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I am a seasoned, accomplished financial services marketing professional with a unique blend of acquisition/retention marketing with product delivery of impactful service offerings. My extensive experience covers individual, intermediary and institutional markets. My areas of focus have been retirement readiness marketing and services marketing to HNW investors through investment advisors and directly. I am known by colleagues as a focused leader, reliable partner and effective collaborator. I get it done by taking the work but not myself seriously. I enable my team members to keep their eyes on the prize, remind them of their – and my –accountability, and keep them on track with a healthy sense of humor. Below are the marketing know-hows that demonstrate the breadth - and depth- of my experience.• B2BC Marketing• Cross-Functional Team Leadership• Customer Retention & Development• High-Net-Worth Consumer & Advisor Marketing• Institutional Marketing Pipeline Management• Marketing Collateral Architecture• Marketing and Business Planning• Relationship Management Marketing• Results Analysis and Commentary• Retirement Planning Marketing
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Marketing Consultant, Money-In-MotionTiaa-Cref Sep 2013 - Dec 2015Greater Boston AreaConceived, built and rolled out a B2B2C retirement planning marketing pilot program for pre-retirees of colleges and universities with pronounced asset outflows. Strategy was to drive engagement with TIAA-CREF advisors and financial consultants to assess retirement readiness and to retain/consolidate assets before retirement. Marshalled cross-organizational development of regulatory fact sheet to explain rollover and in-plan options for participants moving their funds to or away from… Show more Conceived, built and rolled out a B2B2C retirement planning marketing pilot program for pre-retirees of colleges and universities with pronounced asset outflows. Strategy was to drive engagement with TIAA-CREF advisors and financial consultants to assess retirement readiness and to retain/consolidate assets before retirement. Marshalled cross-organizational development of regulatory fact sheet to explain rollover and in-plan options for participants moving their funds to or away from TIAA-CREF. Praised in a SEC audit as a best-practice customer information piece. Show less -
Marketing Consultant, Practice ManagementFidelity Investments Nov 2012 - Aug 2013Greater Boston AreaFor Fidelity Institutional Wealth Services, developed and managed editorial calendar for the business unit’s launch into Twitter, with a focus on driving followers to timely, in-depth online thought leadership contentStructured a content library mapping and tagging system and provided critical quality control for launch of redesigned client-only web site. Improved navigation to related white papers, client profiles and benchmark surveys. -
Edelivery Program ManagerFidelity Investments Mar 2012 - Nov 2012Greater Boston AreaFor an enterprise-wide e-delivery program, gained executive management buy-in for rarely held sweepstakes at Fidelity and oversaw all aspects of e-marketing promotion of it to Personal Investing customers. Goal was to increase adoption of e-delivery of account statements, forms and regulatory documents.
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Marketing Consultant - Wealth Retention MarketingTiaa-Cref Jun 2011 - Dec 2011Greater Boston AreaDeveloped and executed calendar of online events designed to share the firm’s expertise in financial planning and investment management with goal of converting at-risk, high-net-worth clients into engaged ones.Directed design and content development of event presentation materials as well as pre- and post-event communications stream.
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Client Communications Project Manager - Us TrustBank Of America Apr 2010 - Dec 2010Greater Boston AreaI oversaw several key mailings to clients of US Trust, Bank of America Private Wealth Management - including the Columbia Funds divestiture and service/pricing alignments. I also helped introduce the Merrill Lynch Community Charitable Fund to US Trust clients with several marketing inititiatives. Last, I regularly updated key profile facts to support US Trust's overall capabilities. -
Fulfillment Marketing ManagerFidelity Investments Mar 2008 - Nov 2008For Fidelity Personal Investing, oversaw marketing collateral and forms management for brokerage, retirement, college savings, cash management and managed account services
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Product Development ConsultantFidelity Investments May 2006 - Feb 2008Greater Boston AreaDesigned/executed on-boarding communications strategy for highly successful mySmart Cash Account™ - a new cash management product that combined FDIC-insured core account with bill pay, fee-reimbursed ATM and debit card transactions and check writing. Cited at the time as best of breed in key market research publication.
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Programs Marketing ManagerFidelity Investments May 2004 - May 2006For the Fidelity Retirement Income Advantage® program launch, built out print and online selling system for use by Fidelity's retirement income planning consultants to engage aging investors in developing personalized retirement income plans; included several white papers, guide to using online planning tool and new product brochure.
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Advisor Channel Marketing ManagerFidelity Investments Feb 2003 - Apr 2004Greater Boston AreaDeveloped marketing program for registered investment advisors to include annuities in clients’ portfolios; sales materials targeted to advisor gatekeepers and then for their use with their clients.
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Director, Product & Program DevelopmentFidelity Investments May 1999 - Nov 2001Greater Boston AreaLaunched industry-leading charitable giving program that compensated investment professionals for advising their clients on gifting strategies. Developed and marketed new donor advised fund with investment pools of trailer-fee mutual funds.
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Director, Acquisition And Product MarketingFidelity Investments Dec 1995 - Apr 1999Managed integrated marketing campaigns targeted to registered investment advisors; included direct mail, events, trade publication advertising, PR and fulfillmentFormalized share-of-wallet programs through cadenced marketing of new products and programs to registered investment advisors using the Fidelity institutional platform.
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Marketing Manager, International Equity FundsFidelity Investments Apr 1994 - Dec 1995Orchestrated product launch of first-time offering of 6 country and region-specific international mutual funds managed by foreign Fidelity portfolio managers; oversaw direct mail, newsletters, advertising, internal communications and reporting.
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Product ManagementBank Of New England 1990 - 1991Contributed to launch of new personal relationship banking product.
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Director, Product ManagementBank Of New England 1989 - 1990Developed and marketed combined deposit/line of credit products to individuals and small businesses
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Avp, Hnw Segment ManagerShawmut Bank 1986 - 1989Various Product Management and Segment Marketing positions, serving high-net-worth customers
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Asst Vice President - Hnw SegmentShawmut Bank 1986 - 1989
Walter Kuhn Skills
Walter Kuhn Education Details
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Marketing And Finance -
Political Science
Frequently Asked Questions about Walter Kuhn
What is Walter Kuhn's role at the current company?
Walter Kuhn's current role is Marketing Program Manager - Retirement Readiness Planning at TIAA-CREF.
What is Walter Kuhn's email address?
Walter Kuhn's email address is wk****@****ref.org
What is Walter Kuhn's direct phone number?
Walter Kuhn's direct phone number is +161776*****
What schools did Walter Kuhn attend?
Walter Kuhn attended Vanderbilt University - Owen Graduate School Of Management, Tufts University.
What are some of Walter Kuhn's interests?
Walter Kuhn has interest in Cooking, Spinning, Environment, Education, Cycling, Reading, Animal Welfare, Arts And Culture.
What skills is Walter Kuhn known for?
Walter Kuhn has skills like Customer Retention, Online Marketing, Crm, Marketing, Product Management, Leadership, Management, Market Research, Mutual Funds, Relationship Management, Customer Acquisition, Sales Management.
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