Daniel Daily Email & Phone Number

Philadelphia, Pa, Us

Provides industry insight and support in defining, developing, and executing service strategies, operational objectives, and financial goals. Day to day oversight and monitoring of all regional service activities and frequently reviews Plan Managers cases to develop coaching plans that improve client and advisor satisfaction, retention, and growth. • Promoted to lead a team of 12 Relationship Managers covering a territory with over 1,750 plans.• Partnered with key internal units to develop effective account management strategies to meet and exceed expectations.• Cultivated a level of trust with all key channel clients, elite advisors, and top tier plans managers. Fostered a culture that takes responsibility for client issues and ensuring that no plan is left behind.• Facilitated the on-boarding of new channel advisory firms and carefully monitors relationship through all phases of the engagement cycle.• Acted as a liaison between service and other groups to resolve issues the right way the first time.

Philadelphia, Pa, Us

Establish, build, grow, and maintain strong and committed relationships with key investment stakeholders providing insight and consultative solutions to client needs. Reports to Vice President of Service. • Achieved 18% year-over-year growth through a combination of organic growth initiatives and strategic acquisitions. • Led team of 5 direct reports managing more than 1000 plans. • Collaborated with executive team to create middle management structure (6 Directors for 50 Relationship Managers) to enhance performance management of Relationship Managers. Created healthy competition across divisions that directly increased performance. Established escalation path for quicker and more effective problem resolution. Introduced new level of accountability and enabled quicker employee feedback. • Introduced and implemented new work-from-home policy that increased employee engagement and productivity while lowering overhead costs. Launched in 2019 (Pre-COVID) enabling virtually zero downtime while world was transitioning to new working model. Enabled greater employee retention and was a major factor in attracting new talent. • Devised complexity model to forecast talent needs based on workloads, participants, and number of plans. Resulted in a hiring predictor tool, allowing Human Resources to accurately ramp up and add advisors as business continues to grow.

Philadelphia, Pa, Us

Dresher, Pa, Us

Recruited as a subject matter expert to educate and update Financial Advisors and their clients regarding strategy changes in fund lineups and ERISA consultations. Controlled institutional book of business through southeastern territory for Financial Advisors and administered qualifying retirement and 401k plans for clients having upwards of 30,000 employees. Partnered with high performing team of 10 representing 30% of corporate annual revenue stream, of which books valued at $1 million were personally managed.• Yielded 99% retention rate across all books of business, starting with 25 clients then growing and retaining 65. Normal retention rates averaged 87% throughout company and loss of larger clients would have had enormous and detrimental impact. • Achieved consistently highest scores of 9-10 on Net Promoter Score surveys, which gauge the loyalty of customer relationships, directly correlating with profitable revenue growth.• Designed departmental procedures for 2nd largest institutional client for strategic initiative that resulted in over 300 additional adoptions.• Rewarded with 3rd largest institutional client, with 19,000 employees and assets in the multi-millions, when promoted from serving individual retirement plans to corporate plan sponsor relationships.• Furthered sales due to aggressive cross-selling strategy of Ascensus product offerings, also helping generate leads for sales department.

Valley Forge, Pa, Us

Promoted to concierge-level management of 3rd largest institutional Forbes 500 client, Conoco Phillips. Controlled just under $1,000,000,000 plan covering 30,000 participants. Demonstrated service enhancements, new technologies, regulatory updates, and best practices suggestions. Monitored plan for federal documentation regulatory compliance, including ERISA and 409A changes. • Implemented modernization of stock record keeping from unitized to daily valuation, trading more precisely to the company stock exchange.• Spearheaded collaborative committee to proactively modify business process of data challenges pertaining to Qualified Domestic Orders. Persuaded senior management to overhaul outdated methods, by improving technology and minimizing financial impact of costly mistakes. Resulted in diminishing error rate to 5%.• Showcased business services to new enrollments and referrals from Business Development Group and established fiduciary relationships.• Controlled high asset accounts, ranging from $1 – 100 million in investable assets, by building rapport with clients’ executive team and identifying opportunities to increase assets.• Fielded up to 100 calls per day in addition to consulting all client inquiries via email. Streamlined all new client accounts to ensure setup compliance.

Master Of Business Administration - Mba, Business Administration And Management, General

Bachelor'S Degree

Education record