Minneapolis, Minnesota, United States
Strategic marketing leader with 15+ years of experience driving enterprise, field, and digital marketing programs within highly regulated financial services environments. Proven track record of building and developing high-performing teams, launching scalable digital platforms, and partnering cross‑functionally to drive advisor engagement, brand consistency, and measurable business results. Known for translating complex strategy into actionable execution, data-driven decision making, strengthening culture, and elevating the client and advisor experience. Core Competencies ◆Field & Enterprise Marketing Strategy ◆Digital & Social Media Enablement ◆Marketing Technology (MarTech) ◆Team Leadership & Talent Development ◆Budget & Resource Management ◆Vendor & Agency Oversight ◆Brand Management & Compliance ◆Cross‑Functional Collaboration ◆Advisor & Sales Enablement ◆Program & Change Management ◆Executive Stakeholder Management
Serene vacation rental cabin + gorgeous private cove on Lake Superior. 2 bedrooms + 2 bathrooms
Senior leader responsible for the national field marketing organization supporting a $640B wealth management business with 2,200+ financial advisors across 192 U.S. locations. ◆ Spearheaded field marketing strategy, technology, programs, and advisor enablement; reported directly to the Head of Marketing. ◆ Led and developed a team of 10 marketing professionals delivering local, regional, and digital marketing consultation + support to advisors nationwide. ◆ Owned resource planning, budgets, and scalable program deployment across local markets. ◆ Drove digital‑first marketing transformation focused on client experience, advisor satisfaction, and business outcomes. ◆ Developed & delivered recruiting marketing packages to support advisor acquisition, onboarding, and brand positioning. ◆ Activated 3,000+ advisor marketing projects per year with 95% on-time delivery. ◆ Partnered cross-functionally with Advertising, Creative, Product & Content Marketing, Compliance, Supervision, Advisor Recruiting, Communications, and Practice Management teams. ◆ Managed vendor ecosystem and MarTech platforms including Hearsay Systems/Yext, Veriday, Seismic, Broadridge Wealth Education/Forefield, Salesforce Marketing Cloud, and Eulerity. ◆ Assessed emerging AI technologies and industry trends to inform advisor-facing roadmaps.
Senior marketing leader for the middle‑market segment of the investment bank providing M&A, restructuring, and capital markets advisory services. ◆ Directed annual marketing strategy and industry group planning. ◆ Led firmwide brand refresh and rollout in partnership with senior leadership. ◆ Oversaw $1M+ marketing budget and managed external agencies and vendors. ◆ Ensured regulatory and legal compliance across all marketing materials. ◆ Managed marketing team and performance development. ◆ Led execution across collateral, website, email marketing, social media, sponsorships, advertising, and promotional merchandise. ◆ Developed and executed event strategy for 25+ high‑end client and industry events annually.
Led social media, websites, & content for Advisor Marketing at the Fortune 500 financial services organization with $194B AUM. ◆ Managed team of 7 supporting local content and digital marketing for 2,300 advisors nationwide. ◆ Oversaw $3M+ marketing budget. ◆ Built and executed editorial calendars, content creation, and multi‑channel distribution strategies to align with business objectives. ◆ Launched industry‑leading social media program supporting 1,000+ sales representatives and regional leaders. ◆ Automated onboarding procedures and developed comprehensive training library. ◆ Led vendor relationship with Hearsay Systems. ◆ Launched local website initiative supporting 3,400 advisor and regional sites.
Led strategy, execution, & management of Thrivent's Field Social Media Program.
Project Manager & Communication Lead on the Business Consulting Services Team.
Advised buyers on clearance strategy and markdown initiatives.