Lia Mote
Sr Client Relationship Director
Liberty Hill,TX
Summary
Persuasive, Self Motivated Strategic Communication and Business Development Professional with 14+ years of experience building relationships, cultivating partnerships, retaining top accounts and growing profit channels by establishing trust. Transferrable experience and skills include:
- Targeted Strategic Communication Analysis and Support
- Messaging, Positioning and Marketing Strategy Creation and Implementation
- Campaign and Project Management
- Client Relationship Advocate
- Corporate Trainer/Consultant/Speaker
- Strategic Communications experience includes public, government and private sectors.
Overview
25
25
years of professional experience
1
1
Certification
1
1
Series 63
1
1
Series 7
6
6
years of post-secondary education
Work History
Business Development Manager
Professional Development Training Usa
Austin, TX
02.2023 - Current
- Developed and implemented strategies to increase sales and market share.
- Identified potential clients, built relationships, and negotiated contracts.
- Created presentations to attract new business opportunities.
- Maintained a database of existing customers and prospective leads.
- Conducted research on industry trends, competitor activities, and customer needs.
- Drafted proposals for prospects in response to their requests for information.
- Analyzed customer feedback to identify areas for improvement in products and services offered.
- Provided training to sales staff on effective communication techniques when dealing with clients.
- Assisted in developing pricing strategies that maximized profits while meeting customer expectations.
- Monitored competitors' activities, prices, products, services., in order to stay ahead of the competition.
- Managed all aspects of client accounts including contract negotiations, project planning, budgeting, invoicing and payment processing.
- Developed strategic partnerships with vendors and suppliers to ensure cost efficiency.
- Collaborated with internal teams for successful execution of projects.
- Participated in weekly meetings with executive leadership team members to discuss progress toward goals.
- Maintained open and ongoing communication with clients to meet needs and expectations.
- Established new customer accounts using negotiation and sales closing abilities.
- Determined business development opportunities and implemented effective strategy for client acquisition.
- Developed short-term and long-term vision and strategy to achieve targeted sales objectives.
- Leveraged cold calling, in-person visits and referrals to build leads.
- Identified new customers through pipelining, pre-qualification and territory analysis and management.
- Gathered and analyzed business, market and competitor information to support development of strategic marketing plan.
- Prospected, identified and cultivated relationships with contacts to promote product lines and solutions.
- Generated leads and capitalized on valuable business opportunities to bring in new company revenue and improve bottom line profit.
- Facilitated and managed business development plan based on market and industry research.
- Liaised with channel partners to build business.
- Drove customer intimacy and brand value by defining and segmenting needs, pain points and buying behaviors.
- Led programs to solve strategic growth questions for business.
- Cultivated strong professional relationships with suppliers and key clients to drive long-term business development.
- Directed and coordinated products, services and sales activities.
- Improved profit margins by effectively managing expenses, budget and overhead, increasing closings and optimizing product turns.
- Developed and significantly grew assigned territory [Number]% within first year.
- Gained market share in new sales performance through aggressive team training.
Investment Advisor
TCG Group Holdings, LLC HUB
Austin, TX
08.2020 - 07.2022
- Analyzed client's financial situations, objectives and risk tolerance to develop investment strategies.
- Identified potential investments and opportunities for clients according to their individual needs.
- Provided comprehensive financial advice on retirement planning, estate planning, tax strategies, insurance coverage and other areas of personal finance.
- Monitored the performance of existing portfolios and recommended changes when necessary.
- Conducted research on the markets and available products in order to make informed decisions regarding investments.
- Reviewed client accounts regularly to ensure that portfolio allocations were consistent with stated objectives.
- Developed relationships with clients in order to gain a better understanding of their goals and needs.
- Educated clients on various investment options available in the marketplace.
- Explained complex concepts such as stocks, bonds, mutual funds, ETFs, commodities and derivatives in an easy-to-understand manner.
- Advised clients on how best to diversify their portfolios while still meeting their return targets.
- Interacted with custodians or brokers regarding account maintenance issues such as dividend reinvestment or cost basis adjustments.
- Followed up with clients periodically via phone calls or emails to discuss progress towards achieving financial goals.
- Researched potential investments using both internal company data sources as well as external third party providers.
- Responded promptly to client inquiries about their accounts or any other related questions they may have had.
- Advised customers on financial investment options and capital expenditures.
- Communicated with existing and prospective clients to identify financial goals and provide recommendations on investment solutions.
- Answered clients' questions about purposes and details of financial plans and strategies.
- Recommended strategies to clients to help achieve financial goals.
- Strengthened client relationships by conducting routine portfolio reviews to measure plan success.
- Followed-up with clients regularly and implemented consultative techniques to stay on top of financial means and objectives.
- Investigated available investment opportunities to determine compatibility with client financial plans.
- Counseled clients on financial matters and provided recommendations on investment opportunities, products and services based on client needs and asset availability.
- Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
- Articulated value of stocks, bonds and mutual funds and educated clients on benefits of each.
- Expertly managed client portfolios to maximize returns and maintain risk tolerances.
Sr. Proposal Strategist
Trusted Capital Group (TCG), a HUB International company
Austin, TX
08.2020 - 07.2022
- Develop and improve upon division proposal/sales process improving outcomes; Source analyze and craft persuasive proposals in response to public entity requests for investment advisory, retirement plan and design, consulting and cyber security divisions of TCG; Collaborate and support partners and sales executives to improve sales proposal for increased wins; Work with Chief Marketing Officer and marketing team to coordinate message strategy, revenue expansion and marketing strategies for the different business lines of the firm; Seek opportunities to introduce TCG's solutions to new prospective clients through traditional and social media channels, interpersonal relationships and cross-referrals with industry partners; Dynamic solution-oriented strategist working partners and directors to accommodate innovative solutions to improve our current offerings and approach; Provide portfolio and investment advice for private wealth and business clients.
- Created and implemented campaigns across multiple channels to maximize ROI and reach target audiences.
- Conducted competitive analysis to evaluate the effectiveness of current strategies.
- Researched industry news and developments to stay ahead of competition.
- Developed technical proposal packages and presentations for potential clients.
- Researched and analyzed customer requirements to ensure accuracy in proposal documents.
- Collaborated with team members from various departments to create comprehensive proposals.
- Reviewed completed proposals for accuracy and completeness prior to submission.
- Assisted in developing pricing strategies that maximized profits while meeting customer needs.
- Organized proposal documents, including drawings, specifications, and other materials necessary for submission.
- Ensured compliance with government regulations when preparing bid documents.
- Maintained records of all submitted proposals, tracking their progress through the review process.
- Conducted research on competitive bids to determine areas of improvement or advantage in our own submissions.
- Interpreted complex customer requirements into effective technical solutions within a proposal document format.
- Drafted detailed responses to Request for Proposals.
- Analyzed past project performance data to identify trends or areas for improvement in future bids.
- Managed multiple simultaneous projects while ensuring timely completion of each one.
- Coordinated with vendors and suppliers regarding product availability and pricing information.
- Presented technical aspects of company offerings during client meetings and conferences.
- Developed guidelines for standardizing proposal content across the organization.
- Communicated with clients and coworkers about analysis results.
- Coordinated activities with suppliers, contractors or other departments.
- Performed testing to determine functionality or optimization.
- Finished projects on time and within budget.
Grant Writer
Foundation 99 (sponsored by TCG)
Austin
08.2020 - 07.2022
- Source and apply for grants as well as private grant opportunities for newly formed non-profit public charity seeking to serve marginalized communities through financial literacy and education by providing one-to-one conversations with licensed financial coaches; Write proposals and apply for grants targeting Foundation 99's mission; Introduce and promote the mission and vision of Foundation 99 through social media, network relationships, email campaigns, and website; Enlarge prospective partners and corporate sponsors' knowledge of Foundation 99 to increase awareness and add donors and partners; Coordinate with members of the board to expand our recognition and impact for financial inclusion and economic access; Liaison with banks and other community enterprises for the benefits of the organizations mission.
Financial Advisor
Edward Jones Investment Company
Austin
07.2019 - 08.2020
- Deliver personalized investment solutions to help clients work toward their long-term financial goals; Create custom portfolio strategies using Edward Jones guidance and processes; Source and develop practice through strong relationship building and sales skills; Research and provide financial education for employees of companies in north Austin; Create connections through relational and referral networking.
Director of Communication and Marketing
Hill Country Christian School of Austin
Austin
08.2008 - 08.2009
- Improved school's brand through communication and marketing campaigns; Improved internal communication processes among staff, executive board and parents; Reduced marketing costs by concentrating on revenue creating marketing activities.
Client Services Manager | Research Department Manager
Grub & Ellis Commercial Real Estate Brokerage
Houston
06.1998 - 05.1999
- Promoted firm by building relationships with media including Wall Street Journal, and Real Estate Investor; Improved data in research databases resulting in improved reporting, and industry results; Collaborated with brokers by contributing to economic forecast publications, presentations and annual reports; Assisted real estate brokers in running cost valuation analysis on commercial real estate using Argus software.
Strategic Communication Consultant
LV Mote Consulting Group
Austin/Katy
01.2009
- Advise clients on business and marketing strategy with a return on investment(ROI) focus; Present marketing strategy workshops for community organizations, chambers of commerce and faith-based organizations; Create and coordinate targeted messaging campaigns for clients including political candidates, executives, business owners and professional services firm leadership; Provided tailored business consulting to professionals and business entrepreneurs; Present keynote addresses and training on topics including facilitation, train the trainer, leadership and marketing; Facilitate board meetings and retreats for company leadership and organizations; Interview Coaching for executives, professionals, and college students for scholarship, job interviews and career fairs; Executive Speech Coach.
Property Management Office Administrator
Hines Interests Limited Partnership
Denver
- Reviewed and finalized high-level proposals for Hines Business Development executives; Reduced costs, simplified processes for high end office building management firm; Increased tenant retention through successful communication and relationship-building initiatives; Prepared lease documents and asset management reports for owners; Worked on budget presentation with accounting officer.
Marketing Director/Financial Services/ Sales
Global Planning, Inc.
Lakewood, CO
- Worked directly with president developing marketing strategy and business development for firm; Marketed, sold and managed securities and employee benefits programs (401k, etc.); Wrote and coached company president to present investment seminars for targeted audiences.
Education
BA Public Speaking - Persuasive Communication, Sales, Rhetoric, Messaging And Positioning
Bob Jones University
Greenville, SC 08.1983 - 12.1987
MA Dramatic Production -
Bob Jones University
08.1988 - 05.1990
Skills
- Stakeholder Communication
- Relationship Development
- Team Building
- Relationship Building
- Decision-Making
- Business Development
- Sales Presentations
- Client Consultations
- Strategic Partnerships
- Project Management
- Account Management
- Verbal and Written Communication
- Market Penetration
- Forecasting Ability
- Sales Leadership
- Key Decision Making
- Cross-Functional Collaboration
- Relationship Building and Rapport
- Business Planning
- Market and Competitive Analysis
- Training and Development
- Cold Calling
- Negotiations
- Campaign Management
- Strategic Business Planning
- Team Collaboration
- Issue Resolution
- Territory and Account Management
- Product Deployment
- Business Administration
- Contract Negotiation Expertise
- Account Servicing
- Territory Management
- Channel Management
- Training and Mentoring
- Strategic Planning
- Client Relationship Building
- Market Trend Analysis
- Process Improvement
- Networking Strength
- Consultative and Relationship Selling
- Campaign Development
- New Business Development
- Performance Metrics
- Relationship Building and Management
Certification
- Life & Health insurance
- Series 66
- Series 7 - current
Licenses
- Public Board Member - Texas State Board of Dental Examiners
- Political Campaign Volunteer - National, Congressional, County (Surrogate speaker for Congressional candidate, Message and Debate coach for candidates, Grassroots engagement)
- Church Volunteer - Mission Trip leader, Bible Study leader, Small Group Community engagement
- Founder/Executive Director - Mosaic Arts Group (for Christians in theatre/film)
- Volunteer Coach - High School Speech and Debate Team
- Dave Ramsey Financial Coach
Languages
English
Professional
Greek
Native/ Bilingual
References
References available upon request.
Timeline
Business Development Manager
Professional Development Training Usa
02.2023 - Current
Investment Advisor
TCG Group Holdings, LLC HUB
08.2020 - 07.2022
Sr. Proposal Strategist
Trusted Capital Group (TCG), a HUB International company
08.2020 - 07.2022
Grant Writer
Foundation 99 (sponsored by TCG)
08.2020 - 07.2022
Financial Advisor
Edward Jones Investment Company
07.2019 - 08.2020
Strategic Communication Consultant
LV Mote Consulting Group
01.2009
Director of Communication and Marketing
Hill Country Christian School of Austin
08.2008 - 08.2009
Client Services Manager | Research Department Manager
Grub & Ellis Commercial Real Estate Brokerage
06.1998 - 05.1999
MA Dramatic Production -
Bob Jones University
08.1988 - 05.1990
BA Public Speaking - Persuasive Communication, Sales, Rhetoric, Messaging And Positioning
Bob Jones University
08.1983 - 12.1987
Property Management Office Administrator
Hines Interests Limited Partnership
Marketing Director/Financial Services/ Sales
Global Planning, Inc.
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