Sandra Chen Email & Phone Number

Content creation– Develop content* Responsible for drafting copy for online marketing retail product packaging, and social media that communicates a product position that is clear and differentiated showcasing product features and use intentions* Collaborate with the Product Management team and translate technical information into consumer-friendly copy and create product data sheets/specs sheets in collaboration with Product ManagementProduct Marketing – Assist with… Show more Content creation– Develop content* Responsible for drafting copy for online marketing retail product packaging, and social media that communicates a product position that is clear and differentiated showcasing product features and use intentions* Collaborate with the Product Management team and translate technical information into consumer-friendly copy and create product data sheets/specs sheets in collaboration with Product ManagementProduct Marketing – Assist with execution of marketing deliverables* Responsible for tracking multiple projects and reporting on project status* Assist with marketing work-back schedules, critical paths, and media schedules Show less

* Deliver on the IG Wealth Management Marketing Technology Roadmap, partnering with various lines of business to oversee the selection, configuration, operation, and integration of marketing technology applications and investments based on marketing plan* Provide deep understanding of marketing technology required to develop analytics specification and A/B tests, including building and troubleshooting data problems, if neededProvide input to external team product road-map planning… Show more * Deliver on the IG Wealth Management Marketing Technology Roadmap, partnering with various lines of business to oversee the selection, configuration, operation, and integration of marketing technology applications and investments based on marketing plan* Provide deep understanding of marketing technology required to develop analytics specification and A/B tests, including building and troubleshooting data problems, if neededProvide input to external team product road-map planning, including information on data collection, data design and methodologies to bring us to an industry leading advantage* Email management including planning, email building, deployment and post-campaign analysisDevelop and manage training and adoption of marketing tools and technology, including enhancements and data security. Show less

* Administrative Support- Maintaining compliance standards in client dealings/client files. Conduct administrative activities and engage in administrative processes associated with supporting the IA(s) and teams. Engage in all marketing and business development activities and assist in the development of investment plans and written proposals for prospects and clients. As determined by the IA, assist in processes to direct assets into suitable financial products based on the client’s risk… Show more * Administrative Support- Maintaining compliance standards in client dealings/client files. Conduct administrative activities and engage in administrative processes associated with supporting the IA(s) and teams. Engage in all marketing and business development activities and assist in the development of investment plans and written proposals for prospects and clients. As determined by the IA, assist in processes to direct assets into suitable financial products based on the client’s risk reward tolerances and demographic profile.* Client Engagement - Connect on a personal level to make every interaction meaningful. Enhance relationships by collaborating with your team and providing administrative support to ensure client needs are met. Respond to requests by answering questions and providing an exceptional experience.* Relationship Building - Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities. Work closely with your team to connect clients with the right opportunities.* Organizational Skills – Support Investment Advisors by providing timely responses to client requests and maintaining compliance standards in all files. Enable team success by improving team productivity, proactively uncovering business opportunities, and helping to direct assets into the right financial products. Show less

2-Year Diploma, Communication And Media Studies

Bachelor Of Arts - Ba, Multimedia Arts Major In 3D Animation