Susan Theder

Chief Marketing & Experience Officer, FMG Suite at COMPLY

Susan Theder is the Chief Marketing and Experience Officer at FMG Suite and a member of the company’s Senior Leadership Team. Susan places an emphasis on the importance of customer-focused strategies that leverage data and technology to deliver personalized and customized experiences that WOW. She has a passion for helping financial professionals grow and market their businesses and is an active supporter of women and diversity initiatives. She was named CMO of the year by WealthManagement.com in 2019 and a Women to Watch by Investment News in 2019. Susan currently serves on the Board of Directors for SMARSH a leading SaaS/RegTech company serving the financial services industry.

Before joining FMG Suite, Susan served as Chief Marketing Officer at both Advisor Group and Cetera Financial Group where she was responsible for all aspects of marketing and advisor marketing. Prior to that, she was a Managing Director at Pershing/BNY Mellon and held senior positions in marketing, product management and practice management at Fidelity Investments.

Susan earned a BA, with Honors, in History from Bowdoin College and holds Series 7, 63 and 24 licenses.

Links

Previous companies

Cetera Financial Group logo
Pershing logo
Fidelity logo

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Peers

Timeline

  • Chief Marketing & Experience Officer, FMG Suite

    Current role

  • Director

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