Jennifer M.

Skills

marketing, marketing strategy, operations, asset management, wealth management, client management, investor services, product management, project management, Series 7, Series 24, alternatives, ETFs, new product development, people management

About

Financial Services Executive combining extensive marketing expertise with client and business acumen. Creative and inclusive leader known for building global marketing and product strategies, high-performing teams and high-touch client service models. Demonstrated track record of improving business processes, streamlining operations and spearheading challenging initiatives.

PROFESSIONAL EXPERIENCE

Independent Consultant New York, NY 2019 - present

Strategy and marketing consultant for financial services firms. Help clients identify opportunities and guide optimal strategy choices, create blueprints for implementation and roll up sleeves to affect changes. Major clients include:

• AKF Consulting: researcher and senior financial writer for this consultant to state-run investment plans, including ABLE, 529 and State-Run Retirement Plans.
• RE Fintech Firm: marketing consulting for firm specializing in multi-family and Class B/C housing.
• Financial Technology Firm: strategic revamp of all marketing and sales materials and procedures.
• MgSANA: strategy, branding and positioning for early-stage VC biotech firm.
• Selector LLC: marketing and investor services for proprietary asset management firm.

TIAA Global Asset Management New York, NY 2014 - July 2017
Head of Product Marketing

• Interim department co-head (8/15 – 6/16): reported to global CMO and managed team of 26 and $19M budget, leading all investment management marketing.
• Built and led Product Marketing team. Built and led the development of new marketing group responsible for positioning and promoting the full suite of investment products and strategies across affiliated investment firms. Developed value prop and product positioning, drove content development (digital and print) and ensured compelling and consistent product story across the firm, e.g., sales presentations, RFPs, digital, collateral, etc. Asset classes included alternatives, equity, fixed income, multi-asset, ESG and annuity products.
• Built strategic frameworks and roadmaps for launching and improving products and services. Led cross-departmental initiatives to improve product-building processes and client delivery, including martech, client persona development and customer journey mapping. Authored strategic marketing plan to expand predominantly US alternatives business onto a global trajectory.
• Led marketing on enterprise-wide initiatives across private and public funds. Launched 25+ new global products, through a variety of structures and vehicles. Effectively promoted investment products, refined sales support and client communications to ensure marketplace coherence and consistency of narrative. Notable product wins: second agriculture fund ($3 bn), inaugural timber fund ($667 mm), super-regional mall real estate fund ($1.3 bn), new CLO ($900 mm) and ETF platforms.
• Led Marketing projects and teams for corporate M&A. Established new affiliates’ brand identity and value proposition, designed and implemented multi-dimensional marketing initiatives. Notable wins: new middle market senior loan business ($2.7bn aum), agribusiness PE company launch ($762 mm aum) and global real estate firm consolidation ($96bn aum).

Independent Consultant New York, NY 2011 - 2014
Independent Consultant
Strategy and marketing consultant for financial services firms at start-up or inflection points in their life cycle. Helped client leadership identify opportunities and guided optimal strategy choices, created blueprint for implementation and rolled up sleeves to affect changes. Major clients included:

• Ovis Creative: Strategist and senior financial writer for premier financial marketing consulting firm. Advised on 50+ client money management firms’ marketing strategies, enhancing their competitive edge by creating strategic branding and marketing positioning.
• Quad Capital LLC: Partnered with 60+ person prop trading firm to design and implement their operational systems, including: business and sales strategy, product development for launch of funds and managed accounts, design and creation of marketing materials, calculation and analysis of risk statistics for optimal product positioning, due diligence and selection of service providers, human resources development and business continuity planning.

The Kenmar Group Rye Brook, NY 2007 - 2011
Head of Marketing and Investor Services, Senior Vice President
Global alternative investment firm with offices in New York, Virginia, London, and Singapore.

• Member of Executive Management Team which oversaw and coordinated all firm operations.
• Led marketing strategy and operations across brand, collateral, digital, thought leadership and communications/PR. Created corporate branding across the company’s four business units while optimizing product positioning for target audiences, including institutional and retail.
• Led product development efforts. Partnered across organization to determine new product ideas/enhancements and optimal vehicle structure based on market intelligence and client input. Managed new product development including business case, coordination of legal documents, sales training, operations oversight, onboarding and sales metrics. Initiated and managed funds’ profile on global and U.S. private banking and retail distribution platforms, working closely with investment committees, boards of directors, product managers and financial advisors.
• Oversaw all investor relations, client administration and reporting. Built and managed staff of 5 marketing / investor services and sales support professionals.
• Supported business development efforts across 4 distinct business lines. Helped grow aum by $2.5 bn as I led and managed client due diligence process, including entire RFP process, managed account and side letter negotiations.