KRISTINE BECKER
Financial Professional
Levittown,PA
Summary
A dedicated and reliable financial services professional offering 30 years of experience. Organized, experienced, detail-oriented team player and a dependable candidate with strong organizational skills, successful at managing multiple projects and priorities simultaneously with a high degree of accuracy.
Overview
32
32
years of professional experience
Work History
RFP SPECIALIST
Guggenheim Investments
01.2021 - Current
- Managed over 75 multiple RFP's (Request for Proposals) and DDQ's (Due Diligence Questionnaires) in 2021/2022 for prospective and existing clients with meeting client deadlines
- Currently managed over 50 RFP's and DDQs YTD
- Develop strong working relationships with sales, client service, investments, legal, compliance and administration groups to ensure that content within deliverables is accurate and responsive to questions
- Assigned ownership of Seismic database by managing, automating and distributing sales content which enhances processes, queries, and automation of responses.
- Collect and input RFP responses into Seismic database to keep RFP responses current and relevant
- Developed and update weekly Excel tracker spreadsheet for RFP responses monitoring and reporting of Seismic database to senior management
- Ensure consistency of messaging and positioning across channels and regions
- Identify, escalate, and implement process improvements and enhancements to our process and procedures
NATIONAL ACCOUNTS SENIOR ASSOCIATE
Transparent Value/Guggenheim Investments
11.2010 - 12.2020
- Responsible for managing, supporting and executing Strategic Partnership Group initiatives and goals for Intermediary Distribution
- Handled day-to-day administration for Transparent Value and Guggenheim Investments of events and programs related to relationship manager sponsored events, including site visits, BEO reviews, vendor monitoring for audio and visual, travel planning as needed, restaurant reservations, attendee participation, registration counts, RSVP tracking, speaker materials and promotional items
- Managed relationships with vendors for booth collateral including but not limited to booth rental, booth signage, audio/visual, gift promotions, mailing of materials, set up and take down of booth, etc.
- Researched venues for event programs and made selections based on quality and cost of venue
- Managed communications with event attendees, speakers, and client stakeholders for relationship manager sponsored events
- Maintained travel budget for relationship managers for Strategic Partnership Group for sponsor related programs and events
- Contributed to event marketing, sales and brand promotion
- Assisted in general activities in support of each relationship manager (creating/updating PowerPoint decks, Word documents, Excel spreadsheets, etc.)
- Assisted in obtaining approval for distribution of financial products at partner firms
- Developed quarterly one pager for major wire houses that provided updates on Guggenheim and partnerships with firms to share with senior management team
- Contributed to weekly marketing email with highlights and updates on key partner firm initiatives/developments for Intermediary Distribution sales team
- Provided support to channel teams as needed including serving as primary point of contact on IntraLinks system
- Enhanced and maintained internal intranet for relationship management and sales usage with daily, weekly and monthly updates
- Collaborated with Channel Marketing and relationship managers to maintain updated partner firm portals and maintain product availability grid
- Managed submission of marketing material approvals at partner firms
- Trained new hires on internal sales desk reviewing internal intranet specific for relationship management
- Developed and maintained strong working relationships with professionals within assigned territory
MARKETING ASSISTANT /EVENT SERVICES (CONSULTANT)
BlackRock
06.2009 - 10.2010
- Effectively created layout and content for internal website used by Financial Advisors for new fund offerings
- Produced marketing materials for new fund offerings working closely with graphics and production teams
- Proactively updated monthly marketing materials for Retail Clients and Financial Advisors, ensuring all materials were properly proofread, produced and distributed in a timely manner
- Maintained and published monthly fund marketing materials on internal Financial Advisor website
- Communicated fund updates via email and provided support to internal sales desk for incoming calls from Financial Advisors
- Developed content for event materials and worked with graphic designer to produce
- Assisted event planners in effective and efficient planning with preparing materials, name badges, shipping of materials for events and reviewing logistics
PROJECT MANAGER / ASSISTANT VICE PRESIDENT
Merrill Lynch Investment Management/BlackRock
01.2004 - 04.2009
- Acted as liaison between Retail and Institutional business channels, copy writers and graphics team
- Managed tight deadlines as well as rapidly changing project requirements and expectations
- Ensured all marketing materials were properly proofread and produced on-time and within budget
- Reviewed all print and electronic communications for proper corporate branding and editorial style guideline applications to facilitate global consistency
- Proactively communicated with business channels to identify and clarify initial project needs to increase efficiency, reduce costs and pinpoint optimal solutions
- Directly supported development and distribution of marketing materials for three new major closed-end fund launches, including heavy copy editing and extremely tight deadlines
- Coordinated development of copy and layout for BlackRock's Giving & Volunteering Princeton Committee
- Worked directly with production and graphics teams to determine project specifications including budgets, schedules, design direction, production requirements and distribution details
OFFICE MANAGER
Sherland & Farrington, Inc.
01.2000 - 01.2004
- Managed day-to-day office operations for commercial flooring outfit
- Performed all payroll and accounting duties, including payment of quarterly and annual taxes
- Handled all accounts receivable and accounts payable for customers and vendors using QuickBooks
- Handled equipment maintenance contracts and supply requisitions, cutting costs and improving workflow
- Responsible for reporting company performance to senior management
ADMINISTRATIVE ASSISTANT/MARKETING COORDINATOR
Merrill Lynch Investment Management
07.1991 - 12.2000
- Developed financial advisor marketing materials such as fact sheets, brochures, sales ideas and product presentations for Variable Annuity and Offshore Marketing departments
- Managed vendor relations including company scouting, project bidding and service issues related to production of Variable and Offshore Marketing materials
- Responsible for supervision of two employees
- Formatted and edited monthly client newsletter in PowerPoint and coordinated distribution
Education
Business
Gibbs Business School
06.1991
Skills
- Strong organizational, multi-tasking, oral, written and interpersonal communication skills
- Self-motivated, goal-oriented, ability to work independently and collaboratively
- Technical/Computer skills including Microsoft Word, Excel, PowerPoint and Outlook
- Client Relationships; Project Management
- Event Support; Marketing Support
- RFP Writing
Timeline
RFP SPECIALIST
Guggenheim Investments
01.2021 - Current
NATIONAL ACCOUNTS SENIOR ASSOCIATE
Transparent Value/Guggenheim Investments
11.2010 - 12.2020
MARKETING ASSISTANT /EVENT SERVICES (CONSULTANT)
BlackRock
06.2009 - 10.2010
PROJECT MANAGER / ASSISTANT VICE PRESIDENT
Merrill Lynch Investment Management/BlackRock
01.2004 - 04.2009
OFFICE MANAGER
Sherland & Farrington, Inc.
01.2000 - 01.2004
ADMINISTRATIVE ASSISTANT/MARKETING COORDINATOR
Merrill Lynch Investment Management
07.1991 - 12.2000
Business
Gibbs Business School
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