Marty Willis

Marty Willis

Chief Marketing Officer, OppenheimerFunds

Marty Willis

Martha (Marty) Willis has embraced a mantra of innovation and change over the past 30 years. "When you are finished changing you are finished" is a philosophy Marty has centered her successful career around. She fearlessly has driven strategic changes and many new innovations for the financial services industry including: the mutual fund industry’s first share class on mutual funds, the first series of mutual funds for Retirement Income Distribution, Fidelity’s Personal Investments Review program, the first web-based mutual fund selection tool and the Mutual fund industry first application of QR codes.

In her current position as Chief Marketing Officer at OppenheimerFunds, Marty plays an expansive marketing role overseeing Business Strategy Development, Investment and Retirement Product management, Board Relations, Brand Marketing and Corporate Communications. During her five years, the OppenheimerFunds assets have grown from $167B to over $250B. She received the Fund Marketer of the Year Award (2010), Top advertising campaign Institutional Investor (2011), and was selected as Top 25 Marketer by BtoB Magazine (2012 and 2013).

Prior to joining OppenheimerFunds, Marty spent 25 years at Fidelity Investments where she held a number of leadership positions in both the Institutional and Retail Distribution companies.

Marty served as Chair of the Board of Regents for Sewanee: The University of the South and was the Chair of the Investment Committee. In addition, she serves on the Board of Trustees and Executive Committee for BPA Worldwide, a consumer and business media audit firm.

Marty resides in New York, NY and Marblehead, MA, where she and her husband Bill, raised their three children.

Sessions

  • Thursday, May 07, 2015 2:00pm - 2:45pm

    The Millennial Shift: Financial Services and the Digital Generation

    With one of the largest generations in history comes tremendous buying power: Millennials spend $1.3 to $1.7 trillion annually. In fact, this group of digital natives represents a lucrative market and the next generation of financial clients. To make inroads with Millennials, firms must appeal to their demand for services and experiences on par with those delivered by retail and other industries that have learned how to capitalize on consumer interactions in the digital era.