JAMES TURNER Carrollton, TX |- |-MARKETING, CLIENT RELATIONS & INVESTMENT PROFESSIONAL
Identifying opportunities, executing plans, and breaking down barriers for rapid and sustained growth
Marketing and business development strategist with a proven ability to penetrate markets, set benchmarks and goals, and launch high-stakes programs to reach Fortune 1000 and other clients. Results-focused leader recognized as a risk taker, relationship builder, impactful innovator, developer, and influencer. Broad-based experience in B2C/B2B marketing, business services, financial services, telecom, tech, retail, distribution, auto, staffing, consumer products, training, and consulting.
CORE STRENGTHS & ACHIEVEMENTS
Risk taker recognized for introducing a growth strategy to increase the customer base by 26% and expand revenue >55% in 2 operating quarters.
Owned a 93% revenue increase, transforming indirect sales technology billable revenue from $40K to $600K, in 1 year.
Earned Verizon’s Chairman Leadership Award for introducing and implementing a mission-critical online sales channel within 90 days.
Contributed to company revenue growth of $25M annually by developing, implementing, and improving a unique customer relationship management program for Imprimis Group.
CAREER HIGHLIGHTS
TIAA
Senior Investment Advisor │ 2019 to Present
Company Overview: A Fortune 100 financial services organization that is the leading provider of financial services in the academic, research, medical, cultural and governmental field.
FINANCIAL SERVICES & CUSTOMER RELATIONS
Performs investment/financial analysis, executes trade requests to buy/sell securities, reviews and interprets employer retirement plan rules and requirements for clients, completes enrollment for new brokerage account applications, researches and resolves client operations issues, rapidly builds rapport with customers, effectively works with cross functional teams, identifies and generates leads for new business, assists customers with identifying appropriate forms and resources to fulfill financial needs, actively learning new skills through ongoing training and development.
Started in the Retirement Group and then promoted to Brokerage Services Group.
Active licenses: Series 66, Series 7, and General Insurance.
Volunteer Activities: Mentors at-risk elementary school aged children and participates in food drives to distribute food to families in need.
Turner Marketing Solutions (TMS)
Director of Marketing & Client Experience │ 2001 to Present
Company Overview: Providing clients with a variety of professional business services to guide them through strategic changes and improve overall results. Expertise in company and operations analyses, development and implementation of strategic business plans, operational improvement processes, project management, program management, support services, integrated marketing plans, business development, and HR functions. Client profile from small to large Fortune 1000 companies.
Sought out as an industry subject-matter-expert able to leverage a unique and proven set of competencies in business leadership and technical mastery. Provide leadership and vision to put systems in place to enable transformation and rapid organic growth.
Started up a business consulting company specializing in developing businesses using strategy, marketing, digital marketing, PPC/SEO, customer relations, and business operations support. Provide leadership to develop strategic marketing and
business plans to gain new customers, business, and revenue. Analyze and consult with each client to provide initial value. Fine-tune overall processes and procedures. Recommend efficiencies, productivity improvements, and cost-saving measures.
TECHNOLOGY INNOVATION
Led the development and implementation of a global, online, on-demand training platform.
Introduced an online, on-demand customer portal targeting new and existing customers, resulting in revenue growth of $2M in 24-months.
ECOMMERCE SALES
Identified the business need for a new ecommerce sales channel, transitioning from a shared business platform to an owned ecommerce website.
Managed on- and offshore teams to design, test, and implement the ecommerce sales channel.
Grew the customer base 35% in 12-months via introduction of promotional elements, including new program referrals, online communications, product history, special orders, product previews, and new release pre-orders.
OPERATIONAL IMPROVEMENT
Performed an extensive business analysis of client operations, identifying opportunities for improved profitability, increased working capital, and decreased operating costs.
Ameriprise Financial Services
Financial Advisor │ 2017 to 2018
Company Overview: Providing clients with a variety financial services to help them achieve their financial dreams and goals. Services families and businesses in the United States. Services include investment, retirement, college savings, tax strategies, estate planning, trusts, health directives, and savings.
Created comprehensive and integrated financial plans to provide a road map to families and businesses to partner with them to achieve their desired outcomes.
FINANCIAL PLANNING & CLIENT RELATIONS
Developed and maintained strong client relationships. Created comprehensive financial plans to help customers achieve their financial dreams and goals. Utilized the latest tools, technologies, processes, best practices and leverage expert teams to exceed client expectations.
Technocraft Solutions LLC
Director of Marketing & Business Development │ 2015 to 2016
Company Overview: Internationally owned startup, combining technology with creativity to get the perfect solution to meet business needs. Provide an array of E-business solutions and services via sourced candidates, including customized software development, web application development, web and graphic design, comprehensive web-based services, and business process automation tools.
Recruited to manage an office of 3 offshore recruiters based in India. Oversaw strategic planning, business development, client contacts, marketing, prospecting for leads, candidate sourcing, recruiting, screening, and procedural standardization to meet all business objectives.
Identified 20+ potential partners via calls and in-person communications with local and long-distance staffing organizations.
Grew account base 35% in 6 months by developing, implementing, and managing the strategic vision.
Increased client contacts by 85% via innovative lead-generation tactics and use of a 3rd-party lead-sourcing company tasked with vetting potential clients and staffing partners using specified parameters.
Standardized recruiting processes to identify appropriately qualified candidates, resulting in improved client satisfaction.
Sprint Corporation
Senior Product Marketing Manager │ 2000 to 2001
Company Overview: American telecommunications holding company providing wireless services and global Internet capabilities. Over 30,000 employees, total assets of $79 billion, and revenue of $32+ billion.
Managed multiple teams responsible for the indirect sales channel, including value-added resellers, marketing management and development, product management and development, and channel management and development. Worked closely with engineering, sales, training, direct channel, communications, legal, product development via indirect channel, and key reseller partners on complex technical solutions such as VoIP, ATM, and Frame Relay for business customers.
Designed and introduced an innovative set of managed network solutions, including overall security, email and web security, configurations, functional networks, reporting, and IP-based Wi-Fi.
Increased billable revenue by 93% in one year, by providing network solutions for the end user and engineering support to close the deal.
Catalyzed the growth of the indirect sales channel to >$300M in annual revenue, using strategic marketing plans based upon the portfolio.
Collaborated with a diverse team on successful launch and support.
EARLY PROFESSIONAL EXPERIENCE
GTE/Verizon - Senior Project Marketing Manager │ 1998 to 2000
The Imprimis Group - Program Director, Alliance Programs │ 1994 to 1997
PROFESSIONAL DEVELOPMENT & EDUCATION
Series 7 and Series 66 Securities Licenses | FINRA
Life, Health & Disability Insurance License | State of Texas
Google AdWords Certified Professional & Google Analytics Certified Professional | Google
Project Management Professional (Inactive) | Project Management Institute
Master of Business Administration (MBA) │ Texas State University
Bachelor of Arts in Marketing and Administration (BA); Minor: Finance │ University of Findlay
KEY WORDS & TERMS
Campaign management, channel management, vendor relations, contract administration, leader, mentor, key contributor, report generation, financial analysis, business analysis, market analysis, social media, project manager, program manager, client relations, planning, optimization, advertising, technology, processes, procedures, methodologies, lead generation, leverage, creativity, strategic thinking, strategic planning, implementation, prioritize, conceptual, exceed objectives, visionary, tactical, communicator, collaborative, completion, relationship builder, trusted, admired, respected, adaptable, intelligent, flexible, learning, evolving, marketing, administration, training, software proficiency, English fluency, US citizen, prospecting, cold calling, appointment setting, networking, marketing events.
