Marketing Director Consultant

PRISCILLA N. ADAM

917-***-**** • New York, NY • **************@*****.***

www.linkedin.com/in/priscillanadam

PROFILE

Global Asset Management Marketing Director with expertise in institutional, retail, and third-party investment marketing, product development, management and strategy. Deep knowledge of product marketing and communications, and of a broad range of investment strategies and vehicles. Codified best practices. KEY SKILLS

Integrated marketing programs, Project management, Campaign design and execution, Product strategy, Strong communication and interpersonal skills, Facility with digital marketing, Ability to succeed within large matrixed organizations, Brand management, Vendor oversight, Team development PROFESSIONAL EXPERIENCE

Integrated Marketing Consultant, New York 2019 - Present

• Supporting a national Angel Investor Network that empowers women entrepreneurs. Responsibilities include developing the 15th anniversary conference, relaunching the website and refreshing the marketing suite of materials in recognition of the expanding geographic and sector breadth of this member-supported platform.

• Creating the marketing framework for a Low Carbon Economy (LCE) start-up Fund. Responsible for formulating strategic positioning, evolving the core value proposition, providing brand design standards and guidelines, mapping out the website framework and launching the social channel set-ups. UBS Asset Management, New York 2016 - 2018

Director, Campaign and Program Marketing

• Cross-Functional Leadership - routinely worked with key business partners including distribution, client service, investment management, legal and compliance, technology, operations, risk and finance to achieve results.

• Project Management - instituted use of project plans to ensure participant accountability and timely delivery. Aligned intranet content around solutions (not product), initiated a marketing program calendar, delivered marketing support for multi-asset offshore strategy rollout, managed the digital storefront.

• Campaign Execution - executed key strategy campaigns incorporating email blasts, website promotion, manager webinars, Q&A’s, and updated marketing materials. Leads funneled back through CRM tool to sales team.

• Collateral Design and Development - produced a capability brochure for the Liquid Alternatives suite of products

- demystifying alternatives and identifying its role in client portfolios. Merged collateral from Hedge Fund and Multi-asset platforms to create one clear package for the combined product offering.

• Channel Marketing - developed multi-channel initiatives. Collateral support included the launch of a micro-site for Thought Leadership series, design of a proprietary proposal tool, and a commingled fund toolkit.

• Change Management – collaborated with regional marketing heads to rationalize client-facing material as organization converted from regional silos to a unified global platform under ‘Project Harmony’.

• Governance Champion - recommended best practice protocols to streamline U.S. compliance marketing reviews, resulting in shorter turnaround times and consistent disclaimer and disclosure messaging. QS INVESTORS, LLC, (spinout of Deutsche Asset Management), New York 2010 - 2014 Marketing Director

• Integrated Marketing - executed cross-channel marketing campaigns for Institutional and third-party distribution. Communicated strategy positioning through value-add pieces including case studies, executive summaries.

• Investment Marketing - developed and executed core strategy messages. Produced integrated client communication including product profiles, periodic reporting, performance attribution, and economic content.

• Product Management - product initiatives, competitive market analysis, product metrics, data analytics, industry trends, identifying product risks and opportunities, and stakeholder communications.

• Product Development - launched U.S. mutual funds, VA funds, commingled LLP and offshore UCITS funds for core strategies and differentiated products including principal protection and smart beta.

• Branding - brand identity including logo, design template, print image, collateral, web content and media standards. Gained consensus for inaugural packaging and promotion elements.

• Relationship Management – managed end-to-end client communication from RFP’s and the Due Diligence process through onboarding and implementation. Conducted strategic reviews for advisory clients.

• Vendor Management - managed external creative teams and upheld KPIs. Responsible for overseeing marketing communications, digital media and public relations functions. Orchestrated client and media events. DEUTSCHE ASSET MANAGEMENT, (DB), New York

Head of Product Development, Quantitative Investments 2008 - 2010

• Leadership – Global Product Committee, representing U.S. Institutional channel. Secured stakeholder consensus within a matrixed structure.

• Problem solving - Launched cash sweep program for affiliated Broker-Dealer. Product provided insurance to deposit clients while producing revenue for financial intermediaries. Cleared regulatory hurdles through program design. Program added significant recurring revenue and continued to grow.

• Product development– led product strategy, management, and development for equity strategies, Global Tactical Asset Allocation, liquid alternatives and customized solutions. New products included market neutral and 130/30 strategies, Target Date and Target Risk funds.

• Launch support - oversaw launch of GTAA Liquid alternatives funds. Responsibilities included campaign management, marketing materials creation and conducting sales training across multiple channels and regions.

• Trust Mergers - Rationalized offshore platform by integrating two fund series into one Luxembourg-based UCITS trust with one Board of Directors. Realized material cost savings. Director of Product and Channel Product Management, Institutional 2005 - 2008

• Product Development and Rationalization – overhauled product offering by creating a matrix of all strategies and vehicles. Ranked strategies. Identified focus products. Conducted gap analysis for strong performers missing vehicles. Merged or closed unprofitable or underperforming vehicles increasing the overall operating margins.

• Team Leader – responsible for a team dedicated to institutional channels (Corporate, Consultant, Non-profit, Endowments & Foundations and Taft Hartley). Promote focus investment products. Developed annual plans and budgets, integrated marketing campaigns and materials. Vice President, Sub-Advisory Channel Development 2001 - 2004

• Business Development - recruited to build out the retail third-party distribution platform. Established the operational support infrastructure, protocols and client-facing communications for the sub-advisory channel.

• Relationship Management - managed client relationships across top tier insurance and mutual fund companies with multi-manager platforms. Negotiated new relationships including fees, service level agreements and deliverables. Routinely presented reviews to Investment Committees and Boards of Trustees. GOLDMAN SACHS ASSET MANAGEMENT, GSAM, New York

VP Marketing, Sub-Advisory Channel 1996 - 2 000

• Business Development and Relationship Management - first mutual fund and variable annuity sub-advised relationships that evolved into a distribution channel and revenue diversifier. Key account manager for third- party market platform to sub-advised ’40 Act funds. VP Marketing, Retail and Institutional Funds 1990 - 1 995

• Business start-up - launched the GS Family of Funds at inception including equity, fixed income and quantitative funds. Utilized research syndicate to grow broker-dealer retail fund distribution. Recruited and trained the inaugural team of wholesalers and marketing specialists. Managed sales desk. Developed marketing collateral. EDUCATION AND LICENSES

Skidmore College, BS

Digital Marketing certificate, Cornell University

6, 7, 24, and 63 licenses (inactive)

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