Victoria Baker

Victoria Baker Email and Phone Number

Vice President of Client Segment & Marketing Strategy @ Raymond James Investment Management
Victoria Baker's Location
Berwyn, Pennsylvania, United States, United States
Victoria Baker's Contact Details

Victoria Baker personal email

n/a
About Victoria Baker

Victoria Baker is a Vice President of Client Segment & Marketing Strategy at Raymond James Investment Management. She possess expertise in investments.

Victoria Baker's Current Company Details
Raymond James Investment Management

Raymond James Investment Management

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Vice President of Client Segment & Marketing Strategy
Victoria Baker Work Experience Details
  • Raymond James Investment Management
    Vice President, Client Segment & Marketing Strategy
    Raymond James Investment Management Sep 2022 - Present
    St. Petersburg, Florida, Us
    *Note: Chartwell Investment Partners was acquired by Raymond James in June 2022.• Assists to delivering broad marketing campaigns, inclusive of public relations efforts, that are aligned with the organizational vision and strategies for growth, developing a clear, compelling and differentiated message and position for assigned products.• Supports marketing programs and assists others in developing a clear, compelling and differentiated message and position for the firm, boutique investment managers and assigned products.• Partners with subject matter experts and all marketing functions to deliver and measure engaging programs.• Interprets market research and current industry developments and provides results and insights into market trends and preferences.• Is familiar with analyses on complex products, sales strategies, capabilities, vulnerabilities and intentions of existing and potential competitors.• Identifies broad market segments and ensures that communication programs and media/channels are customized by segment profile.• Monitors analysis of campaign metrics to ensure ongoing engagement with audiences and effective lead generation.• Ensures materials meet contractual, regulatory, informational, marketing or product management requirements.
  • Chartwell Investment Partners
    Director Of Marketing
    Chartwell Investment Partners Aug 2016 - Sep 2022
    Berwyn, Pennsylvania, Us
  • Cbre Clarion Securities
    Senior Associate
    Cbre Clarion Securities Nov 2012 - Jul 2016
  • Turner Investment Partners
    Rfp Associate
    Turner Investment Partners Mar 2011 - Nov 2012
    • Coordinate and complete Requests for Proposal (“RFP”) and Due Diligence Questionnaires (“DDQ”) for all products.• Responsible for tracking RFPs, writing responses, and disseminating relevant information to appropriate groups for review and submitting to prospects, clients, and consultants.• Responsible for implementation of new RFP response database.• Organize and maintain database containing compliant RFP responses and coordinating periodic updates to responses with the key business owners as necessary.• Updates quarterly long/short equity and long-only generic Due Diligence Questionnaires.• Assists colleagues with proofing and updating marketing factsheets and commentary in a timely manner.
  • Hirtle, Callaghan & Co.
    Rfp Coordinator
    Hirtle, Callaghan & Co. Apr 2008 - Jul 2010
    West Conshohocken, Pa, Us
    • Coordinated all Requests for Proposal (“RFP”) and Due Diligence Questionnaires (“DDQ”) tracking, writing responses, disseminating to appropriate Investment Officers for review and submitting.• Organized and maintained database containing all approved RFP responses, coordinating revisions with the investment team, operations and compliance as necessary.• Provided assistance in coordinating firm branding, marketing and PR efforts, including overseeing firm-wide re-branding initiative and the development of revised marketing materials (including website), consistent with uniform brand.• Coordinated conferences, sponsorships and organize all aspects of client functions.• Coordinated and produced quarterly investment commentary and portfolio reviews.• Responsible for maintaining firm website content including current market commentary.• Maintained library of comprehensive market, investment strategy and manager specific materials.
  • Morgan Stanley Aip
    Senior Marketing Assistant
    Morgan Stanley Aip Jan 2005 - Apr 2008
    • Marketing and administrative support for sales and client service. Assistant to Head of Institutional Sales/Client Service. Maintained multiple executive level calendars, coordinated travel arrangements and submitted individual managers' expense reports• Prepared marketing and presentation materials for client meetings, board meetings and conferences, including client communications. • Coordinated domestic investment conferences and sponsorship initiatives.• Responsible for all client inquiries and custom client reporting • Assisted with the completion of prospect and consultant RFPs and due diligence questionnaires.

Victoria Baker Skills

Investments

Victoria Baker Education Details

  • Villanova University
    Villanova University
    Interdisciplinary Studies

Frequently Asked Questions about Victoria Baker

What company does Victoria Baker work for?

Victoria Baker works for Raymond James Investment Management

What is Victoria Baker's role at the current company?

Victoria Baker's current role is Vice President of Client Segment & Marketing Strategy.

What is Victoria Baker's email address?

Victoria Baker's email address is vb****@****nts.com

What schools did Victoria Baker attend?

Victoria Baker attended Villanova University.

What skills is Victoria Baker known for?

Victoria Baker has skills like Investments.

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