Responsible for overseeing the strategic direction, operations, and growth of transfer agency and recordkeeping software solutions inside Delta Data. This position plays a crucial role in ensuring the delivery of high-quality services to clients while adhering to regulatory requirements and industry standards.Key Responsibilities:• Strategic Leadership: Develop and implement the vision and strategy for TA and recordkeeping solutions, aligning with the overall business objectives.• Client Relationship Management: Foster and maintain strong relationships with clients, understanding their needs and ensuring satisfaction with services provided.• Innovation and Technology: Drive the adoption of new technologies and innovative practices to enhance service delivery and improve client experiences.• Risk Management: Identify and mitigate operational risks, ensuring robust processes are in place to protect client data and meet regulatory requirements.• Collaboration: Work closely with other TA and Record Keeping clients and varies other depatments , such as compliance, IT, and client services, to ensure cohesive service delivery and address client needs effectively.• Market Analysis: Stay informed about industry trends, competitive landscape, and regulatory changes to position the organization as a leader in TA and recordkeeping solutions.

I played a key role in client acquisition, onboarding, and retention. My responsibilities included customizing and modifying the system, which involved creating design documentation and specifications. I also served as a liaison between clients and Phoenix, ensuring alignment with business and industry standards. My contributions included:• Participating in trade shows and conferences (e.g., ALFI, SVIA)• Conducting product demonstrations (FUNDS/Net & FundTrader)• For new clients:o Identifying product gaps and proposing solutions throughout the onboarding process, which may lead to new Statements of Work (SOWs)o Designing custom processes tailored to new clients, resulting in SOWso Creating system specifications for these new processeso Coordinating with Phoenix’s programming team on necessary modificationso Managing the onboarding process, which includes: Providing technical details for data conversion Overseeing project management and planning Implementing ongoing design and feature enhancementso Delivering detailed training on specific processes (with standard training handled by Phoenix Support)• Offering consulting services to clients on operational challenges and industry standards• Designing system modifications for:o Regulatory updateso Client requestso New market entries• Providing in-depth support for complex client issues• Offering general client support as needed