Alison Simpson Email & Phone Number

Philadelphia, Pa, Us

Greater Philadelphia Area

Greater Philadelphia Area

• Serve as a primary point of contact for BlackRock’s Cash Management relationships with financial institutions, corporations, and financial intermediaries to drive business development efforts and grow existing relationships• Provide a link between clients, sales account managers, and the portfolio management group to ensure an optimal client experience and the opportunity to expand client business in the separate account space • Present to clients on current cash markets, investment strategy, and our value proposition • Collaborate with various groups including portfolio management, credit research, marketing, and operations to develop collateral for portfolio reviews, new products, and requests for proposal (RFPs) • Utilize a sophisticated proprietary risk technology and investment platform, called Aladdin®, to provide consultation to clients • Oversee the onboarding of new institutional separate accounts in tandem with the legal and operations teams

Princeton, Nj

• Coach and develop a sales team responsible for driving billions of dollars in annual sales and protecting billions of dollars in existing assets with financial advisors • Build and drive new market strategy and multiple projects through close collaboration with constituent groups including: Marketing, COO, and Product Management• Enhance the CRM technology to optimize leads management and pipeline that has resulted in increased productivity, sales efficiency, and client retention• Drive business with sales partners in multiple channels leading to several multi-million dollar wins with Independents, Wirehouses, RIAs, and Private Wealth• Manage home office relationships with platform sales desks to achieve joint initiatives and provide a superior experience for our strategic partners • Manage extensive effort connecting 200 BlackRock retail wholesalers to recordkeeper wholesalers, sharing leads resulting in wins ranging from $1 million to $100 million • Additional highlights: developed wholesaler training program, oversee execution of hundreds of RFPs, nominated by peers in 2015 and 2016 for the “Next Level Awards” for raising individual/team performance, selected to lead manager improvement pods, chosen to captain innovation project for our largest DC clients

Princeton, Nj

• Led teams of 8-20 wholesalers to drive sales in ETFs, mutual funds, and separately managed accounts • Exceeded sales and revenue goals. Recognized two years in a row with “Division of the Year” award• Partnered closely with senior management and portfolio managers to drive firm and channel initiatives• Tracked and developed sales and productivity reports to ensure team members were having maximum impact • Executed on multiple stretch assignments beyond primary role focused on global sales excellence, bi-coastal sales desk integration, alternative investments, and business continuity

Princeton, Nj

• Provided timely research-driven portfolio solutions to 1,000 Merrill Lynch Advisors in Florida • Partnered with 3 External and 3 Internal Wholesalers to provide consistent world class sales and service• Served in the role as an External Wholesaler for several months while territory was vacant

Hopewell, Nj

• Developed and executed a comprehensive training program and professional development strategy for 200 Merrill Edge Advisory Center Sales Supervisors and Sales Advisors with a focus on World Class sales and service, business expansion, and employee retention• Partnered with multiple ML organizations such as MLIM (now BlackRock) and MLIG on innovative positioning for new products and initiatives

Cherry Hill And Hopewell, Nj

• Advised and educated HNW clients on comprehensive financial planning: IRAs, annuities, Life Insurance, College Savings, Employer-sponsored plans, ML Financial Foundation• Prospected for new clients through investment seminars and networking with multiple local and national organizations

Greater Philadelphia Area

• Partnered internally to meet hiring needs for audit, tax, and consulting and built a substantial recruiting budget for 5 regional offices• Received 3 recognition rewards for extraordinary accomplishments

Washington D.C. Metro Area

• Performed audit testing of key financial aspects and made internal control structure recommendations for clients in the technology, real estate, insurance, federal, and not-for-profit sectors• Served in a Manager capacity for a client engagement after less than 2 years with the firm

Certificate, Leadership And Management

Delivered by the University of Virginia Darden School Foundation and taught by the Darden School of Business’ highly acclaimed faculty.

Bachelor’S Degree, Accounting

Activities and Societies: Delta Sigma Pi Business Fraternity, Fitness InstructorHonors Scholar Student