Wendeline Dill, Head of Advisor & Field Marketing, J.P. Morgan Wealth Management

FCS New York welcomes Wendeline Dill, Head of Advisor & Field Marketing, J.P. Morgan Wealth Management as the guest speaker at our Spotlight luncheon on Thursday, November 17 at the New York Yacht Club. Wendy will participate in a fireside chat with Kimberly Beck, CMO, YieldX, and share her perspective on these topics:

  • The ecosystem across digital, call center, bank based and ultra-high net worth channels
  • The role of the advisor in wealth management
  • The trends of new career advisors
  • Marketing financial advisors
  • Specialized industry segments: LGBT, women, business owners
  • Accolades/ award rankings

In gratitude to Wendy, the FCS will make a $1,000 donation to the children’s charity of her choice: Blake Barklage Foundation.

Join us at noon for networking, followed by a plated luncheon, our program and Q&A.

Our sponsor Packed with Purpose will hold a free raffle of a gift basket for all attendees.

Additional sponsorships available. Contact FCS CEO Kevin Windorf.

  • Start November 17, 2022 12:00 PM EDT
  • End November 17, 2022 02:00 PM EDT
  • Location New York Yacht Club 37 West 44th Street NYC

Speakers

Guest speaker Wendeline Dill

Head of Advisor & Field Marketing,

Wendy Dill joined J.P. Morgan Wealth Management in March 2022 after ten years at Merrill Lynch and 10 years at EY. Wendy comes to the team to build and run a field marketing function that promotes advisors in the ultra-high net worth channel. Prior to J.P. Morgan, Wendy was at Glenmede running brand, social media, […]

Interviewer Kimberly Beck

Chief Marketing Officer

Kimberly Beck is Chief Marketing Officer for YieldX, a fintech company customizing and optimizing income investing at scale and with unparalleled efficiency. Prior to YieldX, Kimberly was with Envestnet, where she led Wealth Marketing. She also served as Co-Founder and Chair of the Envestnet Women’s Initiative Network. Additionally, Kimberly has held notable roles at BlackRock, […]

Sponsors