Estefania Norena
Toronto,ON
Summary
Experienced marketing strategist with 4+ years of expertise in developing and executing comprehensive campaigns across diverse digital channels. Proficient in leveraging data-driven insights to optimize engagement and conversion rates. Demonstrated ability to manage projects from inception to delivery, ensuring alignment with strategic objectives and regulatory standards. Committed to continuous improvement, testing, and innovation in marketing practices.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Senior Marketing Associate
Mackenzie Investments
03.2022 - Current
- Developing and executing best-in-class email marketing initiatives across multiple segments using Salesforce CRM, Marketing Cloud, Engage, and Litmus platforms to optimize engagement and conversion rates.
- Managing the content procurement process and overseeing a weekly e-newsletter program, tailoring and marketing the latest insights and offerings to advisors.
- Building and executing multi-step, journey-based email campaigns to enhance advisor engagement with webinars, market insights, product launches, and other initiatives.
- Collaborating with partners to develop targeted and personalized omnichannel digital experiences for advisors, working with the social media and web teams to facilitate seamless journey integration.
- Analyzing and reporting on weekly email initiatives, providing actionable insights to partners to drive continuous improvement.
- Focusing on results-driven strategies, utilizing a test-and-learn approach and integrating research-based insights from competitor analysis.
- Supporting in the automation of email initiatives, data insights, and reporting capabilities to enhance efficiency and eliminate manual processes.
- Identifying and implementing innovative Marketing Cloud capabilities to stay ahead of industry trends and improve campaign performance, including launching new AI tools to enhance email efficacy and personalization.
Digital Marketing Coordinator
CI Global Asset Management
09.2020 - 03.2022
- Identified, developed, and created optimal customer experiences across all digital channels through personalized journeys, leveraging data-driven insights to achieve targeted goals.
- Collaborated with various business units to support their digital marketing requirements, owning and project managing deliverables from strategy development through to delivery.
- Managed the successful execution of key initiatives using numerous digital marketing tactics, including webinars, national emails, paid search, web content, paid/organic social, A/B testing, digital ad design, and lead nurturing.
- Governed website content for accuracy and facilitated update requests to ensure content and resources were kept current.
- Coordinated the creation and deployment of all corporate emails.
- Managed corporate webinars, including technical execution, promotion, and drip campaigns.
- Supported the development of marketing automation for campaign management and reporting.
- Oversaw the replatforming of CI Financial’s websites (CI AWM, CI GAM, CIDI).
- Coordinated CI GAM product launches from digital strategy development to delivery.
Marketing Consultant
CI Assante Wealth Management
04.2020 - 09.2020
- Managed CI Assante Wealth Management's brand by ensuring advisors' marketing content adhered to Assante’s branding strategy, and ensuring compliance with regulatory requirements from MFDA, IIROC, and CIPF.
- Created, reviewed, and edited advisor sales communications and marketing content, providing recommendations to enhance sales communications and social media presence to drive prospects.
- Collaborated with the corporate design team to develop social media advertisements and print media for financial advisors, ensuring consistency with brand guidelines.
- Managed the delivery and execution of Assante's Well-Advised newsletter program, ensuring timely and relevant content distribution.
- Coordinated and executed corporate webcasts, handling technical aspects to ensure smooth delivery.
- Oversaw monthly marketing expenses and reimbursements for financial advisors nationwide, and monitored yearly marketing budgets for various branches.
- Assisted and trained advisors on Assante’s enterprise website tool, enhancing their digital presence and client engagement.
Financial Services Representative
CI Global Asset Management
05.2019 - 03.2020
- Delivered detail-oriented, courteous, and professional customer service to investors and advisors by efficiently responding to telephone and written inquiries.
- Conducted thorough research, investigation, and resolution of account-related issues, ensuring client and advisor satisfaction.
- Educated clients on CI Investment’s product line, enhancing their understanding of mutual funds, ETFs, segregated funds, and registered accounts.
- Maintained a high call quality rating while handling multiple product-related inquiries, demonstrating strong knowledge of investment products and excellent communication skills.
Business Analyst Intern
CI Global Asset Management
05.2018 - 08.2018
- Collaborated with a project-based team to develop and launch a portfolio management tool for Assante and Stonegate clients, enhancing portfolio tracking and management capabilities.
- Proactively identified, investigated, and reported issues with the tool, conducting comprehensive system performance tests to ensure a seamless client experience.
- Utilized Atlassian software, including Jira and Confluence, to manage project tasks, track progress, and document system changes, improving project workflow and communication.
Education
Digital Marketing Management
University of Toronto School of Continuing Studies
Toronto, ON12-2022
Honours Bachelor of Business Administration
Wilfrid Laurier University
Waterloo, ON04.2019
Skills
- Digital marketing strategy and campaign management
- Data analysis and insights
- Strong project management and time management
- Exceptional customer service and communication skills
- Detail-oriented with strong collaboration and leadership abilities
- Adaptable to fast-paced environments and new challenges
- Self-motivated and enthusiastic team player
Certification
Canadian Securities Course (CSC)
References
References available upon request.
Timeline
Senior Marketing Associate
Mackenzie Investments
03.2022 - Current
Digital Marketing Coordinator
CI Global Asset Management
09.2020 - 03.2022
Marketing Consultant
CI Assante Wealth Management
04.2020 - 09.2020
Financial Services Representative
CI Global Asset Management
05.2019 - 03.2020
Business Analyst Intern
CI Global Asset Management
05.2018 - 08.2018
Digital Marketing Management
University of Toronto School of Continuing Studies
Honours Bachelor of Business Administration
Wilfrid Laurier University
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