Director – Manager of the Marketing Resource Desk
UBS Wealth Management
- Manage 21 employees.
- Reporting groups include MRD, FA Web, and MRD Studio.
- Fulfill the marketing needs of 8,000 Financial Advisors (FA).
- Develop procedures to manage volume and achieve service deliverables.
- Create marketing plans to promote materials to FAs.
- MRD achieved #1 ranking of all Desks surveyed in the firm with 90% satisfaction rating.
- Reduced print costs by 50%.
- Production time reduced by 60%.
- Created “product of the month” program to promote high visibility marketing tools.
- Developed communication plans for newly introduced collateral and programs.
- Implemented Marketing Express, a state-of-the-art online portal designed to expedite service and reduce cost.
- Improved quality of work produced with new procedures.
- Integrated ISC (India Service Center) into design workflow saving 75% in design costs plus increasing studio capacity.
- Instituted best practices procedures to insure the marketing tools with the best success rate were being utilized firmwide.
- Captured FA needs and designed marketing tools and programs to address those needs.