managed on-budget performance 3 years running. Increased time-on-website by almost 50% post-redesign. Website conversions experienced double digit increases post-redesign.

Responsibilities: Served as group director of the Interactive Program Management (creative digital project delivery) in the Chicago office across 10+ clients across verticals including automotive, pharma, cpg and more. Developed and implemented entirely new processes, focused on integrated digital project pitching, planning and delivery across all paid and owned digital channels. Worked at the cross-office/portfolio level to strategize approach to work that both solved business problems and resulted in measurable progress against negotiated KPIs. Partnered with 6 other senior leaders as the Chicago leadership team, to make decisions about office priorities, issues, Business Development, office space planning and strategic direction of teams and the office, at large.Key Achievements: Partnered with leadership team to drive a 50% increase in Chicago office revenue in 12 months. Participated in key new business activity including proposal development, pitches and negotiations. Interactive Program Management team headcount in Chicago grew by more than 700% in less than 3 years. Created consistent project delivery processes resulting in significant efficiencies in project timelines and consistent project pricing.

Responsibilities: Facilitated client/agency communication during the full digital project lifecycle and planning process (across all digital channels) with budgets ranging from several hundred thousand to three million dollars. Created and maintained project process deliverables, both internal and client facing. Managed client portfolios of work across all projects and managed Project Managers. Managed work across many verticals including automotive, financial services, banking, cpg, restaurant/food and many more.Key Achievements: Served as a leader within the Project Management group creating and driving efficient work across multiple client teams. Successfully managed work and grew client portfolios across many diverse verticals and project types. Supervised and mentored Project Managers of all levels.