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Ben Sheppard previously worked as Managing Director, Retirement Plan Services at Charles Schwab and Managing Director, Plan Sponsor Services at Charles Schwab. Ben Sheppard holds Mba, Management, Marketing from The University Of Dallas.
As a financial services leader, I have a proven track record of driving performance excellence in client engagement and strategic management. I oversee plan sponsor services and investor engagement teams, implementing strategies that drive cross-sales, retention, and growth. I excel in establishing corporate governance frameworks to manage business risks and enhance internal controls. I am known for forming and leading client advisory boards, sharing corporate updates with fiduciaries, and defining and reviewing business strategies. My leadership style is characterized by my Gallup top 5 strengths, including being a Learner, Individualization, Achiever, Relator, and having Self-Assurance. I am motivated by building and being part of great teams, serving clients, and driving the business forward. I believe in empowerment, sharing our story, and prioritizing faith, family, and friends. I believe that teams are developed one relationship at a time, as such I strive to embody an authentic and real leader brand, always putting people and clients first, and upholding high integrity and unbiased decision-making. I am known for being an active listener and a voice of reason, with a strong focus on client satisfaction. People should follow me because I consistently prioritize the interests of others over my own, empower teams to succeed, and maintain a client-first mentality. I lead with a "Through Client Eyes" perspective, ensuring that all decisions are made with the best interests of our clients in mind.Specialties: Leadership Development, Change Management, Business Development, Relationship Management and Unifying Teams around Client Priorities
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Austin, Texas, United States
Led Retirement Plan Service organization within Workplace Financial Solutions (WFS). Managed client retention, platform financials, and long-term strategy of retirement business. Supervised 400+ people spanning relationship management, client service, consulting and administration with a continual goal of aligning the breadth of Schwab resources around the.
Austin, Texas, United States
Led teams spanning relationship management, client services, consulting, administration and implementation with a continual goal of aligning the breadth of Schwab resources around the needs of our Clients. Managed client retention, employee development and financials while supervising 400+ people supporting over 1,300 plans.
Austin, Texas Area
Established the creation of a new organization within Schwab WFS to align participant-facing teams around WFS investors. With a focus on providing retirement plans for 1.7 million RPS individuals and 500,000 SPS investors, I led a team of 430 employees across five key sites in a remote environment. Additionally, our team provided cross-enterprise support.
Austin, Texas Area
Led teams spanning relationship management, client services, investment services, communications, consulting and more, supporting over 1,200 plans and managing approximately 270 employees across four sites. Successfully aligned and restructured organizations post acquisition of The 401(k) Company and through integration, implementing best practices and.
Responsible for Institutional Sales, Business Development and Consultant Relations
Led Relationship Management Teams for our integrated benefits client base covering defined benefit, defined contribution, executive deferred compensation and equity award service programs. Responsible for strategic planning and P&L across 4 key sites.
Harvard Business Schools Authentic Leadership Development program
Securities Industry Institute professional Development Program
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Ben Sheppard is based in Austin, Texas Metropolitan Area, United States.
Ben Sheppard has worked for Charles Schwab, Merrill Lynch, The Retirement Group, and Fidelity Investments.
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Ben Sheppard holds Mba, Management, Marketing from The University Of Dallas.
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