William Keyes Email & Phone Number

Manage distribution of participant communications to ensure the appropriate channel is being used. Minimize print and postage costs

Malvern, Pennsylvania, United States

*Partner with IT to ensure transparency for full service technology initiatives*Develop stakeholder maps*Manage needs of stakeholders thoughout the enterprise*Create communication plans and develop communication channels

Malvern, Pennsylvania, United States

*Led development of external plan sponsor communications.*Managed stakeholder/plan sponsor needs analysis*Consulted with service owners on communication needs*Partnered accross enterprise to ensure consistency of messaging

Malvern, Pennsylvania, United States

*Developed stragtegic internal and external change management and communications plans*Led change management for regulatory requirements for full service retirement plans*Developed sharepoint and additional resources for internal crew

* Recognized throughout Vanguard’s Institutional Division as electronic delivery subject matter expert* Led strategic development, rollout, and implementation of Vanguard’s Participant E-delivery offer resulting in annual savings of over $4 million per year* Acted as divisional business lead for migration of email campaigns to Exact Target including.

* Led the creation and delivery of Vanguard’s participant web experience story* Led projects that implemented new technology solutions to the participant website* Developed communications successfully marketing technology enhancements to retirement plan sponsors* Managed a multi-site team to deliver web and statements capabilities to support participant.

* Conducted competitive research and analysis for development of new retirement plan participant product offerings * Formulated product strategies and led teams to execute and deliver products* Sponsored technology enhancements to improve product results* Financially managed products, including profitability and pricing* Determined “best fit” criteria and.

* Consulted with large retirement plan sponsors to develop, adopt and implement education strategies that meet plan sponsor and participant needs* Specialized in consulting with large technology companie * Positioned product and services appropriate for plan sponsors and participants* Developed award winning communications campaigns* Led a collaborative.

* Developed and implemented programitic solutions for use with multiple retirement plan sponsors* Led the development of electronic communications and streaming video* Researched technology leading to development of new online educational tools * Led the retirement plan participant statement redesign * Developed rollout and communication plans for internal.

* Managed education meeting delivery by 30 Retirement Education Specialists across multiple sites* Trained and observed staff to ensure that participant meetings delivered with excellence* Researched emerging technology to deliver meetings electronically* Delivered first to market electronic participant meetings

* Delivered financial education meetings to retirement plan participants throughout the United States* Developed new meeting offers to support business goals and meet retirement plan sponsor needs* Provided one on one consultations at Universities and Professional Firms* Consulted with retirement plan sponsors on meeting educational needs across multiple.

* Provided specialized retirement guidance to shareholders via incoming phone calls* Captured asset transfer and rollover assets by providing exceptional service to prospects

* Provided account related services to shareholders via incoming phone calls