Vickie (Edwards) Lewin Email and Phone Number
As Amplify's Chief Growth Officer, I’m privileged to join a team and organization that’s passionate about helping enterprises and RIA's grow and scale their businesses through the efficiencies of intelligent technology—leading growth initiatives and introducing Amplfy's all-in-one capabilities to an expanding world of users.I bring to Amplify two decades of sales, marketing, growth, and enablement leadership at AssetMark—one of the country’s largest turnkey asset management platforms for independent financial advisors—where my teams and I paired the firm’s outsourcing capabilities with a deep understanding of how to help financial advisors grow, scale, and better manage their businesses.Each role contributed to AssetMark’s twenty-plus-year growth from $1B to $100B+ AUM, and from 950 to more than 9,000 financial advisors—partnering early with the firm’s founders to make sure their pioneering vision of “what a TAMP could be” came to life, and later developing and evolving two U.S. regional sales divisions.Along the way, I shepherded team members and advisors through moments of change, including the firm’s 2019 IPO (NYSE: AMK), market fluctuations and crises, and multiple acquisitions and ownership changes.I'm also proud to have founded the firm's Women Advisor Forum and Women in Sales Program. Together with other visionaries, we built a growth curriculum designed for women in financial services to support and celebrate one another as well as demonstrate to other women how uniquely well qualified they are to help families create lives where money and meaning intersect.AMPLIFY IS GROWING!Co-founded by CEO, Aaron Brodt, Amplify is revolutionizing the advisor experience.Grow with us at amplifyplatform.com
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Chief Growth OfficerAmplify Jun 2024 - PresentScottsdale, Arizona, United StatesAmplify has grown quietly through word-of-mouth and is now ready to expand—bringing the platform's all-in-one wealth-tech solutions to a rapidly growing list of RIA's and enterprises.The Amplify platform is a unified wealth management ecosystem focused on maximizing efficiency, improving client outcomes, and driving growth for the enterprise and the advisor. Amplify automates and integrates the daily functions of a wealth management onto a single pane of glass. The platform combines a customizable chassis with experienced integration consultants and a hands-on support team to provide an integrated, scalable solution for RIAs, broker-dealers/OSJs, TAMPs, and multi-family offices. Amplify provides seamless digital capability around client onboarding, an institutional model marketplace, true UMA trading, and client lifecycle tracking, as well as integrated surveillance, billing, analytics and reporting. Intuitive dashboarding for all firm stakeholders is driven through visibility funnels that provide clarity across daily business functions. Amplify's cloud-based, multi-custodial framework makes it the ideal all-in-one platform for growth-minded wealth management enterprises. -
Svp & Chief Client Success OfficerAssetmark Nov 2021 - Feb 2024Concord, California, United StatesEnhanced alignment between AssetMark’s business initiatives,marketing strategy, and sales effectiveness—championing client acquisition and growth across all firm verticals.Managed team members across marketing, internal sales, events, revenue enablement, and corporate initiatives, with leadership centered on advisor experience, revenue expansion and resource/technology integration, as well as expansion of digital lead gen and traditional and event driven marketing. -
Svp, Central Division And Internal Sales DevelopmentAssetmark Jan 2019 - Nov 2021Chicago, IlServed as AssetMark’s first divisional manager to concurrently lead an internal sales team alongside one-of-three firmwide divisions—supporting the firm’s “most engaged advisors” and expanding relationships across key segments.Tenure spanned regional division turnaround (e.g., sales processes, territory restructuring, teamoptimization); national internal sales group expansion; and acquisition integration. -
Svp/Vp, Eastern Division Sales ManagerAssetmark Jan 2007 - Jan 2019Windham, NhServed as one of AssetMark’s first divisional sales managers (2007 to 2014), leading the eastern region as part of Genworth’s acquisition of AssetMark. Promoted again as one-of-15 SVPs (2014 to 2019) to continue driving growth across as many as 17 Eastern U.S. states.Revenue leadership focused on regional and national sales team expansion to scale growth,including resource optimization, acquisition integration, and affinity group development.BOTH ROLES:SVP, Eastern Divisional Sales Manager (6/14–1/19)VP, Eastern Divisional Sales Manager (1/07–6/14) -
New England Regional ConsultantAssetmark Investment Services Jan 2001 - Oct 2007Windham, NhJoined AssetMark through Investment Advisory Network client relationship following a PE fundinground (Putnam Lovell, now Lovell Minnick Partners)—cultivating short- and long-term clientacquisition, growth, and retention strategies that helped AssetMark grow from $1B to $10B AUM.Leadership helped position AssetMark as a target of acquisition (Genworth, 2007), and set thestage for 2022 recognition as the industry’s largest turnkey asset management provider (TAMP),with highlights including sales territory development and growth, and practice managementprogram launch. -
Director, Institutional SalesFundquest (Acquired By Bnp Paribas, And Then By Envestnet) Jun 2000 - Jan 2001Boston, Massachusetts, United StatesAcquired by BNP Paribas, and then by EnvestNet.
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Vp, Relationship ManagementInvestment Advisory Network (Acquired By Ss&C Technologies) May 1995 - Jun 2000Denver, Co
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Product Manager, Relationship ManagerPortfolio Management Consultants (Acquired By Envestnet) May 1992 - May 1995Denver, Colorado, United States
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Wholesaler (Municipal Bond Funds)Nuveen, A Tiaa Company Apr 1990 - Jul 1992Chicago, Illinois, United States
Vickie (Edwards) Lewin Education Details
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English, Communications
Frequently Asked Questions about Vickie (Edwards) Lewin
What company does Vickie (Edwards) Lewin work for?
Vickie (Edwards) Lewin works for Amplify
What is Vickie (Edwards) Lewin's role at the current company?
Vickie (Edwards) Lewin's current role is Chief Growth Officer | Financial Services, Fintech & WealthTech.
What schools did Vickie (Edwards) Lewin attend?
Vickie (Edwards) Lewin attended The Ohio State University.
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