Suzanne Weeks Email & Phone Number

Exeter, Nh, Us

Exeter, Nh, Us

My Corporate Ally is a premier financial solutions firm specializing in retirement.We help global retirement industry organizations confidently solve complex problems. Our team provides expert perspectives, delivers actionable strategies, and offers tailored solutions for companies that service or deliver on the financial services needs of customers worldwide.Our keen insights and deep industry experience are applied to unlock client potential and achieve exponential improvements in performance. Time is spent on discovering solutions, not on learning market fundamentals. My Corporate Ally will identify gaps and show retirement organizations how to solve for the future, with execution always at the forefront.The approach is simple: always create sustainable strategies for long-term growth through executive-to-executive partnerships and collaboration. We are your allies in the retirement space.

Waltham, Massachusetts, United States

Managed a team focused on gathering institutional VOC, creating and integrating needs-based themes and messages into client touchpoints, and developing marketing strategies to help achieve sales and client relationship goals.• Led and presented findings on an annual survey of 300+ retirement plan sponsors to help business partners match TIAA solutions to client needs and optimize the impact of marketing, sales and product offerings.• Drafted and consulted on surveys and insight questions to an online community of 170+ plan sponsors in partnership with Customer Insights to get real-time feedback on products, positioning and current needs.• Partnered with Higher Education Sales team to create needs-based trimester content packages including insight papers, infographics, emails and social posts to open doors for conversations, strengthen relationships and introduce TIAA solutions.• Co-led content strategy, creation and execution for 5 B2B account-based marketing campaigns, with 97+% target account reach and 89+% engagement rate in 2021 and 2022 campaigns.

Waltham, Massachusetts, United States

Created and maintained resources for relationship managers to provide clear, client-focused communications that consistently represented the TIAA brand, reinforced the full scope of our offer, and facilitated relationship growth.• Negotiated with 15+ business partners on product/service/topical content for client planning conversations and revised content provided to focus first on client need and then how TIAA can help. • Created and maintained a suite of 5 relationship management tools for client onboarding, goal setting, discovery, strategic planning, and plan review that 90+ relationship managers used to strengthen client commitments.• Partnered with Practice Management to refresh and maintain 80+ pages of strategic client business planning slides and trained relationship managers to curate and present plans for client-focused product and service solutions.• Packaged and presented a suite of educational resources and services to help clients understand, manage and document fiduciary and compliance responsibilities, including acting as institutional marketing lead during rollout of the 2019 SECURE Act.

Managed product marketing for services related to TIAA’s Fiduciary & Compliance support (e.g., Plan Document, Form 5500, and Compliance Coordinator services) and oversaw packaging of communications related to client fiduciary and compliance responsibilities.• Led marketing efforts for the rollout of TIAA’s Independent Fiduciary Support Service.• Collaborated with web team to create a dedicated compliance tab on TIAA’s plan sponsor website that was cited as a primary reason for the site’s consistent #1 DALBAR ranking.• Coordinated client communications related to fiduciary and compliance responsibilities.

Tewksbury, Massachusetts, United States

Promoted and reinforced Avid’s global brand, business objectives, and overall strategic direction in company-wide internal communications. Worked across departments to ensure communications were clear, consistent, and coordinated.• Launched and gained cross-organizational support for Avid’s first integrated weekly employee newsletter • Assumed role of marketing execution manager—working with Avid Creative Services, HR and an outside career site consultant to update avid.com Career pages• Provided consultation for HR campaigns such as open enrollment, talent management and employee engagement

Merrimack County, New Hampshire, United States

Supported Fidelity’s goal to maintain and enhance its position in the HR outsourcing industry. Developed marketing messages and materials to promote continual end-to-end process improvement and product enhancements. Provided client service teams with tools to strengthen relationships and increase the number of referenceable clients. Ensured consistent messaging on Fidelity’s full suite of HR services. • Collaborated with client service team members to develop messaging on product standardization and to incorporate it in business planning and service quality updates.• Alleviated client concerns over service issues through a service quality update series that promoted process redesign work, introduced the concept of standardization, and prepared over forty large corporate clients for upcoming process changes.• Supported client acquisition by updating 54 health & welfare proposal responses after a review of 100+ responses.

Merrimack County, New Hampshire, United States

Provided tools to coordinate communications across multiple outsourced areas for some of Fidelity’s largest clients. Developed and managed both internal and external communications to help associates understand process and product changes, communicate and gain agreement from clients, and effectively sell products and services to prospects.• Increased associate knowledge of cross-organizational work through the design, preparation and distribution of a weekly Product Action Update covering all outsourcing offerings.• Facilitated quarterly rollouts of product and service enhancements, designed communication plans and materials, and presented to 100+ client service associates.• Played a key role in retaining a Fortune 50 client through the design and development of client and internal training to support a customized data integration solution.

Marlborough, Massachusetts, United States

Managed, engaged, and coached a team of six Proposal Consultants and one Database Content Manager as the organization moved from high sales volumes to a period of managed growth. Oversaw team member responses to multi-product RFPs for large corporate and mid-market prospects. Modified processes and responses as offers changed.• Assigned and oversaw completion of 300+ RFPs in 2004 which resulted in 31 mid-market, and 18 large market wins.• Established precedent for release of financials throughout the sales organization by initiating the review and documentation of Fidelity’s financial disclosure guidelines.• Created a standard new hire training program that provided associate exposure to the resources required to successfully complete proposal drafts, edits and final product.

Bachelor Of Science (B.S.), Marketing

Certified Financial Planner Classes

These classes fulfilled the educational requirement of the CFP Board of Standards.