Business Initiatives Consultant, Avp
Current*Vendor manager for digital asset management system for team member photos and corporate logos.*Vendor liaison to oversee email and direct mail campaigns run through our marketing on demand system. Ensure proofs meet ADA requirements, email addresses are registered and copied to our compliance archiving system. *Serve as Brand Steward to review materials created by Financial Advisors to ensure brand guidelines and voice are compliant with brand policy. *Oversee holiday gift program, Logo Merchandise program, Retirement in a Box program and Tradeshow program for financial advisors to acquire and retain clients and prospects.*Maintain department Policy and Procedures library to meet FINRA and records retention requirements.