Jobs Bank: Philadelphia

  • Inside The Mind of The RIA

    FCS Philadelphia will begin its 2026 slate of in-person events with a breakfast panel discussion on “Inside The Mind of The RIA.” We’ll be hosted by the American College of Financial Services in King of Prussia on Tuesday, April 28. We’re excited to welcome our panel of senior marketing executives, including: Jared Trexler, SVP, Chief…

    Philadelphia

  • AI in Financial Services Marketing

    Ticket sales have now closed. FCS Philadelphia will close out 2025 with a breakfast panel discussion on the topic of year: Artificial Intelligence (AI). Join us at WSFS Bank on December 11, when we welcome our panel of senior marketing executives, including: Lynn Hobson, SVP, Chief Marketing Officer, WSFS Bank, will moderate the conversation, which…

    Philadelphia

  • Kathy Kavanaugh, CMO, Individual Solutions & Brand, Lincoln Financial Distributors

    This event is sold out FCS Philadelphia is excited to invite you to join us for a special “Cocktails with Content” event featuring a fireside chat with our guest speaker Kathy Kavanaugh, SVP/Chief Marketing Officer, Individual Solutions & Brand for Lincoln Financial Distributors. On Tuesday, October 28, we’ll get together at the spectacular Union League…

    Philadelphia

  • The Social Factor in Financial Services

    Ticket sales are now closed. For inquiries, please contact Juliet McAlee, FCS Administrative and Communications Coordinator, at [email protected] FCS Philadelphia will tackle effective social media strategies as the topic for our May 20th breakfast, hosted at the offices of FS Investments. Our panel discussion will focus on what really works when it comes to financial…

    Philadelphia

  • Achieving Brand Differentiation in Financial Services

    On Thursday, January 23, FCS Philadelphia kicks off the New Year with a deep-dive discussion into the age-old challenge of Brand Differentiation. But in a new era of “Golden Investing,” surrounded by the promise of Artificial Intelligence, and under the specter of expected industry consolidation… what strategies should financial marketers devise and activate in 2025?…

    Philadelphia

  • The Great MarTech Debate

    On Wednesday, November 13, FCS Philadelphia will present a panel discussion on “The Great MarTech Debate.” We will be hosted by Hamilton Lane at its headquarters in Consohocken, PA, a Philly suburb. The conversation will focus on the marketing technologies currently being used by financial marketers to drive increased engagement, personalization and revenue. Leading the discussion…

    Philadelphia

  • Wealth Management: Elite Marketing to Elite Clients

    FCS Philadelphia returns to the Main Line and the offices of host sponsor Lincoln Financial for a breakfast event on Wealth Management. Join us on Wednesday, September 25, when we discuss “Elite Marketing to Elite Clients.” The event will begin with custom research on the unique needs of high net worth clients, presented by Meredith…

    Philadelphia

  • Dynamic Marketing Management in the Age of Intelligence

    FCS Philadelphia will stage a highly focused Education Summit on Tuesday, June 11, at FS Investments on the theme “Dynamic Marketing Management in the Age of Intelligence.” The content of this event will be driven by the research and work of Frank Dudley, president of Financial Marketing Institute (FMI) and professor at Northwestern University |…

    Philadelphia

  • Advisor Marketing: 2024 Outlook

    FCS Philadelphia opens the new year with a breakfast event on Thursday, January 18, featuring a panel discussion on Advisor Marketing. Our panel includes: The conversation will be moderated by Kimberly Beck, Head of Client Marketing Strategy, Janney Montgomery Scott. Join us at the Wayne, Pennsylvania, headquarters of Hartford Funds for this event — a…

    Philadelphia

  • Digital Innovation in Financial Services Marketing (Philadelphia)

    FCS Philadelphia will partner with the Financial Marketing Institute (FMI) for a breakfast event on October 12, when Frank Dudley, FMI President, will present some of his firm’s 2023 research on Digital Marketing in Financial Services. With a focus on how successful firms are transitioning to a more dynamic digital marketing organization, Frank will discuss…

    Philadelphia

  • Russell Messner, Global Head of Brand Marketing, Vanguard

    FCS Philadelphia will present its first-ever Spotlight Breakfast, featuring a live, in-person interview with Russell Messner, Global Head of Brand Marketing, Vanguard. Russ will be interviewed by FCS Philly President Ed Nini, Global Head of Product, Principal Asset Management. The event will be hosted at the corporate headquarters of FS Investments, courtesy of Bernadette Bridy,…

    Philadelphia

  • The New Model for Advisor Engagement

    FCS Philadelphia makes a triumphant return to in-person events with a powerhouse line-up for a November 9th breakfast hosted at Macquarie Asset Management. “The New Model for Advisor Engagement” will open with a presentation by Neil Bathon, Managing Director, FUSE Research Network. Neil will share FUSE’s survey work among financial advisors regarding their preferences for…

    Philadelphia

  • Macquarie CMO Neil Siegel Shares “A Marketer’s Roadmap to a Seat at the Table”

    The FCS Philadelphia Chapter will host their first virtual fireside chat, featuring a conversation with Macquarie’s Neil Siegel on "A Marketer’s Roadmap to a Seat at the Table." Neil is Chief Marketing Officer and Co-Head of the Client Group at Macquarie Investment Management. He will be interviewed by Chapter Vice President Ed Nini, Global Head…

    Philadelphia

  • Private Advisor Group’s Berta Aldrich to Lead FCS Philadelphia

    Financial marketing veteran Berta Aldrich named president of FCS Philadelphia

    Philadelphia

  • SOLD OUT “How Financial Marketers Get Content Right”

    THIS EVENT IS SOLD OUT. The FCS makes a triumphant return to Philadelphia with a breakfast event on "Content Marketing," hosted by our sponsor, The Inquirer. For the past few years, marketers have responded to the demand for Content Creation as a tool to increase engagement with their audiences. But ever since digital solutions opened…

    Philadelphia

  • CMOs Talk Leadership in Philly

    CMOs from Lincoln, PNC and TD Bank discuss how to elevate Marketing as a Strategic Partner

    Philadelphia

  • “Drive or Ride? Elevating Marketing from Sales Support to Strategic Partner”

    FCS Philly will stage its third event in our successful breakfast series, bringing senior marketing leaders to the stage.  The topic on November 1st will be Drive or Ride? Elevating Marketing from Sales Support to Strategic Partner. Research shows that the strength of a financial brand is one of the top considerations in the buying…

    Philadelphia

  • FCS Philly Doubles Down with Two Panels: Gender & Generation

    Marketing by Gender… Marketing by Generation… twice the challenge… that’s why FCS Philadelphia staged a double panel breakfast

    Philadelphia

  • “Bridging Gender Inequality & the Generational Gap”

    FCS Philadephia Breakfast to feature 2 panels, tacking Gender and Generational challenges faced by financial marketers. DOORS OPEN AT 7:30am.  PROGRAM BEGINS BY 8:15am. Our opening panel is called, “Gender Inequality in Marketing: Are Brands Communicating Effectively with Women?” This 30 minute discussion will feature a panel moderated by Shantini Munthree of The Union Marketing…

    Philadelphia

  • SOLD OUT – Philadelphia Breakfast: Humanizing Financial Brands

    THIS EVENT IS SOLD OUT. To be added to our mailing list for the next event in Philadelphia, please email your contact information to FCS CEO Kevin Windorf, [email protected]. The FCS will host its first-ever event in Philadelphia at the Union League, where we'll have a moderated panel discussion on "Humanizing Financial Brands." Financial services…

    Philadelphia