Tracey Ryan

Director, Client Engagement @Fidelity Investments

Sturbridge, MA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2018 — Present

Director, Client Engagement @Fidelity Investments

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Boston, MA, US

Develop digital omnichannel client engagement strategy that aligns with Wealth Solutions to provide product education to drive lead generation across annuity & insurance product lines. Created value proposition & messaging for target audience partnering with key stakeholders. Leverage SEO, paid media (search, social media, display advertising), PR, onsite marketing, & content marketing as part of go-to-market strategies. Developed content marketing framework which mapped the customer journey to engaging content that helps convert leads to opportunities. Lead team of product content specialists utilizing learning agenda discipline to continually refine digital client experience.

EDUCATION

1989 — 1993

Westfield State College

BS

1994 — 1996

Anna Maria College

MBA

SKILLS

Business Process ImprovementRetirement PlanningCollaborative LeadershipProject ManagementMarketingSeries 63Relationship BuildingProcess ImprovementMutual FundsTeam ManagementFinancial ServicesInvestmentsSeries 6Marketing CommunicationsCoachingBudgetsContent ManagementBudgetingManagementSix Sigma401kStrategic PlanningAgileRetirementMentoringVendor Management

ABOUT TRACEY RYAN

Experienced & result-oriented marketing professional with the ability to develop…

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Tracey Ryan — Director, Client Engagement at Fidelity Investments in Sturbridge, MA, US | Unifers