Susan W. Hartnett
Beaufort,SC
Summary
Driven marketing professional with 34 years of progressive experience helping the Company succeed in ever-changing and challenging markets. Knowledgeable about campaign development, product launches and customer engagement.
Overview
36
36
years of professional experience
1
1
Certification
Work History
Vice President of Marketing
Deutsche Asset Management
Chicago, IL
11.2012 - 04.2021
- Working directly with sales leadership team, national account managers and product teams, identified sales opportunities, developed overall marketing strategies and supported implementation across Company's Wholesale RIA, Independent Broker Dealer and Defined Contribution Investment Only ("DCIO") channels.
- Identified and developed key product launch and brand awareness strategies within the Channels that promoted strong, consistent messaging through effective marketing collateral, training material and sales presentation tools.
- Developed and implemented marketing strategies around top advisor conferences and events intended to build brand awareness, drive booth traffic and generate sales leads.
- Created and distributed engaging, targeted email communications designed to promote Thought Leadership content, facilitate product positioning and drive client engagement.
- Increased market awareness and penetration through development of creative collateral, social media and website promotions.
- Collaborating with head of RIA channel, created and implemented all aspects of new RIA Advisory Council.
- Managed annual Channel marketing budget.
Vice President, Retirement Plans and DWS Trust Co.
Deutsche Asset Management
Chicago, IL
06.1998 - 11.2012
- Diminished regulatory risks by overseeing maintenance of DWS Trust Company's prototype documents, IRA, 403(b) and Coverdell Custodial Agreements and all related content including forms, employer notices and employee communications.
- Monitored regulatory and legislation developments in retirement arena and leveraged knowledge to assist Sales, educate employers and spearhead new product development.
- Hired and managed employees to maximize productivity while training staff on best practices and protocols.
- Established Policies and Procedures for the Retirement Group.
- Held leadership role in multiple rebranding initiatives.
- Created and made appropriate documentation for annual budgets and senior leadership goals.
Retirement Services Manager
Zurich Scudder Investments, Inc.
Chicago, IL
10.1992 - 06.1998
- Ensured prototype documents and custodial agreements were timely updated so as to maintain their tax favored status.
- Created Value Add retirement brochures and flyers.
- Developed, delivered and maintained all aspects of Continuing Education Credit retirement presentations.
- Evaluated employee performance on an ongoing basis and conveyed constructive feedback to improve skills.
- Delivered training for staff development, change management and materials.
Retirement Specialist
Kemper Financial Services
Chicago, IL
08.1987 - 10.1992
- Cultivated and strengthened relationships internally and with external advisors on retirement recordkeeping services and capabilities.
- Provided technical support on questions relating to plan prototype provisions, custodial accounts, plan design, and communications.
- Highlighted values and educated financial advisors on retirement plan types and investment products.
- Responded to Requests for Proposals.
Library Page
Gainesville Public Library
Gainesville, FL
05.1974 - 05.1976
- Placed books on proper shelves when returned to circulation.
- Supported the children's Summer Reading Program.
- Assisted with Storytime.
- Answered questions from patrons and helped to find desired materials.
- Repaired damaged books.
Education
Bachelor of Arts - Psychology
University of Florida
Gainesville, FL03.1981
Skills
- Strong Interpersonal Skills
- Research
- Project Oversight
- Adaptable and Flexible
- Social Media Content Writing
- Sales Meetings and Conferences
Certification
- Certified Employee Benefits Specialist
- Series 7 FINRA license
Timeline
Vice President of Marketing
Deutsche Asset Management
11.2012 - 04.2021
Vice President, Retirement Plans and DWS Trust Co.
Deutsche Asset Management
06.1998 - 11.2012
Retirement Services Manager
Zurich Scudder Investments, Inc.
10.1992 - 06.1998
Retirement Specialist
Kemper Financial Services
08.1987 - 10.1992
Library Page
Gainesville Public Library
05.1974 - 05.1976
Bachelor of Arts - Psychology
University of Florida
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