- Played a key role in client engagement by updating headshots and bios on the firm's website, improving the user experience, and enhancing client relations
- Utilized HubSpot and CRM tools to conduct targeted outreach and optimize customer relationships
- Collaborated cross-functionally with legal and compliance teams to ensure that marketing materials met regulatory standards while aligning with client needs
- Partnered with legal and compliance teams to ensure marketing and sales materials met regulatory standards while aligning with client needs and sales strategies