Chief Marketing Officer resume example with 16 years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
Home: (555) 432-1000 - Cell: - - -
Professional Summary

Results-driven and forward-thinker with a solid record of accomplishment and success capturing new business while streamlining processes to maximize business efficiency and profitability. Innovative and resourceful with exceptional business acumen. Top-performing professional with eye for detail and ability to boost company successes through operational management and improvement. Proactive manager and strategic problem-solver with record of achieving challenging profit goals while consistently acquiring new customers and expanding operations. Tenacious in pursuing new revenue streams and sales opportunities.

  • Product positioning
  • Thought leadership
  • C-level relationship management
  • Product launch management
  • Business Development
  • Brand development
  • Staff Management
  • Market Analysis
  • Product development
  • Investment Management
  • Asset Management
  • Strategic Planning
  • Market Data
  • New business development
  • Business Strategy Development
  • Driving business growth
  • Business workflows
Work History
04/2018 to Current
Chief Marketing Officer Blind San Francisco, CA,
  • Leading investment management firm that provides financial services to substantial and diversified client base currently managing over $9 Billion for high-net-worth individuals, families, and financial institutions.
  • Managed multi-million-dollar marketing budget leading internal marketing team of 18 as well as outside agencies and support personnel.
  • Defined new product launch strategies, including re-positioning advertising and PR.
  • Identified needs for new products; approving all materials developed in support of programs.
  • Developed all advertising and media planning, which incorporated promotions, web, social media, CRM, and sponsorship.
  • Led marketing initiatives and advertising campaigns while establishing brand positioning and target audiences.
  • Constructed successful re-branding and integrated marketing plan, propelling brand metrics shattering immediate growth goals with 88% increase monthly asset inflows and 110% increase in new client accounts.
  • Created event opportunities across various business lines, introducing and re-enforcing brand authority with high quality, highly engaging, experiences.
  • Created multimedia programs bringing firm elements, activities, and philosophies to life through appropriate channels through wide scale content distribution to targeted audiences.
  • Guided team to develop and deploy strategies to enhance brand exposure and distribution while building market share within strict compliance and regulatory framework.
  • Created award-winning programs, strategies, and sales tools from concept to completion, resulting in greater team efficiency and effectiveness.
  • Trained with successful business development personnel to optimize marketing performance and learn industry.
  • Analyzed consumer behaviors and market trends, adjusting email and advertising campaigns based on current knowledge.
  • Executed optimal sales strategies to achieve commercial goals for all markets.
  • Strengthened product branding initiatives by developing communication campaigns, promotional materials, market intelligence information and databases for market to maximize outreach.
  • Captured new customers by optimizing business strategies and launching products to diversify offerings capitalizing emerging opportunities.
04/2016 to 12/2019
President Kaiser Transport WI, State,
  • Launched Zacks Advantage, Zacks' actively managed automated robo-advisory wealth investment advisory service.
  • Developed all aspects of investment management platform, including portfolio management, asset allocation, client services, sales, marketing, branding, and all strategic planning.
  • Launched with mission to expand legacy investment management business through emerging financial technology opportunities.
  • Zacks Advantage ranked #1 Top Performer Q4, 2019 2-Year Tailing Equity (Robo Report) out of 26 largest domestic robo advising platforms for equity performance by independent research publication, The Robo Report.
  • Oversaw all active portfolio management, asset allocation, ETF and asset class selection.
  • Assembled and trained sales team that attracted 500 new clients with $100+ Million in assets under management within first 18 months of operation.
  • Launched Zacks Investment Management's ETF Model Solution for advisors from Zacks Advantage framework expanding platform into multiple distribution channels across retail, institutional and registered investment advisory opportunities.
  • Exceeded sales goals through upselling and cross-selling within existing client base as well as strategically attracting new business.
  • Spearheaded initiatives to keep business sustainable, agile and scalable during industry changes.
  • Formulated and launched marketing and promotional campaigns to maximize profits.
  • Provided organizational leadership and collaborated with executive partners to establish long-term goals, strategies and company policies.
  • Oversaw technological improvements, successfully reducing waste and eliminating business bottlenecks.
  • Delivered on-time, under-budget results for new initiatives, cementing business status as leader in fin-tech market.
  • Oversaw strategic business decision-making to develop, enhance and enforce business mission.
  • Leveraged trends in customer industries and marketplaces to shape solutions and approaches.
  • Promoted brand awareness by increasing market penetration across markets.
  • Developed and maintained strong business relationships between departments.
  • Led startup and opening of business and provided business development, creation of operational procedures and workflow planning.
  • Administered day-to-day operations, including accounting and budget management, business development, performance metrics and customer service.
  • Transformed departmental operations through aggressive process and attention to quality and detail.
07/2008 to 02/2016
Chief Investment Officer Carson Wealth Omaha, NE,
  • Hedge fund invested in cross-section of equities targeting activist investors, positions identified by value investors, and stocks currently "in play" to benefit from diversified basket of equities of event-driven opportunities.
  • Funds and its long-term strategy achieved average annual return and cumulative returns superior to S&P 500 benchmark.
  • SML Capital Managed Risk Fund was "all-weather" absolute return, market neutral "overlay" portfolio designed to profit and protect invested capital in bear, bull, flat and volatile markets.
  • Fund hedged against cyclical draw-downs and macro tail risk.
  • Oversaw trading, investment allocation and portfolio risk management for fund and its investors.
  • Created repeatable, transparent, proprietary trading process producing consistent alpha returns.
  • Fund achieved average annual returns to investors of +14.22% net of all fees since inception.
01/2005 to 05/2008
CEO and Co Comflix Studios City, STATE,
  • Digital vertical media start-up.
  • Comflix Studios, through its distribution platform Splastk, is fully integrated vertical media firm focused on creation and monetization of comic book, graphic novel, film, and television intellectual property.
  • Built, created, and scaled of #1 ad-supported online destination for motion comic with 40+ million monthly unique visitors in United States per ComScore.
  • Managed acquisition, development, and production of original, licensed, and branded content tied directly to client brand strategies surpassing RIO goals through multi-platform campaigns reaching targeted demo/audiences.
  • Multi-platform content producer, team leader with deep experience in digital, social media, and entertainment experience.
  • Procured and implemented content-driven brand marketing campaigns for major motion picture studios and television networks.
  • Developed strategic direction and vision for company to create clear path to success for all employees.
  • Devised strategic improvements to resolve issues and spearhead necessary operational updates.
  • Determined revenue and profit impacts of market strategies and led business direction toward profitable channels.
Expected in 05/1989
Bachelor of Arts: Political Science
Tufts University - Medford, MA

FINRA Series 65

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Resume Overview

School Attended

  • Tufts University

Job Titles Held:

  • Chief Marketing Officer
  • President
  • Chief Investment Officer
  • CEO and Co


  • Bachelor of Arts

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