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Daniel Jones Email & Phone Number

Head of Professional Services - IFS at iPipeline
Location: Toronto, Ontario, Canada 7 work roles 1 school
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Current company
Role
Head of Professional Services - IFS
Location
Toronto, Ontario, Canada
Company size

Who is Daniel Jones? Overview

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Daniel Jones is listed as Head of Professional Services - IFS at iPipeline, a company with 634 employees, based in Toronto, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Daniel Jones.

Daniel Jones previously worked as Head of Professional Services- IFS at Ipipeline and Business Solutions Architect at Ipipeline. Daniel Jones holds Sociology, Finance from University Of St. Thomas.

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iPipeline

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Profile bio

About Daniel Jones

Results-driven technology leader with experience in product design and implementing complex software systems and applications. Currently serving as the Head of Professional Services - IFS at iPipeline, I bring a wealth of expertise in leading high-performing teams and ensuring successful solution implementations. Through partnering with clients, we leverage our cutting edge workflow solution to modernize existing procedures and provide businesses with client friendly operational efficiencies.

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Daniel Jones's current company

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iPipeline
Ipipeline
Head of Professional Services - IFS
exton, pennsylvania, united states
Website
Employees
634
AeroLeads page
7 roles

Daniel Jones work experience

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Head Of Professional Services- Ifs

Current

Burlington, Ontario, Canada

As the Head of Professional Services, I play a pivotal role in ensuring the successful implementation and delivery of our IFS solutions to clients. Key responsibilities include:🔹Leadership and Team Management:- Supported the reorganization and alignment of the Professional Services team, fostering a culture of collaboration, innovation, and excellence..

Sep 2023 - Present

Business Solutions Architect

Burlington, Ontario, Canada

As a Business Solutions Architect, I played a pivotal role in shaping and optimizing client-centric strategies across product development, sales, and professional services. My responsibilities included:🔹Client-Centric Solutions: Identified, documented, and prioritized client-specific needs within product requirements, sales strategies, and professional.

Jul 2021 - Sep 2023

Vice President: Sales Supervision

Advisor Group

Phoenix, Arizona Area

As Vice President of Sales Supervision at Advisor Group, I held a strategic role in driving regulatory compliance, process optimization, and organizational growth. Here are the key highlights of my tenure:🔹 Supervision Pre-Approval Ownership: Led the Supervision Pre-Approval process for all Advisor Group member firms, reporting directly to the Chief.

Jun 2019 - Jan 2021

Director: Field Supervision

Questar Capital Corporation

Minneapolis, Minnesota

Owned and led Questar Capital's and Questar Asset Management's (wholly owned subsidiaries of Allianz Life) Field Supervision Program, reporting directly to the Chief Operating Officer. Position concluded due to the broker-dealer's representative acquisition by Advisor Group.🔹 Developed and maintained a robust supervisory structure, overseeing 11 employees.

Jun 2017 - Mar 2019

Sales Supervision Manager/Corporate Registered Principal

Greater Minneapolis-St. Paul Area

Drove comprehensive oversight as a Supervision Principal for a sizable region of Financial Advisors, Registered Assistants, and Unlicensed Staff, ensuring regulatory compliance and adherence to industry standards.🔹 Headed a team of four suitability principals, directing the meticulous review of equity, mutual fund, UIT, and fixed-income transactions to.

Dec 2006 - Dec 2016

Regional Sales Manager

Greater Minneapolis-St. Paul Area

🔹 Spearheaded a high-performing team driving growth across 160+ individual franchises, resulting in over $125 million in Gross Dealer Concession (GDC).🔹Increased profitability and performance of the region, moving from 18th out of 22 upon my start to 3rd after 2 years.🔹 Oversaw a dynamic team comprising a financial advice sales consultant, a technology.

Dec 2006 - Dec 2016

Transition Specialist

Greater Minneapolis-St. Paul Area

🔹 Successfully onboarded and transitioned over 60 advisors, representing over 4 billion in Assets Under Management (AUM).🔹 Traveled to newly affiliated financial advisors, providing comprehensive training on key systems and facilitating processes such as new account opening, transfer processing, client-level suitability review, client meeting coordination.

Dec 2006 - Dec 2016
Team & coworkers

Colleagues at iPipeline

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1 education record

Daniel Jones education

FAQ

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What company does Daniel Jones work for?

Daniel Jones works for iPipeline.

What is Daniel Jones's role at iPipeline?

Daniel Jones is listed as Head of Professional Services - IFS at iPipeline.

Where is Daniel Jones based?

Daniel Jones is based in Toronto, Ontario, Canada while working with iPipeline.

What companies has Daniel Jones worked for?

Daniel Jones has worked for Ipipeline, Advisor Group, Questar Capital Corporation, and Ameriprise Financial Services, Inc..

Who are Daniel Jones's colleagues at iPipeline?

Daniel Jones's colleagues at iPipeline include Chantel Mcgill, Mike Van Alstyne, Sara Smith, Helen Crocker, and Sean Whitfield.

How can I contact Daniel Jones?

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What schools did Daniel Jones attend?

Daniel Jones holds Sociology, Finance from University Of St. Thomas.

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