FCS Financial Marketer of the Year

FCS Financial Marketer of the Year

The FCS Financial Marketer of the Year Award recognizes innovation, creativity and impact in the financial services marketplace, and rewards the marketer and the marketing leader responsible.




The Call for Nominations for the 15th Anniversary FCS Financial Marketer of the Year Award is now open.


The FCS Financial Marketer of the Year Award recognizes innovation, creativity and impact in the financial services marketplace, and rewards the marketer and the marketing leader responsible.

The 2020 Award will celebrate a strong marketer and its marketing executive who have provided an inspiring example of how marketing and communications can advance a firm’s business objectives and elevate the standard for exceptional work in the marketplace – especially against the unprecedented challenges all industries faced this year.

Important Information

  1. Download the details about how our virtual judging will take place this year.
  2. Download the 'long-form' Nomination Form (Word document). This information is required for your submission. You can include additonal files with your submission to present any creative associated with the nomination. Remember: this is not a competition for creative; FMY focuses on strategy and results.
  3. Download the required Round 2 template. If your submission is advanced by our judging panel to Round 2, it will be viewed online by our live "Judges' Table".  That discussion will build consensus and lead to the selection of a winner and up to two runners-up.
  4. All forms and materials must be submitted to FCS Admin Coordinator Vanessa Sandri, [email protected], by 5:00pm ET on Monday, October 26, 2020.
  5. There is no fee for entering, and the nominee need not be a current FCS member.

Virtual Awards Ceremony

At a virtual awards ceremony on Wednesday, December 9th (5:30pm ET), the FCS will present the Financial Marketer of the Year award to the senior executive whose leadership set the bar higher in 2020.  We will honor the overall winner as well as the first two runners-up.

This will be a free event on the Zoom platform. Registration is required.


Download sponsorship packages. For sponsorship opportunities, contact FCS CEO Kevin Windorf.

Nomination & Evaluation

Any marketer from an eligible financial services entity may be nominated regardless of FCS membership. Eligible financial services entities include: banks, credit card companies, securities firms, financial advisors, discount brokers, exchanges, financial information companies, mutual funds, ETFs or other investment instruments, asset management companies, accounting firms, insurance products and services (excluding health insurance). Individuals can nominate themselves and multiple individuals can be nominated from distinct business units within one organization.

All nominations are evaluated by a panel of distinguished financial services marketing experts. The Award is chosen by this panel based upon a submitted case study detailing the effective execution of marketing communications plans that achieved clearly stated objectives linked to quantitative and qualitative results. The panel is tasked with rating submissions in terms of demonstrated excellence in the following areas, in order of importance:

  • Strong Results: Directly related to objectives, quantitative (not anecdotal) evidence
  • Clear Strategy: Defining the campaign objectives, target, benefit and insight
  • Consistent Execution: Aligned with strategy, applied consistently across all executions

Strong submissions articulate a compelling case for the difficulty of the challenge (e.g., larger competitor, smaller budget, tight timing, bad PR), and results that are specifically driven by marketing as opposed to other factors (e.g., innovative product, resurgent economy). The Award places its emphasis on Big Ideas and Big Results, not necessarily Big Budgets.

In the spirit of peer-to-peer professional recognition, there are no fees required of any entrant.

This year's Financial Marketer of the Year Committee comprises:

  • Kevin Windorf, Living Group
  • Tom Jago, The Ward Group
  • Melissa Scauri, Morgan Stanley
  • Nia Armstrong, Investing Media Solutions
  • Nick Bernardo, The Washington Post

Any questions on the Award, the Nomination Process or the Virtual Gala can be sent to [email protected].

Past Winners

2019   Ally Financial; Andrea Brimmer

2018   E*TRADE; Lea Stendahl

2017   Ally Financial; Andrea Brimmer

2016   Prudential; Niharika Shah

2015   Citi; Elyssa Gray

2014   Edward Jones; Brad Iversen

2013   TD Bank; Vinoo Vijay

2012   Prudential; Colin McConnell

2011   Liberty Mutual; Paul Alexander

2010   MetLife; Beth Hirschhorn

2009   Fidelity Investments; Jim Speros

2008   E*TRADE; Nick Utton

2007   Merrill Lynch Global Wealth Management; Rich Aneser

2006   Smith Barney; Barbara Glasser





We're grateful to our judging panel of 16 senior marketing executives from leading financial brands, who will review this year's entries individually, then come together for an online review session to build consensus on this year's Award winners.

  • Kari Axberg, VP, Co-Head of Marketing, New York Life
  • John Brockelman, Senior Managing Director, Global Head of Brand Marketing & Communications, State Street Global Advisors
  • Jennifer Brockington, Senior Director, Advertising, Media, Content, Ally Financial
  • Deborah Bussiere, Global Chief Marketing Officer, Broadridge
  • Maureen Duff, Managing Director, Global Head of Marketing, Issuer Services, Pershing, Treasury Services, BNY Mellon
  • Jessica Fernandez, Head of WMI Segment Marketing, Invesco
  • Porter Gale, Chief Marketing Officer, U.S. Wealth Management, Personal Capital
  • Dipti Kachru, Chief Marketing Officer, U.S. Wealth Management, J.P. Morgan Chase
  • Elizabeth Kelley, Head of Segment Marketing, Fidelity Investments
  • Alison Lazzaro, VP, Head of Brand Marketing & Advertising, Prudential
  • Arianna Operto, SVP, Brand, Channel, Community and Field Marketing Strategy, TD Bank
  • Justin Poser, Director of Marketing -- Businesses, Digital, Direct and Content Marketing, M & T Bank
  • David Thuma, EVP, Chief Marketing Officer, PNC
  • Sylvia Toense, Head of Global Brand Marketing, T. Rowe Price
  • John von Brachel, SVP, Content Marketing Executive, Bank of America
  • Andrea Zaretsky, Chief Marketing Officer, E*TRADE Financial

Join our community

Become a member

Sign up or renew your FCS membership in 2020 and take advantage of a special discounted rate of $450 .