Marketing Director, Institutional Retirement
Capital Group American Funds
Feb 2016 - Nov 2017 (1 year 10 months)
Marketing lead for Defined Contribution – Investment Only (DCIO), including Investment Insights & $72B Target Date Fund. Developed go-to-market strategy that drove 76% increase in annual Target Date Fund sales in 2017, surpassing JP Morgan for 4th largest Target Date Fund overall and outpacing industry growth to reach record high share. Launched ProView, a new Target Date Fund comparison online tool that aligned with the Department of Labor guidelines and became #2 tool in industry within 3 months and helped secure over $300M in incremental sales.