Marketing Communications Strategist

Marketing strategist with demonstrated success developing and executing multichannel communications plans aligning business objectives with target audience needs. Extensive leadership experience collaborating with stakeholders to define business objectives, marketing strategy, and ideal client personas.

Areas of Expertise:

Inbound Marketing | Brand Strategy | Content Development | Corporate Communications | SEO | SEM | Client Personas | Multichannel Marketing | Lead Generation | Conversion Rate Optimization | Copywriting | Collateral Production | Compliance | Public Relations | Email Marketing | Project Management

Career Contribution Highlights:

• Developed integrated marketing strategies, communications plans, and key messaging for each phase of nine $3B+ enterprise partnership and acquisition deals, LPL Financial.
• Analyzed CRM profiles and conducted stakeholder workshops to define ideal client personas and create key messages articulating how firm services addressed client pain points, Wright Associates Investment Advisors.
• Developed and implemented B2C and B2B inbound marketing campaigns and SEO strategy generating $250,000+ in annual recurring revenue each year from 2016 – 2020, Waldron Private Wealth.
• Managed property rebranding campaigns in Denver, CO and East Chicago, IN, overseeing the design and production of collateral, signage, and project communications, Ameristar Casinos.

Professional Experience

• Marketing Lead: develop and implement enterprise marketing plans for institutional partnerships and acquisitions, working closely with internal and external stakeholders to create key messages and communications strategies for multiple audiences and channels.
• Communications Lead: provide white glove communications support for stakeholders and business units, developing communications strategies and plans to frame and promote large events and change management projects; write and produce executive talking points, emails, and presentations, along with product and service guides, newsletters, FAQs, and fact sheets for service team and end-investor audiences.
• Website Manager: build and manage custom acclimation and training pages for acquisitions and partnetships, providing onboarding advisors with a curated, streamlined destination for transition updates, resources, and training materials to simplify the conversion process and facilitate platform adoption.
• Recruiting Lead: work with leadership teams to define and articulate advisor benefits to achieve asset and advisor retention targets; ideate and produce announcement town halls, write scripts for CEOs and other top executives, and manage event logistics and communications.
• Public Relations Lead:write deal close and conversion press releases, collaborating with public relations, investment relations, business integration, external leadership, and legal teams to support strategic objectives, position deals in the marketplace, and generate media opportunities.
• Compliance Lead: provide guidance and oversight for internal and external workstreams for prospecting, recruiting, product, training, and HR communications; manage compliance review and approval process.
• Process Improvement: actively break through organizational siloes by hosting weekly project meetings with stakeholders and team leads prioritizing goals, timelines, and workstream updates to strengthen collaboration and alignment; build marketing templates and publish to firm’s shared library to ensure adherence to new branding guidelines and cut production times.

• Marketing Strategist: analyzed marketplace positioning, competitors, and growth opportunities to create marketing strategies and communications plans; reviewed existing client demographics and led persona workshop with stakeholders to identify pain points, triggering events, barriers to entry, and top services to create ideal client personas and key messages to drive cross-channel marketing and advertising campaigns.
• Advertising Manager: ran SEM campaigns generating 10x ROI in new client and wallet share opportunities; identified search terms we could win, placed Google Ads, built landing pages, tracked budget and performance, and adjusted messaging and design daily to optimize conversion rate and achieve qualified lead targets.
• Website Manager: rebuilt, rewrote, and managed firm website, optimizing information architecture, content, CTAs, and images to generate search traffic, deliver qualified leads, and improve user experience.
• Content Developer: wrote case studies, blog posts, newsletters, white papers, email blasts, and managed social media accounts to integrate and amplify inbound marketing and SEO strategies.
• Public Relations Manager: pitched and booked appearances for local and national media outlets, wrote and distributed press releases, and developed partnerships with regional businesses.

• Marketing Manager: developed persona profiles and inbound marketing strategy to drive cross-channel B2C and B2B campaigns generating $250,000+ in annual recurring revenue each year from 2016 – 2020.
• Communications Manager: positioned firm advisors as thought leaders for core verticals by ghostwriting 20+ articles focused on key persona services published as earned media in Kiplinger Building Wealth.
• Website Manager: improved SEO rankings for key services to page one by optimizing information architecture and site content; wrote case studies, blog posts, white papers, service pages, produced videos, and created CTAs and landing pages integrating keyword strategy and prospect search behavior.
• Project Manager: point person for company rebranding, product launches, and client events; managed budgets, wrote and produced client communications, created email lists, and provided on-site event support.
• Brand manager: designed and produced prospecting content to educate the marketplace about the firm’s differentiated service offering; created key messages articulating client benefits for use across all channels including earned media, social media, website, white papers, videos, and live events.
• Public Relations Manager: wrote and distributed press releases, managed media relationships, pitched stories, and coordinated interviews; leveraged Kiplinger articles and client events into appearances on national and local media.
• Compliance Manager: reviewed and approved all public communications, advertisements, and other published materials ensuring they were compliant with SEC guidelines and regulations.
• Director of Community Engagement: created volunteer events customized for each organization we partnered with, managed annual budget, and led firmwide participation.

Technical skills:

WordPress | Adobe Experience Manager | Adobe InDesign | Video Production | Google Ads | Google Analytics | Microsoft Office Suite: PowerPoint, Excel, SharePoint, Outlook, Word, Teams | Salesforce | Workfront | Smartsheet | Redtail | HubSpot | Hootsuite | Mailchimp | Bloomberg Terminal

Education:

Bachelor of Arts (BA) in Psychology, graduated with honors, New York University, New York, NY