Lisa Stojak Lynch
Chicago,IL
Summary
Seeking to contribute to an organization's success through my content marketing leadership experience and content development talent. With 20 years of experience in financial services, I'm often described as an enigma. I am passionate about capital markets and economics, but I also love writing and branding. I excel at both technical, research-based content and creative ad copy. As a leader, I want those under me to provide input and guide me, and I never mind rolling up my sleeves. Most of all, I love content and believe in its ability — coupled with a robust digital strategy — to drive growth, even in the referral-heavy parts of the financial services industry.
Overview
20
20
years of professional experience
Work History
Executive Director, Content Programming
Hightower Advisors
08.2021 - 10.2023
- Led, managed and executed content programming in support of Hightower's more than 120 advisory firms' content marketing initiatives
- Increased client and prospect engagement and helped generate new leads for Hightower and its advisors by focusing on advice-driven thought leadership that provides value to audience
- Maximized content's impact by aligning topics with optimal formats and distribution channels
- Built community among Hightower advisors around priority focus areas, including sustainable investing, women and wealth, business owners, and wellness and wealth.
Vice President, Wealth Management Marketing
Northern Trust
11.2017 - 07.2021
- Key leader of and contributor to content marketing strategy and execution across channels, including digital, video, social and print
- Integral to development of key initiatives including new overall Wealth Management marketing strategy, website relaunch, nurture campaigns and microsites
- Evolved content and strategy relative to ROI dynamics, such as engagement metrics, lead generation and qualitative feedback, in collaboration with investment and advisory practices.
Founder
Investment Content Plus, LLC
04.2016 - 11.2017
- Helped mainly financial company clients, including Jackson National Life Insurance Company and Ellwood Associates, grow business by building trust and credibility through content
- Wrote and helped produce range of digital and print content, including blogs, magazine articles, emails, social media posts, business proposals and market commentaries.
Managing Director/Vice President, Marketing and Communications
PPM America, Inc.
05.2011 - 09.2016
- Built marketing and communications team, processes and strategy from scratch, enabling firm to proactively expand its business
- Advised senior management on corporate strategy as part of company's Executive Forum
- Managed seven direct reports across marketing and communications functions, including content, RFPs, communications and design
- Wrote, produced and distributed wide range of content, including thought leadership articles, presentations, RFP responses, executive communications, emails and video scripts.
Assistant Vice President/Associate, Asia Business Development
PPM America, Inc.
09.2007 - 05.2011
- Developed new products and growth strategies for sub-advised funds distributed by Asian affiliates
- Wrote market and investment product-related commentary and marketing collateral for fixed income and equity funds distributed across Europe and Asia
- Established processes supporting Asian-based fund reporting, marketing and client communications with focus on cultural awareness and audience-centric messaging.
Senior Private Client Associate/Private Client Associate
Bernstein Global Wealth Management
05.2003 - 09.2007
- Drove AUM growth and helped clients optimize their wealth plans by providing expertise and service across trust and estate planning, asset allocation, tax management and other financial planning areas
- Delivered best-in class service to high-net-worth individuals, foundations, endowments and family offices
- Modeled client financial information and investment portfolios in proprietary Wealth Forecasting Analysis system to promote company's expertise and demonstrate its value-add in relation to competition.
Education
MBA, Finance, Strategy and Marketing -
Kellogg School of Management, Northwestern University
Evanston09.2012
MA, Literature (Distinguished Thesis Award recipient) -
Northwestern University
Evanston06.2009
BA, Economics -
University of Michigan
Ann Arbor05.2003
Skills
- Team Leadership
- Content Development
- Content Research
- Content Strategy
- Digital Marketing
- Product Marketing
Community
Assistant Troop Leader and Treasurer, Girl Scouts of America
Timeline
Executive Director, Content Programming
Hightower Advisors
08.2021 - 10.2023
Vice President, Wealth Management Marketing
Northern Trust
11.2017 - 07.2021
Founder
Investment Content Plus, LLC
04.2016 - 11.2017
Managing Director/Vice President, Marketing and Communications
PPM America, Inc.
05.2011 - 09.2016
Assistant Vice President/Associate, Asia Business Development
PPM America, Inc.
09.2007 - 05.2011
Senior Private Client Associate/Private Client Associate
Bernstein Global Wealth Management
05.2003 - 09.2007
MBA, Finance, Strategy and Marketing -
Kellogg School of Management, Northwestern University
MA, Literature (Distinguished Thesis Award recipient) -
Northwestern University
BA, Economics -
University of Michigan
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