Geraldine Oliveros
Markham,ON
Summary
Equal parts strategist, navigator, catalyst, futurist, diplomat, and partner. An accomplished and inclusive Business Leader at Edward Jones Canada, adept in Business Growth Strategies, Strategic Planning, Stakeholder Management and People Management.
Spearheaded transformative and strategic brand and growth marketing initiatives, fostering stakeholder collaboration, influence and driving significant brand growth and lead generation results.
Excelled in competitive analysis and negotiation, achieving optimal resource utilization and enhancing operational efficiencies for the Canada Business Unit.
Overview
26
26
years of professional experience
Work History
Department Leader, Growth Marketing
Edward Jones Canada
10.2012 - Current
- Achieved increases in brand awareness, ideal client creation, and asset gathering by implementing strategic brand and growth marketing plans for the Canada Business Unit.
- Led strategic business growth projects, promoting teamwork and collaboration between HO leaders, divisions, and market/region leadership teams.
- Directed the recruitment process for the department, strategically choosing skilled professionals who positively impacted team dynamics and achieved outstanding outcomes.
- Consistently achieved timely completion of critical tasks through effective prioritization based on an urgency/importance matrix.
- Kept a constant watch on industry trends to enhance the competitiveness of department and business unit.
- Mentored leaders and associates within functional team and across Canada Business Unit, developing their leadership skills for future roles within the company.
- Implemented data-driven solutions to enhance operational efficiencies and facilitate workflow optimization.
- Spearheaded efforts to champion and drive departmental transformation aligned with organizational objectives through change management initiatives.
- Managed budgets and resources to achieve optimal allocation and utilization for maximum results.
- Optimized department performance through the alignment of department objectives with those of the broader organization.
- Demonstrated expertise in contract negotiation by securing optimal pricing, favorable terms, and maintaining strong vendor relationships.
- Consistently assessing employee performance through comprehensive reviews, delivering constructive feedback to optimize growth potential.
Marketing Team Leader
HSBC Financial Canada
11.2006 - 10.2012
- Improved product marketing objectives by constructing communication initiatives and branding strategies to increase client outreach.
- Boosted brand awareness and generated leads while managing internal and external marketing campaigns and programs.
- Researched industry and marketplace trends to develop marketing solutions and enhance business operations.
- Developed creative presentations, trend reports, kitted assets, and product data sheets.
- Consulted with product development teams to enhance products based on customer interest data.
- Collaborated with senior sales, engineering and other business development executives to create best practices marketing initiatives and media positioning for vertical markets.
- Delivered targeted messaging through tailored content creation across multiple platforms.
- Fostered a creative atmosphere within the team, encouraging idea sharing and innovation in campaign development.
- Ensured consistency across all branding elements, reinforcing brand identity throughout various touchpoints while staying true to core values.
- Achieved sales growth by executing promotional campaigns in line with company objectives.
- Coordinated participation in industry events, strengthening relationships with key stakeholders and potential clients alike.
- Collaborated with the sales team to develop cohesive strategies for lead generation and conversion.
- Optimized digital marketing efforts with data-driven analysis to improve online presence.
- Incorporated customer feedback into future marketing plans, ensuring alignment with consumer needs and preferences.
- Established strong partnerships with external agencies for collaborative marketing initiatives.
- Enhanced brand visibility by creating and implementing strategic marketing campaigns.
- Spearheaded successful product launches by coordinating cross-functional teams and resources.
- Continuously monitored KPIs to assess performance, making necessary adjustments to meet goals.
- Developed innovative marketing strategies for increased customer engagement and retention.
- Presented comprehensive reports to senior management detailing campaign outcomes and areas of improvement.
- Managed budget allocation for various marketing channels to maximize return on investment.
- Expanded market share through extensive market research and competitor analysis.
- Analyzed data to uncover insights and identify key opportunities to inform strategic decisions.
- Researched and evaluated potential new markets and products.
- Collected and analyzed data from variety of sources to create detailed market research reports for top-level decision makers.
- Wrote engaging and successful marketing, advertising, and website copy.
- Established and managed relationships with external data providers and research vendors.
- Developed questionnaires and facilitated focus group discussions.
Centralized Sales and Marketing Leader
Wells Fargo Financial
04.2000 - 11.2006
- Identified team weak points and implemented corrective actions to resolve concerns.
- Led cross-functional teams to achieve company-wide goals, fostering a culture of collaboration and innovation.
- Built high-performing teams by recruiting top talent and providing ongoing support through professional development programs.
- Championed change initiatives, successfully navigating teams through periods of transition while maintaining morale and engagement levels.
- Evaluated employee skills and knowledge regularly, training, and mentoring individuals with lagging skills.
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
- Optimized customer experience by delivering superior services and effectively troubleshooting issues.
- Evaluated staff performance and provided coaching to address inefficiencies.
- Led a high-performing sales team, consistently exceeding quarterly targets through effective coaching and performance management.
- Launched new products successfully with well-executed marketing campaigns and strategic partnerships.
- Directed strategic planning, budgeting and partnership development to fuel growth and optimize profits.
- Empowered regional managers with data-driven tools that allowed them to make more informed decisions regarding their local markets.
- Implemented an incentive program for top performers, motivating individuals to reach their full potential and contribute to the company''s overall success.
- Increased national sales by implementing targeted marketing strategies and building strong client relationships.
- Analyzed sales and marketing data for improved strategies.
- Outlined marketing strategies and developed collateral in close collaboration with product management personnel.
- Produced strong revenue numbers and continued promotional success with continued coaching of sales and marketing teams.
Client Relationship Officer
Toronto Dominion Bank
01.1999 - 04.2000
- Developed lasting relationships with both internal and external partners, fostering an environment of collaboration and mutual support for achieving shared goals.
- Reviewed and analyzed client support usage and formulated recommendations in collaboration with banking and lending teams.
- Organized and led productive meetings with leadership team to discuss goals, review progress, and identify areas for improvement in service delivery.
- Enhanced client satisfaction by effectively resolving issues, ensuring smooth transactions, and maintaining clear communication.
- Liaised with clients by phone and email to meet client needs and define expectations.
- Retained and grew portfolio of relationships by performing proactive, mobile and value-adding partnership role.
Education
MBA - Marketing Strategy
Cornell Johnson Graduate School of Management
Online06.2018
Post Graduate Certificate - Mortgage Brokers Program
Seneca College of Applied Arts And Technology
North York, ONBachelor of Science - Biochemistry
University of Toronto
Toronto, ONSkills
- Business Growth Strategies
- Marketing and Competitive Research and Insights
- Stakeholder Management
- Strategic Planning
- Systems Thinking
- Data driven decision making
- Performance Measurement
- Return on Investment
- Negotiation and Influence
- Competitive Analysis
- People Management
- Strengths Based Leadership Top 5: Strategic, Relator, Maximizer, Achiever, Arranger
Accomplishments
Established and trusted Edward Jones business leader with strong partnerships across Canada Business Unit leadership teams, market and regional leadership teams and firm stakeholders to champion ambitions to 2030 and beyond.
Proven industry expertise in banking and wealth management applied to define, refine and measure ideal client segmentation strategies, targeting, and go-to-market growth initiatives for the Canada Business Unit delivering on significant increase in lead generation and higher value clients by YY% in the last 3 years.
Grown Marketing capabilities to include new brand and growth marketing functions to service Canada Business Unit ambitions to 2030 and beyond
Spearheaded, launched and optimized first ever Edward Jones Canada brand campaign in our 30 year history, to deliver significant brand growth of XX% in the last 10 months.
Inclusive and proven leader of leaders with CES scores averaging 90% in the last 3 trimesters to drive performance and talent growth
Timeline
Department Leader, Growth Marketing
Edward Jones Canada
10.2012 - Current
Marketing Team Leader
HSBC Financial Canada
11.2006 - 10.2012
Centralized Sales and Marketing Leader
Wells Fargo Financial
04.2000 - 11.2006
Client Relationship Officer
Toronto Dominion Bank
01.1999 - 04.2000
MBA - Marketing Strategy
Cornell Johnson Graduate School of Management
Post Graduate Certificate - Mortgage Brokers Program
Seneca College of Applied Arts And Technology
Bachelor of Science - Biochemistry
University of Toronto
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