Director, Marketing & Automation

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Key Achievements

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• Designed, developed, and launched the Pinnacle Wealth and Pinnacle Merchant Bank websites in both English and French, supporting national brand presence, advisor recruitment, issuer visibility, and client-facing communications.

• Created and implemented a custom AI support platform for Dealing Representatives, providing real-time access to compliance frameworks, issuer product information, comparative product analysis, suitability considerations, and compliant marketing support.

• Designed and implemented the Service Level Agreement structure for the retail Exempt Market Dealer, establishing clear internal service standards, marketing support processes, and operational expectations for Dealing Representatives.

• Designed and implemented the Service Level Agreement structure for VP Wealth, Pinnacle’s public market offering, including organizational development, brand identity, client communications, sales presentations, outbound marketing, and advisor support frameworks, contributing to approximately $52M in AUM within the first nine months of fund creation.

• Developed and implemented process automation for regulatory, marketing, and operational workflows, reducing annual human capital requirements by approximately 2.5 full-time positions while elevating staff capacity into more senior, strategic functions.

• Designed and implemented issuer product launch workflows across corporate finance, retail distribution, and merchant banking initiatives, including comprehensive Dealing Representative marketing packages, investor events, institutional teasers, sales presentations, and client-facing communications.

• Created and implemented an internal Learning Management System within the SharePoint intranet, supporting compliance education, product training, internal resource distribution, Dealing Representative onboarding, and ongoing professional development.

• Acted as a key liaison between issuers, Dealing Representatives, corporate finance, compliance, marketing, and internal leadership teams to support issuer relations, product education, communication alignment, and distribution strategy.

• Led internal and external training initiatives across functional AI adoption, compliant social media use, client segmentation, referral workflows, business development practices, and Dealing Representative sales enablement.

• Implemented and led Strategic Coach methodology across executive and retail EMD functions, including structured accountability meetings, operational alignment, leadership cadence, and cross-functional execution planning.