Jamison Williams

I’m a marketing operations professional with 15+ years of experience managing complex marketing programs, production workflows, digital content, and cross-functional projects. Most recently, I spent more than seven years with a registered investment advisor, where I specialized in investment marketing operations and supported a growing organization with more than $30 billion in assets under management.

My experience includes end-to-end production of investment commentaries, newsletters, quarterly communications, presentations, brochures, digital content, and other client-facing materials. I’ve worked closely with investment, compliance, marketing, and leadership teams to move projects from initial content through review, production, approval, and distribution while maintaining accuracy, consistency, and regulatory requirements.

I also have extensive experience with website administration and digital publishing, including maintaining multiple corporate websites, publishing investment and marketing content, coordinating with developers, managing advisor bios and office information, and overseeing technical items such as domains, DNS, hosting, and redirects. I’ve managed outside designers, developers, printers, and mailing vendors and have improved workflows to reduce costs and make recurring production more efficient.

Earlier in my career, I worked in investment product and marketing roles at Transamerica, where I managed quarterly investment materials, coordinated large-scale fund updates, worked with external data and production vendors, and helped redesign production processes. I have also worked in broader marketing roles and spent several years as a small-business co-owner, giving me experience across both highly structured corporate environments and hands-on entrepreneurial operations.

I’m particularly interested in marketing operations roles within RIAs, asset management, wealth management, and financial services where I can take ownership of recurring production, improve workflows, coordinate across teams, and help ensure high-quality work gets completed accurately and on schedule. I’m especially drawn to individual-contributor and lead roles where strong organization, attention to detail, problem solving, and cross-functional coordination are valued.