Wendy Pollinger
Brighthouse Financial, Formerly MetLife Investors
Isle Of Palms,SC
1
Certification
48
years of professional experience
Seasoned Director with expertise in building strategic partnerships and leading high-performing teams to drive client growth. Achieved significant results by managing major distributor relationships and developing joint business plans that expanded market share. Focused on strategic planning, collaboration, and mentoring to enhance team performance and deliver impactful client engagement.
Work History
Director
19 Years 2 Months- Managed strategic relationships for some of the firms' largest third party distributors.
- Thought leader on the Women's Market and how financial advisors should approach different segments of the market.
- Speaker at client firm conferences.
- Developed high-performing teams by providing mentorship, guidance, and opportunities for professional growth.
- Enhanced team collaboration through regular communication, goal setting, and performance evaluations.
- Established a culture of continuous improvement by fostering open communication channels and empowering employees to voice their ideas.
- Managed budgets effectively to ensure optimal use of resources while maintaining financial stability.
- Account manager of the year 2011, 2012, 2014, 2018, 2019, 2022 and 2024.
Managing Director
8 Years 10 Months- Established National Accounts Department for Retail Markets to enhance client engagement and drive revenue growth.
- Obtained preferred partner status with targeted focus firms.
- Created and implemented joint customized business plans to increase sales and market share.
- Executed corporate events, as well as analyst and financial advisor due diligence meetings.
- Managed team of Key Account Managers.
- Negotiated annual marketing support including executing accompanying legal documents.
Vice President
7 Years 8 Months- Managed relationships with strategic bank brokerage partners.
- Developed and implemented joint sales and marketing plans, which resulted in increased sales of Oppenheimer Funds.
- Completed Requests for Proposals. for new business, making final presentations.
- Oversaw client relationship management, ensuring responsive communication and tailored investment solutions.
Vice President
7 Years 8 Months- Retirement Plans wholesaler for the North Eastern United States.
- Was a Marketing Manager for the wholly owned asset manager Mitchell Hutchins. Identified retail opportunities for individual asset management.
- Worked on original market design for proprietary mutual funds.
- Manager of team that trained financial advisors to utilize a new desktop system,.
- Sales training specialist for managers and newly licensed financial advisors.
Training Specialist
1 Year 11 Months- Developed skills-based training programs for various functional areas of the bank to enhance employee competency.
- Delivered skills training.
Training Specialist
2 Years- Facilitated instructor-led sessions for onboarding, systems, and policy updates.
- Assessed learning needs across departments and tailored instruction accordingly.
- Assessed additional needs based on training progress and collaborated with management to meet requirements.
Education
Bachelor of Arts - Corporate Media Design
- Minor in Education
- Graduated Summa Cum Laude
Skills
Strategic planning
Decision-making
People management
Project management
Client engagement
Communication strategies
Written communication
Certification
- Series 24, Series 7, Series 64 Securities Licenses. Life, Health and Accident Licenses. National Certification to deliver CE to financial advisors.
Timeline
Director
Brighthouse Financial, Formerly MetLife Investors
07.2007 - 09.2026Read More
Managing Director
New York Life Investment Management
02.1998 - 12.2006Read More
Vice President
Oppenheimer Funds
06.1990 - 02.1998Read More
Vice President
PaineWebber
10.1982 - 06.1990Read More
Training Specialist
Morgan Guaranty Trust Company
10.1980 - 09.1982Read More
Training Specialist
Royal Globe Insurance Company
10.1978 - 10.1980Read More
Ithaca College
Bachelor of Arts from Corporate Media Design
Read More