Kerry Ryan

Director, Financial Services Industry Marketing

MINI FORM

Kerry Ryan, Certified Private Wealth Advisor (CPWA(R))
Director, Financial Services Industry Product Marketing

Kerry is a passionate go to market strategist and marketing leader with extensive experience in digital strategy, practice management and content development. She currently serves as Seismic’s Director of Financial Services Industry Product Marketing. Prior to joining Seismic, Kerry held leadership roles at Salesforce, Foresters Financial, Citigroup and Salomon Brothers Asset Management.

 

SHORT FORM

Kerry Ryan, Certified Private Wealth Advisor (CPWA(R))
Director, Financial Services Industry Product Marketing

Kerry is Director of Financial Services Industry Marketing, responsible for go to market strategy and messaging for financial services, partnering closely with Sales, Customer Success & Advocacy, Product Management and Marketing colleagues to support the digital transformation and business growth of financial services firms globally.

Prior to joining Seismic, Kerry was at Salesforce, where she held a number of roles within their Financial Services Industries organization. Previously, Kerry held leadership roles at Legg Mason, Citigroup Asset Management and Foresters Financial.

Kerry is recognized for her industry and marketing expertise, translating her passion for technology into tactical guidance and measurable solutions. She has been a speaker at Dreamforce, In|Vest, LinkedIn Finance Connect and the InvestmentNews Women Adviser Summit. She has also served as a judge for the Female Founders in Tech Innovation competition and for the Investment Management Education Alliance (IMEA) awards.

She is a holder of the Certified Private Wealth Advisor designation, administered by the Investments & Wealth Institute and taught in conjunction with The University of Chicago Booth School of Business. Kerry received her BA in English Literature and Journalism from Stonehill College and completed coursework on Financial Journalism and Portfolio Management at New York University’s School of Continuing Education.

 

LONG FORM

Kerry Ryan, Certified Private Wealth Advisor (CPWA(R))
Director, Financial Services Industry Product Marketing

Kerry is Director of Financial Services Industry Marketing, responsible for go to market strategy and messaging for financial services, partnering closely with Sales, Customer Success & Advocacy, Product Management and Marketing colleagues to support the digital transformation and business growth of financial services firms globally.

Kerry is recognized for her industry expertise and marketing, translating her passion for technology into tactical guidance and measurable solutions. Kerry has spoken at several noted industry conferences, including, In|Vest, Salesforce Industries Summit, Dreamforce, InvestmentNews Women Advisor Summit, WealthManagement.com, Financial-Planning.com, LinkedIn Finance Connect, Financial Communications Society, NetFinance and The Financial Technologies Forum. She has also served as a judge at the Female Founders in Tech innovation competition, powered by Quesnay, Inc and for the Investment Management Education Alliance (IMEA) awards.

Prior to joining Seismic, Kerry was at Salesforce, where she held roles within their Global Go to Market Industries and Industries Marketing organizations. Previously, she was Head of Digital Strategy for Foresters Financial’s North American Asset Management broker/dealer, retirement and investment management businesses and Head of Digital Experience at Legg Mason, where she was responsible for the firm’s web, social media, search and mobile initiatives and co-led Salesforce and marketing data integration projects.

Kerry was also program manager for Legg Mason’s industry-recognized practice management and education offering, The Advisor Partnership Program. In her role, Kerry developed, created and promoted programs designed to help financial professionals to accomplish business objectives, including partnering with Morgan Stanley to support their social media rollout; Merrill Lynch on a custom practice management program, Reshaping the High Net Worth Discussion, designed to drive engagement of the firm’s Wealth Outlook toolset; and The John Hopkins School of Nursing on a program Aging and Its Financial Implications, designed to provide advisors and clients with practical insights on the financial impact of housing costs during retirement. Content from the program was also presented at Wharton, LPL Focus, FPA, and other leading industry events.

Kerry is a holder of the Certified Private Wealth Advisor designation, administered by the Investments & Wealth Institute and taught in conjunction with The University of Chicago Booth School of Business. She received her BA in English Literature and Journalism from Stonehill College and completed coursework on Financial Journalism and Portfolio Management at New York University’s School of Continuing Education.


All Sessions by Kerry Ryan

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Day 1: Nov 16, 2021

Day 2: Nov 17, 2021

3:15 pm

3:15 pm

CONVERT VISITORS INTO HOT LEADS

INDUSTRY EXPERT A: DIGITAL & SOCIAL SELLING IN FINSERV

How to Close the Personalization Gap and Cultivate Meaningful Relationships

Social media is a valuable way of engaging with both existing and prospective clients as more conversations move to digital channels. Increase conversions through personalization and engagement across digital channels, including social media. Develop a blueprint to:

  • Help your client-facing teams effectively leverage social media
  • Harness the power of other digital channels to grow client relationships
  • Drive impact as advisors, bankers, wholesalers and agents

Achieve greater ROI by boosting customer engagement across multiple platforms.