Joe Ayittah
Indianapolis
Summary
Dynamic marketing professional with a proven track record at Capital Group, achieving Top 5 national lead-provider status. Expert in financial advisory and client relationship management, driving $10M+ in new assets through innovative strategies. Adept at cross-functional collaboration and risk mitigation, consistently enhancing advisor productivity and client satisfaction.
Overview
8
8
years of professional experience
Work History
Advisor Marketing Representative
Capital Group
Carmel
08.2023 - 09.2025
- Achieved Top 5 national lead-provider status (2024), generating $10M+ in new assets through advisor-focused marketing initiatives and targeted outreach strategies.
- Strengthened advisor productivity by identifying operational bottlenecks, simplifying internal workflows, and streamlining communication across cross-functional teams.
- Delivered timely market insights and investment narratives that enhanced advisor-client conversations and supported more informed financial decisions-making.
Client Service Representative
Capital Group
Carmel
03.2022 - 08.2023
- Managed 30-40 high priority client and advisor inquiries daily, providing accurate guidance on investment products, account management, and shareholder servicing.
- Mitigated client and firm risk by maintaining strict adherence to regulatory requirements and properly documenting complex account interactions.
- Partnered with internal teams to resolve escalations while ensuring service accuracy and reinforcing long-term client confidence.
Bilingual Sales Representative
Angi
Indianapolis
10.2020 - 10.2021
- Exceeded weekly revenue targets by converting qualified leads and delivering tailored advertising solutions that aligned with client business goals.
- Improved client retention by coaching clients on effective engagement strategies, consistently achieving monthly retention rates above 120%.
- Coordinated with sales, marketing, and operations partners to ensure accurate execution of contracted service and support long-term account growth.
Guest Service Manager
Residence Inn by Marriott/ Springhill Suites by Marriott (Dual Property)
Indianapolis
05.2020 - 10.2020
- Oversaw financial and operational controls for dual properties, ensuring full compliance with brand standards, budget guidelines, and corporate audit requirements.
- Led recruitment, onboarding, and training of staff while fostering a high-performance culture oriented around service, accountability, and compliance.
Operations Manager
Springhill Suites
Fishers
07.2019 - 08.2020
- Drove operational improvements that raised customer-satisfaction metrics consistently above the 76% brand standard, contributing to retention and revenue stability.
- Developed front-office operational strategy, including staffing models, budget oversight, compliance audits, and process optimization initiatives.
- Served as a key liaison between leadership and frontline staff, enabling better communication, strategic hiring, and service-quality improvements.
Guest Relationship Supervisor
Springhill Suites
Fishers
02.2018 - 07.2019
- Managed high-volume client engagement and property tours, directly influencing revenue through improved conversion and enhanced guest experience.
- Ensured compliance and documentation integrity across daily operation through quality assurance reviews and process evaluations.
Education
Bachelor in Event Management - Event Management
Indianapolis University-Purdue University Indianapolis (IUPUI)
Indianapolis, IN05.2018
Certificate of Business Foundation -
Indiana University, Purdue University Indianapolis
Indianapolis, IN05.2018
Skills
- Financial advisory expertise
- Compliance management
- Risk mitigation
- Communication skills
- Cross-functional collaboration
- Lead generation strategies
- Client relationship management
- Data analysis proficiency
- Revenue growth tactics
- CRM tools utilization
- Sales enablement techniques
- Pipeline management skills
- Project management capabilities
- Critical thinking abilities
- Complex communication skills
- Time management efficiency
Languages
English
Native/ Bilingual
Spanish
Full Professional
Italian
Native/ Bilingual
Timeline
Advisor Marketing Representative
Capital Group
08.2023 - 09.2025
Client Service Representative
Capital Group
03.2022 - 08.2023
Bilingual Sales Representative
Angi
10.2020 - 10.2021
Guest Service Manager
Residence Inn by Marriott/ Springhill Suites by Marriott (Dual Property)
05.2020 - 10.2020
Operations Manager
Springhill Suites
07.2019 - 08.2020
Guest Relationship Supervisor
Springhill Suites
02.2018 - 07.2019
Bachelor in Event Management - Event Management
Indianapolis University-Purdue University Indianapolis (IUPUI)
Certificate of Business Foundation -
Indiana University, Purdue University Indianapolis