Nici Petersen
Director of Product, Wealth Solutions | Product Management & Marketing | Integrator | Mentor
- Role
- Director of Product, Wealth Solutions at Wealth Enhancement
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Nici Petersen
I am a senior B2B marketing leader with 15+ years of experience in financial services. I…
Experience
Director of Product, Wealth Solutions
Mar 2024 — Present · Denver, CO, US
Define and execute the development and delivery strategy for WEG\'s Wealth Solutions programs andplatforms from ideation to implementation. Drive Advisor adoption, revenue, and financial success byowning the successful delivery of the product or program roadmap through market segmentation,competitive analysis, business case development, product development and evolution, performance, andcustomer satisfaction.Wealth Enhancement Group is an independent financial planning firm with a team approach to comprehensive planning and a commitment to long-term client relationships.The financial advisors at Wealth Enhancement Group offer advisory services through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment adviser. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC.
Education
University of Colorado at Boulder
Bachelor's degree
Skills
- Investments
- Series 7
- Asset Management
- Mutual Funds
- Alternative Investments
- Asset Allocation
- Financial Services
- Equities
- Investment Strategies
- Retirement Planning
- Relationship Management
- Strategic Financial Planning
- Retirement
- Securities
- Meeting Planning
- Event Management
- Corporate Events
- Marketing Strategy
- Marketing Communications
- Product Marketing
- Digital Marketing
- Marketing
- Strategy
- Management
- Leadership
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