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Work Background
TIAAConsultant
Jan. 2024 - Dec. 2024United States
Columbia Threadneedle Investments, USSenior Marketing Manager
May. 2023 - Dec. 2023Boston, Massachusetts, United States
TIAASenior Marketing Manager, Product Marketing
Jul. 2010United StatesResponsible for marketing strategy and execution for the multiple employer plans (MEP) and financial wellness businesses with retirement plan sponsors, professional associations and influencers. Devise product positioning and go to market plans.
Oversee creation of marketing collateral, awareness and sales campaigns. Work with product management, sales and competitive analytics teams to identify key points of interest/competitive differentiators and sales goals.
Determine and track measurement parameters of campaigns and outreaches. Help coordinate educational events, seminars and conferences.
Bank of AmericaVice President
Jan. 2008 - Apr. 2009Responsible for marketing strategy and collateral support for the Financial Planning & Personal Retirement business, GWIM Planning & Investment Products.
Develop instructional materials and other resources related to financial planning systems and online tools.
Support field delivery team; develop educational and training materials covering key retirement themes and tactics.
Promote the Financial Planning Resource center; build support materials and cultivate branding for existing services and new programs. Collaborate with GWIM Marketing on product and program launch efforts. Work with internal business partners to ensure both proper vetting of materials and efficient delivery to associates.
Columbia ManagementVice President, Channel Strategy
Nov. 2004 - Jan. 2008Develop, plan and execute marketing strategy and collateral support for the Intermediary Distribution division of Columbia Management (division of Bank of America).
Create an effective working environment between marketing, sales, national accounts and other partners.
Support direction and execution of creative copy and concept for channel specific marketing materials in coordination with Marketing Communications and Product Managers. This material includes but is not limited to sales ideas, product collateral, product presentations, promotional materials.
Work with distribution partners to create collateral and coordinate presentations for channel events.
Identify opportunities for leveraging marketing initiatives across other channels. Continuously gather feedback from sales and national accounts partners on marketing initiatives and sales support tools.
Kerry-EdwardsField Operations Director
Dec. 2003 - Nov. 2004Paid staff member responsible for recruitment, training and deployment of volunteers for Boston campaign office and Massachusetts field locations.
Draft training materials, phone scripts and campaign flyers.
Utilize campaign website and broadcast email capabilities to motivate voter base and enroll volunteers for specific tasks.
Manage phone bank with daily volume of 8,000 - 14,000 calls. Review priorities with senior campaign staff and implement tactics.
Organize get-out-the-vote phone operation for final stretch of campaign, yielded 200,000 plus calls over four days.
Loomis Sayles FundsVice President, Product Management
Mar. 2000 - Dec. 2002Responsible for development, ongoing management and marketing of a $3 billion mutual funds product line.
Provided ongoing marketing and sales support to internal sales force.
Assist development/enhancement of distribution strategy, broadening access to the funds.
Provide analysis of fund management and performance for fund trustees, business partners and clients.
Analyze composition and profitability of product line, recommend and direct fund closures. The firm realized savings of roughly $1 million in projected expense reimbursements for the following year from this project.
Fidelity InvestmentsVice President, Product Development and Marketing
Feb. 1993 - Jun. 1999Responsible for evaluation and implementation of new investment products offered to Fidelity's intermediary clients. Introduced various mutual funds and share classes. Assess distribution channel business needs with senior management; build consensus on cross-channel initiatives.
Review financials on products with FIIS chief financial officer.
Direct all related systems and operational development.
Prepare all FIIS-related presentations to the funds' board of trustees.
Construct and maintain multi-functional implementation schedule for product launches.
Analyze pricing characteristics of product line in context of competition, recommend and rollout changes.
Develop consistent messaging/positioning from internal syndication documentation, training materials, collateral, and client communications.
Fidelity Investments Institutional Services Company, IncAssociate Product Manager and Product Manager
Aug. 1986 - Jan. 1993Legal Department Performing a wide range of tasks associated with the registration and maintenance of mutual funds. Eventually, managing a group of four Associate Product Managers. Draft sales literature, board of trustees presentations and contracts. Edit and review advertising and promotional materials.
Interpret and mediate issues with federal and state securities agencies.
Provide general guidance, expertise and resources for completion of projects assigned to the product management group.
Develop/enhance investment products for Fidelity's institutional channels.
Hire and manage professional and secretarial personnel.
Represent the interest of the department on various policy-making committees within the Fidelity organization.
Massachusetts Financial Service Center, IncPlan Administrator
Jan. 1984 - Jul. 1986Retirement Plans. Directing specialized services for various corporate and municipal clients.
Administer pension funds investing.
Monitor legal compliance and tax reporting.
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