Arthy Kumar, Cfp® Email & Phone Number

Scottsdale, Arizona, United States

Scottsdale, Az

Scottsdale, Az

As a Senior Manager in Program Management I am responsible for the ultimate success and growth of the Workiva reporting solution in the Financial Services industry with a specialized focus on Insurance and Investment companies. Serve as a Subject Matter Expert and assist in sales, implementation, marketing, product development and broader strategy Work closely with the internal teams to ensure the successful onboarding and ongoing customer success to effectively manage the client relationshipsStay on top of new regulatory rules and requirements to monitor implications to the customers, product features, the industry and develop new use cases as needed.

Scottsdale, Az

The Workiva Fund Reporting Solution leverages the Wdesk Cloud-based technology platform to transform the mutual fund development, launch, maintenance, and compliance process. The solution addresses and solves the difficult problems of collaboration, information consolidation, process control, compliance, and XBRL tagging. As a Senior Success Manager of the Funds Reporting Solution, I oversee the team of Customer Success Managers that work with Financial Services, Mutual Funds, Insurance and Hedge Fund companies and ensure proper relationship management, training, on boarding, knowledge of fund filings, compliance, XBRL, looking out for opportunities for cross-functional use of other WDesk solutions and a high level of customer satisfaction is delivered at all times. I work closely with the Regional Sales Directors and support them on demos to funds prospects.as well as onsite client visits and training.Also serve as a liaison to the Product Marketing, Product Management, Quality Assurance and Development teams at WebFilings to make sure that customer feedback is integrated into product development, Marketing materials, Webinars etc.

Scottsdale, Az

As a member of the Funds Reporting Customer Success Team at WebFilings I strive to ensure my customers' success by acting as an extension of their reporting team. I work closely with the Product Marketing, Product Management, Quality Assurance and Development teams at WebFilings to ensure I'm up-to-date on the latest product improvements, and that customer feedback is integrated into product development.I work closely with the Regional Sales directors and participate in demos to funds prospects.Lead the funds CSM team and assign, train and help onboard new customers.Serve as a SME for the funds team.

Scottsdale, Az

Strategically managed a book of business consisting of brand name clients with their 401(k), Defined Benefit and Non-Qualified Plans with $100 to $200 million in plan assets.Served as the single point of contact and acted as trusted advisor in the client's decision making process.Consult with clients around plan design, investment line up and the participant experience.Managed internal team of subject matter experts involved in client relationship from departments including participant education, portfolio review, compliance testing, recordkeeping, etc.Developed client strategies focused on deepening relationships, increasing profitability and client loyalty and a high Net Promoter Score.Participated and delivered annual investment reviews and financial markets overview to the investment committee and the executive board of directors and assisted in funds selection and placement within the company's retirement plan with a focus on maintaining fiduciary compliance.Participated in quarterly committee meetings and presented plan statistics and analytics.Negotiated client relationship level pricing arrangements and new service opportunitiesActively participated in sales and acquisition of new clients.My strong presentation skills and technical knowledge of the financial industry helped me served as adjunct faculty and teach Financial topics like Estate Planning, Investments, Insurance, Retirement planning and CFP Comprehensive exam and Management topics like Relationship Management, Effective sales techniques, Business Etiquette and Power Presentation Skills.

Scottsdale, Az

After successfully presenting over 2,500 meetings nationwide on various financial topics including specialized custom meetings for mergers and acquisitions of major Fortune 100 companies I relocated to the Scottsdale office to start up and build the Institutional Participant Meetings Group.Responsible for hiring, training and managing a team of different levels of presenters - retirement education specialists, financial planners and e-meetings specialists.Effectively managed cross site communication and training needs between corporate and AZ site.Responsible for raising awareness of the new group to the Arizona site and actively represent the department at client services strategy and site level management meeting.Extensively travelled with the team to observe client presentations and provide feedback and training on technical and presentation skills. Within 2 years the team grew in size and expertise to 15 presenters including a supervisor and mirrored the Pennsylvania department closely.People manager duties included skills calibration, mid-year and annual reviews, managing and approving travel schedules and expense reimbursements, working with HR to recruit planners, interviewing and being the SME for presentation skills and Financial topics like investment, retirement, estate planning and insurance.Represented Participant Education in sales situations.Worked with marketing to provide technical review of investment brochures and content.Designed custom presentations for executives and professional services clients.Conducted one-on-ones with clients in various positions providing retirement planning advice.Developed and managed a mentorship program to help manage the busy seasonServed as Adjunct Faculty for Vanguard University for the CFP program and also conducted training on topics like Advanced Presentation Skills, Executive Presence, Advanced Sales Techniques, Estate Planning, Investments, Insurance and Retirement planning.

Scottsdale, Az

Worked with executives and professional firms. Conducted one-on-ones, and offered recommendations on financial plan and helped with implementation.

Valley Forge, Pa

One of the first members of the newly established department in Institutional Participant Education. Traveled extensively throughout the United States, presenting financial planning seminars to institutional clients and conducted one-on-one meetings with executives.Received numerous positive and note worthy feedback from clients.Worked with Research and Development to assist in creating a 10 topic Financial Education Series.Developed an award winning 5 hour workshop for participants nearing retirement.Improved plan enrollment, deferral rates and adoption of on-line tools.Effectively sold other financial services when appropriate.

Garden City, Ny

Associate Financial Planner and Registered Representative – MetLife Assisted senior financial planners Serviced clients with insurance, investments and financial planning needs.Held the following licenses - Life, Accident & Health, Property and Casualty, Series 6 and Series 63

High Potential Leaders Program

Cfp, Financial Planning And Services

Bachelor Of Science - Bs, Business/Managerial Economics