As Vice President of Marketing for SFA Partners, I am responsible for the marketing and branding of our organization as well as providing education and direction to the registered representatives of our broker dealer. Some responsibilities include:- Internal and external communications for organization- Assist with strategic planning for acquisition and retention efforts as well as tactical implementation- Responsible for redevelopment and maintenance of corporate website- Conference planning- Sponsor relations- Manage the marketing department and coordinate cross-communication efforts- Oversee all digital media and print collateralEvery advisor faces the same challenge: there are only so many hours in the day and an unlimited number of avenues to pursue in order to grow their business – all the while striving to deliver the best possible service to their existing clients.At SFA, advisors turn to our firm’s experienced industry leaders and to a supportive community of advisor colleagues to gain counsel and strategy to learn what works best and what new ideas they might pursue. As part of our formal and informal ongoing process of learning, SFA advisors receive consultative and strategic advice on how best to market their practice and effectively channel their passion for delivering outstanding client service.We help our advisors keep their marketing efforts up to date, enabling them to improve their outreach, such as bringing their practices onto social media and mobile platforms.Securities and advisory services offered through The Strategic Financial Alliance, Inc. (SFA), member FINRA/SIPC.

Oversaw all marketing efforts including print, direct marketing, digital media, and public relations. Planned for and marketed all aspects of the Agency: membership acquisition and retention, corporate and individual fund raising, preschool, camps, arts & culture, sports & fitness, outreach, and services. Coordinated and streamlined cross-marketing efforts across department lines. Identified and segmented key target markets. Managed marketing-related budget and forecast based on planned programming. Maximized data collection and reporting for more targeted efforts. Managed external vendors and contractors.

Responsible for raising annual goal of $21 million from 30 million direct marketing impressions. Collaborated on annual strategic planning for organization’s fund raising efforts. Supervised all creative development. Managed telemarketing fund raising with outside vendor including writing, editing and approving scripts. Tested various direct marketing efforts and messaging to determinemost effective combination to achieve greatest results. Oversaw pilot program to promote greater donor involvement and higher lifetime value.

Led annual strategic planning and supervised tactical implementation for a variety of B2B and consumer clients including Augusta Sportswear, Bloomingdale’s, and JERZEES. Delivered persuasive strategic and creative presentations. Supervised all financial tracking and reporting for each account. Simultaneously managed multiple clients and projects.

Led strategic planning and managed day-to-day implementation of clients’ advertising and marketing activities including product launch planning and implementation, direct-to-consumer and field/event marketing, B2B marketing to healthcare professionals and trade channel members. Clients included CIBA Vision OTC and prescription product lines, lenses and lens care, and Varilux lenses. Managed facilitation of primary market research.