Versatile and accomplished veteran financial services leader with a successful track-record of managing client service & partner relationships, people and teams, and initiatives related to investment product development & management, investment operations and technology.
A good listener, ...
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Versatile and accomplished veteran financial services leader with a successful track-record of managing client service & partner relationships, people and teams, and initiatives related to investment product development & management, investment operations and technology.
A good listener, influencer, negotiator and collaborative problem-solver. A clear communicator with ability to educate others by simplifying complex problems and their solutions into simple language. Adept at creating and presenting content that aligns with the needs of client sales & marketing efforts or business & product strategy presentations for executive management, governance committees, and fund boards of directors.
Experience managing and growing client relationships and managing relationships with fund operations service providers and strategic partners.
Successfully built and managed teams of various sizes, working to develop individual strengths while meeting business objectives.
Expertise in ETFs, as well as experience with other investment vehicles and solutions across asset classes.
Experience as business lead for technology projects in support of delivering new client services, business processes, investment products and integrating or expanding partnerships.
Experience:
Client Service, Relationship Management, Project & Program Management l Leadership, Team Building, Talent Management & Development, Coaching, Motivation l Asset Managers, Wealth Managers, FinTech,TAMPs l ETFs, Mutual Funds, Collective Funds, Models, SMAs l Product Development, Management & Marketing l Index Strategies (MarketCap, Thematic, Smart Beta, Factors, ESG/SRI) and Active Management l Equities, Fixed Income, Commodities, Alternatives, Banking & Cash l Non-profit Board Leadership / International Sustainable Community Development
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