| | | 20,000+ Fresh Resumes Monthly | |
|
|
| |
Click here or scroll down to respond to this candidateCandidate's Name
Financial Planner/Sales/Marketing/Client Service EMAIL AVAILABLE PHONE NUMBER AVAILABLE About Me: Im a Financial Planner and Marketing Executive. I currently help clients achieve financial security and financial wellness. My interest in wealth management and product management stems from interest in business strategy, behavior economics, market research and customer analysis through multivariate statistics through my MSc at the University of Oxford and work experience in user experience (UX), commercial launch of new products in the financial services space, and customer experience (CX). Im passionate about behavior economics and wealth strategy, which extends to bold and brilliant Event Planning and Networking events specifically, high net worth luxury events, professional networking events including Tax, Law, Accounting, and Wealth Strategy/Financial Literacy Workshops (in person and virtual). As resident CMO of Primary insight (SVP BD/Marketing), I was resopnsible for Content creation of marketing materials and case studies (see attached that I spearheaded and was distributed externally), Press releases: Haitong JV with Primary Insight WSJ and firms Narrative on products, including the commercial launch of on-demand digital product and all marketing materials. ExperienceForest Hills Financial Group, Guardian, New York (June 2023 present) Financial Representative (Passed SIE, Taking Series exams) Trusted financial advisor to individuals and small businesses to build a strong financial future. Main areas: wealth building/investments, insurance/annuities, financial planning/cash flow analysis, retirement planning, estate planning Responsibilities: Client/Customer Service client strategy documents, comprehensive financial planning and proficiency in tools like Living Balance Sheet, our unique planning system that includes Monte Carlo analysis andwhat if analysis for retirement planning and wealth building Administrative Knowledge - Knowledge of administrative and clerical procedures and systems such as word processing, spread-sheet applications, managing files and records, and other office procedures and terminology; Industry Knowledge - General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products; Time Management and Critical Thinking with problem solving; Customer and Interpersonal Skills - Knowledge of principles and processes for providing exemplary customer and personal services New Business: Support BD team by bringing on new clients through cold calling, networking events, Leads; Emphasis on Networking like Law events, Accountant Events, Small Business Expo Comprehensive financial planning and relationship building with partners like BlackRock meeting in their Hudson Yards NY offices, using Client Experience Checklist (wealth planning, estate/taxation, asset management, risk management); Market Commentary monthly calls (content marketing to clients), Resources like BlackRock ETF Academy, Multi-Asset Income Active Investing. Our relationship with Park Ave Securities and Evestnet. Using the company ethos and values to identify with clients and build a book a business; Forest Hills Financial Group is part of Guardian Life; Guardian Life CLO Kermit Brooks: openness and humility are key to authenticity - Resilient Podcast, Deloitte 2024. Support senior Institutional Sales and DC Consultant Relations professionals on business development, client service, and investment strategy engagements with Institutional DC clients and prospects. Field, respond to, and accommodate day-to-day requests regarding strategy information, pricing inquiries, and other ad-hoc client requests; Track activities and maintain contact information, Help develop meaningful reporting metrics, including new business pipeline opportunities and meeting notes. Coordinate and prep for client engagements by assisting with pitch decks, new business Requests for Proposals (RFPs), and follow up materials under tight timelines. Collaborate with Underwriting and Client Service operations regarding onboarding of new accounts and complex implementations, with multiple applications and family members for Insurance and Wealth Maximization ; Retirement planning - Defined Contribution-related experience Event Planning and Networking events specifically, high net worth luxury events, professional networking events including Tax, Law, Accounting, and Wealth Strategy/Financial Literacy Workshops (in person and virtual). Northwestern Mutual, New York City (Jun 2022 May 2023) Registered Financial Representative (Insurance Agent: licensed in NY, CT, NJ, RI, TX) Growing a book of business and working with clients on financial wellness and financial security. Individuals have a wide variety of financial needs from retirement planning, active investing, insurance needs. Responsibilities: Client/Customer Service managing a diverse client book and managing multiple client situations and proficiency in using Px planning (Planned Experiences). This is a unique system for Northwestern Mutual - combines risk and investment solutions, allowing advisors to demonstrate to clients how an integrated plan can provide them with more protection, growth and flexibility. Advisors can also model the accumulated value of risk-based products as part of a client's projected net worth in retirement. And with PX's retirement planning capability, advisors can run multiple scenarios to compare different paths toward clients' retirement goals two important features that allow clients new ways to see how a holistic plan can create better outcomes. New Business outreach to prospects, booking appointments and holding case like sessions to learn about the prospects financial picture (personal information, liabilities, assets, income, monthly overhead). I work hand-in-hand with them and a senior business partner, Financial Advisor, to construct policies and plans that fit their needs. Work closely with senior team members to enhance, develop and retain existing client relationships through excellent client service Work with senior team members to develop and execute strategic plans for each client, outlining a service plan, specific deliverables and cross selling opportunities Build and develop relationships with existing clients with the goal to independently interact and manage own client service relationships Licensed insurance agent (Life, Health) and obtaining SIE, Series 7, 66 in near future within this position; Support senior professionals on business development, client service, and investment strategy engagements Field, respond to, and accommodate day-to-day requests regarding strategy information, pricing inquiries, and other ad-hoc client requests Track activities and maintain pitch decks, new business Requests for Proposals (RFPs), and follow up materials under tight timelines
Collaborate with Underwriting and Client Service operations regarding onboarding of new accounts and complex implementations, with multiple applications and family members for Insurance and Wealth Maximization ; Retirement planning - Defined Contribution-related experience. Alicia Marie D Souza, Financial Representative - New York, NY 10022 Northwestern MutualDiamond Equity Research (Jan 2019- March 2020) New Business: drive sales across small capitalization companies (under $2B) to better reach investors and ultimately assist global companies to achieve greater liquidity and a fair valuation Marketing: increase brand awareness through email marketing; Event Planning: assist in event planning to host events regarding Equity Research events in New York City Event Planner/Alumni Relations OAANY executive leadership committee (2018-2021),* Oxford Entrepreneurs Network (2021+) in which I directly assisted in forging key relationships and hosting events. This included Food & Beverage contract relationships, budgeting, event calendaring, managing attendee lists and venue picking Media Relations, United Nations (2018-present) Work directly under a photo journalist for Africa Photo Communications, United Nations for archiving and re- development of brand and social media communications strategy Primary Insight, frm. JP Morgan, SVP Business Development & Marketing (April 2016 Dec 2018) New Business: Drove sales across consultancies, private equity firms, hedge funds, corporations, venture capital firms Marketing: Rebranded Primary Insight including Employer Brand with LinkedIn page, messaging about the company, recruiting and job postings; Managed and executed marketing campaigns including content marketing with email campaigns, based on experts and client needs and the commercial launch of our new digital product launch of PI OnDemand, a new revenue stream for the company targeting buyside clients under $1b AUM and small to mid-cap companies; Developed and created marketing materials, including content strategy and messaging, email marketing campaigns, Press releases (joint venture with Haitong International), case studies announcements like IRF (UK) to expand client base with MiFID II; Paid media and advertising (banner ads) Research: Survey work, project fulfillment/Account Management: Manage PIOD project work and actively engage experts in the network for industry diligence, utilization reports Managed 15 analysts for sales development, VP Account Management Investis, (NYSE IR Webhosting partner), Strategist (Dec 2014-Aug 2015) Client Strategy for Investor Relations/Corporate Site Redesign, Apps/Tools, including speaking with key stakeholders regarding shareholding messaging and investment case to redesign Information Architecture and UX, Content Strategy, research design utilizing various methods including but not limited to usability studies, contextual inquiry, and surveys Develop HR apps: communicate Employer Brand and content on culturediversity & inclusion, candidate-employee experience Develop growth playbooks and digital roadmaps for clients / UX Research: usability testing, user journeys, user interviews Competency in Mock Flow Wireframing, Photoshop, including agile development for Apps Accounts: Ecolab, IFF, Estee Lauder, Jet.com, Akers Biosciences, Corning, WWEAn Expert Network Strategy Associate/Specialist, Corporate Markets* (Jan 2013- Dec 2013) Reported to senior leadership and coached sales team on opportunity identification within accounts Primary Research: Interviewed experts for market intelligence to determine needs for customer thesis development Bloomberg Terminal for market insights and macro-economic trends impacting Corporate Markets customers Pioneered Account Maps that mapped user groups/business objectives to drive account penetration; sales lift, 20% McKinsey Sessions: pricing overviews for M&A Pro, based on demand; Actual Contract Value analysis, NPV and Life SciencesAssociate, Corporate Markets & Life Sciences (March 2011- Jan 2013) Sales/Account Management: drove growth for strategic accounts within Industrials and Healthcare Scoop St. www.Scoopst.com, Marketing Director/Editorial Head (Dec 2009-March 2011) Email Marketing/New User Acquisition: Drove rapid expansion in email subscriber base +50k in less than 2 years Head of Editorial Team for copywriting of daily deal feature; Managed Designers for A/B testing to optimize design/content strategy Social media marketing, analytics and listening tools; Management of Twitter, Facebook pages to build brand Competency: HTML, Adobe Photoshop, Mailchimp, SEO optimization, AdWords Facebook Ads, Google Analytics Research & Publications United Nations inter-Agency Project, UNIAP: REACH Initiative on Human Trafficking (2009) The Application of Social Network Analysis as an Assessment Tool in the Field of Diversity and Inclusion in The Diversity Factor 2008, Issue: Fall 2008, A Generational Shift in the Diversity Landscape, Volume: 16, Number: 4. EducationUniversity of Oxford, Oxford, UK (2008-2009)Masters degree in Sociology Qualitative: The Cultural Consumption of Music in the UK. Ethnography/MAX.QDA2 for coding interviews Quantitative: Competency in STATA (SPSS equivalent) to run statistical analyses in large data sets McGill University, Montreal, Canada (2004-2008)Bachelor of Arts: Sociology and English Literature double major. Independent Study/Thesis on Organizational Behavior (2008): Anomie and Corporate Mergers, on J&J and Pfizer.Additional Education and Programs McGill Black Mentorship Program (2023, present) mentoring a handful of current students over the course of the year for career goals, coaching and mentoring Antonio Delgado Political Campaign 2018: Fundraising/ Canvassing (2018), Peter Buttigieg Campaign (2019) Cory Lewandowski Trump Campaign (2018). United Nations Media Relations/Communications (2018+) Oxford Alumni Association of New York member (2016-present), OAANY executive leadership committee (2018- 2021),* Oxford Entrepreneurs Network (2021+) and Founder of my own initiative @oxford_nyc IG (2021+) UNICEF: Advocacy & Fundraising (2018+), Advocacy: State Leader, NJ (2020), SL, NY, Advocacy + August Recess(2021) General Assembly User Experience Design Immersive (2020), Harvard UX (2020) Global Management Studies, non-course credit, Washington University MBA; Japan (2013) NRI Affairs, US Ambassador; India (2009)--Product Strategist/Marketing Materals Id authored at Primary nsight, include: |
