A broad thinking, value-driven and market-centric, Business Development leader with a winning record for identifying new opportunities, opening new markets, attracting new customers, building high quality relationships, creating competitive advantage and achieving superior business growth results.

COMPANY DESCRIPTIONThe Canadian Securities Institute is an expansive provider of educational courses, programs and pathways to the financial services and wealth management industry consisting of Regulatory Licensing, Financial Planning, Advanced Designations, Compliance Training, Practice Management and Continuing Education.RESPONSIBILITIESAs Director, Business Development, my responsibilities encompassed sales, strategy, marketing, account management and customer success management.I worked very closely with a broad composition of retail wealth management firms and their leadership teams to make financial education solutions a business asset for their financial advisors, planners, portfolio managers and employees.ACHIEVEMENTSExceeded corporate growth targets and increased client satisfaction by deeply engaging with prospects and clients to help their firm receive and gain the most value possible, from and through, education solutions that were specific to their needs.Through this focus of designing purposeful solutions, thousands of financial advisors and planners were added into CSI education solutions by way of corporate agreements including a first-ever, and best-ever enterprise solution, for a top tier insurance company’s wealth distribution business.

Responsible for bringing Learnedly’s on-demand proficiency platform to Canadian MFDA, IIROC, Bank and Insurance financial advice professionals and enterprises who are seeking to significantly reduce learning costs while gaining a better way to learn and unparalleled learning experience. Bringing more value to value of advice strategies, Learnedly is the only mobile-first learning platform that streams unlimited, on-demand video content, anywhere, anytime, on any device.Focused on working with executive leaders across operations, compliance, learning and development, technology and business development to present how Learnedly’s open design will enable firms to painlessly implement and confidently provide an integrated, turnkey, value-added, financial proficiency platform.

Responsible for growing membership and designation course salesConceived and implemented targeted sales and marketing strategies aligned to wealth management and financial advice market needsCreated a revitalized value proposition and implemented pricing, promotion and distribution strategies to drive salesInnovated Product Marketing, Marketing Management and Marketing Communications solutions to drive focused, large scale, sales outreach campaigns and to create highly effective sales lead development results through financial advisor Professional Development Day and National Symposium eventsExpanded Corporate Partner relationships through customized sales proposals and innovated new programs such as Thrive in 5 to deliver targeted, value-added programs to financial advisors, managers and their firmsAchieved a significant membership growth turnaround and skyrocketing designation course sales growth results

Responsible for developing enterprise software sales opportunities and creating sales opportunities with top financial planners by securing face to face and webinar software demonstrations within the retail MFDA, MGA and IIROC marketplaceImplemented direct outreach to C-level decision-makers and key influencers at Canada’s largest retail wealth management firms, leading independent firms, service providers and industry thought leaders by effectively communicating the advantages the Vision Systems financial planning software offered relative to competitor products and in alignment to the top wealth management trends and challenges their firms, advisors and clients were facingAccomplished a 100% success rate gaining sales presentations to every firm and every top financial planning influencer contacted which collectively represented more that 10,000 financial advisors

B2B/MRS is the leading provider of Carrying Dealer and intermediary Plan Administration services to MFDA, AMF and IIROC regulated Financial Advisors and Dealers.Executive Management and Business Development responsibilities focused on divisional corporate revenue, sales campaigns, marketplace segmentation, enterprise database analysis, platform positioning, key client partnerships, executive relationships and the implementation of value innovation strategies core to business transformation and long-term growthThe sale of MRS Inc. to B2B Trust concentrated on the successful transfer of strategic business planning initiatives and marketplace knowledge including the successful transition and merger of the MRS Sales and Marketing team into B2B Trust.

Univeris is a leading provider of enterprise-class software solutions for the financial services and wealth management sectors.Responsible for sales strategy governing all software products, services and license agreement revenue streams and marketing strategy to capture top market share and market leadership positions in the retail wealth management technology marketplace.Winning sales, marketing and client engagement strategies produced significant and sustained corporate revenue growth, a market leading wealth management technology brand, 50% market share of large-scale MFDA Dealers and 16,000 financial advisor licensees.

Lead all sales activities and implemented marketing strategy and efforts

Entrepreneurial small business focused on environmental consulting services for the Blue Box program and on the marketing, sale and distribution of green products to the retail consumer marketplace.Products included Genesis Organic compost and the Enviro-Cycle rotating composter