Cory Marsh Email & Phone Number

Denver, Co, Us

Greater Denver Area

Operational management of high-performing team to continually meet individual Key Performance Indicators and organizational targets while maintaining SEC, FINRA, IRS, & DOL compliance.

Greenwood Village, Co

Promoted through increasingly responsible Relationship Management positions based on strong financial, operational, analytical and leadership performance. Managed Advisory Services product for client relationships totaling over $1 billion in assets under management. Notable achievements: Successful, client-wide, product rollout of plan sponsor analytics reporting capability. Product rollout of client specific functional enhancements for retirement income projections. Supported development and trained clients on proprietary methodology enhancement.

Englewood, Co

Key leadership role servicing client relationships totalling over $2.8 billion in assets managed. Notable accomplishments:Coordinated all service deliverables and ensured delivery of operational Service Level Agreements.Enhanced prospective client sales proposals through RFP development and client site visits.Developed and supported senior management project reporting

Greenwood Village, Co

Project management of financial service provider transition for corporate 401(k) plans. Facilitated multiple party communications for transfer of plan assets and records. Coordinated and managed plan setup onto proprietary record keeping system. Relationship building with clients, investment advisors and Third Party Administrators. Conducted weekly project management calls to effectively communicate goals, determine timelines, set expectations, manage results and resolve conflicts. Ensured projects were completed on time and within Service Agreement Standards.

Potters Bar, Hertfordshire, Uk

Pivotal member of project team that created and coordinated strategic and operational proposals for administration services of Personal Accounts pension scheme (n.k.a. the National Employment Savings Trust); a Parliamentary mandated occupational pension plan.Developed business requirement and functional specification documentation, demonstrating Proof of Solution and Proof of User Experience outcomes.Liaised cross-departmentally to ensure business process modelling and reengineering deliverables were met consistently, accurately and punctually.Translated and communicated systems functionality into comprehensive business services legislative framework.

Greenwood Village, Co

Proactively serviced a portfolio of high profile, defined contribution plan clients. Responsible for relationship management, project management, delivery of administration services and collecting service feedback while maintaining excellent satisfaction levels. Accounting for 30,000 members and $1 billion in assets.Single point of contact for plan operation including: daily administration, investment products, transaction execution, policies, procedures, plan reviews, renewals and changes, and servicing.Organized and conducted on-site client presentations for annual plan and fund performance reviews.Held leadership role as team lead, training and mentoring new hires. Provided continuing education and training to plan sponsors on new technology implementation.

Greenwood Village, Co

Proactively serviced a portfolio of Institutional, defined contribution plan clients.Coordinated, implemented and monitored Service Level Agreement provisions. Liaised with the internal administration teams to ensure timely delivery of agreed upon service levels. Responded accurately and timely to sensitive, complex queries, tasks and issues from employers and senior management, requiring strong analytical skills to assess situations, collect relevant information, apply considered judgment and identify a range of solutions.Assisted in developing, implementing and monitoring policies, procedures, reporting and service support for pension management issues.