CHELSEY L. DUNCAN
Omaha,Nebraska
Summary
Accomplished Vice President with 15+ years of experience developing and executing communication and marketing strategies. Passionate about leveraging operational excellence and strong partnership skills to manage and lead teams, and help firms achieve desired priorities and objectives. Results-oriented individual well-versed in interfacing and consulting on tactics and strategy.
Overview
17
17
years of professional experience
Work History
VP, Corporate Communications
Osaic (formerly Advisor Group & Securities America)
08.2020 - Current
- Lead team focused on developing all advisor (client)-facing communications that span multiple mediums, including email, recurring e-newsletters, web properties, and video.
- Cultivate strong relationships with firm business units to understand their needs and priorities, and then develop and execute strategic communication plans to help them meet objectives with consistency.
- Develop main stage conference content scripts and partner with creative agency for supporting graphics.
- Support public relations activities, in partnership with third-party agency, including press release development, award nominations, media response, and thought leadership placement.
- Spearhead communication efforts for large- and small-scale merger and acquisition activities, including recent efforts to consolidate and rebrand eleven individual firms into one. Efforts include developing and executing on strategic communication plans, developing and maintaining content for firm microsites, and managing post-conversion communication efforts.
- As part of merger and acquisition activity, continually integrate and restructure communication teams into one cohesive unit.
- Maintain a crisis communication framework and oversee crisis communications.
Director, Corporate Marketing & Communications
Securities America
10.2018 - 08.2020
- Led all corporate communication efforts, aimed at both advisors (clients) and employees, in addition to marketing efforts to prospective clients.
- Responsible for all public relations efforts, in collaboration with public relations agency.
- Oversaw development and maintenance of internal- and public-facing websites, portals, email automation tools, and social media properties, including content development and planning.
- Planned and deployed variety of advertising strategies, such as direct mail, email marketing, and paid advertising.
- Developed and maintained firm's collateral for current and prospective clients.
- Established strategic video content strategy and worked with team to capture and distribute content through a variety of communication channels.
- Partnered with growing branch managers (large client offices) to develop and deploy custom marketing campaigns and collateral.
Director of Marketing Strategy & Communications
Orion (formerly CLS Investments)
10.2016 - 10.2018
- Led all corporate communication (client- and employee-facing) and marketing efforts, including website development and maintenance, public relations, content development, partner marketing support, social media, and collateral development and fulfillment.
- Collaborated closely with sales teams to develop effective marketing collateral and campaigns that supported lead generation goals.
- Launch and continued to produce well-received multi-media commentary package for advisors (clients), which included podcast series, weekly video updates, quarterly written and video newsletters, and a quarterly reference guide.
- Led rebranding for the firm, which also included the creation of a new public-facing website and serving as a key partner in the recategorization of the firm's product offerings.
- Spearheaded internal and external communication efforts for private equity ownership change, leadership changes, mergers, and acquisitions.
Investor Reporting Specialist: Mortgage Servicing
First National Bank of Omaha
07.2010 - 03.2011
Marketing/Sales Support Intern
Baldwin Filters
05.2007 - 06.2009
Graduate Assistant, Market Researcher & Microsoft Office Educator
University of Nebraska at Kearney
08.2008 - 05.2009
Education
Master of Business Administration - Marketing and Small Business Management
University of Nebraska At Kearney
BS in Business Administration - Marketing emphasis
University of Nebraska at Kearney
Skills
- Content development and copyediting for internal and external audiences
- Communications and public relations strategy, planning, and execution
- Change and crisis management, including efforts supporting mergers, acquisitions, and consolidation
- Strong knowledge of financial services industry, with focus on outsourced investment options/third-party money management and the broker-dealer space
- Compliance review processes, including those for the SEC and FINRA
- Budget development and expense reporting
- Restructuring, hiring, and termination
- Team leadership and mentoring
- User and/or consumer of multiple marketing enablement tools, including Salesforce Marketing Cloud, Marketo, Pardot, Hubspot, Act-On, Eloqua, Hubspot, Social Assurance, Salesforce, Wistia, Vidyard, Wordpress, SmartSheets, Mondaycom, Adobe Creative Suite
Timeline
VP, Corporate Communications
Osaic (formerly Advisor Group & Securities America)
08.2020 - Current
Director, Corporate Marketing & Communications
Securities America
10.2018 - 08.2020
Director of Marketing Strategy & Communications
Orion (formerly CLS Investments)
10.2016 - 10.2018
Investor Reporting Specialist: Mortgage Servicing
First National Bank of Omaha
07.2010 - 03.2011
Graduate Assistant, Market Researcher & Microsoft Office Educator
University of Nebraska at Kearney
08.2008 - 05.2009
Marketing/Sales Support Intern
Baldwin Filters
05.2007 - 06.2009
Master of Business Administration - Marketing and Small Business Management
University of Nebraska At Kearney
BS in Business Administration - Marketing emphasis
University of Nebraska at Kearney
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