Investment Manager (Marketing, Client Relations, & Finance)
Spearhead strategy, planning, and execution of events, campaigns, client initiatives, and project management for 242 client accounts and seven sites while leading team of eight direct reports. Govern promotions, stakeholder presentations, designs of marketing collateral, technology and telecom installations and upgrades, billing accuracy, merger transitions, gap analysis, and coordination of legal initiatives. Conceptualize and direct creation of social media content, and lead public relations, reputation perceptions, and social engagement. Focus on results-oriented partnerships across all divisions and levels, cultivate strategic industry connections, and track pulse and effects of industry trends to capitalize on opportunities. Identify and pursue new marketing and client acquisition penetration points and tailor custom solution that minimizes effects of competitors. Direct forecasting and stewardship of $1.2M OpEx, $1.6M CapEx, and client retention/renewals that secure $2.5 in annual revenue.⚑ Foster development of brand’s voice and messaging, coordinate style guide creation, and draft standard operating procedures (SOPs) that appeals to each client type within target demographics to maintain look and feel cohesion⚑ Manage marketing schedules and control approvals for all aspects of major promotion events, including holiday and summer pushes, email campaigns, ad creation and trafficking, video and logo designs, etc.⚑ Manage print projects, controlling parameters like bleed, tone, format, editing, and vendor management, securing quotes and approvals, and working with designers to drive engaging elements⚑ Own rollout and implementation of new CRM technology after deep-dive analysis on data and contract audits, making corrections for accuracy on billing and service commitments⚑ Lead presentations at weekly meetings, delivering technical briefs and progress reports to all stakeholders, and approving creative decisions across all marketing touchpoints