Vice President of Marketing Strategy
September 2015 to Present
Greater New York City Area
June 2015 to Present
Greater New York City Area
Branch Financial Services Consulting
President - Specializing in Marketing and National Sales
January 2015 to Present
Greater New York City Area
The Investment Center, Inc.
Chief Marketing Officer - National Sales, Recruiting, Marketing and Corporate Communications
April 2014 to December 2014
Symetra Investment Services
Vice President and Chief Marketing Officer - Brand Positioning, PR, Business Development, Recruiting
February 2012 to July 2013
4WARD Marketing, Inc. (NEXT Financial Group)
President - Marketing, Business Development, CMP, Corporate Communications
November 2006 to February 2012
AIG Financial Advisors
VP Business Development
2000 to 2007
AIG Financial Advisors
Regional Vice President - Business Development
September 2000 to November 2006
What company does Kimberly CLTC work for?
Kimberly CLTC works for American Portfolios
What is Kimberly CLTC's role at American Portfolios?
Kimberly CLTC is Vice President of Marketing Strategy
What industry does Kimberly CLTC work in?
Kimberly CLTC works in the Financial Services industry.
EXECUTIVE PROFILE Motivated, innovative and versatile marketing and sales professional with over 20 years’ experience in the financial services industry specializing in practice management and business development. Adept at the development and implementation of cutting-edge marketing strategies to both increase productivity and recruit/retain key advisors and customers. Innovative mentor, developer and team leader. Channel sales expert with the intuitive ability to understand exactly what is necessary to move marketing project initiatives from mere thoughts to fruition. Recognized for the development of unique methods to assist financial professionals and organizations in meeting and exceeding goals. Demonstrated ability to achieve campaign results across multiple B2B and B2C markets. Thrive in deadline driven and challenging market environments. Person of very high integrity and bring thought leadership and enthusiasm to any team. Qualities: authentic, driver, implementer, communicator, visionary, results driven, analytical, creative thinker, deadline driven and excellent manager. Designations and Licenses: Holds a CFP®, CLTC and LUTCF, along with FINRA Series 7, 24, 53, 66, 6 and 63 licenses and Life and Health Insurance License. Currently in process of achieving Content Marketing Specialist Certification from Digital Marketer. Aids in understanding that C-level executives want ROI - and how to help an organization get there through a myriad of processes and content - combining publishing and advertising.Vice President of Marketing Strategy @ From September 2015 to Present (4 months) Greater New York City AreaConsultant @ Develop and execute marketing strategies for AP’s recruitment initiatives, advisory models and technology platforms. Plays an integral role in identifying AP’s brand promise and value proposition through the implementation and interpretation of a Net Promotor Score (NPS) methodology, which aids in determining customer needs and wants. Collaborates with AP’s creative agency, as well as media and marketing contacts, to produce customer communications and to generate public awareness of the firm’s accomplishments. Recent Achievements Created a complete end-to-end SaaS for Sales, Recruiting, Investment Advisory, Relationship Management and Corporate Meeting Planning. Five SaaS were utilized to achieve this accomplishment. Built a Content Management Strategy and Campaign - aggressive plan including white papers, webinars, blogs, press releases, microsites, videos and events. From June 2015 to Present (7 months) Greater New York City AreaPresident - Specializing in Marketing and National Sales @ Assisting financial services professional companies with marketing, national sales, recruiting, retention, operations and increasing productivity of affiliated advisors. I have proven results and details can be obtained by emailing me at [email protected] Assignments: American Portfolios Financial Services, Inc. From January 2015 to Present (1 year) Greater New York City AreaChief Marketing Officer - National Sales, Recruiting, Marketing and Corporate Communications @ Marketing Consultation • Responsible for the integrity of TIC’s brand standards across various media • Managed advertising budget – lead gen, blast email campaigns, white papers, webcasts, leaderboards, print and other online media with analytic reporting – gaining thousands of opt-ins and $11.5M in prospects • Wrote and oversaw a multi-year marketing campaign • Worked closely with outside creative agency on brand messaging and communication • Acted as media and advertising buyer • Strategic driver for the implementation of Salesforce CRM and Pardot a marketing automation program • Wrote and deployed press releases nationally on a variety of noteworthy news National Sales Management • Responsible for Key Account Management relationships – Increased education partner revenue 40% in 9 months • Oversaw Due Diligence and Relationship Specialist for product approval and relationship management • Supervised and managed the process of executing all company selling agreements and ensured the agreements were in line with the corporate culture and policy of the firm Recruiting • Managed the recruiting department, whose goal was to recruit compliant full service financial planners to the firm – Recruited $2M with a hot pipeline of $9M of prospect in 9-months • Developed internal policies and procedures for recruiting, transition assistance and onboarding advisors • Monitored pipeline and activity reports of all recruiters and reported to senior management Practice Management • Directly oversaw AVP of Practice Management to ensure that all advisors had the tools necessary to grow their business organically • Developed a coaching program to enable advisors to double their sales in two years • Assisted advisors in converting from acting as Portfolio Manager to outsourcing to TPMM • Instituted a retention program for all advisors affiliated with the firm Established the National Education Conference and Chairman's Conference From April 2014 to December 2014 (9 months) Vice President and Chief Marketing Officer - Brand Positioning, PR, Business Development, Recruiting @ Mission was to recruit new advisors to the firm, retain advisors affiliated with the firm and assist financial advisors that were currently affiliated with the firm increase their productivity. Built awareness of the SIS brand and implemented change leadership. Job entailed working cross-functionally and individually on initiatives. Business Development • Created a practice management program to increase productivity of advisors – Your Pathway to Success. • Wrote and delivered multiple video e-learning LMS webinars, created scalability for staff. • Established and monitor P&Ls for Practice Management, Marketing and Recruiting. • Conducted meetings with advisors on goal setting, marketing strategy and execution to increase sales. Marketing • Rebranded company, corporate collateral, website and recruiting kit, differentiating SIS as the retirement income broker-dealer. Promoted the brand and increased revenue 30% in one year. • Influenced media to hold executive interviews, resulting in $75,000 in free advertising. • Empowered creative staff in the production of all advertising and marketing collateral. Ensure visual communication standards were met across various media. Acted as media buyer. • Created concepts, artwork, layout, content, site map and CMS for internal and external website. • Provided critical thinking and execution on interactive digital media marketing strategies, online channel tactics and lead generation programs. • Directed copywriting for a variety of marketing campaigns, press releases, web copy, reports, feature stories, white papers, executive by-lined articles, PPC campaigns, power points and speeches. Recruiting and Corporate Meeting Planning • Attracted a firm with over $600M in assets to join the firm. • Completed competitive analysis and research to drive change in value proposition. • Planned and executed National Sales Conference, Top Producers Conference and Retirement Income Summit along with multiple recruiting events. From February 2012 to July 2013 (1 year 6 months) President - Marketing, Business Development, CMP, Corporate Communications @ Successfully launched and built a subsidiary financial services marketing consulting firm as President. The company was profitable within 24 months. Executive Leadership • Grew revenue of broker-dealer from $58M to $150M in five years. • Managed $2.5M operating budget, prepared budget and forecasted P&Ls. • Added $20M new revenue per year through recruiting, business strategies, advertising, promotional materials and marketing. • Presented to the Board of Directors quarterly and 300 private shareholders annually. • Launched and led Marketing and Creative, Business Development, Advertising, Corporate Communications, Social Networking, Corporate Meeting Planning, Multimedia and Website divisions (6 direct reports, 18 total employees). Marketing Consultation • Managed a $500,000 advertising budget, saved 20% on in print and online advertising. • Brought all graphic design in house for cost saving purposes, saving over $200k. • Editor in Chief of a 52-page by-annual magazine – readership rate 40,000. • Implemented compliance social networking strategies for broker-dealer. • Clients: NEXT, JC+1, NFISCO, VAST and WE2 Advisory. Rebranded all companies, created corporate collateral, website and customer and advisor facing materials. Business Development Consultation • Developed four coaching programs which increased GDC of participants 40%. • Doubled revenue received from premier partners. • Managed a creative team to assist advisors with their unique branding strategy, brochures and other collateral (Clients: 300 advisors/thousands of projects). • Crafted a turn-key seminar marketing program; increased sales 30%. Recruiting and Corporate Meeting Planning • Directed Corporate Meeting Planning team for annual National Conference and Top Producers Conference for over 800 attendees. Managed event budget of $3.5M. • Responsible for curriculum for all conferences, RFPs, P&L, contract negotiation and budget reconciliation. Consistently remained within or below budget. From November 2006 to February 2012 (5 years 4 months) VP Business Development @ Supervised retention and recruiting. Developed processes to increase representatives’ GDC. Instructed reps in converting to a fee-based practice. Drove AUM to Vision2020. Developed coaching programs to enable reps to reach their vision. Delivered ACM, AML and other CE Firm Element presentations. Oversaw Regional Manager and Regional Manager Analyst. • Increased regional sales. Grew from least producing region to highest. • Developed coaching programs, increasing GDC of participants 25%. • Ensured all OSJs were compliant through a variety of programs delivered online and in person. • Represented AIG in arbitrations. • Terminated non-compliant OSJ offices. From 2000 to 2007 (7 years) Regional Vice President - Business Development @ Started career as a wholesaler, regional manager, and was promoted to Regional Vice President of Business Development - Southern Region in 2003. Regional Manager Description: Regulatory oversight of 120 OSJ Managers. Delivered presentations that were aligned with the firm’s goals. Held regional meetings, educational events and compliance trainings. Managed regional analysis who reviewed trade blotters, handled surveillance of OSJ office and NASD/FINRA requests. From September 2000 to November 2006 (6 years 3 months) Marketing and Computer Science @ Texas State University-San Marcos Kimberly CLTC is skilled in: Financial Coaching, Public Relations, Marketing Communications, Marketing, Strategic Financial Planning, Direct Marketing, Strategic Planning, Marketing Strategy, Retirement Planning, Wealth Management, Series 7, New Business Development, Advertising, Financial Advisory, Online Marketing
Extraversion (E), Intuition (N), Thinking (T), Judging (J)
2 year(s), 10 month(s)
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