Victoria Balser

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 Institutional Relationship Management Segment 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 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. Previously, Victoria held senior roles at ABN Amro and Cantor Fitzgerald in addition to experience as a business news reporter/producer & writer for CNBC and CNN as well as an independent Documentary Film Producer; all of which rounds out her ability to holistically serve the needs of clients.

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 and 63 licenses and serves on the board of directors of Atlanta Council of International Relations and Pink Concussions; an organization focused on female brain injuries.