Jessica Jacobsen

Marketing Operations and Experience Optimizer

Jessica Jacobsen is a Marketing Operations expert and our resident Experience Optimizer. She guides financial services leaders and their teams to elevate and optimize their client experience to result in strong multi-generational connections, enduring client loyalty, and repeatable, data-driven successes.

About Jessica

Jessica believes that intentional marketing creates harmonious cohesion between the value you provide and how clients perceive your business. She is adamant that it results in stronger client advocates and deeper business relationships.

With more than 20 years of experience in advertising, marketing, and financial services, Jessica helps teams identify their unique abilities within saturated markets and implement strategies that propel their brand value and identity to the forefront. In turn, this drives client acquisition and strategic growth of the firm.

A Conversation with Jessica

Why is our team so good at what we do?
We flourish as an interdependent team with mutual admiration, trust, and respect for each other as our foundation. We celebrate each other’s successes, shine a light on great ideas, and support one another through challenges.

What gives you the most energy about what you do?
I deeply value connecting with teams from across the country. I love creating solutions to clients’ problems, both known and unknown. I enjoy helping them expand their impact through thoughtful fact-finding, creative problem solving, and serving as an extension of their team. I also love digging into the operational element of marketing to make initiatives repeatable and efficient.

What’s your favorite WGP value?
Empowerment. I feel like the work I do makes an impact within our firm. The team has the autonomy to create and execute valued and appreciated ideas while being challenged to become the best version of our professional selves.

What’s your superpower?

One fun fact, secret talent, or guilty pleasure?
I love music – in my former life I worked at a record label and for several entertainment magazines. I would be a music supervisor in another life.

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