Product marketing of active investment management marketing collateral across asset classes utilizing Workfront and Adtrax technology Affiliate relations experience facilitating sales calls and meetings with investment affiliates utilizing Salesforce CRM

Develop and implement marketing collateral, including custom web site and internet marketing.Provide financial analysis, perform audit reviews and offer business recommendations.Manage business with respect to expenses, billing and vendor management.

Managed relationships and marketing to large corporate multi-national pension clients with products including custody, accounting, investment management, securities lending, brokerage, and performance and analytics services. Marketed investor products and services. Contributed to corporate client communication efforts in the pension space, product collateral, edited and wrote articles for client newsletter, State Street Watch and departmental communication collateral.Significantly improved corporate revenue and profitability via cross-selling efforts, fee negotiation and revenue share arrangements. Performed service reviews and conducted proactive strategic account planning. Served as a committee member on a variety of client relationship and new product development committees. Lead business unit efforts on RFI and RFP’s by drafting responses.Ensured continuous improvement in clients’ loyalty and recommend ratings by enhancing company-wide service experience, resulting in high level of overall satisfaction per client surveys. To meet client needs, applied product and process knowledge of product areas and coordinated with client service teams.

Administered overall client satisfaction program of assigned large Closed End Fund clients. Conducted client calling program and monitored profitability. Coordinated annual shareholder meetings, overseeing proxy tabulation and mailing aspects. Key contributor in a cross-organizational project to develop a new Client Relationship Management System. Acted as a liaison with internal operational groups to coordinate client support. Participated in new business development. Contributed to next generation stock transfer system in extensive design review process. Assisted in training staff.