Kimberly Beck

Kimberly Beck is Director of Field and Client Marketing at Janney, where she leads a team of advisor marketing consultants, digital specialists, communication experts, and client experience strategists. Her team is focused on driving advisor and firm growth through lead generation, digital engagement, and personalized client experiences. Kimberly oversees the development and execution of integrated marketing strategies that aim to help Janney advisors attract and retain clients, expand adoption of Janney’s solutions, and deliver a best-in-class client experience.

PROFESSIONAL EXPERIENCE
Kimberly has more than 25 years of experience in the financial services industry, most recently serving as Chief Marketing Officer for YieldX, which was acquired by FNZ. She is experienced in marketing strategy, demand generation, client experience, product marketing, digital marketing, communications, public relations, and events, and has developed award-winning thought leadership and advisor education programs.

Previously, Kimberly was with Envestnet. There, she built and led the Wealth Marketing team responsible for driving revenue across the firm’s technology, asset management and data and analytics solutions She was also Co-Founder and Chair of the Envestnet Women’s Initiative Network. Prior to that, Kimberly was with BlackRock for 12 years, where she held notable marketing leadership roles including Director of Thought Leadership and Advisor Education Programs, Director of Mutual Fund Marketing and Director of Product Communications. Kimberly started her career in the industry at Rittenhouse Financial Services, which was later acquired by Nuveen.

Kimberly is a member of the Advisory Boards for FLX Networks and Graham Media Partners. She is an active member of the Money Management Institute and has served on its Board of Governors. She is a committee member for the Philadelphia chapter of the Financial Communications Society, and was a member of the Knowledge for Practice Advisory Board for the CFP Board Center for Financial Planning.

Kimberly holds an MBA in Marketing from LaSalle University, and a BA in English and Communications from Cabrini University, where she was an Adjunct Professor of Integrated Marketing and served on the Advisory Board for the Marketing & Communication Department.