Brian Burke Email & Phone Number

Colorado, United States

United States

Work with Financial Services companies, specializing in Operations and Process integration, and optimization efforts through strategic initiatives

Lone Tree, Colorado

• Manage a 350-person phone contact center and provide site leadership for 600+ financial professionals
• Develop, communicate, and execute client communication strategy across the organization
• Successfully lead the organization to deliver excellent client interactions and call center performance metrics
• Ensure high levels of employee engagement and retention through the creation of open, creative, relationship- based cultures, and a human approach to leadership
• Develop and implement leadership development programs and sponsor delivery of all training requirements for a 2000-person organization
• Provide community and civic integration opportunities for the firm across the Colorado Front Range to include sponsoring large-scale employee volunteer weeks, representation at the municipal, state, and regional.

• Set strategic implementation plans for all field organizations within the Investor Services Enterprise
• Spearheaded integration of products, services, and business strategy within the retail business
• Ensured successful integration and adoption during the launch of a new, disruptive robo-advice service to scale investment guidance for more clients; solution became the second largest provider of its kind, valued at.
• Aspects of the role include overall leadership of a project management organization focused on projects, initiatives, and change management for the client-facing retail organization and staff
• Accountable for an intranet-based Knowledge Management system that served 15k unique users across the firm, providing more that 3000 pages of content in order to serve clients and facilitate business operations
• Directed field communications, including client escalations and crisis management

• Responsible for business strategy, offer design, marketing, and process improvement as it pertains to different client segments within retail financial services
• Responsible for the overall experience for more than 2.5M client households, employing creativity and initiative to find ways to differentiate offerings and address unique needs of a large, diverse population
• Facilitated a multi-generational approach to help the firm galvanize around the young and upwardly mobile investor, helping the firm grow from <10% to >40% of all new accounts opened to clients under the age of 40
• Developed a college student joint account service to offer students a higher level of service and help them establish a tenured relationship with the firm
• Designed and optimized a combination of services, products, and tools to deliver an experience that exceeds client expectations
• Collaborated with partners and delivery organizations to ensure processes were designed and executed smoothly

• Oversaw all aspects of a sales force of 130 financial professionals, serving clients across the entire United States
• Established and executed strategy, policy, procedures, compensation plans, budgets, and overarching objectives
• Completed the successful launch of a new business model serving emerging affluent clients, while correcting serious deficiencies in original concept design

• Directed all operations of retail brokerage and bank office, serving clients in the Midwest and Southeast U.S.
• Led the development, startup, and implementation of a relationship-based sales force, with client relationships in rural and non-metro locations
• Successfully executed a pilot program, evolving into a new business model and strategic direction for the firm

• Directed a team of sales professionals to identify and close new business opportunities for the firm
• Provided sales leadership, support, coaching, and training at the departmental, team, and personal level
• Built and developed the skills of direct reports as well as the entire sales force and management team in order to transition the organization into new and progressive roles
• Built and maintained relationships with colleagues at all levels of the company and outside organizations
• Instrumental in restructuring the sales department, streamlining staffing, and downsizing the sales force by 33%

• Led and motivated a team of investment specialists to deliver excellent service to most valued clients
• Oversaw day-to-day call center operations, customer service, and trading and client retention efforts
• Responsible for developing new business and managing risk to the firm
• Instrumental in the hiring, training, coaching, and development of brokers to deliver above expected results across a wide spectrum of client portfolio levels and investment orientations
• Developed and implemented various projects as required by changing business conditions
• Represented enterprise and senior management team on a variety of new initiatives, working with colleagues across the company and geographic regions

Greater Denver Area

• Provided superior customer service and processed equity, option, and mutual fund trades
• Worked with active traders and key clients to ensure accurate trade execution with minimal risk to the firm
• Built relationships with high value clients for purposes of asset gathering and asset retention
• Established as a pilot project and was proven to be effective and profitable, earning a permanent place in the firm’s spectrum of offers

Greater Denver Area

• Pleased to serve on the Finance Advisory Board for the department of Finance & Real Estate-College of Business

Colorado

• Served as a member of the Board of Governor Hickenlooper's Colorado Innovation Network (COIN). COIN is a catalyst for innovation in Colorado; creating a physical and virtual network of global leaders that will.