Teams at OLIVER Agency

Own product marketing delivery across Investment, Banking, and Credit propositions within a regulated wealth management environment. Develop strategies, value propositions, campaigns, content, presentations, videos, events, webcasts, and product launches. Coordinate stakeholders and production partners, manage campaign pipelines, monitor market trends, and ensure marketing activities meet governance, risk, compliance, and Consumer Duty requirements.

Leads the client relationship and serves as a strategic digital partner within an embedded agency studio. Owns account profitability, forecasting, budgets, fee negotiations, financial reporting, delivery oversight, client satisfaction, and escalation resolution. Develops new business opportunities, negotiates with clients and suppliers, and manages 1–3 direct reports. Uses and develops generative AI processes to improve account management, communications, workflows, and team effectiveness.

Lead and coach a sales team while carrying individual sales targets. Manage pipeline, forecast, RFPs and pitches, use Salesforce for reporting, work with Marketing on ABM, drive AI adoption, and improve sales processes to meet team revenue goals.