LAUREN LABARBERA
Executive Director - Product Strategist
Huntington,NY
Summary
- Analytical with strong track record of success leveraging background in consultative sales and strategy
- Established communication and presentation skills with proven ability to influence others
- Cultivates complex relationships while fostering innate curiosity that drives desire to learn and grow
Overview
22
22
years of professional experience
2
2
Certifications
Work History
Product Strategy: Retirement, Multi-Asset, Model Portfolios, International & Emerging Markets Equity Asset Class Specialist, Executive Director
J.P. Morgan Chase & Co
01.2010 - 01.2025
- Subject matter expert partnering with investment, distribution, training and product development teams to identify areas of opportunity to differentiate and grow Asset Management’s product range across vehicles and client segments.
- Conduct ongoing market intelligence research and strategic analysis, leveraging excellent communication and presentation skills to deliver timely insights on industry trends and key points of differentiation of our product capabilities to drive long-term business goals.
- Collaborate with distribution, marketing, training & investment management partners to provide competitive intelligence and understand clients’ and the firm's needs & challenges, frequently curating agenda-based meetings across lines of business with senior leaders to drive innovation.
- Partner with distribution and product teams to create and deliver impactful analyses to internal & external clients, interfacing with financial advisors & consultants to provide competitive insights and trends, resulting in $5B+ in new sales and retention of existing business.
- Engage with product and marketing partners to develop collateral driving consistent and compelling messaging of JPMorgan's investment capabilities to educate financial advisors, consultants, plan sponsors & end clients on potential benefits and role in portfolio.
- Train 600+ person salesforce on the competitive landscape by creating and presenting content bi-monthly. Implement internal training and education via in-person & virtually formal presentations, channel-specific through team calls and coaching sessions.
- Manage Morningstar relationship with Sourcing and Chief Data Office to negotiate contracts for creation and delivery of data for the Target Date Compass tool, while performing ongoing quality assessment to ensure accuracy of data within the tool.
- Direct and execute launch of next generation Target Date Compass tool – the industry-leading and award-winning resource for financial advisors to differentiate among Target Date series in the marketplace helping enable plan sponsors to meet their fiduciary responsibilities in selection of appropriate Target Date Fund series for their plan.
DCIO Specialist: Defined Contribution Investment Solutions, Associate
J.P. Morgan Chase & Co
01.2010 - 01.2012
- Managed Texas territory with external partner to become the second JPM DCIO team to exceed $1B in sales
- Responsible for cultivating relationships with financial advisors and consultants by delivering JPMorgan thought leadership and providing investment education to help clients understand benefits to plan and participants.
- Collaborated with JPMorgan product teams to align on retirement message and ensured advisors received timely resources tailored to their specific business needs.
- Utilized various analytics and resources (Target Date Compass, fi360, Brightscope) to help clients select, implement and monitor changes to their plan sponsors’ investment line-ups.
- Met and surpassed territory goal by 150%+ per annum and was solely responsible nearly 30% of new sales
Senior Regional Sales Associate – Variable Annuity Salesdesk
AXA Equitable
01.2005 - 01.2010
- Internal wholesaler serving financial advisors in the Southwest across broker-dealers.
- Provided financial advisors with income planning solutions while generating new business through use of competitive analysis.
- Utilized capital markets research to effectively service and position AXA’s products to financial advisors quarterly.
Junior Broadcast Buyer
Carat USA
01.2003 - 01.2005
- Assisted the Senior Buyer for the NY and Washington DC regions for local media advertising/spot buying
- Responsible for negotiating, purchasing, and maintaining various media campaigns.
- Monitored and investigated variances between market conditions and purchased airtime to determine if the clients’ goals were being met.
Education
Bachelor of Arts - Economics, Psychology
University of Michigan
05-2003
Skills
- Effective Communicator
- Presentation Skills
- Relationship Cultivator
- Influencing
- Training
- Detail-Oriented
- Inclusive
- Team Player
- Leader
- Competitive Analysis
- Training
- Consultative
Certification
Licenses: FINRA 7, 63
Affiliations
- Women on the Move (Fast Forward, Career Development Program facilitator)
- PRIDE Business Resource Group – PRIDE New Ally
- Ascend Alum
- Wellness Committee
Timeline
Product Strategy: Retirement, Multi-Asset, Model Portfolios, International & Emerging Markets Equity Asset Class Specialist, Executive Director
J.P. Morgan Chase & Co
01.2010 - 01.2025
DCIO Specialist: Defined Contribution Investment Solutions, Associate
J.P. Morgan Chase & Co
01.2010 - 01.2012
Senior Regional Sales Associate – Variable Annuity Salesdesk
AXA Equitable
01.2005 - 01.2010
Junior Broadcast Buyer
Carat USA
01.2003 - 01.2005
Bachelor of Arts - Economics, Psychology
University of Michigan