Phoenix, Arizona, United States
I leverage my marketing and operations expertise to manage all aspects of the firm's investment operations. With over 4 years of experience in this role, I have developed a strong skill set in client communication, social media management, content creation, website management, and event planning. In addition to my current role, I have also gained valuable experience in retail management, having worked as a Mens Business Lead and Assistant Store Manager at lululemon. There, I led the mens business on a store level, trained and developed the team, and improved sales by 24% in the first quarter. I am passionate about creating engaging and inclusive community events, managing operations, and driving product development. I hold a Bachelor of Arts degree in American Studies from Johann Wolfgang Goethe-Universität Frankfurt, Germany and a Certified Banking Associate certification from IHK Frankfurt am Main.
Marketing: -handles all marketing related communication (press, newspapers, nominations) -manages the firm's social media accounts (Linkedin, Instagram, facebook, website) -creates and posts social media content and announcements -creates a weekly Friends Friday and monthly Testimonial post -manages the firm’s website -plans and helps facilitate firm photoshoots Operations: -Prepares client meetings using CRM, Outlook and planning software (PX) -opens new investment accounts on the Brokerage and Advisory platform -manages money movement between internal accounts -manages money movement and transfers from outside accounts -rebalances accounts and asset allocations -sets up and modifies account strategies -prepares account paperwork and handles client communication -handles external communication for rollover calls -coaches team members on internal operations and strategies
-Lead the Mens business on a store level -Set manageable goals and developed strategies to drive success and improve sales numbers on a monthly and quarterly basis -Trained and developed the team in mens business strategies -Analyzed mens business and sales quota to determine next steps in driving the business -Improved the mens business in sales by 24% in the first quarter of the sales year
Community, Operations, Product and People Lead Community: -planned and led different Community Events by including all departments of the store -used KPIs to plan all events/activations and strategically makes a clear Wins + Learnings analysis -led and facilitated a regional ‘Bias Call’ to foster a more inclusive environment -started a bi-weekly regional ‘ASM call’ to connect all ASMs in Germany to share wins and ops for the stores and improve business through a regional lense Operations: -wrote the schedule for a staff of 10 people -in charge of ordering and maintaining all supplies -managed P&L and budget for the store -ordered and received money for all tills to maintain cash flow Product: -VM Manager: developed the VM Lead and trained the entire team on VM guidelines. -Worked on monthly/quarterly and yearly strategies always including the stores yearly vision -Oversaw Markdown, inventory and new shipment processing People: -Hiring manager: set up and led interviews with potential candidates and moves them into the next stages of the interview process -Created and led staff and Leadership meetings for the team -fostered a development and personal growth mindset among the entire team by coaching Key Leaders to coach educators