Cathy Phillips, Cphr Email & Phone Number

Vancouver, Canada Area

Vancouver, Canada Area

Business builder and regional executive lead at one of the world's top global custodian and leading Canadian provider of pension, fund administration, investment counselor and treasury services. -Execution of organizational and enterprise strategy for all of Western Canada. -Relationship Management and oversight of client service delivery for strategic client base, responsible for protecting and growing regional market share. -Lead a regional team of 5 Relationship Directors, providing executive support in a fast paced environment.-Recruitment and staffing, talent management, coaching and career development for regional employee base. -Collaboratively work alongside clients to ensure RBC I&TS has a superior understanding of their needs and effectively addresses them with tailored advice and solutions.-Delivers knowledge across regulatory, product and economic developments by leveraging the expertise of industry thought leaders and organizational intellectual capital. -Ensures servicing solutions remain agile and competitive by providing client insights to inform continual enhancement of product functionality and identification of future trends to business heads.

Vancouver, Canada Area

Business builder and regional executive lead for custodial services for pension, fund administration, investment counselor and treasury services.-Execution of organizational and enterprise strategy for Pacific Region.-Relationship Management of strategic client base, responsible for growing and protecting regional market share.-Collaboratively working with clients to translate their needs within the organization to aid in the delivery of effective and efficient solutions.

Vancouver, Canada Area

Senior management lead of Vancouver and Calgary branches with over 45 staff. -Responsible for client service management and operational client service delivery in the region.-Management of human resource functions in the region including recruitment and staffing, coaching, training and performance management. -Supporting clients with their business objectives, ensuring the highest level of client satisfaction.-Responsible for delivery of the highest operational standards, ensuring the timely delivery of financial reporting and other high priority requirements for the regional client base. -Providing support to the Regional Director, Sales & Business Development attending client meetings and assisting in presentations.

Vancouver, Canada Area

Senior executive oversight of operational and client service delivery for self-directed registered retirement savings plans and corporate institutional custodial accounts. -Responsible for a team of 50 client service and operations staff located in Vancouver and Calgary.-Management of human resource responsibilities including recruitment and staffing, shaping organizational design, training performance management and coaching.-Assisting in development of business strategy, executing operational, sales and marketing plans. -Creation of policies and identifying process work flow efficiencies. -Assisting in product development and execution of formal roll out in the branches and targeted client base. -Provide business insight and support for IT projects to enhance client service delivery.-Liase with Canadian Western Bank branches to maximize revenues and add value to commercial and retail client relationships. From December 1992 to April 2002, I held various roles with increasing levels of responsibility at Canadian Western Trust. Promoted from Supervisor, Assistant Manager, Manager and Senior Manager to my last role of Managing Director, Trust Operations in 2002.