Mary-Margaret Downing

About Mary-Margaret Downing

Financial services leader using a client-focused approach to build strategic partnerships, drivenational account growth and deliver measurable results for top-tier investment firms. Dynamic,personable business partner and trusted advisor who strengthens account relationships andfosters long-term loyalty across the IA marketplace.I’ve never been satisfied with the status quo-I’m tenacious and persistent, and use strategicthinking, client insights and a consultative approach to turn around at-risk partnerships. Overthe course of my career, I’ve led multi-year growth strategies with firms like LPL Financial andRaymond James, delivering over $1B in sales, onboarding new products, rebuilding visibility andstrengthening engagement across key distribution channels.I’m a self-taught public speaker who’s regularly invited to present at national conferences andhigh-stakes client events. I’ve developed a reputation for delivering clear, engaging andrelevant content that resonates with financial professionals and clients alike. Whether leadingCE-accredited sessions or presenting topics ranging from Social Security and Medicare to ESGand women and wealth, I take pride in making complex information understandable across allaudiences.I believe success is a shared effort. I bring energy, optimism, and a genuine commitment tosupporting others—whether it’s mentoring colleagues, collaborating across teams, or helpingadvisors reach their goals.Specialties include: Strategy, Planning and Execution, Practice Management, Sales and RevenueGrowth, Acquisition and Retention, Market Insights and Trends, Relationship Network Building,Cross-Functional Collaboration, Marketing and Communications, Financial ProductDevelopment, Process Improvement, Customer Satisfaction, Event Planning and Logistics andPublic Speaking and Presentations.

Experience

1. Senior National Accounts Manager

   Amundi

   Nov 2020 — Present · Boston, MA, US

   I was a primary relationship manager driving business development and deepening strategicpartnerships with key IAs including LPL Financial, Raymond James, Ameriprise and Cetera. I builtand executed account plans aligned with sales targets and market share goals, and analyzedclient data and market trends to identify and capitalize on revenue growth opportunities.Collaborated cross-functionally with marketing, product and finance teams to ensure initiativeswere executed effectively. I represented the firm at national conferences and industry events,overseeing event logistics, booth setup and internal communications.Highlights included: Generating $1.1B in sales and 25% YoY growth with LPL Financial after driving strategyto reinvigorate relationships and cultivate advisory advocacy over a 4-year period,leading to- Successful onboarding of the Pioneer CAT Bond Fund, raising $160M within the firstyear and enabling return of $50M in seed capital- Reviving Amundi’s platform presence by securing placement for 2 SMA products in2023- Being recognized as National Account Manager of the Year in 2024. Driving $550M in sales with Raymond James in 2024 by leading a strategic partnershipturnaround, launching a targeted outreach campaign and strengthening relationshipswith divisional leaders and practice management teams-elevating Amundi US’s visibilityand engagement across key channels. Being tapped by leadership to speak at high-visibility client events and conferences,enhancing brand credibility and strengthening key relationships including Citi, leading toa global partnership. Recognition as Associate of the Quarter in Q4 2023, nominated by portfolio managersfor consistently exceeding expectations and delivering exceptional support for thePioneer CAT Bond Fund.

Education

• Bentley University

  Bachelor of Science, BS, Marketing

  1999 — 2003