Sara Fay
Wealth Management Marketing Leader with ~20 years of financial services marketing experience
- Role
- Marketing Manager, Key Wealth at Key Wealth
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Sara Fay
Award-winning financial services marketing leader with 20 years of experience driving…
Experience
Marketing Manager, Key Wealth
Oct 2022 — Present · Cincinnati, OH, US
Lead the Wealth Management Marketing strategy for our Key Wealth brand and high net worth, ultra-high net worth, and institutional client segments. Collaborate with LOB partners to develop marketing priorities based on business objectives, potential revenue, and strategic alignment.2. Develop wealth deepening and acquisition campaigns. Plan, execute, and manage multi-channel marketing campaigns across digital, social, email, events, and other channels. Monitor and optimize campaign performance, adjusting tactics as needed to achieve objectives. Coordinate with creative teams to develop engaging content tailored to specific client segments.3. Email journey work and marketing automation. Create highly personalized and targeted campaigns.Develop segmented email workflows and tailored content to nurture high-value client segments aligned with Wealth strategies. Optimize email journeys based on performance data and user behavior insights.4. Measurement and reporting. Define key performance indicators (KPIs) and metrics to track the success of marketing initiatives. Analyze campaign data to measure the effectiveness of marketing efforts and provide actionable insights. Prepare regular reports for wealth and consumer leadership, highlighting key achievements and areas for improvement.5. Stakeholder management. Build and maintain strong relationships with all stakeholdersCommunicate Wealth Marketing plans, progress, and results to stakeholders, ensuring alignment and buy-in.6. Budget management. Manage the Wealth Marketing budget, ensuring effective allocation of resources to maximize ROI. Track spending and provide regular budget reports.
Education
The Ohio State University Fisher College of Business
BSBA, Marketing & Logistics
2002 — 2006
Quinlan School of Business, Loyola University Chicago
Master of Business Administration - MBA, Finance, Marketing
2009 — 2012
Skills
- Commercial Lending
- Direct Marketing
- Management
- Social Media
- Marketing
- Sales
- Leadership
- Strategic Planning
- Financial Services
- Financial Analysis
- Marketing Strategy
- Finance
- Banking
- Business Development
- Lead Generation
- Strategy
- Commercial Banking
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