Jocelyn Lee is an accomplished marketing professional with extensive experience in the financial services sector. Currently serving as the Director of Client Account Strategy at Intention.ly since October 2025, Jocelyn leads strategic marketing partnerships for financial services and wealth management firms, focusing on growth through data-driven strategies and brand positioning. Previously, as the Regional Advisor Marketing Manager at Wealth Enhancement, Jocelyn directed a team supporting over 100 advisory teams nationally, enhancing client experiences and retention. Earlier roles include Senior Regional Marketing Specialist and Regional Marketing Specialist at Thrivent, where Jocelyn provided strategic marketing support to financial representatives. Jocelyn's career also includes project management and marketing roles in construction and sales, beginning with a foundation in marketing and office management. Education was completed at Normandale Community College.
This person is not in any teams
This person is not in any offices