A highly-creative and effective marketing, demand-generation and product development professional with deep expertise in financial services, education and technology domains. Experienced brand and revenue-building strategist with successful track record in new product design and implementation, global product launches, B-to-B and B-to-C integrated marketing program management -- including brand strategy, consumer advertising (broadcast), social and digital media, viral marketing, direct response, media strategy, measurement/analytics and multi-channel customer experience design.
In addition to program design and management, I am a seasoned team manager and public speaker with experience designing and leading training programs and presenting inspirational and humorous material to large groups to spur innovation and build morale.
Specialties: branding and identity development, social and digital media strategy, revenue-building programs, customer experience design, consumer and market research, product development strategy, requirements and roadmap design, P& L / budget management, negotiation, vendor and agency management, new product launches, campaign and enterprise project management.
Senior Vice President, Enterprise Brand and Corporate Social Responsibility Programs @ Lead strategy for integrating development of the Bank of America corporate brand and the bank’s signature corporate social responsibility programs, including the (RED) campaign to end HIV/AIDS in Africa, Special Olympics, Hunger, Military, Chicago Marathon and Women’s initiatives. From August 2015 to Present (5 months) Senior Vice President, Ultra High Net Worth Brand Strategy and Delivery @ Lead brand planning, advertising, multi-channel marketing and sponsorship programs for Bank of America's Private Wealth Services group, including U.S. Trust and Merrill Lynch Private Banking and Investment Group. From February 2014 to August 2015 (1 year 7 months) Greater Boston AreaManaging Director, Consumer Products and Marketing @ Spearheaded consumer digital transformation to provide students and families with comprehensive education financing counsel and educational debt management solutions
* Established new consumer brand (SALT) and consumer digital experience www.saltmoney.org
* Developed multi-channel user experience (including mobile apps)
* Led consumer and partner marketing teams in the acquisition of school / corporate partnerships and the acquisition and ongoing CRM engagement of student members
* Developed social media strategy and content
* Oversaw public relations and co-marketing partnerships From April 2011 to February 2014 (2 years 11 months) VP / Management Director @ Professional services practice leader for this strategic marketing consultancy. Responsible for developing new business, managing strategy, and integrated marketing engagements for a diverse portfolio of financial services and technology clients. Marketing engagements included: Intuit Financial Services B2B2C market launch of FinanceWorks online financial management suite, strategic evolution of Bank of America's global commercial banking lead cultivation model, and Sallie Mae's partner marketing launch for the Smart Option private student loan. From September 2009 to March 2011 (1 year 7 months) Creative and Product Development Director @ Developed web and social media content, new product lines, and managed creative projects and corporate alliances for this internationally-renowned motivational humorist, author and public television personality. From 2005 to August 2010 (5 years) e-Business Consulting @ Provided e-Business and social-media strategy counsel and project management oversight to support DePuy Master Brand enterprise-wide web platform implementation. Liaised with subject matter experts across five operating companies to choreograph provision of original content, architecture, and marketing insights to inform platform development and delivery. Ensured voice-of-customer was represented throughout development and user experience best practices were followed by all agency partners. Developed social media strategy for creation and expansion of patient and medical professional communities. From January 2009 to September 2009 (9 months) Marketing Consultant @ Led marketing strategy, territory sales acceleration, and brand evolution efforts for this wealth-management firm serving highly-affluent Midwestern clients. From March 2008 to September 2009 (1 year 7 months) Marketing and Web Experience Consultant @ Oversaw strategy and execution of integrated multi-channel consumer marketing campaigns on behalf of multiple bank and student affinity group partners. Managed TV advertising, social and digital media, direct mail, and viral marketing campaigns. Assisted in the development of new optimized client experiences. From April 2005 to March 2008 (3 years) Vice President Product Management and Marketing @ Spearheaded product development, customer segmentation, client experience and marketing programs for two parallel online retail investment offerings (BrownCo and JPMorgan Invest). Managed team of 23 marketing and product development professionals.
* Significantly improved BrownCo business metrics, increasing customer acquisition rates by 300% over three years and boosting collective account value by 800% over five years. Client tenure and profitability were rated as best performing by J.D. Powers
* Developed active trader segmentation and pricing program
* Developed JPMorgan Invest consumer investing experience and multi-channel approach to 401K rollover enrollment and communications
* Established new brand and integrated marketing laundh for JPMorgan Invest
* Negotiated and managed third party agency and technology alliances From September 2000 to April 2005 (4 years 8 months) Director of Product Management & Marketing @ Directed product development, marketing and product communications programs for web-based product portfolio targeted to financial intermediaries (RIAs, Broker/Dealers and TPAs). Orchestrated successful product launches for Advisor Channel and Streetscape platforms. Managed strategic alliances with third party trading technology, portfolio management and content partners. From 1998 to 2000 (2 years) New Product / Business Development @ Managed brand development, revenue expansion and global new product launches for Electronic Settlements Group (now Omgeo). Effectively on-boarded early adopter clients (institutional investment managers, broker dealers and custodian banks) to create a connected value community of users to drive global revenue growth. From 1993 to 1998 (5 years) Associate, Marketing @ Oversaw branding, public relations, events, client and prospect communications and internal publishing for this quantitative institutional investment firm that was later acquired by Putnam Investments. From 1989 to 1992 (3 years)
Bachelor of Science (BS), Business Communications @ Bentley University From 1985 to 1989 High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program @ Shrewsbury High School From 1981 to 1985 Management Certificate, Executive Women's Leadership Program @ Smith College Sue Burton is skilled in: Social Media Marketing, New Product Ideas, Introducing New Products, marketing, Marketing Strategy, Product Marketing, Consumer Products, Consumer Behaviour, Financial Services, Educational Technology, Integrated Marketing, Idea Generation, Branding & Identity, Product Innovation, Business Innovation
Websites:
http://saltmoney.org,
http://facethered.com