Tamara Campbell

Strategically managed relationships as internal point of contact servicing an account base valued at over $10B in assets under management, maintaining a 100% client retention rate.

• Actively managed high-volume ongoing and ad hoc client investment requests and timely updates to CRM.
• Collaboratively created targeted marketing collateral to clients and prospects to ensure recurrent communication of strategic campaigns.
• Trained personnel and coordinated internal teams (operations, legal, trading, risk, compliance, performance, portfolio management, and others) to deliver exceptional, timely client service.
• Skilled at working independently and collaboratively in a team environment.
• Self-motivated, with a strong sense of personal responsibility.

Managed client service initiative of account base valued at $2B in assets under management maintaining a 95% retention rate.
• Coordinated all levels of the institutional client lifecycle and process from onboarding and ongoing high-volume account maintenance, consistently exceeding client expectations.
• Worked independently and collaboratively, leading cross-functional teams to develop and improve institutional standards.
• Optimized core processes to improve business performance and operational agility.

Acted as internal point fo contact servicing institutional clients and consultants.

• Created strategic marketing materials and managed high-volume distribution for institutional sales.
• Coordinated large-scale continuing education, advertising, and promotional events.
• Researched and prepared account analyses, sales, and performance presentations.

Acted as internal point of contact for clients and consultants in support of the institutional sales team.

• Spearheaded strategic sales and marketing campaigns with update to CRM and Salesforce.
• Coordinated large-scale events and continuing education activities locally and nationally.
• Orchestrated client advertisement, trade shows, and event sponsorship.
• Managed departmental budget, travel and expenses.

Built and strengthened relationships with new and existing accounts to drive revenue growth.

• Developed relationships through networking and trade events.
• Achieved maximum territory penetration through proactive consultative marketing strategies.
• Increased profitability by 10% and pipeline development leveraging diverse marketing channels.

Conducted high volume daily sales presentations based on risk tolerance and detailed investment objective analyses.

• Collaborated with clients to build relationships and provide ongoing support and guidance to meet financial goals.
• Established a substantial client base utilizing high-volume prospecting.