Derek Gould
Consultant – Wealth Management, Field Marketing @ Morgan Stanley
About
Senior-level marketing professional within the financial services industry possessing the proven experience, instincts and training to build and execute complex marketing programs. Extensive experience with the development, implementation and management of investment product strategy and client-focused campaigns. Holistic approach with strategic thinking while implementing on the tactical level. Application of strong relationship building and communication skills for acquiring consensus and commitment from key stakeholders to support business objectives. Proficient with ‘agile’ methodology and practice to support and meet key firm initiatives. Possess thorough knowledge of regulatory guidelines/rules of both FINRA and SEC. Specialties and skills include: • Holistic Campaign Design • Content Creation • Consistent Messaging • Strategic Positioning • Client Focused • Analytical Thinking • Multi-Channel Delivery • Project Management • Decision Making • Communication Skills • Relationship Building • Cross-Team Collaboration
United States
New York City Metropolitan Area
Financial Services
Content Creation, Asset Management, Strategic planning, Marketing, Financial Services, Business Strategy, Mutual Funds, Alternative Investments, Investments, Equities, Fixed Income, Client-Focused, Multi-medium support, Business Development, Investment Management, Fund Of Funds, ETFs, Investment Strategies, Project Management, Product Development
Experience

Consultant – Wealth Management, Field Marketing
Purchase, NY
Researched and analyzed potential for market penetration leveraging various marketing tools including digital, advertising, corporate partnerships and sponsorships, and virtual events. • Identified key competitors and related marketing activities to determine gaps and new areas to exploit. • Developed and recommended a multi-marketing strategy to capture market share by increasing local market presence to increase brand awareness and drive new business growth.

Senior Product Marketer | Senior Investments Marketer
New York, New York, United States
Focused on U.S. and International product marketing strategies targeting retail and institutional investors, both public and private offerings, across asset classes (e.g. fixed income, equity, alternatives) and vehicles (e.g. mutual funds, ETFs, SMAs, institutional separate accounts, commingled funds). • Developed and executed go-to-market plans aligned with business priorities including focus products, new product launches, growth engine campaigns and ad-hoc initiatives. • Utilized product knowledge and creative thinking skills to develop clear, consistent, concise and relevant messaging delivered via digital tools with a focus on speed-to-market. • Collaborated regularly with cross-functional teams (e.g. investments, sales, product, marketing, digital) to develop product positioning and execute on business objectives and execute on marketing strategies. • Created strategic and targeted product-related materials and content (e.g. website, brochures, profiles, presentations, videos, thought leadership) to promote new and existing products. • Leveraged data-driven insights to continuously refine and evolve product positioning and messaging. • Researched competitors and market trends to identify potential opportunities and market gaps to leverage and enhance strategic product-related content. • Managed multiple projects simultaneously with varying priorities, goals, deliverables and deadlines. • Led the evolution of “Market Compass Investment Guide” (a tool that offered an economic overview and key investment themes with related client-focused investment solutions) to a digital platform enhancing user experience and the ability to extract analytical data. • Product lead for a firm-focused, product-specific asset retention campaign, which included an interactive digital hub offering fund performance, videos, thought leadership and additional fund related materials; also crafted consistent messaging for the sales and distribution team to use with clients.

Senior Product Marketer
New York, New York, United States
Focused on U.S. and International product marketing strategies targeting retail and institutional investors, both public and private offerings including high yield, municipals, stable value and private equity, across investment vehicles. • Developed marketing plans to support focus products and new products across various mediums. • Created strategic product-related materials and content (e.g. website content, brochures, fact sheets, presentations, videos, blogs, whitepapers, social media) to promote client-focused solutions. • Collaborated regularly with cross-functional teams to develop product positioning and value propositions to deliver client-focused solutions. • Researched competitors and market landscape to identify potential gaps and key differentiators. • Managed (from inception) firm-focused “flipbook” – a thematic tool sharing the firm’s economic overview and key investment themes.

Product Marketer
New York, New York, United States
Focused on U.S. and International product marketing strategies targeting retail and institutional investors across equities, senior secured (bank) loans, private equity and private wealth management. including public and private offerings, across investment vehicles. • Developed marketing plans to support both focus and new products across various mediums. • Created strategic product-related collateral including presentations, sales ideas, brochures, flyers, and thought leadership to promote client-focused solutions. • Managed standard marketing content while ensuring updating on a regular and ad-hoc basis. • Collaborated on the creation of firm-focused “flipbook” – a thematic tool sharing the firm’s economic overview and key investment themes.

Senior RFP Writer
New York, New York, United States
Collaborated regularly with internal business partners to develop both U.S. and global customized solutions in response to new business Request for Proposals (RFPs), Request for Information (RFIs) and Due Diligence Questionnaires (DDQs). • Maintained internal database to ensure accuracy and relevant, up-to-date information. • Redefined internal processes with recommendations for new procedures to improve efficiencies. • Collaborated regularly with cross-functional teams to develop compelling content and responses tailored to highlight firm capabilities and ability to meet client needs and goals.

Marketing/Communications Solutions Specialist
New York, New York, United States
Focused on both U.S. and global customized content for Citibank Commercial Cards and Global Cash Management solutions to support new business proposals, presentations, product and service offerings, and ad-hoc collateral targeting large corporate and public sector clients. • Developed new product and service offering content focused on client solutions and benefits. • Managed internal commercial cards database to maintain consistency of content produced and distributed to both clients and prospects.
Derek Gould's Contact Information
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