Kyle L. Reinheimer
Cohasset,MA
Summary
Investment product marketer and sales professional with extensive experience in asset management. Expertise in developing and implementing innovative marketing strategies for alternatives and fixed income, effectively aligning investment solutions with client needs. Demonstrated success in leading cross-functional teams to drive growth and achieve results through strategic positioning and client-focused storytelling. Committed to integrating sales and marketing efforts to create impactful, results-oriented campaigns.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Director, Investment Marketing
John Hancock Investment Management
Boston, MA
02.2022 - Current
- Lead alternatives marketing strategy for U.S. Retail, overseeing organic media, paid media, and distribution materials with a focus on private credit, alternative credit, and real assets.
- Head of fixed income marketing for U.S. Retail, overseeing organic media, paid media, and distribution materials for the firm's flagship and highest selling products.
- Manage the marketing team responsible for Models, ETFs, SMAs, and portfolio consulting, ensuring strategic alignment and effective execution across these key product areas.
- Awarded the Partner Award in 2024 for being the strategic partner of the year to the distribution team across the entire organization.
- Collaborated cross-functionally with investment, product, distribution, and compliance stakeholders to maximize marketing impact and strategic alignment.
- Built and executed a strategic marketing plan for U.S. Retail for Manulife | CQS IM, an alternative credit investment manager, supporting the successful merger and providing the strategic blueprint across other channels and regions.
- Launched the CQS Asset Backed Securities Fund, an alternative credit fund, which became the firm's first interval fund onboarded at a major U.S. wirehouse and developed over 40 pieces of supporting collateral in the first 6 months.
- Directed ongoing marketing efforts for Asset-Based Lending, which became the first tender-offer fund onboarding at a major broker-dealer. Comprehensive campaigns included webinars, targeted emails, custom distribution support, subject matter expert promotion and a custom distribution playbook.
- Developed the narrative and advisor-focused marketing collateral, earning high praise from sales, investment teams, and senior leadership.
- Recognized as a subject matter expert within marketing for alternatives, providing guidance and support to colleagues in institutional, Canadian retail, and Asia teams.
- Mentored and supported direct reports, contributing to their professional growth and promotions within the organization.
Team Lead
John Hancock Investment Management
Boston, MA
10.2019 - 02.2022
- Served as Interim Internal Sales Manager for team of 12 during six-month maternity leave.
- Managed campaign processes for intermediary channel, including initiatives and follow-ups.
- Assisted Internal Sales Managers with recruiting, interviewing, and onboarding new hires.
- Mentored sales desk peers through coaching on sales techniques and product knowledge.
- Formalized responsibilities of Senior Internal Business Consultant by implementing bi-monthly meetings.
- Led monthly Advisory Council meetings with senior leadership, setting the agenda effectively.
- Created targeted emails for sales organization, collaborating with compliance for approvals.
- Selected as guest lecturer for Clemson University sales and marketing class
- Awarded Coach's Award in 2021
Senior Regional Representative, Business Consultant
John Hancock Investment Management
Boston, MA
12.2016 - 10.2019
- Achieved top 5 sales ranking among 40+ peers, earning #1 ranking four times and top 5 three times.
- Led virtual meeting initiative, driving 10% year-over-year sales increase with participating advisors.
- Delivered impactful presentations on Social Security, college planning, and Market Intelligence to advisor audiences.
- Developed and launched Project One Desk mentoring program, enhancing collaboration across multiple offices.
- Drove territory growth from bottom 10% to top 25%.
- Received Franchise Player of the Year Award in 2019.
Regional Sales Specialist
Pioneer Investments
Boston, MA
03.2014 - 11.2016
- Proactively managed sales territory in partnership with Senior Vice President
Divisional Sales Associate
Pioneer Investments
Boston, MA
05.2013 - 03.2014
- Oversaw inbound sales calls from financial advisors regarding Pioneer products and capital markets conditions.
Client Service Representative
Pioneer Investments
Boston, MA
07.2012 - 05.2013
- Assisted shareowners and advisors with account-specific inquiries, performance reporting, buy/sell orders, and legal/tax/compliance requests.
Education
BBA - Marketing, Economics Minor
Suffolk University
Boston, MASkills
- Alternative investment marketing
- Strategic planning
- Marketing collateral development
- Cross-functional collaboration
- Digital marketing initiatives
- Product positioning
- Team leadership
- Project management
- Effective communication
- Mentorship and coaching
Certification
- FINRA Series 7
- FINRA Series 66
Timeline
Director, Investment Marketing
John Hancock Investment Management
02.2022 - Current
Team Lead
John Hancock Investment Management
10.2019 - 02.2022
Senior Regional Representative, Business Consultant
John Hancock Investment Management
12.2016 - 10.2019
Regional Sales Specialist
Pioneer Investments
03.2014 - 11.2016
Divisional Sales Associate
Pioneer Investments
05.2013 - 03.2014
Client Service Representative
Pioneer Investments
07.2012 - 05.2013
BBA - Marketing, Economics Minor
Suffolk University