Chris Diskin

Financial Services Marketing Leader | Growth Focused | Client Obsessed | Change Driver

Role
Vice President, Client, Prospect and Product Marketing at Edelman Financial Engines
Location
Charlotte, NC, US
LinkedIn followers
500 followers

About Chris Diskin

I am a financial services marketing leader with experience building teams, leading transformational efforts, enabling large organizations through marketing program development and driving attributable results for business partners. I have direct experience with digital, social media, e-mail, direct mail, content strategy and customer journey orchestration. I have deep experience with sales and marketing integration, enabling sales teams with marketing programs, technology and content.You can get a better sense for who I am by considering my StrengthsFinder Top 5 Strengths:1) Futuristic - one who has a keen sense of using an eye towards the future to drive today\'s success2) Ideation - one who is adept at seeing underlying concepts that unite disparate ideas3) Relator - one who is most comfortable with fewer, deeper relationships4) Strategic - one who is able to see a clear direction through the complexity of a situation5) Analytical - one who requires data and/or proof to make sense of their circumstancesLeveraging these strengths, I approach business problems with a data-driven mindset and find solutions that are rooted in strategy. Having been in financial services my entire career, I understand the difficulty with executing in a regulated industry. And, with a history of leading high performing teams, I know how to maximize resources to deliver in an outsized way.

Experience

  1. Vice President, Client, Prospect and Product Marketing

    Edelman Financial Engines

    Aug 2024 — Present · Charlotte, NC, US

    Leading Client, Prospect and Product Marketing for the Wealth Planning business with a focus on prospect conversion, existing client engagement, retention, and expansion. Responsibilities encompass developing strategic marketing foundations and driving client-centric initiatives to enhance satisfaction, advocacy and growth. Driving comprehensive go-to-market plans for new products and ongoing product adoption and utilization.

Education

  • University of Richmond

    Bachelor of Science Business Administration, Finance

  • University of North Carolina at Charlotte

    Master of Business Administration - MBA, Marketing

  • University of Richmond

    Post Baccalaureate, Information Systems

Skills

  • Corporate Communications
  • Strategy
  • Mutual Funds
  • Financial Advisory
  • Email Marketing
  • Social Media
  • Digital Media
  • Marketing
  • Project Management
  • Program Management
  • Product Marketing
  • Online Marketing
  • Marketing Communications
  • Direct Marketing
  • Account Management
  • Digital Marketing
  • Digital Strategy
  • Leadership
  • Financial Services
  • Social Media Marketing
  • Cross-Functional Team Leadership
  • Content Strategy
  • Marketing Strategy
  • Management
  • Internal Communications
  • Investments
  • Series 7
  • Sales

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Chris Diskin — Vice President, Client, Prospect and Product Marketing at Edelman Financial Engines in Charlotte, NC, US | Unifers