Envestnet, IncMarketing Manager (Technology Marketing)
Oct. 2023Berwyn, Pennsylvania, United States- Manage marketing execution for our Envestnet Platform and Envestnet | Tamarac technology releases. Tech releases include landing pages with eLearning and platform training materials for current clients, email campaigns to share release notes and invites to a release webinar(s). - Coordinated creation of deliverables for product launch tranches to clients and beta testers in partnership with eLearning, Program & Product Managers, focused on product education. - Main contact in marketing for the product release cycle, product roadmap communications, and product marketing materials. - Successfully engaged sales managers to evangelize sales enablement at Envestnet, leading to 83.5% Seismic platform adoption, with 50.8% of them being frequent users. - Collaborated with a team of 2 engineers and a web developer to successfully integrate MyBlocks financial education apps onto EnvestnetInstitute.com, providing financial advisors with a valuable tool for client engagement and education at no cost. - Built and shipped code, end-to-end, for 25+ marketing landing pages and 5 net new templates with a vendor in 2023 focused on demand generation and platform tech release cycle awareness and user training. - Marketing asset creation for Envestnet Platform technology enhancements: Pitch Decks, One-Pagers, Comparison Sheets, and other sales enabled materials.