Ellen Reif

About Ellen Reif

This quote by Patricia Fripp, an author and sales coach, epitomizes how I approach my work-“It is not your customer’s job to remember you. It is your obligation and responsibility to make sure they don’t have the chance to forget you.” As a financial services marketer supporting the B2B sales teams in acquiring and retaining business, this is my everyday challenge. It’s one I thrive on. I help our sales teams shine by- Creating benefits-oriented marketing collateral in different iterations for multiple channels- Unearthing customer-specific client data and related industry research to help guide their clients in taking action- Working closely with Seismic administrator to populate and categorize our content resource library to deliver the right information at the right stage of the sales funnel- Managing and deploying training, such as on applications, compliance training and engagement strategies- Measuring progress, results and gathering feedback on successes or improvements to be madeSome may view our clients as being only outside of our organization. I do not. I see sales as marketing’s clients, as well as valued partners and collaborators. I follow the same guidelines in building relationships and making processes simpler and easier for the people around me—it makes one memorable. Separately, I’ve been living in Charlotte, NC with my husband and two teenage sons since 2019. I grew up outside of Washington, DC in Fairfax County, VA and have also lived and worked in NYC and CT. I’m excited to be a part of this growing and ever-changing city with so much potential, and thrilled Charlotte FC is here and enjoy seeing them play.

Experience

1. Senior Specialist, Strategic Marketing and Enablement

   CAPTRUST

   Feb 2024 — Present · Charlotte, NC, US

   As a member of a high performing marketing team, I contribute to CAPTRUST\'s business development and client retention efforts through full funnel content creation, governance, and launch and execution of new strategic initiatives supporting CAPTRUST\'s robust growth and strong client retention efforts. I craft and oversee the development of client-centric content across all business lines that effectively communicates our value proposition and drives action. We serve retirement plans sponsor clients and prospects, retirement plan participants, wealth management clients and prospects, endowment and foundation boards and committees, acquisition candidates, newly acquired companies, internal financial advisors, third-party partnerships and centers of influence.• Collaborate and work cross-functionally with corporate marketing, digital marketing, editorial and public relations, integration, video production, and events, as well as various subject matter experts and compliance. Collaborate on launch and project planning of high value initiatives and special projects across teams.

Education

• Virginia Tech

  Bachelor of Arts - BA

• Bank Street College of Education

  Master of Science - MS

Skills

• Proofreading
• Lesson Planning
• Marketing Communications
• Curriculum Development
• Budget Monitoring
• Project Management
• Copywriting
• Education
• Production Planning
• Editing
• Corporate Communications
• Investor Relations
• Training
• Content Management
• Microsoft Office
• Project Coordination
• Marketing Strategy