Christina Esfehani — Head of Marketing · Advisor Engine: Digital Wealth Management Technology

Christina Esfehani — Head of Marketing · Advisor Engine: Digital Wealth Management Technology · Mountain View, California, United States.

Direct contact

No direct contact on file for Christina yet.

About

Exuberant leader and marketer with 20+ years of experience in fintech + asset management marketing. I have a passion for developing coordinated strategies and working transparently with various stakeholders in complex environments to continually improve on our prior progress. Constantly seeking opportunities to connect needs with solutions through compelling, multi-channel storytelling.

Experience

Head of MarketingCurrent
AdvisorEngine
Dec 2024 – Present
Lead all marketing functions across the organization including product marketing (positioning to content), marketing operations, demand gen, events and partnerships. Develop and execute go-to-market (GTM) strategy and content in partnership with product teams. Partner closely with product, sales and executive teams to ensure alignment across marketing efforts and business goals. Act as main liaison between parent company to be sure visibility and coordination across teams working effectively.
Director, Global Fixed Income & ETF Marketing
Franklin Templeton
Jul 2020 – Sep 2021
Partnered with multiple fixed income investment teams (Franklin Templeton Fixed Income (FTFI), Templeton Global Macro, Brandywine Global) to develop and maintain a strong, consistent suite of content for their fixed income strategies globally. * Led rebrand and refresh of FTFI’s unique active quant capability. * Marketing strategy supports over 50% of Franklin Templeton’s assets under management. Led a team of marketers that created and deliveedr foundational product collateral including pitchbooks, website content, portfolio manager videos, “why this asset class now” content and other timely pieces that could help clients understand how our products fit into their portfolios and help them reach their investment goals. Developed stories for new capabilities and specialties within investment teams such as the utilization of AI in investment management, how ESG is embedded within their investment process, etc.