Pepe Reilly
Director Group Retirement at Equitable
- Role
- Director, Group Retirement Marketing at Equitable
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Pepe Reilly
Over 15 years of experience in the Financial Services industry as a marketing professional. An effective strategic marketer and project manager, skilled at seeing the big picture and identifying tasks to facilitate efficient and on-time completion. Proven ability to analyze trends and capitalize on opportunities to improve ROI and maximize lead conversion and sales potential. Excels in challenging, fast paced environments by working collaboratively with other within the company as well and utilizing outstanding communication, problem-solving, and organizational skills.
Experience
Director, Group Retirement Marketing
Aug 2022 — Present · Charlotte, NC, US
Lead marketing strategies for the Educator team leading cross channel marketing programs to support the 403(b) and 457(b) businesses for the organization. Work closely with data and analytics, campaign management and LOB marketers to build comprehensive marketing plans to support the Enterprise Solutions business goals. • Utilize marketing knowledge to actively contribute to the planning process by building innovative ideas that support Equitable\'s brand and business objectives.• Work with the Marketing COE partnership to develop comprehensive marketing plans in support of the business including Data & Analytics, research, brand, digital, creative and customer experience.• Use agile process to strategize, develop, implement, and measure marketing programs to enhance the inforce and prospect experience.• Develops marketing program requirements including detailed data requirements, test plan, segmentation, business rules, and milestones• Provides direction to internal agency partners to steward high-performing campaigns and deliverables• Recommend and implement new ideas and innovations to improve each marketing strategy
Education
Saint Louis University School of Medicine
PHD Candidate, Pharmacology and Physiology
2001 — 2004
Saint Louis University
BS, Biomedical Engineering, Biology
1997 — 2001
Skills
- Management
- Real Estate
- Marketing
- Marketing Strategy
- Leadership
- New Business Development
- Asset Management
- Investments
- Sales
- Financial Analysis
- Fixed Income
- Asset Managment
- Selling
- Commercial Real Estate
- Crm
- Customer Service
- Real Estate Investment
- Investment Properties
- Real Estate Development
- Client Services
- Customer Relations
- Project Management
- Equities
- Digital Marketing
- Microsoft Office
- Adobe Creative Suite
- Salesforce.com
- Web Design
- Campaign Management
- Broker-Dealer
- Brand Awareness
- Advertising
- Investment Management
- Microsoft Excel
- Analytical Skills
- Strategic Communications
- Securities
- Financial Services
- Strategic Planning
- Lead Generation
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