Enclosed is my resume, which documents my achievements within the mutual fund
industry over the past 19 years. My diverse background has contributed to my
longevity with Prudential Financial.
I flourish in a creative environment that provides challenges, allows strong
customer relationships to be developed, and enables me to directly contribute to
an organization’s goals and objectives.
I pride myself on my ability to partner with a wide range of business groups,
deliver timely solutions, and quickly adapt to constantly changing business
environment.
I am confident that I can be an effective contributor to any organization.
Sincerely,
Robert Liebman
Robert Liebman
132 Beechwood Drive,
Wayne, NJ 07470
[Send email using form at bottom]
[Send email to request phone number] 96-0480
Marketing Professional
SUMMARY
Marketing Professional with over 19 years of comprehensive marketing/management
experience. Specializing in transfer agency operations, marketing strategy,
client/shareholder communications and training. Proven ability in building strong
inter/intra department relationships. Strong web background (writing, layout,
navigation). Adept at problem solving, and building consensus. Demonstrated a
consistent ability to take on a wide array of projects and responsibilities in a
fast paced environment.
PROFESSIONAL EXPERIENCE
Marketing Manager 2000 - Present
Prudential Financial, Newark, N.J.
Developed and executed marketing and communications for Prudential Investment
mutual fund family. Partnered with Mutual Fund Product and Sales team to create
marketing materials for both prospective clients and financial professionals.
Managed the development of marketing materials through the creative, editorial
and production phases to meet aggressive deadlines.
Supported 529 Plans, Qualified Plans - Created and maintained client and
financial professional materials for both the Arrive529 college savings plan and
the American Skandia 529 Plan. In addition provided support for the client and
financial professional web sites for both products.
Supported America Skandia Qualified Plan business, which consisted of
integrating the plans away from previous transfer agency. Managed client, plan
sponsor, and participant communications.
Value Add Materials, Tax Materials - Maintained and supported program to
communicate with IRA clients and notify of upcoming mandatory distributions.
Managed year-end tax communications to mutual fund shareholders, with
newsletters, tax guides, brochures and internet support.
Mutual Fund mergers and integration- co-managed and supported the integration of
the American Skandia Advisor funds into the Strategic Partners fund family.
Responsible for all transfer agency internal and external communications.
Assisted back office operations and call center in communicating operational and
service notifications to both clients and financial professionals. Developed
scripting, correspondence and materials to support asset retention programs.
Associate Manager/Education Specialist 1997 - 2000
Prudential Mutual Fund Services, Edison, NJ
Developed and implemented training modules for new hires and current employees
both in operations and call center. Training modules included; Systems training
on both mainframe and common front end applications, investment education, MS
Word and PowerPoint, mutual fund operations and web navigation.
Created electronic and brochure based job aids to compliment training programs
and support after training experience. Created "Train the Trainer" program, in
order to leverage area "Subject Matter Experts" to continue training after
program. Analyzed business units to determine training needs and develop
appropriate programs.
Assistant Supervisor/Call Center 1995 - 1997
Prudential Mutual Fund Services, Edison, NJ
Assisted in supervising call center personnel. Responsible for authorizing all
"High Asset" trades (100k+), in order to track possible market timing. Monitored
call rep service levels, managed client account resolution process. Actively
mentored staff on best practices.
Business Analyst 1993 - 1995
Prudential Mutual Fund Services, Edison, NJ
Analyzed operations/call center and worked with Management, Programmers and
Technology in order to develop workflows for integrating mainframe application to
a common front end graphic user interface. Additional responsibilities included,
training staff during rollout.
Client/Broker Services Rep 1990 - 1993
Prudential Mutual Fund Services, Edison, NJ
Responded to client and broker inquiries, relating to Prudential mutual funds.
Responsible for client account resolution and shareholder account administration.
Provided full mutual fund service and support to Prudential Life Insurance Agents
and Prudential Securities Brokers.
Sales Manager 1987 – 1990
M Fortunoff of Westbury Corporation, Wayne, NJ
Led a team of sales personnel in high volume “Seasonal” departments.
Responsible for visual merchandising, weekly advertising support, inventory
control and staff scheduling.
SOFTWARE
Software Expertise: Proficient in MS Office, (MS Word, PowerPoint, Excel), Adobe
(Acrobat, InCopy). Some experience with content management (Vignette).
EDUCATION
Bachelor of Science, Marketing Management - 1989
Montclair State College, Upper Montclair, NJ
LICENSES
Series 6 License |