Asset Owner Segment & Special Projects Marketing Lead
Vice President
2020 - 2021
MSCI Inc.
Budapest, Hungary / Global
Role's Focus
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Develop segment marketing strategies, programs and initiatives with clear definition of target audiences.
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Coordinate and execute special projects within the marketing organization with emphasis on enhancing marketing efficiency across all marketing functions.
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Tasks
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Develop segment specific messaging and positioning that will be utilized across multiple functions to engage with the Asset Owner segment (pension funds, endowments and foundations, defined contributions, insurers, etc.) globally.
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Introduce a new marketing technology platform to enhance the team's efficiency​
Achievements
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Delivered a unique, trend-setter market report as a result of surveying over 200 asset owner executives globally, covering USD 18 trillion assets owned, followed by an omni-channel marketing campaign resulting in 18.7% conversion rate, 4.8% net new lead rate, with total campaign responses of 25,000+ over the course of 2 months. Read more about the project »
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Launched a global video series, Institutional Investor Dialogues.
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Led the initiative of optimizing internal marketing workflows with the help of a low-code cloud-based relational database platform (Airtable).
Asset Owner Segment - Global Marketing Lead
Vice President
2019 - 2020
MSCI Inc.
Budapest, Hungary / Global
Role's Focus
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Oversee an integrated global segment marketing approach to establish MSCI as a thought leader for a niche client segment and drive growth.
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Tasks
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Collaborate with the marketing and sales organizations to develop and execute an integrated Asset Owner marketing strategy and plans throughout the client lifecycle.​
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Achievements
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Identified the target audience's needs and initiated targeted programs for the asset owner segment (market size: USD 119 trillion).
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Formulated an integrated asset owner marketing strategy through developing segment-specific messaging and positioning, creating omni-channel programs, while being responsible for budgets, project management, KPI framework and results.
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Successfully planned, managed and delivered MSCI’s first virtual Institutional Investment Client Conference with over 57% growth in attendance (66% attendance rate) compared to 2019.