Retirement Plan Analyst-Marketing Associate
CurrentResponsible for creating, managing, tracking, and inputting data to sell ideas/solutions to stakeholders. Consistently harness influencing skills to gain buy in. Led website redesign efforts, including creating relevant messages. Develop creative communications across all media. Subject matter expert for DOL and ERISA regulations.• SME: Strategic Planning Process and Helping Plans Sponsor/internal Stakeholders better understand Fiduciary Roles and Obligations; Led management training;… Show more Responsible for creating, managing, tracking, and inputting data to sell ideas/solutions to stakeholders. Consistently harness influencing skills to gain buy in. Led website redesign efforts, including creating relevant messages. Develop creative communications across all media. Subject matter expert for DOL and ERISA regulations.• SME: Strategic Planning Process and Helping Plans Sponsor/internal Stakeholders better understand Fiduciary Roles and Obligations; Led management training; Developed messages that shaped Firm's new partnership.• Employed active listening skills, Demonstrated professional demeanor and Professional Performance-Empathy under pressure while effectively communicating key messages and maintaining relationships; Actions that Bridged the Gap between business partners-Clients-and Internal Compliance Team.• Event planning; Execution; Vendor Management-Contract negotiations, Culminating in a 30% increase in Client attendance over 3 years. Show less