Steve Facini

Steve Facini Email and Phone Number

CMO | Marketing Consulting | Financial Services Marketing | Digital Marketing| Lead Generation | Content Marketing @ The Millennium Alliance
Steve Facini's Location
Ridgewood, New Jersey, United States, United States
Steve Facini's Contact Details
About Steve Facini

I am an accomplished marketing executive with 20+ years of financial services and marketing experience. I assist wealth management firms and financial advisors generate leads, retain and deepen client relationships using a variety of marketing techniques (digital, social and traditional). My industry & marketing knowledge has lead to my development of award-winning marketing programs for financial industry leaders such as: Morgan Stanley, Smith Barney and Citi Personal Wealth Management. As CMO, I lead the development of strategic marketing plans for our marketing services agency focused on clients in financial verticals, sports , technology sectors non-profits. Our strategic insights help clients achieve their business goals by identifying new markets, new customer/client acquisition opportunities, lead generation, messaging strategies, content marketing, digital marketing and more. I believe we must all be life-long learners and retain my cutting-edge marketing expertise, I am an Adjunct Professor at NYU teaching Business Planning & Media Planning & Buying courses to students pursuing their MS degree in Integrated Marketing. I am an innovator and champion for digital initiatives who fully understands how the environment has changed for marketers. My ability to adapt, evolve and foster a collaborative work environment among both internal and external partners is what separates me from others and helps drive bottom line results. I welcome the opportunity to discuss how I can share my expertise with you and your firm. Please contact me at steve@ondemandcmo.com or call 201.410.1214. Specialties: CMO | Financial Services Marketing | Channel Marketing | Investment Product Marketing | Retirement Marketing| Wealth Management Marketing | Retail Brokerage | High Net Worth Marketing | New Business Development | Insurance Marketing | Client Experience | Client Communications | Branding | Media Planning & Market Research | Digital | Content Marketing

Steve Facini's Current Company Details
The Millennium Alliance

The Millennium Alliance

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CMO | Marketing Consulting | Financial Services Marketing | Digital Marketing| Lead Generation | Content Marketing
Steve Facini Work Experience Details
  • The Millennium Alliance
    Advisory Board Member
    The Millennium Alliance Aug 2017 - Present
    New York, New York, Us
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  • Ondemand Cmo
    Cmo & Managing Director
    Ondemand Cmo Nov 2013 - Present
    Ridgewood, Nj, Us
    Head of financial services practice area. Offering consulting and marketing services that builds brands, supports business growth and generates sales leads. Deep knowledge and insights regarding wealth management platform conversions and new product introductions. Agency services include: consulting services, strategic planning, project management, digital marketing, social media, product marketing, client communications, channel/sales support and market research. Lead client: Gartland and Mellina Group, Sussex Bank, A.W.Jones, Citi Personal Wealth Management, Pershing, Focus Financial Partners
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  • New York University
    Adjunct Professor, Business Planning & Media Planning
    New York University Jan 2014 - Present
    New York, Ny, Us
    As a Professor, I have the privilege of working with graduate students who are pursuing their MS in Integrated Marketing. We help them develop business plans for entrepreneurial ventures of their choosing. These businesses are often launched in market and range from ethnic restaurants to e-commerce platforms and everything in between.
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  • Lenox Advisors
    Svp, Director Of Marketing
    Lenox Advisors Oct 2012 - Oct 2013
    New York, Ny, Us
    Oversaw planning, development and implementation of the firm's marketing strategies, branding, marketing communications (traditional, digital & social), events and public relations activities for both external and internal customers. Collaborated with sales and product teams to ensure that all marketing strategies were in alignment with firm's business and sales goals. Results: ➢Increased AUMs at Lenox Wealth Advisors (RIA) by 25% or $80M by focusing marketing messages around a customized portfolio approach to investment management.
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  • Citi Personal Wealth Management
    Director Of Client Communications & Reporting
    Citi Personal Wealth Management Jan 2010 - Oct 2012
    New York, New York, Us
    Collaborated across Citi franchise to create a consistent and superior client experience for our high net worth clients. This included all client communications and reports across various touchpoints.Results: ➢Selected as marketing and client communications team leader on both the Morgan Stanley Smith Barney & Citi platform conversions (e.g.Introducing and clearing broker conversion projects).
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  • Smith Barney
    Executive Director, Marketing Strategy & Client Communications
    Smith Barney Apr 2006 - Sep 2009
    New York, Ny, Us
    Developed marketing programs that built the brand and acquired and retained clients/assets. Worked collaboratively with field sales, product and investment management teams to create and implement programs that met the firm's overall business objectives. Programs were designed to increase product penetration, FA efficiency and ultimately, increase assets-under-management.Results: ➢Increased AUMs by 12% and achieved FA penetration of 67%. ➢Gathered $2B in new assets, opened 14,000 new accounts representing a 9% Y-O-Y increase.➢Created and launched Working Wealth Magazine – a quarterly publication for High New Worth HHs (AUMS $500M) that helped generate $120M+ new assets.➢Managed the Firm’s $35M media budget—increasing the plan’s reach and frequency by 25%, while media budget was decreased by 20%.
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  • Morgan Stanley
    Executive Director, Acquisition And Retention Marketing
    Morgan Stanley May 2001 - Feb 2004
    New York, Ny, Us
    Developed strategic and tactical marketing programs that increased client retention, acquired new clients while also incresaing assets under management. Created and launched a client reward program where client fees were reduced based on total relationship with firm.Results:➢Captured over $9B in new assets through the “Capturing Money in Motion” campaign.➢Launched “Rollover Review” program resulting in a 13% increase in the firm's 401(K) rollover market share, the acquisition of $3.9B in new retirement assets, and the opening 42,000 new accounts.➢Launched “Finding the Right Fit” resulting in $2.8B of new Mutual Fund assets generated.➢Managed the Firm’s $35M media budget—increasing the plan’s reach and frequency by 25%, while media budget was decreased by 20%.
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  • Optimedia
    Senior Vice President
    Optimedia Apr 1998 - May 2001
    As account director on the BMW Group business (BMW Cars & Motorcycles, MINI & Land Rover) I was responsible for the account's profit and loss statement, providing strategic insight to media planning team and developing competitive analysis reports.Results: ➢P & L responsibility for $180M advertising account.➢Led a team of 27 that developed new vehicle launch plans leveraging all media channels.➢Created and managed the BMW Film series media strategy that generated 25+ million downloads worldwide.➢Cannes Titanium Lions International Advertising Award.
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  • Mccann Erickson
    Vice President
    Mccann Erickson 1995 - Apr 1998
    New York, Ny, Us
    As account director on the Buick cars business, I was responsible for the profit & loss of this account, provided strategic direction to the creative team and industry insights/competitive analysis to the client.Results: ➢Program was attributed to selling 19,000 vehicles within 18 months.
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  • Jaguar Cars Inc
    Dealer Marketing Manager
    Jaguar Cars Inc Jul 1988 - Jul 1994
    Coventry, West Midlands, Gb
    Developed marketing programs for Jaguar's dealer network (local co-op advertising program, direct mail, promotions and auto shows).Results:➢1993 Echo Award winner for outstanding direct marketing
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Steve Facini Skills

Marketing Strategy Strategy Integrated Marketing Marketing Management Competitive Analysis Marketing Communications Financial Services Business Development Direct Marketing Lead Generation Product Marketing Leadership Advertising Sales Operations Digital Marketing Analytics Digital Media Strategic Planning Wealth Management Public Relations Strategic Partnerships Digital Strategy Marketing Research Crm Brand Development Investments Media Planning Online Advertising Integrated Multi Channel Marketing Online Marketing Brand Management Analysis Budgets Consulting Retail Brokerage Interactive Marketing Relationship Management Segmentation Project Management Crpc Cmos Alternative Investments Internal Communications Retirement Customer Retention Customer Experience Customer Acquisition Cross Selling

Steve Facini Education Details

  • Fordham University
    Fordham University
    Bachelor Of Arts
  • The Ohio State University
    The Ohio State University
    Masters Of Arts

Frequently Asked Questions about Steve Facini

What company does Steve Facini work for?

Steve Facini works for The Millennium Alliance

What is Steve Facini's role at the current company?

Steve Facini's current role is CMO | Marketing Consulting | Financial Services Marketing | Digital Marketing| Lead Generation | Content Marketing.

What is Steve Facini's email address?

Steve Facini's email address is sf****@****ine.net

What is Steve Facini's direct phone number?

Steve Facini's direct phone number is +121267*****

What schools did Steve Facini attend?

Steve Facini attended Fordham University, The Ohio State University.

What skills is Steve Facini known for?

Steve Facini has skills like Marketing Strategy, Strategy, Integrated Marketing, Marketing, Management, Competitive Analysis, Marketing Communications, Financial Services, Business Development, Direct Marketing, Lead Generation, Product Marketing.

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