Melita Dehazes

Experience

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  Charles Schwab

  Jan 1995 - Jan 2000

  Directed marketing and merchandising of offshore mutual funds via digital web search function for non-U.S. citizens. Collaborated with colleagues in London, Hong Kong, Toronto, Tokyo, San Juan, Miami, Latin American Services and Asian Services to address position specific mutual fund and fixed income needs in language on brand. Marketed Schwab's Mutual Fund OneSource program through digital and offline channels including web, print, affiliate content sites, public relations, and, premier direct-to-consumer newsletter: the Select List. Managed and executed the GTM plan introducing a set of Schwab fund-of-funds that generated 102M in six weeks. Developed consumer content series on how to pick a mutual fund.

  • Director / Vice President, Schwab International Marketing

    Jan 1998 - Jan 2000

  • Senior Manager / Director, Mutual Fund Marketing

    Jan 1995 - Jan 1998
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  Charles Schwab

  Sept 2000 - Oct 2002

  Vice President, Affluent Marketing

  Marketed referral program - Schwab Advisor Network - to high net worth retail clients with focus on positioning, partner relations and client adoption/satisfaction. Core team member introducing Schwab Private Client Services to affluent retail investors. Introduced and marketed separately managed account product program for sales staff and private clients.

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  The Sage Group (Bay Area)

  Jan 2007 - Jun 2007

  Marketing Consultant

  Created strategic marketing plan and event strategy to introduce high-net-worth estate planning services - Administrative Trustee and Personal Trust Reporting technology - to Charles Schwab's investment advisor clients, their clients, attorneys and industry influencers.

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  Charles Schwab

  Nov 2007 - May 2013

  Led high performing marketing team to develop and implement integrated marketing programs to promote technology services, practice management and investment products to business clients. Key performance indicators measured product and service adoption with the over-arching goal of satisfying client needs to grow their businesses. Created go-to-market strategy and execution of multi-channel digital adoption campaign introducing Schwab exchange traded funds (ETFs) resulting in 55% of SCHW ETF flows within 18 months. Financial product marketing responsibility for alternatives, mutual funds, separate accounts, fixed income, trust and bank services to advisors via intermediary and direct sales enablement.

  • Managing Director, Institutional Marketing - Advisor Services

    Nov 2010 - May 2013

  • Director, Investment Product Marketing

    Nov 2007 - Nov 2010
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  Salient (formerly Forward)

  Mar 2014 - Nov 2015

  Vice President, Marketing

  Led company-wide rebrand from Forward to Salient upon acquisition (June 2015). Managed Forward brand health and marketing team via public relations, social media marketing, product marketing, digital marketing/advertising, partner marketing, event marketing, content development and web presence to promote complex hedging investments. Introduced marketing automation to further assist sales acquire and retain advisor clients.

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  OFX

  Jul 2016 - Jul 2021

  Marketing Director, North America

  Regional fintech marketing leader responsible for growing double-digit consumer and business currency payment revenue. Leveraging digital channels and strategies to reach prospects with well articulated brand position at all stages of the acquisition funnel. Brand steward introducing the unknown OFX brand to North America. Built the acquisition tool kit to include business client nurture campaigns, lead gen strategies, partner vertical messaging, paid social media advertising, remarketing, video content and out of home brand awareness. Show less