Fifteen years of professional experience within the institutional investment servicing and financial industry, specializing in Project Management and Onboarding expertise for Sub-Advisory, Outsourced CIO (OCIO), E&Fmp;F, Institutional and Defined Contribution clients. Strong interpersonal and communication skills with significant experience cultivating, managing and improving client relationships. Extremely responsible, well organized, analytical and able to manage multiple priorities in a fast paced, demanding work environment, while meeting deadlines and ensuring accuracy and quality of work. Possess an understanding of multiple financial instruments, products and systems, as well as an extensive knowledge of domestic and global financial markets.
Focus on improving the onboarding experience for clients, and reduce the time tofunding by utilizing dedicated resources within the firm to manage the contracting, AML/KYC review and implementation processes for new accounts.
Managed a client portfolio spanning Sub-Advisory/Registered Mutual Funds, ETF's, OCIO, Institutional, E&Fmp;F, Non-profit, 529, Defined Benefit and Defined Contribution clients. Platinum and Executive client base with more than $150B in assets under management.
Assisted Account Executives with sales cycle; from client prospecting and finals presentations, to contracting negotiations, due diligence reviews and onboarding process.
Responsible for daily account support and maintenance, including invoicing and billing, trading inquiries, reporting, conflict resolution, and ad-hoc requests.
Oversaw all monthly, quarterly and annual deliverables, and those requirements specific to registered clients.
Supported and maintained all investor relations and due diligence activities, including quarterly and annual meetings, and periodic AML/KYC reviews.
Collaborated across the organization to secure new business for prospects and revenue expansion for existing clients.
Worked on complex Requests for Proposals for institutional clients and prospects involving multiple products/asset classes including Equity, Cash/Currency, Fixed Income, Quantitative, Enhanced and Alternatives.
Consistently partnered with Product Engineers, Relationship Managers, Consultant Relations, Legal, Compliance and Operations to provide marketing and product support, and ensure proposals are customized to match investing needs.
Participated in client calls with Senior Management regarding on-going mandate searches and finals presentations.
Served as internal resource for global offices across the firm for assigned asset classes.
Centralized all quarter-end data for the firm to support timely responses for client requests.
Met monthly with management to review deals, track progress compared to budget, and forecast the upcoming month and quarter.
Oversaw high caliber clients' software suites and acted as the daily interactionpoint for all support needs and business challenges.
Escalated and monitored program issues from inception to resolution by using product, technical and client expertise to problem solve.
Advocated on behalf of clients regarding research and development bugs and program enhancement requests.
Identified future sales opportunities and worked closely with Executive Management regarding long-term client goals, upgrade paths and strategies.
Minor: English Literature
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