Stephen Kane Email & Phone Number

Philadelphia, Pa, Us

Burlington, Vt, Us

The leading community for B2B marketing professionals. Join 3,500+ members at exitfive.com

Culver City, California, Us

The first modern custodian built exclusively for RIAs. We're making financial advice better, more affordable, and accessible to everyone by putting the best tools into the hands of independent advisors to help them run great businesses. And in doing so, creating more impactful outcomes for firms and clients.

Austin, Texas, Us

At CXL, we get the absolute best practitioners in the world – the top 1% – to teach you their craft. The knowledge and insights possessed by the top 1% used to be out of reach for most people. We’re making that knowledge accessible for anyone with enough drive and motivation to take advantage of it.I contributed to the authorship and filming of the CXL Product Marketing Minidegree. The Product Marketing Minidegree is a training program that teaches you how to advance across all core product marketing disciplines. You will learn how to lead effective go-to-market (GTM) launches, bring teams together, and become a growth driver for your company. No matter the industry or size.

New York, New York, Us

(Acquired by Reflexivity) All investors deserve access to institutional-quality financial intelligence. Atom Finance offers an investor app and global enterprise software solutions, including APIs, SDKs, and embeddable UIs. Our enterprise products are built to engage novice, intermediate, and expert investors at their skill level, providing unique insights, dynamic tools, and one-of-a-kind visualizations that keep investors engaged from research through trade execution.

San Francisco, California, Us

With 100s of hours' worth of product marketing presentations, tons of templates, exclusive content, mentors and more, PMA's membership plans are "game-changing."

Valley Forge, Pa, Us

In my most recent role as Agile Product Marketing Owner, I was in charge of the fixed income product suite and responsible for developing the vision and roadmap to guarantee an improvement in active fixed income product market share, penetration, and revenue growth among financial advisors, banks, and institutions. I manage a full- stack, cross-functional team toward Agile content and CX delivery and also developed Agile Pods. I am also proud of growing out industry share of active fixed income cash flow from 3% in 2018 to 14% in 2020 after relaunching a solution set into the market with evolved value proposition and brand architecture. This was a rescue operation of success. I influenced awareness of offers among target clients with statistical significance (41% in 2018 to 51% in 2019) following demand generation activity coordinated with an advertising agency and launched market research to determine unaccepted offers, unseen views, non-research, through quarterly awareness survey, pre-activity tactics audience, and targeted activities big events. Our used learnings rate increased 51%.In my final months at Vanguard, I led the Marketing GTM efforts of Vanguard's first acquisition which introduced the firm into the Direct Indexing market. Through cross-collaboration with Sales, Marketing, and Strategy, I drove launch readiness inclusive of landing page development with inbound demand capture, initial demand generation, sales collateral, value proposition and branding.

Valley Forge, Pa, Us

Here, I built a diverse team of seven marketing strategists from the ground up to deliver on key investment product initiatives for intermediaries covering product launches, strategic model portfolios, ESG and impact investing, factor-based strategies, ETF leadership, and portfolio construction. I spearheaded a launch readiness program and key commercial deliverables for the US, unveiling Factor ETFs (largest GTM effort in the firm’s history), and accumulating $234M in assets within first 6 months which was the largest go-to-market in firms’ history. These initiatives helped to set the foundation of innovation and a new approach to marketing that included sponsored events to talk about the new portfolio, future innovative approaches, paid advertising, paid social, increasing awareness, deployed sales team fact sheets, collateral, addressed objections, and achieved resolution on how to approach the market better than competition at time. I created a market and was able to use insights and behaviors, frame conversations and implemented AB testing. One achievement was establishing a first-time Center of Excellence for product marketing in the financial advisor business.

Valley Forge, Pa, Us

In regard to technology, I launched a brand-new interface to help market Brokerage Accounts with clients. The Brokerage account model changed and adopted a brand-new account structure to help clients invest in more diverse and versatile lineup. I co-led the firm’s retail ETF Strategy in partnership with Product Management, infusing effective solutions to achieve division’s objective of achieving ETF product and brokerage platform of choice. These efforts resulted in an 18% increase in ETF client penetration and a 22.5% lift in ETF long market value in year one. I also introduced retail marketing’s first targeted, multi-channel digital marketing plan behind a product lunch which netted $53M in first month directly attributed to marketing effort and launched a brand-new investment fund which included communicating and influencing the organization to get it done, promoting an unknown fund. We crushed the goal of $25M in first month with an additional $100M.

Valley Forge, Pa, Us

Served as a Marketing Manager responsible for supporting our full-serviced state-sponsored 529 College Savings Plans with defined annual marketing budgets ranging from $950K - $5M

Valley Forge, Pa, Us

Valley Forge, Pa, Us

Valley Forge, Pa, Us

Certificate, Experimentation

Certificate, Marketing Analytics For Leaders

Master Of Business Administration (M.B.A.)

Pre-Nursing Studies

Bachelor'S Degree, Advertising And Public Relations