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Marketing Operations and Strategy Professional Resume


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Jennifer A. Wallace

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Professional Summary

Creator and manager of new, distinctive Fortune marketing strategy and line-of-business operations programs that influence ROI by creatively reviewing client and business needs, market trends, resources available, conducting gap analyses, designing marketing campaigns, sponsorship activations, channel coordination, business operations and ongoing strategic plan evolution.



Key Qualities
-Creative and articulate thought leader
-Brings order, process and calm to chaos

-Strong blend of analytical and creative
-High initiative and accountability
-Oscillates efficiently between strategy and tactics, seeing the big vision and the details to get there

-Excellent relationship development / collaboration

-Influential communicator

-Strengthsfinders Assessment Top : Achiever, Focus, Empathy, Learner, Relator

Key Skills
-Strategic marketing campaign and activation, development, launch, tracking and reporting

-Business operations strategic planning, process engineering, process transformation

-Cross-channel marketing coordination
-Market prioritization and customer segmentation
-Demonstrated ability to diagnose and understand complex problems, develop and implement solutions
-Ability to organize and manage multiple projects and work streams concurrently



Professional History

Business Operations / Strategy Project Manager, Vice President                    -Present

Wells Fargo Wealth Management, Family Dynamics                                                             

First hire on to new line-of-business team supporting high-net-worth clients ($M+) with conversations about money, wealth, relationships and legacy. Charged with developing and implementing business strategy and operating models including platform design, cross-channel marketing coordination, sales field readiness and implementation strategies to launch and evolve the newest Wells Fargo Private Bank line of business.


Regional / Field Marketing Manager, Vice President                                           -

   Wells Fargo Wealth Management, Marketing

Pioneered role of Regional Marketing Manager after Wells Fargo/Wachovia merger, building new business process and structure for high-net-worth Marketing (clients with $M+) and acting as key liaison between Marketing, financial advisors and sales leaders covering nine states. Responsible for developing customized market-targeted marketing plans, supporting execution, tracking and evolution of the plans against sales goals.


Brand and Product Marketing Manager, Associate Vice President                  -                                                               

Wells Fargo Wealth Management, Marketing

Authored, managed development and launch of collateral for major line-of-business and Private Bank initiatives, managed project traffic through in-house agency, and managed inventory distribution vendor relationship, reducing stale inventory and monthly costs by %.  


Professional Experience

Channel Coordination / Marketing Strategy:

  • Lead cross-channel coordination and delivery of strategy and tactics for + parallel work streams needed to build and evolve new Family Dynamics platform and gain adoption from + financial advisors nationally
  • Led cross-functional teams through all phases of strategic business development and marketing campaigns with the Sundance Film Festival, Jackson Hole Wine Auction, Sun Valley Wine Auction, Rocky Mountain Economic Forum and client-facing events with celebrity speakers and Wells Fargo senior Executives, coordinated content and experiential events across multiple marketing channels; influenced more than $ million AUM
  • Managed multi-channel marketing campaign rollout integrating advertising, branding, sponsorships, direct mail, local media buys that supported demand-generating activities and sales goals across geographic and niche markets including high-net-worth women, LGBT, tech and entrepreneurial wealth, next generation
Launched division’s first social media channel in -hours, during market crash of ; produced first six podcasts with senior leader presenters, including production oversight, Compliance review, final editing, go-live and designed internal communications to educate + sales team members on new tool
  • Developed business cases and designed marketing channel recommendations/strategies for senior leaders in sales regions; analyzed market demographics and lead-generation data, translated findings into tactics
  • Authority and accountability for event budgets of $,+; tested cybersecurity event concept in , rolling out to markets nation-wide in as only bank on the Street addressing the issue broadly


Program / Product Management:

  • Reviewed regional marketing activities quarterly with state leadership, Operations and Accounting to analyze campaign and event ROI and adjust local marketing strategy to support business goals
  • Developed document lifecycle management strategy and tactics for + document library, created roadmap strategy to support regulatory requirements and compliance audits, Enhanced Risk Control reviews by Legal and maintenance of documents across four platforms
  • Serving as a key planner and subject matter expert to ensure all relevant cross-group considerations are addressed in project planning for new line-of-business launch and business-as-usual


Business Strategy Design Leadership:

  • Led Family Dynamics client-facing consultant team through process of identifying core organizing themes of new line-of-business, designed information architecture (IA) and intranet user experience (UX) for new platform and field communications plan (+ advisors)
  • Work across functional teams including national sales leadership, Marketing, Internal Communications, Legal, Compliance to build strong partnerships to strategize, plan and ensure seamless delivery of complex initiatives across multiple channels, secure resources, prioritize plans based on business impact 


Business process / Operations:

Developed long-term strategic plan formalizing a new Bank media channel and executed tactical steps to bring the first version of the permanent site online; managed RFP process, selected and developed effective partnerships with external vendors through project lifecycle including navigating complex security reviews
  • Key consultant to leaders on the identification of strategic business, investment and alliance opportunities; supported evaluation and approval process to operationalize new opportunities; identification and implementation of technology requirements (systems, architecture and infrastructure) as well as coordination of technical resources; communication of strategy and related business plans to management


Activities and community engagement

“Who Do We Have Here” Independent Film Director / Producer                          -Present

Lead crew through process of defining story, interviewing characters, filming, editing, fundraising, distribution

Artists United, Board President and Event Committee Chair                               -Present

Nonprofit organization connecting artists to collaborate and accelerate creation of art                        

Women In Film, Sundance Film Institute, SFFilm member                                          /-Present

Smith College Alumni Association SF/Marin                                                                 -Present



Smith College, B.A. – Psychology; Ethics minor; Dean's List, First Group Scholar (top % and % of class)