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I am an experienced and proactive Director of Business & Client Operations with 20 years of experience in the financial services industry. I excel at leveraging creative skills and marketing automation platforms to develop engaging content and design visual materials that drive business growth. I have developed and designed a broad range of content, lead magnets, training materials, and client-facing tools to support growth and onboarding. I build strong relationships with clients, strategic partners, speakers, and vendors, and I collaborate with vendors to keep projects on track and within budget. I also craft client communications and training materials, and lead cross-functional initiatives from inception to completion.…I am an experienced and proactive Director of Business & Client Operations with 20 years of experience in the financial services industry. I excel at leveraging creative skills and marketing automation platforms to develop engaging content and design visual materials that drive business growth. I have developed and designed a broad range of content, lead magnets, training materials, and client-facing tools to support growth and onboarding. I build strong relationships with clients, strategic partners, speakers, and vendors, and I collaborate with vendors to keep projects on track and within budget. I also craft client communications and training materials, and lead cross-functional initiatives from inception to completion.

Jennifer Ferriola

Creative Director, Project Manager, Content Producer, +3

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I am an experienced and proactive Director of Business & Client Operations with 20 years of experience in the financial services industry. I excel at leveraging creative skills and marketing automation platforms to develop engaging content and design visual materials that drive business growth. I have developed and designed a broad range of content, lead magnets, training materials, and client-facing tools to support growth and onboarding. I build strong relationships with clients, strategic partners, speakers, and vendors, and I collaborate with vendors to keep projects on track and within budget. I also craft client communications and training materials, and lead cross-functional initiatives from inception to completion.…I am an experienced and proactive Director of Business & Client Operations with 20 years of experience in the financial services industry. I excel at leveraging creative skills and marketing automation platforms to develop engaging content and design visual materials that drive business growth. I have developed and designed a broad range of content, lead magnets, training materials, and client-facing tools to support growth and onboarding. I build strong relationships with clients, strategic partners, speakers, and vendors, and I collaborate with vendors to keep projects on track and within budget. I also craft client communications and training materials, and lead cross-functional initiatives from inception to completion.

Available to hire

I am an experienced and proactive Director of Business & Client Operations with 20 years of experience in the financial services industry. I excel at leveraging creative skills and marketing automation platforms to develop engaging content and design visual materials that drive business growth.

I have developed and designed a broad range of content, lead magnets, training materials, and client-facing tools to support growth and onboarding. I build strong relationships with clients, strategic partners, speakers, and vendors, and I collaborate with vendors to keep projects on track and within budget. I also craft client communications and training materials, and lead cross-functional initiatives from inception to completion.

Skills

Experience Level

Expert

Expert

Expert

Expert

Expert

Expert

Intermediate

Beginner

Language

English

Fluent

Work Experience

Director of Business & Client Operations at The Legacy Companies, LLC

August 1, 2025 - August 1, 2025

Directed business and client operations, overseeing event planning, client onboarding, and cross-functional collaboration; managed multi-year initiatives and ensured consistency in service delivery.

Head of Training & Marketing Operations at The Legacy Companies, LLC

August 1, 2025 - August 1, 2025

Led training and marketing operations; managed events and training workshops for high-caliber clients; oversaw project management for a Fortune 500 client; built client communications and training materials; managed stakeholder relationships; supported partners; planned and executed grass-roots marketing for a major motion picture.

Client Experience Manager at The Legacy Companies, LLC

January 1, 2017 - October 24, 2025

Managed all aspects of client experience and project execution for high-profile clients; fostered strong relationships with clients, strategic partners, speakers, and vendors; served as liaison to ensure seamless onboarding and project delivery. Authored client communications and training materials; supported senior leaders with administrative tasks, calendar management, and scheduling. Collaborated with internal teams to maintain consistent branding and messaging across touchpoints and events.

Head of Training & Marketing Operations at The Legacy Companies, LLC

January 1, 2017 - Present

Led end-to-end training and marketing operations for the organization, developing engaging content and onboarding programs that supported client success. Created trainer materials, lead magnets, and client-facing tools to accelerate adoption and retention. Built and maintained client communications, dashboards, and LMS content to optimize workflows for a CEO-level audience. Orchestrated virtual and live events, coordinating with hotels, speakers, and vendors to ensure flawless execution. Spearheaded a grass-roots marketing campaign for a major motion picture, delivering on deadlines and budget. Worked closely with partners and vendors to keep projects on track and within budget, while delivering exceptional client service.

Business Development Coordinator at The Legacy Companies, LLC

December 31, 2007 - December 31, 2007

Supported business development initiatives, coordinating outreach, client liaison, and event planning activities; contributed to contract negotiations and follow-up.

Business Development Coordinator at The Legacy Companies, LLC

January 1, 2007 - October 24, 2025

Supported growth initiatives by coordinating communications, scheduling, and vendor relationships; performed fielding communications and helped optimize workflow for company partners. Provided direct administrative support to company Partners, including fielding communications and scheduling appointments to optimize their workflow.