Christopher D Smith Email & Phone Number

Boston, Ma, Us

Boston, Massachusetts, United States

Responsible for Institutional Sales, Consultant Relations, Product (RetirePlus), Investment Strategy, Sales Operations and Healthcare market segment. Led the development of business strategy and execution, business development and enablement, transformation, go-to-market strategies, business operations and performance, process improvement, investment portfolio management, budgeting (forecasting and strategic financial projections), issue resolution, and risk management for the Institutional business.• Revenue Generation: Achieved exceptional sales results, surpassing institutional and product default sales targets by 45%, totaling $6.5B and $7.8B respectively.• Client Management: Effectively managed 121 clients with assets worth $57B, generating $620M in revenue with a 6% Year-over-Year increase, and a $145M annual budget.• Operational Excellence: Optimized sales and business operations by implementing best practices, resulting in a 60% increase in resource utilization and $10M in cost savings.• Strategic Leadership: Led strategy development and execution for RetirePlus product; provided strategic direction to a team and fostered collaboration with key business partners to achieve enterprise goals.• Financial Planning and Analysis: Created annual budgets and forecasting for multiple departments working closely with department leaders to ensure functional budgets were aligned with overall strategy and business objectives. Led client p&l development effort to include enterprise revenue and expense.

Waltham, Massachusetts, United States

Responsible for Healthcare and Government market segments that included the oversight of relationship managers, client service managers, financial advisors and wealth advisors. Led all business activities including strategy development & execution, sales, business development, client experience, operational excellence, profitability, and risk management to drive business outcomes.• Business and Market Strategy: Developed a targeted market segmentation strategy for Healthcare and Government sectors, resulting in a 5% increase in market share.• Client Experience: Implemented initiatives to elevate client experience, ensuring services meet or exceed expectations, fostering long-term satisfaction and loyalty.• Strategic Partnerships and Product Innovation: Fostered key partnerships and drive innovative product development to address sector-specific needs, identifying new opportunities for revenue growth and market differentiation.

Waltham, Massachusetts, United States

Responsible for developing the Program Management Office. Established a governance board, collaborating with leadership, business sponsors and key stakeholders to partner in the execution of the strategic portfolio.• Strategic Program Oversight: Established and led a Program Management Office (PMO) providing strategic direction for 10+ programs and $290 million in spending that resulted in an increase in win and retention rates for recordkeeping and increased participant engagement through product development.

Boston, Mass

Provided management consulting services including strategy, finance, sales, marketing, business development, operational excellence, Lean Six Sigma process improvement, technology optimization, transformation, change management, and executive coaching to increase productivity, efficiency, working capital/P&L, capacity and business outcomes.• Strategic Partnership Development: Spearheaded business development efforts to forge key partnerships, significantly expanding the client base and driving revenue growth by over $3M, enhancing the organization's market presence and financial stability.• Financial Planning and Analysis: Created annual budgets and forecasting for multiple departments within healthcare system working closely with department leaders to ensure functional budgets were aligned with overall strategy and business objectives.• Revenue Generation: Utilized effective appointment scheduling, documentation, and coding practices to identify revenue opportunities exceeding $15M. Targeted population needs and comorbidity opportunities; optimized operational processes and maximized financial returns.• Cost Reduction and Care Optimization: Implemented targeted interventions resulting in a 2.8% reduction in patient medical expenses, translating to over $12M in savings annually. By focusing on claims, referral patterns, Rx costs, and care management, improved patient outcomes were achieved.• Leadership and Collaboration: Provided mentorship and oversight to a team of fourteen direct and matrix reports, fostering a culture of excellence and collaboration. Collaborated closely with the C-Suite and executive team to align organizational goals with operational excellence initiatives, leading to revenue growth and enhanced patient care delivery.• Material/Supply Mgmt: Led a team to develop a material and supply inventory process and purchasing program that resulted in a one-time cost reduction of $2.5M and ongoing inventory cost of $500K.

Lawrence, Ma

Responsible for Business Development, Sales, Client Management, Marketing/Branding, Operations, Finance, Human Resources, Real Estate Development, Contracting and Technology efforts supporting corporate and franchise business segments. (Startup & Scale, Real Estate | F&B, Retail | Wholesale | Franchising | Manufacturing | Logistics)- Real Estate Development: Managed permitting, development, and leasing of 1.8M sq ft of mixed-use space. Negotiated all buy/sell, leasing and construction contracts. • Financial Planning and Analysis: Created annual budget for multiple departments within real estate, manufacturing and food service working closely with President/CEO to ensure functional budgets were aligned with overall strategy and business objectives.• Revenue Generation and Client/Customer Experience: Developed and executed business strategy to drive retail and wholesale revenue generation. Successfully increased franchisees/business partners by over 350%, sales increase of over 400% to $35.8M annually.• Procurement and Vendor Mgmt: Developed inventory management policies to improve replenishment. Collaborated with vendors to resolve supply chain issues and ensure timely delivery of materials.

Boston, Ma, Usa

Responsible for domestic and international (Expatriate assignments in Toronto, Canada and Sydney, Australia (Asia Pacific responsibility)) business development and operational servicing. Focus on developing global capabilities in accounting, custody, cash management, fund administration, investment analytics, investment management and overall Profit and Loss for investment banks, government entities and insurance companies throughout the US, Canada and Asia Pacific.• Strategic Business Development: Spearheaded client relationship management for both domestic and international markets. Focused on cultivating and expanding relationships with investment banks, government entities, and insurance companies.• Leadership: Managed and provided leadership, direction, and innovative solutions to five senior managers and clients that generated $25M in revenue; over 250 products; and $65 billion in assets.• Client Success: Secured key client reference resulting in increased revenue and assets by over 100% to $12M and $25B, respectively. Negotiated all contracts and fees associated with client products and services resulting in a 5.6% increase in revenue.• Business Development: Collaborated with management team and clients developing product and cross-selling added value services resulting in additional revenue of over $3M annually, exceeding revenue objectives.• Negotiated all contracts and fees associated with client products and services resulting in a 5.6% increase in revenue.• Project Management: Created and managed detailed work plans to ensure timely completion of client related systems and new product/business initiatives resulting in over $500K in additional revenue.