Jake Fortinsky

Manager, Corporate Channel Marketing @IG Wealth Management

Participate in the marketing planning process to drive deeper engagement, and a differentiated client experience • Identify and create tactical plans to turn strategic priorities into deliverables, inclusive of content and campaign development, internal/external communications and training resources • Develop innovative and effective marketing tools and resources to support advisors and the end-to-end client experience • Lead the timely development, design and introduction of new/updated marketing materials via an effective briefing process and efficient, productive interactions with internal and external agency resources (including writers, editors, designers, email marketing team and production specialists) • Uncover opportunities to increase revenue, retention and/or referrals • Work on the delivery of specific initiatives associated with the client journey (from onboarding through ongoing service to estate services) to improve the client experience • Forge and maintain close relationships with key business partners inside IG Wealth Management to foster understanding of different parts of the business and their priorities, and ensure a smooth, cooperative and coordinated delivery of marketing initiatives • Analyze customer, competitive touchpoints, and industry research to surface opportunities for action/improvement in the development of marketing tools and service enhancements