Alex Souza

• Strategic Marketing Execution: Spearheaded the development and execution of marketing strategies to support investment opportunities, contributing to the successful promotion of Franklin Shariah GMAI Fund. Created and refined marketing content, including presentations and storytelling materials, ensuring compliance and alignment with global marketing goals.
• Cross-Functional Collaboration: Partnered with global marketing teams and investment professionals to refresh product stories and refine selling points, enhancing the effectiveness of marketing campaigns.
• Resource Optimization: Developed a centralized Case Study library, streamlining access to content for investment teams and improving efficiency in utilizing marketing materials across multiple presentations.
• Project Leadership: Led marketing efforts for new product launches and organizational changes, managing all aspects of content creation and strategic messaging.

• Content Management: Maintained relevance and accuracy of marketing materials by continuously updating core suite content, ensuring alignment with market standards, and addressing data needs.

• Coordination & Collaboration: Facilitated collaboration between Compliance, Creative Services, and web team, meticulously ensuring content precision for distribution to financial professionals and the public.

• Project Management: Managed multiple high-impact projects, adhering to deadlines, coordinating updates, and fulfilling ad-hoc requests to meet the dynamic needs of the business.

• Sales Support Enhancement: Provided comprehensive support to Senior Advisor Consultants by conducting proactive outreach to financial advisors, enhancing sales efforts through targeted communication strategies.

• Event Management: Organized and managed tailored events for financial advisors, coordinating all logistics to ensure seamless execution and successful client engagement.

• Analytical Insight Utilization: Compiled and analyzed reports to anticipate business needs, proactively identifying opportunities that contributed to increased sales performance.

• ****Awarded “Territory Coordinator of the Year” (2017): Recognized for outstanding performance and contribution to the team’s success, demonstrating exceptional dedication and effectiveness in the role.

• Confidential Information Handling: Managed sensitive shareholder and financial advisor information, addressing complex financial inquiries with in-depth knowledge of market conditions and company policies.

• Customer Experience Excellence: Delivered exceptional service in high-volume environments, collaborating with diverse teams to create memorable guest experiences.