Mark Sette
Brooklyn,NY
Summary
Persistent content marketing leader eager to lead and grow organizations. Skilled in content, strategic planning, problem-solving, and communication with good understanding of business principles, project management and team leadership. Collaborative with relentless work ethic.
Overview
12
12
years of professional experience
Work History
Content Marketing Design, Vice President
J.P. Morgan Chase
10.2022 - 10.2023
- Lead content marketing UX designer for several new fintech and payments products in Investment Banking org
- Conceived, designed and executed marketing narratives to launch banking, payments and embedded finance products
- Developed intuitive content design frameworks and guidelines to create consistent, polished user experiences
- Ideated and delivered numerous email journeys, resulting in an email library of over 120 emails
- Published official J.P
- Morgan payments product presentations for large, strategic B2B partnerships
- Partnered closely with heads of research, visual design, product, legal, operations, sales and leadership teams.
Senior Content Strategist and Copywriter
Investopedia (Freelancer) and Poolit (Freelancer)
11.2021 - 10.2022
- Investopedia: created over a dozen articles covering fintech, robo-advisor platforms, trading trends and product reviews, demonstrating extensive industry knowledge through relatable, engaging content for thousands of readers
- Poolit: led pre-launch marketing roadmap and content strategy for the fintech company's new alternative investment platform, partnering directly w/ CMO and CEO to define product vision, experience design, social channels and branding.
Senior Portfolio Manager (Generalist)
Wealthsimple
01.2017 - 09.2021
- Co-lead of Wealthsimple's US launch team, building and scaling a new Fintech robo-advisor investment platform to $250 million in assets under management and 16,000 clients
- Designed client communications, website UX content and marketing strategies to increase audience engagement and drive conversion through intuitive content and design, educational materials and investing expertise
- Leveraged digital and technical expertise to scale the platform to 16,000 users by identifying, designing and implementing digital financial tools, onboarding improvements and key performance indicators (KPIs)
- Demonstrated keen technological proficiency and acumen with product, engineering, investment research and leadership teams, highlighted by scoping, designing, building and launching the investment trading models
- Led wallet share initiatives by analyzing user demographics to achieve 7+ NPS score, decreasing client acquisition cost (CAC) and increasing overall lifetime value (LTV)
- Featured panelist and speaker at Fintech events to discuss industry trends and increase brand awareness, initiatives that helped contribute towards Wealthsimple's 2021 Unicorn status and $4 billion valuation.
Operations & Relationship Manager
MassMutual
12.2011 - 01.2017
- Spearheaded marketing initiatives that increased new assets under management by 54%, or $83 million
- Scaled the firm's operational process to streamline client onboarding and facilitate new product rollouts.
Education
B.S. Business Finance -
Liberty University
Lynchburg, VA12.2009
Skills
- Financial Technology (Fintech)
- Payments
- Content Marketing
- Product Marketing
- Content Strategy
- Design
- User Experience (UX)
- User Interface (UI)
- B2B2C
- B2C
- Copywriting
- Branding
- Investment Banking
- Operations
- People Management
- Leadership
- Cross-Functional Collaboration
Awards Licenses
Certified Financial Planner (CFP)
Finra Licenses
- Series 24 (inactive)
- Series 7 (inactive)
- Series 6 (inactive)
- Series 63 (inactive)
Tools Technology
- APIs
- Atlassian
- Confluence
- Figma
- Keynote
- Salesforce
- JIRA
- Slack
- Sisense
- Zendesk
- Monday.com
- Notion
- Excel
- Microsoft Office
- Google Suite
- Zoom
Timeline
Content Marketing Design, Vice President
J.P. Morgan Chase
10.2022 - 10.2023
Senior Content Strategist and Copywriter
Investopedia (Freelancer) and Poolit (Freelancer)
11.2021 - 10.2022
Senior Portfolio Manager (Generalist)
Wealthsimple
01.2017 - 09.2021
Operations & Relationship Manager
MassMutual
12.2011 - 01.2017
B.S. Business Finance -
Liberty University