Responsible for creating and developing relationships with key account teams at broker/dealer firms and registered investment advisors to increase distribution of traditional and alternative investment strategies. Spearheaded company strategy to become available on Unified Managed Account platforms such as Advisorport, Fund Quest, and Envestnet. Created and implemented innovative operational structure that has led to a significant reduction in costs, operational inefficiency and increase in revenue-generation.

Increased sales of mutual fund and separately managed account sales by 60% year-over-year in independent and wirehouse distribution channels. Responsible for creating social media marketing strategy to link financial advisors with more prospects. Consistently achieved top phone activity and % increase in sales. Established relationships with top-tier financial advisors; Created internal wholesaler training guide for new hires for ongoing development program.

Responsible for connecting registered investment advisors with turnkey asset management platform through weekly webinars and monthly seminars. Educated independent financial advisors on how to sell multiple-strategy portfolios to the mass affluent. Provided specialized advisory services to financial professionals; demonstrated the ability to create innovative marketing strategies for investment professionals marketing to affluent women.

Responsible for marketing hedge funds and separately managed accounts to Institutional & HNW investors; provided marketing strategy for 14 external/internal wholesaler teams. Specialized in retirement plans such as 401K, profit-sharing, defined-benefit and money purchase plans; Increased investment-only defined contribution assets by 196%. Created and managed competitive analysis system for sales desk of 100+ sales representatives. Primary liaison with key account managers at 401k platforms and TPA firms.

Developed and implemented investment strategies for 20+ wholesaler teams. Responsible for generating $400 million in variable annuity sales for start-up division. Evaluated and monitored performance of open architecture platform of internal and external investment managers. Trained external wholesalers/executive team on post-modern portfolio theory and managing downside portfolio risk.

Responsible for taking 150-200 inbound phone calls on a daily basis from financial advisors selling the AXA Accumulator Variable Annuity. Established relationships throughout the organization, including product development, sales & marketing and product management. Developed confidence and strong communication skills by working with financial advisors with diverse perspectives and communication styles.