HomeTeam MemberKim Wittmers

Kim Wittmers

Kim Wittmers

Kim Wittmers

Chief Marketing Officer

Kim joined the Boulay team in 2010, with a focus on blending effective marketing and business development strategies for successful growth. With decades of B2B marketing experience, she thrives on integrating marketing channels with business development processes—creating winning results.

Career Fit for Your Life. "Being there for my kids is my #1 priority. With multiple sports and many school activities, our family schedule is full. Boulay is flexible and trusts me to lead my team and get the work done no matter what, where and when my schedule takes me. I appreciate their commitment to a Career Fit For Your Life so I can be the best leader, employee, parent and spouse possible."

ACCOMPLISHMENTS

  • Developed and implemented focused demand generation email campaigns that increased the open and inquiry rate to improve marketing return on investment
  • Increased business development tool awareness for each stage of the sales process. Edited and provided additional creative guidance to resource staff. Initiated various internal campaigns involving awareness of target market, available campaign material and closed loop process for tracking in coordination with business leaders.
  • Successfully launched internal proposal database geared toward client servers and business developers. Focused content, templates and resources toward national consistency of brand and regulatory compliance. User surveys indicate successful implementation.
  • Analyzed various data to identify target market industries for growth strategies. Researched and provided guidance to senior leadership. Coached marketing leadership team in selection criteria.
  • Implemented Voice of the Client (client loyalty program) with 100% participation. Analysis identified key marketing strategies aligned with customer needs, client service improvement, new products and cross solution opportunities
  • Led rebrand research, analysis, design and launch with a commitment to ongoing initiatives that reinforce living the brand internally and externally
  • Designed and implemented Boulay Way, a new business development process. Collaborated with Executive team and implemented the initiative to over 80 employees with ongoing analysis and coaching.
  • Increased Customer Relationship Management (CRM) users by 585%
  • Increased marketing return on investment through multi-channel marketing by 20% year over year and achieving key performance indicators
  • Identified marketing efficiencies, best practices and reduced costs to best meet the firm’s immediate and long-term needs for growth

EDUCATION

  • University of Minnesota—B.S. Child Psychology

PERSONAL INTERESTS

  • Canoeing and camping in the BWCA
  • Coaching and watching her children’s lacrosse teams
  • Spending weekends at the lake cabin
  • Hiking
  • Renovating her mid-century modern home
  • Making jewelry
  • Quilting
  • Gardening

FAVORITE BOOKS

  • A Walk in the Woods by Bill Bryson

GET IN TOUCH

Contact Kim
"Nobody cares how much you know until they know how much you care. - Theodore Roosevelt"

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Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain Third Party Money Management offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Registered Representatives of Valmark Securities, Inc. are located at the Minneapolis/Eden Prairie office(s). See Valmark’s Form CRS.

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