Veronica Leger

Veronica Leger Email and Phone Number

Marketing, Fidelity Labs at Fidelity Investments @ Saifr
Veronica Leger's Location
Cambridge, Massachusetts, United States, United States
Veronica Leger's Contact Details

Veronica Leger work email

Veronica Leger personal email

n/a
About Veronica Leger

Senior business leader skilled at bridging customer needs and technology to build complex digital products and drive client adoption. Consensus builder recognized for resolving challenging issues to deliver superior customer solutions. Successful marketing track record of building innovative products and services that grow revenue and secure lifetime clients. Proven ability leading strategic, cross-functional, and cross-company initiatives. Expert in digital planning and investing tools. Keen interest in AI/Machine Learning.Product Development/Implementation/Management:- Achieved 100% adoption for the Planning & Guidance Center (PGC) which was created with cross-company business partners using Agile development and led to sun-setting five legacy tools. - Created, maintained, and drove workplace tools development roadmap, with $4-6 M annual development budget, to meet client/participant needs and win/retain clients.Client Engagement:- Delivered both on-site and virtual demonstrations of planning tool to many large and jumbo clients.- Presented planning and retirement trends to Advisor clients and prospects at events and sales meetings.Project Management:- Conducted market analysis, developed strategy, led development, and rolled out integrated programs and communications designed to grow the business through participant engagement.- Designed, tested, and introduced new products and services, including: personalized performance reporting, consolidated statements, legacy service, asset allocation service, and seven new funds.VeronicaL@alum.mit.edu

Veronica Leger's Current Company Details
Saifr

Saifr

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Marketing, Fidelity Labs at Fidelity Investments
Veronica Leger Work Experience Details
  • Saifr
    Director Of Marketing
    Saifr Jan 2021 - Present
    Boston, Massachusetts, United States
  • Fidelity Investments
    Director Of Marketing, Fidelity Labs At Fidelity Investments
    Fidelity Investments Jun 2020 - Present
  • Fidelity Investments
    Vice President, Guidance Products With Fidelity Workplace Investing
    Fidelity Investments Jan 2013 - Sep 2019
    Smithfield, Ri
    - Developed and rolled-out industry-leading digital planning and investment tool for 21K clients, representing 22M participants. The tool (the Planning tab on NetBenefits.com) achieved record-high levels of usage and adoption leading to higher contribution rates and better asset allocations.- Integrated Social Security Optimization, Income Strategy Evaluator, and Defined Benefit functionality that provided a more robust user experience and helped win new strategic clients.- Led ‘Winning-in-the-Workplace’, a multi-year project to more closely align online guidance tools with Managed Accounts offering that helped win 50+ strategic client takeaways from Fidelity’s largest competitor. - Responded to a changing regulatory environment by making tool modifications to provide Fiduciary investment advice, developing and rolling out a Rep-led distribution tool, and creating and modifying new service models.
  • Fidelity Investments
    Vice President, Retirement Product Management
    Fidelity Investments May 2007 - Jan 2013
    Greater Boston Area
    - Led successful rollout of Fidelity’s Retirement Income Evaluator (FRIE) to over 500 Fidelity’s top advisors in first year.- Built the FRIE service model, marketing materials, and measurement strategy for three Fidelity organizations.- Partnered with Fidelity’s top tier Advisors to grow their businesses through retirement products and services.- Educated Advisors on trusts as a way to help their clients and retain business.
  • Fidelity Investments
    Vice President, Participant Strategy With Fidelity Investments Tax-Exempt Services Company
    Fidelity Investments Sep 2001 - May 2007
    Greater Boston Area
    - Managed strategic projects with senior management team and across different business units.- Led Fidelity Retirement Income Advantage efforts that reached 80% of the 55+ participants and drove over 6,000 leads to the retail organization.- Piloted ‘One Fidelity’ program in Houston working with six large clients and three retail branches to expand both businesses by bringing in $50M in transfer of assets and over 700 new retail customers.
  • Hookmedia, Inc
    Vice President
    Hookmedia, Inc Apr 1999 - Mar 2001
    Greater Boston Area
    - Key member of the senior management team that grew the company from eight employees to over 100, increasing revenues from $2M to $25M, opening offices in Atlanta and NYC, and attracting major clients such as Blue Cross/Blue Shield of MA, Cisco, EMC, Hasbro, HotJobs.com, and Marshalls, among others- Hired and developed successful relationships with: Philip Johnson Associates (advertising agency); PAN Communications (PR firm); Pro Media, Inc. (traditional media firm); as well as an internal digital media team.- Led the rebranding of the company from Interactive Strategies to HookMedia and developed the branding, positioning, and corporate identity for the company. Created and launched the HookMedia Web site, two direct mail campaigns, a print advertising campaign, an online campaign, and some outdoor advertising to support office openings. Developed collateral for internal communications, for the HR team, and for the sales team.- Achieved 148 mentions in HookMedia’s target publications in the first 16 months including being named “most likely to succeed” by AdWeek and named one of the top 10 news events in 2000 by AdWeek.
  • Scudder Kemper Investments
    Vice President
    Scudder Kemper Investments Jan 1996 - Sep 1999
    Greater Boston Area
    - Established overall business strategy for all communications to existing shareholders representing over $17.7 billion in assets and over 940,000 accounts. The targeted communications retained and built customer relationships and included: prospectus mailings, new household stream, statements, add-on, cross-sell, and retention direct mail.- Oversaw all shareholder research, including: ongoing satisfaction research, exit research, and quarterly focus groups, as well as ad hoc research for specific initiatives.
  • Fidelity Investments
    Marketing Manager
    Fidelity Investments Dec 1994 - Dec 1995
    Greater Boston Area
    - Determined overall business strategy and managed retention and development efforts for one segment of retail customers, representing 16% of customers and 11% of assets.- Created and managed all communications during the first year of the segment’s relationship.- Editor of The Investment Brief, a quarterly newsletter circulated to 1.2M Fidelity retail customers.

Veronica Leger Skills

Product Marketing Retirement Services Presentation Skills Collaborative Problem Solving Customer Experience Customer Contact Cross Functional Coordination Retirement Savings Cross Functional Relationship Building Retirement Income Strategies Retirement Planning Strategic Roadmaps Retirement Benefits Customer Retention Iras Troubleshooting Product Road Mapping Strategic Planning Product Design Strategy Financial Services Cross Channel Marketing Product Innovation Qualified Retirement Plans Customer Insight Marketing Product Strategy Product Adoption Cross Functional Team Leadership Cross Functional Problem Solving Product Management Go To Market Strategy Customer Demos Customer Analysis Strategic Thinking Business Strategy Customer Engagement Retirement Solutions Product Development Product Launch Strategic Communications Client Presentation Problem Solving Solution Focused Marketing Strategy Technical Demonstrations Demos Creative Problem Solving 401 Retirement Savings Plans

Veronica Leger Education Details

Frequently Asked Questions about Veronica Leger

What company does Veronica Leger work for?

Veronica Leger works for Saifr

What is Veronica Leger's role at the current company?

Veronica Leger's current role is Marketing, Fidelity Labs at Fidelity Investments.

What is Veronica Leger's email address?

Veronica Leger's email address is ve****@****fmr.com

What schools did Veronica Leger attend?

Veronica Leger attended Mit Sloan School Of Management, Harvard University, Smith College, Mit Sloan School Of Management.

What skills is Veronica Leger known for?

Veronica Leger has skills like Product Marketing, Retirement Services, Presentation Skills, Collaborative Problem Solving, Customer Experience, Customer Contact, Cross Functional Coordination, Retirement Savings, Cross Functional Relationship Building, Retirement Income Strategies, Retirement Planning, Strategic Roadmaps.

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