Jacque is Vice President, Head of U.S. Marketing at Franklin Templeton, joining via the Legg Mason integration in 2020. She manages an organization of professionals responsible for setting and implementing the strategic marketing plan for the U.S. and partners closely with sales leadership to ensure priorities are aligned. She also plays a key role in managing the marketing relationships with many of our strategic partner firms and has helped to implement improved prioritization and communication processes within the broader marketing organization.
Prior to joining Legg Mason in 2019, she spent 7 years at AllianceBernstein leading the marketing efforts for their insurance and subadvisory business after initially joining the firm in a sales role for the same channel. Jacque had a long tenure in sales prior to making the move to marketing, including previous roles at Guardian Investor Services in Boston, MA and Lincoln Financial Distributors in Radnor, PA, promoting both retirement and variable annuity solutions.
Jacque maintains Series 6, 7, 24, 63, and Life, Accident, & Health Insurance licenses and is a Retirement Management Advisor®. She graduated from Villanova University with a B.A. in Psychology and resides with her partner Brian in Northwestern New Jersey.
Day 1: Nov 7, 2024
4:45 pm
4:45 pm
ASSET MANAGEMENT SPOTLIGHT PANEL DISCUSSION: IS CONTENT KING?
Using Content as a Driver of Sales and Client Retention in the Asset Management Business
Explore the pivotal role of content in helping drive sales and client retention within the asset management industry, where the only tangible representation of a fund or strategy is through various forms of content. This panel discussion features three senior marketing leaders who will delve into:
- Perspectives on the strategic utilization of content and their approaches to content strategy.
- Structuring and leading content teams.
- The role of technology and AI in content creation, personalization, production and dissemination.
Discover how to effectively leverage content to enhance your sales efforts, build stronger client relationships, and stay ahead in the competitive asset management landscape and other B2B applications.
Day 2: Nov 8, 2024
9:30 am
9:30 am
INDUSTRY EXPERT FIRESIDE CHAT: GENERATIVE AI IN FINANCIAL SERVICES
Breaking the ROI Barrier With Generative AI in Financial Services
Join Writer CMO Diego Lomanto in conversation with Jacquelyn Reardon, Head of US Marketing at global asset management leader Franklin Templeton. This fireside chat will explore high-impact use cases in financial services, and how to sequence work for maximum ROI, focusing on specific deliverables, including:
- Streamlined creation of marketing commentary and client deliverables.
- Consistent, style guide-compliant messaging across all communications.
- Optimization across a complex array of paid search campaigns.
- Content translations across multiple global teams.
Learn how to break through the ROI ceiling of most generative AI projects.