Bill Scott Email & Phone Number

Glenmoore, Pa, Us

Malvern, Pennsylvania, United States

Providing senior leadership experience and strong organizational skills leading multiple institutional recordkeeping organizations focused on regulatory testing processing, quality assurance and account resolution.

United States

Currently leading a team of professionals supporting regulatory controls and oversight for our institutional full-service recordkeeping clients. Ensuring all regulatory controls and monitors are identified, executed and documented. Communicate findings and work to remediate the findings. Provide analysis on root cause and make recommendations for process improvements. 2020 - Launched new Unclaimed Property Group related to all services and functions for full-service retirement plans unclaimed assets. Identified and deployed new processes, workflows and reporting to improve client experience and reunite participants with their unclaimed benefit. 2020 - Moved to Infosys as a result of the new partnership with Vanguard to evolve the recordkeeping platform and marketplace.

Malvern, Pennsylvania, United States

Leading multiple shared services organizations for institutional retirement recordkeeping business- Transactions Quality Audit, Compliance Testing Resolution and Account Resolution Services.

Currently leading a team of professionals supporting regulatory controls and oversight for our institutional full service recordkeeping clients. Ensuring all regulatory controls and monitors are identified, executed and documented. Ensure all findings are communicated and remediated. Provide leadership and oversight to address Corporate Internal Audit findings for our recordkeeping division.

Currently leading a team of professionals providing oversight and controls on regulatory obligations for Vanguard Fiduciary Trust Company in the full service institutional retirement plans marketplace. Led the creation from start up to a mature organization. Implemented and defined new functions and organizational model, regulatory reporting, data integrity model and process improvements.Leads numerous strategic business initiatives that have resulted in process improvements, efficiencies and technology enhancements. Utilizes strong conceptual thinking, relationship building and analytical skills to successfully lead the development of business solutions from vision to implementation.

Project Manager in Institutional Business Technology ServicesLed enterprise wide multi faceted testing program for Institutional Systems. Providing value to our business partners, mitigating risk and ensuring high quality software implementation.Previously led a strategic initiative (BDM) to identify and recommend an enterprise wide document and content management strategy for the Institutional division.Prior project roles include leading strategic direction for implementing new system tools, investigating new technologies and providing oversight and governance for systems.

Malvern

Developed and expanded strategic relationships. Built strong relationships with key senior client steakholders. Created and delivered plans to further the relationship through plan education initiatives, increased services and investment products.