Melissa Rosenbaum

About Melissa Rosenbaum

I am a dynamic and insightful Leadership Coach with extensive experience leading and…

Experience

1. Director, Product Management Marketing

   Charles Schwab

   Jul 2010 — Present · Denver, CO, US

   Led strategic workstreams following Schwab’s acquisition of TD Ameritrade Institutional (TDAI), the largest transaction of its kind in the financial services industry to-date. Developed cadence, workflows, & milestones for massive integration, which impacted over RIAs on the TDAI platform. HIGHLIGHTS INCLUDE:⇨ Change Management: Established tactics, vehicles, & timelines for complex, time-sensitive process changes with multiple interdependencies that impacted the entire TDAI advisor ecosystem. ⇨ Organizational Communications: Developed over 200 communications delivered to TDAI advisors in order to ensure go-live readiness for move to Schwab infrastructure. ⇨ M&A Integration: Played integral role in over 94% advisor retention post-acquisition via design and execution of comprehensive communication plan and strategy for remediation and harmonization efforts. Prior to the acquisition of TD Ameritrade by Charles Schwab, oversaw professional development and growth of a talented team of product managers who lead strategy across 7 different product lines: wealth management, self-directed plan, retirement plans, investments, trading, technology, and practice management. Drive content strategy for multiple activations at National LINC, TDA’s industry-leading annual advisor conference. HIGHLIGHTS INCLUDE:⇨ Spearheaded product adoption campaign that has achieved significant gains in usage across advisor technology and investment products including Veo One, AC.com, ETF Market Center, and iRebal.⇨ Outpaced go-to-market projections for launch of Model Market Center and achieved accelerated targets for Veo One, AdvisorClient.com, and Lending Marketing Center.⇨ Evolved engagement model to strengthen collaboration between Sales, Marketing, and Product and shaped strategy and messaging for multiple investment products.About TD Ameritrade Institutional: NASDAQ: AMTD | Technology, Advisory & Custody Solutions for RIAs | Schwab Merger Announced Nov 2019.

Education

• University of Colorado Boulder

  Bachelors

Skills

• Integrated Marketing
• Advertising
• Market Research
• Financial Services
• Marketing Management
• Investments
• Leadership
• Social Media Marketing
• Lead Generation
• Strategy
• Strategic Financial Planning
• Marketing
• Marketing Strategy
• Management