Redefining Growth Engine Design With Our New Leadership Hires
Grow Intentionly
August 27, 2024
In our continued goal to redefine growth strategies for financial services firms, the addition of industry heavyweights Randy Lambert and Joe Steuter signals a new era here at Intention.ly. As EVP of RIA Solutions and Chief of Communications, the pair will continue to help us redefine the boundaries and impact of a fully integrated growth strategy, connecting marketing, communications, sales, partnership development, client experience, and operations to drive accelerated, sustainable growth.
“My vision for Intention.ly has always been to transcend traditional marketing boundaries and help companies build a growth engine that drives success from every angle,” says Kelly Waltrich, CEO and Co-founder. “I’d put our team’s marketing prowess up against any out there, but the truth is that organizations of all sizes often struggle to align growth-related functions outside of marketing. With Randy and Joe joining our team, we’re not just expanding our capabilities—we’re redefining how we enable our clients to achieve their growth goals.”
The addition of Lambert and Steuter comes nearly one year after Waltrich and Intention.ly launched a new sales consulting and outsourced SDR division, spearheaded by fellow Orion alum and fintech sales leader, Kyle Hiatt. With the added breadth of experience and a deep understanding of the challenges and opportunities its clients face, Intention.ly is well-positioned to offer even more comprehensive and strategic guidance to connect marketing, business development, client experience, and operational efforts more intentionally.
To his role as EVP of RIA Solutions, Lambert brings a 31-year, proven track record of leadership and growth optimization at fintech leader Orion. Lambert’s role at Intention.ly will focus on helping fast-growing RIAs streamline and scale their operations, elevate their client experience and foster impactful partner relationships.
“There aren’t many marketing agencies that can untangle the complex needs of a business trying to scale, but that’s precisely what we’re doing at Intention.ly,” said Lambert. “What truly differentiates us is the breadth of our service offering. Intention.ly is undoubtedly unmatched in our delivery of marketing strategy, lead generation, and content development; however, our added competitive advantage lies in our deep capabilities around operational infrastructure, tech enablement, and client experience optimization. This all-in-one approach is unprecedented in our industry, and that, along with the caliber of clients Intention.ly has and the level of trust they put in the team, are what drew me to join. I’m thrilled about the possibilities ahead.”
As Chief of Communications, Steuter brings over 20 years of experience in brand marketing and communications to Intention.ly, including his most recent distinguished role at Carson Group. At Intention.ly, Steuter will empower organizations to implement cohesive brand storytelling strategies that drive awareness, authority, and demand, and support broader strategic communication needs related to GTM, M&A and change management.
“Kelly and I have shared a mutual admiration and respect for many years, and I’m thrilled to dive into this new chapter with her and the Intention.ly team,” said Steuter. “We’ve witnessed the industry evolve and share a vision for redefining the role of marketing. It’s not just about building brand identity or generating leads; it’s about engineering an intentional, integrated strategy that empowers organizations to grow with purpose and impact.”
This level of coordinated, strategic growth work is already making significant strides for several Intention.ly clients who are experiencing the benefits of this integrated approach.
“I often describe us as a growth SWOT team—we can mobilize, assess the full picture, identify unique opportunities, and implement a holistic plan that moves our clients toward their growth goals with greater speed, efficiency, and impact. With Randy and Joe joining our already multi-dimensional team, we’re operating at full, unrivaled capacity and redefining how financial services firms tackle their growth strategies.”
—Kelly Waltrich, CEO and Co-founder
Connect with Joe about your firm’s communication strategy or Randy about your firm’s client experience or operational infrastructure.
