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Jenna Hoffstatter

@jennahoffstatter

Marketing Consultant focused on cross-functional campaign execution, workflow optimization, and advisor-focused field engagement.

Zimbabwe

Message

What I'm looking for

I’m looking to support impactful marketing initiatives where I can lead cross-functional execution, manage workflow/SLA operations, and use reporting and feedback to improve field engagement and program effectiveness.

I’m a results-driven Marketing Consultant with 4+ years of experience supporting financial services marketing through campaign execution, workflow management, and cross-functional coordination. At Northwestern Mutual, I partner with Marketing, Creative, Compliance, and Field teams to deliver PROFILE programs aligned with brand and business goals, track requests through SLA timelines, and coordinate resources so initiatives move smoothly.

I also focus on continuous improvement—monitoring ticket trends and field feedback, conducting monthly reporting and SLA audits, and using that insight to refine processes and enhance program effectiveness. Previously, I served as a Treasury Associate/financial operations-focused professional and a Financial Representative, where I supported client-facing work, onboarding, operational reporting tools, and advisor communication with strong attention to detail.

Experience

Work history, roles, and key accomplishments

Current

Marketing Consultant

Current

Northwestern Mutual

Jun 2025 - Present (1 year 1 month)

Support execution of marketing initiatives by partnering with Marketing, Creative, Compliance, and Field teams to deliver PROFILE programs aligned to brand and business goals. Manage marketing workflows and SLA timelines, serve as a primary point of contact for field inquiries, and conduct monthly reporting and SLA audits to improve program effectiveness.

Marketing Operations Cross Functional Collaboration Field Marketing SLA Management Marketing Reporting Process Improvement Compliance Coordination

Treasury Associate

MG Stover LLC

Sep 2023 - Jun 2025 (1 year 9 months)

Managed cross-functional workflows and coordinated projects to ensure timely completion of operational initiatives. Led quarterly process improvement efforts, partnering with stakeholders to improve communication and streamline information sharing, while supporting field marketing and performance reporting.

Cross Functional Collaboration Field Marketing Financial Operations Marketing Reporting Performance Tracking Process Improvement Operational Efficiency Stakeholder Management

Financial Operations Associate

Ohana Advisors LLC

Dec 2021 - Aug 2023 (1 year 8 months)

Supported multi-team projects through data extraction, reporting, and onboarding support. Managed operational reporting tools for accuracy and completeness of client-facing information, organized recurring progress meetings, and improved access and compliance through internal filing and data system redesigns.

Data Extraction Operational Reporting Onboarding & Support Process Improvement Data Analysis Meeting Coordination Microsoft Excel Microsoft PowerPoint Data Systems

Financial Representative

Northwestern Mutual

Jun 2021 - Dec 2021 (6 months)

Built client engagement and prospecting experience while developing communication and relationship management skills through direct client interaction and financial planning. Used marketing and lead-generation systems to expand the client base and drive pipeline activity.

Client Engagement Prospecting Financial Planning Relationship Management Marketing Lead Generation Communication