Marlo Cote
SAN DIEGO,California
Summary
Dynamic Senior Director with over 20 years of experience driving sales growth, fostering innovation, and leading high-performing teams. Proven expertise in strategy, business development, and customer success. Adept at transforming challenges into growth opportunities through strategic vision and hands-on leadership.
Overview
28
28
years of professional experience
Work History
Senior Director – Client Services
Vistage Worldwide
10.2015 - Current
- Led a team of 15 professionals to achieve world-class support, delivering innovative solutions to enhance client engagement and retention
- Drove metrics-based performance and provided strategic insights to the executive team, aligning service operations with organizational growth goals
- Implemented new processes and KPIs, improving efficiency during periods of significant change and growth
- Created an agile working environment, enabling rapid response to changing business needs without sacrificing quality or performance standards.
- Increased employee satisfaction, providing regular coaching and feedback sessions while fostering a work culture of collaboration and inclusion.
- Grew talent pool by actively recruiting top-tier candidates from diverse backgrounds while implementing robust training programs for skill development across all levels of staff members.
Relationship Manager
Shareholders Service Group
09.2013 - 10.2015
- Enhanced client relationships by delivering tailored solutions to grow their businesses
- Represented the company at industry conferences, promoting innovation and service excellence
Assistant Vice President – Mutual Funds Sales & Marketing
LPL Financial Services
06.2007 - 11.2012
- Spearheaded sales strategies for mutual funds and 529 plans, resulting in a 50% sales increase for key sponsor firms
- Developed marketing campaigns that drove $28B in sales through targeted advisor engagement initiatives
- Added 40+ new products annually, strengthening the product portfolio and creating growth opportunities
Director – Investment Product Sales Desk
LPL Financial Services
08.2004 - 06.2007
- Designed and executed a sales desk model to handle 6,000+ monthly advisor inquiries, optimizing workflows and training for seamless service delivery
Director – Mutual Fund Operations
LPL Financial Services
09.1996 - 08.2004
- Directed operations for mutual fund trading and transfers, managing a team of 17 and executing large-scale projects that streamlined efficiency
Education
Bachelor of Science - Business Administration – Emphasis in Management
San Diego State University
San Diego, CASkills
- Sales Strategy
- Revenue Growth
- Business Innovation
- Business Development
- Leadership
- Customer Success
- Customer Retention
- KPI Management
- Cross-Functional Collaboration
- Innovation management
- Verbal and written communication
- Process Optimization
Timeline
Senior Director – Client Services
Vistage Worldwide
10.2015 - Current
Relationship Manager
Shareholders Service Group
09.2013 - 10.2015
Assistant Vice President – Mutual Funds Sales & Marketing
LPL Financial Services
06.2007 - 11.2012
Director – Investment Product Sales Desk
LPL Financial Services
08.2004 - 06.2007
Director – Mutual Fund Operations
LPL Financial Services
09.1996 - 08.2004
Bachelor of Science - Business Administration – Emphasis in Management
San Diego State University
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