MacKenzie Madden
Senior Wealth Strategy Consultant, AVP @ Citizens
- Role
- Senior Wealth Strategy Consultant, AVP at Citizens
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About MacKenzie Madden
As Senior Wealth Strategy Consultant, AVP at Citizens, I lead initiatives to enhance lead generation strategies through insights and automation. By collaborating with cross-functional teams, I develop and execute marketing strategies, optimize digital onboarding processes, and ensure seamless advisor follow-ups, supporting client acquisition and engagement. A graduate of College of the Holy Cross with a BA in Economics and Psychology, I am committed to fostering sustainable growth and equipping advisors with effective tools like targeted training and clear engagement strategies. My goal is to drive impactful, data-informed results that strengthen relationships and elevate the client experience.
Experience
Senior Wealth Strategy Consultant, AVP
Feb 2025 — Present · New York, NY, US
Serve as business line lead of lead generation strategy, helping create and implement processes to enhance lead nurturing and conversion through data-driven insights and automation-Engage cross-functional teams to develop and execute comprehensive marketing strategies-Optimize digital onboarding processes, creating seamless pathways for new clients while ensuring timely and efficient advisor follow-up-Develop advisor training on lead strategies of marketing-sourced lead types, ensuring advisors know origin, qualification criteria and best practices for engagement
Education
Lincoln-Sudbury Regional High School
High School Diploma
2014 — 2018
College of the Holy Cross
Bachelor of Arts - BA, Economics, Psychology
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