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.
• 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.
• 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.
• 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.

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.
• 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.
• 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.
• 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.
• 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