Washington Capital Management
September 2011 — Present
Promoted to coordinate marketing activities including marketing material production and schedule management. Create graphics, ads, reports, and presentation materials, ensuring regulatory compliance and consistency with company’s marketing standards. Serve as liaison between clients and marketing team. Coordinate special marketing events with clients to support marketing efforts. Maintain responsibility for social media marketing and newsletter production. Communicate regularly with clients via phone calls and face-to-face meetings. Work closely with Director of Marketing & Vice President to facilitate programs and expedite key marketing related tasks. Research and support specific client opportunities. Coordinate client services and marketing meetings on semi-annual basis.
Create and maintain databases in Salesforce, developing lists of clients, qualified prospects and leads, campaigning, consultants, and more. Utilize eVestment to analyze portfolio performance on a quarterly basis and create special reports.
** Introduced and maintain social media marketing, utilizing LinkedIn.
** Coordinated and executed a highly successful and unique marketing event which generated potential revenue and improved client relations.