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Oxford Financial Advisors

Victoria Balser profile

Head of Marketing & CX Strategy

Head of Marketing & CX Strategy

As Head of Marketing and Client Experience Strategy for Kestra Investment Management (KIM), Victoria leads all aspects of marketing strategy and sales activation to increase awareness, lead-gen and client-centric solutions for advisory clients. Victoria is a key member of the KIM Leadership team and works collaboratively to develop and manage the firm’s digital marketing, multimedia production,
content creation and all investment-related materials.

Prior to joining KIM, Victoria led the Global Institutional Relationship Management Marketing for Invesco Ltd. where she created, developed, launched and maintained an award-winning relationship management client experience program strategy central to Invesco’s lifecycle servicing models. Before Invesco, Victoria headed up Corporate Access for BTIG, a global financial services firm
specializing in investment banking, trading and brokerage services. In advance of Corporate Access, Victoria was Executive Conference Director-Finance and Alternative Investments division with Informa, a leading global events, digital services and academic knowledge firm. Victoria hs also held senior roles at ABN Amro and Cantor Fitzgerald, CNBC and CNN. 
Victoria earned dual bachelor’s degrees from New York University in International Affairs and International Finance and a Masters of Arts from Columbia University Graduate School of Journalism. She holds FINRA SIE, Series 7 & 63 licenses.