Chris Marx
Castle Rock,CO
Summary
Skilled and dynamic financial professional with 20 years of experience. Robust experience fostering organizational growth through practical management, team leadership, and consistent improvement. Adept at developing and executing strategies that align teams and processes with institutional goals. Focus on providing marketing and retirement solutions that improve retention, increase engagement and ultimately help employees save for retirement. Excellent team builder and leader of initiatives.
Overview
23
23
years of professional experience
Work History
Assistant Vice President
American International Group (AIG)
05.2019 - Current
- Focus on engagement, communication and retention for large strategic plan sponsors
- Engage with key clients across multiple segments (governmental, higher education, healthcare and K-12) to achieve goals through clear marketing strategies focused on customized needs
- Develop marketing strategies to improve plan and participant engagement at large custom plans
- Responsible for creation of tactical and strategic marketing plan for all strategic plans sponsors in dedicated region
- Identified gaps in offering and recommended and created solutions
- Partnered with field and relationship management leadership in order to deliver enhanced experience for both plan sponsor and participants
- Participated in finalist presentations for both new and existing plan sponsors
Director
Horace Mann
08.2016 - 04.2019
- Helped build defined contribution (DC) institutional sales team & platform; including all supporting services, marketing materials and communication campaigns
- Lead business development identifying new markets and strategies, starting with negative revenue to over $1.2 million in 2-year period
- Leverage expertise in areas of plan design and compliance, platform solutions, employee education and service, and product placement to build market position by prospecting, negotiating, and closing business relationships
- Manage relationships with outside vendors; Onvia, Matrix and Financial Soundings to help maximize features and services for platform
- Coach Regional Vice Presidents to build, foster and maximize relationships with business partners to gain trust and ability to influence and change behaviors; focus on common goals and the end result
- Partner with senior leadership, key influencers, product managers and process owners to create overarching strategy for retirement platform analyzing monthly KPI’s on divisional performance and adjusting communication and sales strategy as needed
- Position Horace Mann in front of new, non-core markets such as; for profit, private K-12, healthcare and government organizations
- Created SOP’s to improve efficiencies of RFP response by revising responses for better impact on results
Associate Marketing Director
MetLife
05.2006 - 07.2016
- Leveraged relationships with consultants, clients, associations and the field force to provide a continuous pipeline of prospects
- Developed and executed strategic and tactical market strategies through identification of market niches and development of consultant relationships
- Responsible for all aspects of business development including; providing guidance for pricing and investments, positioning RFP responses, and consultant follow up
- Assisted with creation and/or delivery of all finalist presentations
Manager, Marketing Strategy and Support
MetLife
05.2003 - 05.2006
- Managed Request for Proposal and Implementation teams supporting institutional sales team
- Lead team of five associates in producing over 300 sales proposals annually
- Re-engineered work flow to improve client satisfaction and service delivery
- Introduced production enhancements which assisted sales team in responding to an increased number of RFPs
Team Lead, New Business
MetLife
03.2002 - 05.2003
- Managed largest regional New Business team consisting of 18 people with responsibilities including processing, suitability review, handling licensing issues and quality assurance
- Improved productivity by 35% and time service delivery by 5% through continuous cross-training
- Assisted with restructuring of New Business division
Supervisor
MetLife
02.1999 - 03.2002
- Capital Transfer Follow up Team
- Managed team of 16 associates in the follow up on the status of over 40,000 incoming transfers annually, encompassing over $800 million in assets
- Helped develop database which streamlined workflow and communication of the unit, thereby increasing end client satisfaction
- Implemented training programs and production goals resulting in production increase of 25%
Education
Masters of Business Administration -
University of Denver, Daniels College of Business
Bachelor of Science - Economics
University of Colorado
Skills
- Team Leadership
- Sales & Marketing
- Financial Services
- Strategic Business Planning
- Effective Communication
- Continuous Improvement
Additional Information
- CFS, Certified Fund Specialist
- CEBS, Certified Employee Benefit Specialist continued…
Timeline
Assistant Vice President
American International Group (AIG)
05.2019 - Current
Director
Horace Mann
08.2016 - 04.2019
Associate Marketing Director
MetLife
05.2006 - 07.2016
Manager, Marketing Strategy and Support
MetLife
05.2003 - 05.2006
Team Lead, New Business
MetLife
03.2002 - 05.2003
Supervisor
MetLife
02.1999 - 03.2002
Masters of Business Administration -
University of Denver, Daniels College of Business
Bachelor of Science - Economics
University of Colorado