Nancy Werner Email & Phone Number

St. Louis, Mo, Us

As a Team Leader in Digital Portfolio Operations, I am accountable for portfolio governance, focusing on our digital product portfolios. I lead a highly efficient support team of nine Product Ops Managers who support the firm's Digital Product Management Experience Portfolios, Production Services, and Engineering Excellence Portfolio. In this capacity, I partner with Digital Portfolios to create the optimal operating rhythm, drive continuous improvement, and empower teams to deliver value effectively to their stakeholders. My team is responsible for their Portfolio Finances & Invoicing, Resource Management, Planning & Governance, Portfolio/Product Reporting, Insights, and Metrics. They work to Increase Engagement Across Products through Stakeholder Alignment, Consistent Communication, and Content Management. I lead with purpose, courage, and a human-centered approach to ensure my team's success. Utilizing influence, process optimization, and building productive and positive relationships with our collaborators and key stakeholders, I help drive the solutions and experiences necessary to achieve our firm's strategic vision.Recent achievements include rolling out Digital Portfolio Syncs to support metric adoption, Portfolio OKRs, and governance.

St. Louis, Mo, Us

• Supported Agile Transformation to stand up Public Website & Investor Engagement and Investment Advice and Monitoring product teams.• Kept the Blackrock Aladdin Wealth platform implementation on-track by creating alignment with the vendor, digital product management, and senior leadership.• Made meaningful contributions to influence and advocate for associates' needs by serving as Chair of the Associate Engagement Committee.

St. Louis, Mo, Us

• Led the Social Media Management project to effectively deliver the best-in-class Hearsay Social system in five months. From RFP to implementation, achieved seemingly impossible goals through collaboration, communication, and challenging the team to work differently in overcoming roadblocks and thoughtfully collecting, measuring, and incorporate branch feedback into the rollout.• Successfully moved the Investment Advisory Program enhancements forward by providing the team leadership and influence in achieving two major strategic decisions. Partnered with sourcing on three RFPs that led to fully executed Statement of Works for wealth management and portfolio optimization solutions.• Implemented business processes, best practices, budgeting, and reporting to activate the Investment Advice and Monitoring digital product team to deliver foundational work to enhance tax management and personalized portfolios for clients.• Made meaningful contributions to influence and advocate for associates' needs through root cause analysis and providing leadership recommendations to improve.

Irving, Texas, Us

Marketing professional experienced managing client services for leading Fortune 500 corporations. Developed and implemented sales and marketing strategies through multiple channels focused on acquisition and client experience. Effectively communicated with and influenced diverse audiences to achieve objectives. Developed, coached and managed teams and operations across a cross-functional matrix organization. Led a multi-million dollar book of business over a 12-year period. Accountable for P&L and client relationships from developing and executing client strategies to overall leadership of all supporting entities within the agency.Exceeded account margin goal by 42% through creative problem-solving and technology to optimize processes. Planned and executed highly personalized data-driven integrated direct mail and digital campaigns designed to create a seamless user experience across all channels. Collaborated with cross-functional teams, setting direction, and influencing others to make sure goals were achieved. Received 98% approval rating and 100% favorable results from associates regarding coaching, development, respect, and dignity.Continually evolved 20-year client relationships as a valued strategic partner, with deep understanding of clients’ business. Achieved average client satisfaction recommended score of 4.7 out of 5. Epsilon is an all-encompassing global marketing company. For more than four decades, Epsilon has been turning data into personalized customer experiences - driving growth for some of the most well-known brands worldwide. Epsilon employs over 8,000 associates in 70 offices worldwide and an Alliance Data company. Epsilon is recognized by Ad Age as the #1 Largest US CRM/Direct Marketing Network, #1 US Agency from All Disciplines and industry ranked #1 email & loyalty programs.www.epsilonconversant.com and www.agency.epsilon.com

Irving, Texas, Us

*Planned and executed marketing strategy and campaigns across online and offline media. *Identified and shared client opportunities to improve campaign performance and customer experience with new advanced marketing solutions.*Maintained overall leadership of the client relationship including account planning and QBR; contracts and legal; third-party resource management; scope definition and pricing; timely and accurate financial reporting; security audits and offshore resource utilization; contingency planning; and service service-level adherence. Participated in contract negotiations for renewing and adding services.*Led team of 8 eight direct reports by providing guidance, mentoring and tailored growth opportunities to team members. Encouraged innovation and held team accountable for delivering high high-quality products and service.

Irving, Texas, Us

*Primary point of contact to the client for US and Canadian email and direct mail planning and problem resolution. *Team leader responsible for revenue targets, goal setting, hiring/mentoring, advising, and training. *Assessed and refined or designed processes to deliver consistent quality and meet client expectations across all functional areas.*Managed creative process to ensure creative alignment with campaign objectives, client expectations, and brand standards across all media.*Identified and supervised 10 third-party vendor/service provider relationships to control the client’s marketing budget while satisfying expectations for cost, schedule, and quality.

Irving, Texas, Us

*Led the day-to-day management of client programs and initiatives by ensuring flawless execution and exceeding client expectations. *Worked with other teams within the organization from production and creative to data execution and project management. *Maintained project status reports, opening and tracking issues reports, and executed large-volume, complex direct mail campaigns with complicated data management requirements. *Efficiently balanced multiple clients and projects simultaneously in a high pressure, fast-paced environment, while consistently meeting all time and quality requirements.

Irving, Texas, Us

*Executed large-volume, complex direct mail campaigns with complicated data management requirements on time and under budget. *Managed direct mail campaign customer service questions (via email and phone) and orders for nearly 9,500 financial advisors. *Ensured accuracy and quality of printed materials by attending press approvals across the US; verified quality throughout the production process. *Successfully developed and executed two marketing plans for the monthly newsletter that resulted in a 14% increase in participation and a 26% increase in order quantity.

Master Of Business Administration - Mba, Business, Management, Marketing, And Related Support Services

Bachelor, Marketing