• Field ad-hoc requests and assist in the creation and implementation of non-standardized collateral• Deliver market high quality core marketing collateral in a timely manner• Prepare client-specific materials and other custom communication materials as required for client meetings, board presentations, and due diligence meetings• Partner effectively with internal business partners including, Sales, Product Management and Marketing, Channel Marketing, Design, Web, Compliance, Investments and Fulfillment• Communicate with stakeholders as appropriate in order to manage expectations and meet requirements• Adhere to production and file retention processes in order to maintain accurate record-keeping of electronic files in accordance with department and regulatory requirements• Facilitate projects in an effort to ensure continuous efficiency gains and improved accuracy

• Coordinated production and implementation of marketing collateral - including brochures, handouts, booklets, presentations, and advertisements• Coordinated with printer representatives and pre-press departments to establish the most cost effective way to produce marketing material• Created/proofed/edited marketing material to ensure delivery of an accurate and compelling message• Maintained/updated pages on the retail and financial advisor web sites• Liaison for marketing team with sales, designers, other departments and vendors to ensure proper communication and execution of the brand

• Assisted the marketing director with various design layout projects