• Oversees design of marketing and communications plans, development of value propositions, and execution of tactics that drive product awareness, adoption, and enhanced utilization• Leads team aligned with the marketing of strategic initiatives and highly visible product launches• Enables field readiness through go-to-market programs that support business goals and KPIs • Optimizes revenue through marketing the Fidelity Institutional Technology and Service narrative, while cementing our continual investment and leadership position in the platform economy

• Developed methodology for product consultants' pipeline management and revenue opportunity tracking in CRM• Designed educational program designed to increase flows into managed account solutions • Developed commercialization and product growth strategies to drive organizational KPIs• Led field readiness strategies via selling systems, internal education, and new hire training• Consultant to squad leaders on go-to-market plans and articulation of their product visions and roadmaps• Led development of product benchmarking tool allowing turnkey analysis of clients in comparison to their peers• Managed third-party asset managers' sponsorship and participation in regional events each with ~100 clients

• Program-managed multiple strategic initiatives contributing to increased assets under administration and revenue, inclusive of business planning, project prioritization; and coordination of risk, compliance, pricing, policies and procedures, internal awareness building, and service strategies• Created consistency in new product launches by developing and training organization on go-to-market toolkit • Upskilled squad members through training focused on human-centered design principles

• Advocate for enhancing client P&L’s using analytics to identify opportunities, growth strategies, and investment prioritization• Drove cross-sell of Fidelity Capital Markets and trading capabilities through effective program management, identification and follow-through of client leads, leadership of strategic opportunity sessions, development of internal awareness campaigns, and ongoing reporting and measurement• Produced all executive scorecards, product roadmaps, and client event presentations • Supported revenue goals through sales enablement tools

• Led team responsible for email communications, website development and maintenance, lead acquisition campaigns, interactive presentations, and search engine optimization• Successfully maintained brand & design integrity in interactive implementations while improving user experience• Developed strategic direction for digital marketing • Managed vendors and vendor selection processes• Key performance indicators included: usability metrics, brand consistency, user traffic, scalability, and maintainability

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• Managed multimillion dollar technology projects for financial services clients• Provided leadership, direction, and management of stakeholder expectations throughout projects’ lifecycles• Led scope management with C-level executive stakeholders• Coached and managed teams of engineers, user experience designers, information architects, business analysts• Accountable for on-time delivery, on-budget execution, quality, and client satisfaction• Proactively managed project risks and made critical decisions to meet overall scope and budget objectives• Grew relationships with clients into trusted partnerships• Participated in business development activities including sales pitches and contract development

• Established global inventory strategies and plans informed by installed base, projected growth and reliability, historical usage, demand forecasting, supply chain cycle time• Executed plans with multimillion-dollar budget to support customers with on time delivery of replacement parts while focused on reduced lead-time and cost as well as minimized excess and obsolescence• Developed and executed roadmaps for new products’ support based on predictive analytics and research• Led process improvement and trend analysis projects

• Information Management Leadership Program (IMLP) Graduate• Project Leader for Six Sigma Quality Systems’ specification, design, implementation, support and training • Six Sigma Green Belt