Sarah J.

Experience

• Wealth Story Marketing

  Founder

  Aug 2025 - Present

  Wealth Story Marketing is a company.

  • Founded and led Wealth Story Marketing to develop client-focused marketing and storytelling strategies.
  • Built end-to-end marketing operations including strategy, branding, and client communications.
  • Developed go-to-market plans and positioned services to attract target clientele.
  • Managed day-to-day operations, vendor relationships, and project delivery for clients.
• 

  FiComm Partners

  VP & Strategic Lead, Marketing

  Jan 2024 - Jul 2025

  Ficomm is the embedded growth partner for results-focused RIAs and wealth management platforms, generating organic growth with its strategy-first, systematic and progressive approach.

  • Served as VP and strategic lead for marketing, aligning marketing to firm business goals.
  • Embedded Ficomm’s human-first, multi-disciplinary approach across client engagements.
  • Helped scale offerings that have supported more than 250 client growth initiatives.
  • Led strategy-first planning to identify highest-impact growth activities for clients.
  • Oversaw content, PR, podcast, and research programs that elevated industry thought leadership.
• 

  Broadridge

  Marketing Director, Retirement and Workplace

  Jul 2021 - Dec 2023

  Broadridge, a global Fintech leader with more than $5 billion in revenues, provides the critical infrastructure that powers investing, corporate governance and communications to enable better financial lives.

  • Led strategy and execution for Fi360 Solutions + Matrix Trust Company, now Broadridge Retirement and Workplace.
  • Supported sales with multi-channel lead flow initiatives using paid media, webinars, social, and paid search.
  • Developed marketing and communications for 13,000 designees, 500 financial services providers, and 31,000 technology users.
  • Supported the continuing education webinar program that drew 15,136 registrants with ~62% average attendance in 2022.
  • Managed the marketing budget across third-party events, asset creation, media buys, tools, and travel.
  • Planned a social media calendar that achieved 30,000+ organic impressions in 2022.
  • Led marketing for Broadridge 360 Advisor Summit, attracting 700+ financial professionals.
  • Created differentiated enterprise vs. retail messaging to support diverse client and prospect types.
  • Initiated press releases with Broadridge's PR agency and supported media pitches to elevate leadership.
  • Developed go-to-market strategies for new products, enhancements, and brand initiatives.
• 

  SS&C Advent

  Product Marketing Manager

  Oct 2019 - Jul 2021

  SS&C Advent is a leading provider of portfolio management and accounting solutions and services to the world's leading institutional asset and wealth management firms.

  • Managed product marketing for the Black Diamond Wealth Platform.
  • Owned content development, sales enablement, blogs, client communications, feature releases, and promotions.
  • Produced webinars, drove integration cross-sell, and led award submission efforts.
  • Worked cross-functionally to keep messaging consistent with product, sales, service, and client experience.
  • Helped elevate Black Diamond as an industry leader and integrate its brand within the SS&C Technologies ecosystem.
• 

  SS&C Advent

  Senior Marketing Specialist

  Aug 2018 - Oct 2019

  • Executed integrated marketing campaigns to support product launches and feature rollouts.
  • Created email, social, and web content to drive product adoption and client engagement.
  • Coordinated with sales and product teams to produce sales enablement materials and demos.
  • Tracked campaign performance and optimized channels to improve lead quality and conversion.
• 

  The Healing Hearts Project, Inc.

  Vice President

  Jan 2017 - Jan 2020

  • I was the Vice President, member of the board, and Chairman of the Marketing committee for this local Jacksonville-based non-profit. Our mission is to lend a hand to those who are affected by Congenital Heart Disease.
  • We directly support the patients and families being treated in the cardiac ICU at Wolfson Children's Hospital and/or UF Pediatric Cardiology in Jacksonville.
  • As part of the founding leadership, I've been directly responsible for the incredible growth this charity has experienced.
  • From starting as an all-volunteer organization -> to having the funds to hire a full-time Executive Director.
  • Some of my responsibilities include:
  • Strategic direction and decision-making for the cause
  • Website creation
  • Social media planning
  • Event planning and asset creation
• 

  Oyl + Water

  Integrated Marketing Specialist

  Apr 2016 - Sep 2017

  • Created, analyzed and managed metrics dashboards for clients showing sales revenue, ROI and website analytics (Google Analytics, AdWords, MailChimp, WordPress, etc…)
  • Collaborated, created, managed and executed a client’s content calendar for social media
  • Assisted in copywriting & copy editing for website content (SEO), blogs, emails and print materials
  • Managed a brand overhaul for a client's e-commerce platform, which included writing product copy, setting variants and making products available online
• 

  EverBank

  Email Marketing Supervisor

  Sep 2013 - Apr 2016

  • Managed the team executing all Marketing related email communications.
  • SME for the Lyris ListManager email platform.
  • Trained and managed others using the Lyris platform.
  • Designed, strategized and developed requirements and specifications for email campaigns across multiple business units (B2B & B2C).
  • In order to build these highly targeted campaigns, it required cross-functional collaboration to ensure company goals were met.
  • Maintained and supported opt in/out procedures as required by CAN-SPAM and FACTA regulations.
  • Tracked, monitored and reported email metrics and best practices.
  • Used Excel and reporting software, including Tableau, to create custom reports using SQL code and database connections to access back-end tables.
  • Tested and validated SQL queries for list segmentation and external database connections.
  • Managed 3rd party vendor relationships pertaining to email.
  • Utilized a strong knowledge of HTML code and design practices as required for the development of emails.
  • Collaborated with web analytics to capture client behavior from emails through to the web.
• 

  EverBank

  Marketing Specialist II

  Aug 2011 - Sep 2013

  • Supported digital and traditional marketing campaigns to drive account acquisition and retention.
  • Managed email and digital channels to promote product offers and user engagement.
  • Coordinated with internal partners and external vendors to deliver marketing assets on schedule.
  • Monitored campaign metrics and reported performance to stakeholders to inform optimization.

• Atlantic Coast Bank

  Marketing Specialist

  May 2009 - Aug 2011

  • My role entailed designing, creating, and delivering marketing programs to support the expansion and growth of Atlantic Coast Bank’s products and services.
  • Some responsibilities included: creating customer communication pieces, prioritizing and executing loan officer collateral requests, managing the marketing budget, creating email campaigns and managing the bank’s social
  • media front. I handled the execution of website design as well as internal Marketing communications on the bank’s intranet.
  • Some of my accomplishments included:
  • Routinely averaging over a 30% open rate (industry average is 20%) and less than a 1% opt-out rate with email campaigns.
  • Directed the implementation of an online application process for the bank's scholarship.
  • Streamlined the marketing budget which increased efficiency and created accountability.

• NancyDance Studio

  Dance Assistant & Teacher

  Sep 2005 - Jun 2009

  NancyDance Studio is a company.

  • Assisted instructors in daily dance classes and provided one-on-one coaching to students.
  • Taught technique, performance skills, and rehearsal preparation to various age groups.
  • Helped choreograph routines and supported recital and performance logistics.
  • Maintained studio safety, prepared rehearsal spaces, and communicated with families about schedules.