Danielle Shaffer Email & Phone Number

Scottsdale, Arizona, United States

Coached advisors on strategies, techniques, and best practices to deepen client relationships. Verified Security Exchange Commission (SEC) and Financial Industry Regulatory Authority (FINRA) regulatory compliance through client call monitoring and written client communications audits.Some of my accomplishments in this position include: • Authored training content, for a sales effectiveness training, implemented in classroom and virtual settings to several hundred financial advisors.• Consulted with Learning and Development team to influence and provide content for rollout of a new financial advice delivery model.• Developed training content, including how to gain client trust by building rapport, conducing a needs assessment, and resolving objectives, was documented in "playbook" style learning aide for advisors to refer to after training.• Taught financial advisors how to use qualitative and quantitative data to create a book of business strategy that included how to segment clients based on several risk factors and create action plans to mitigate risk factors.

Scottsdale, Arizona, United States

Interpreted data to develop territory strategy and segment team member's book of business. Facilitated organizational needs including hiring, training, space planning, contingency, data, and reporting.Achievements in this role include:• Conveyed feedback on methods to improve client relationships with effective questioning and closing strategies after a review of sales executive calls.• Guided internal sales executives to hone their sales in consulting and relationship management resulting in territory sales goals being surpassed.• Mentored internal sales executives to better support and advise external sales executive partners.

Malvern, Pennsylvania, United States

Guided sales analysts in ensuring sales executives were able to competitively price prospect opportunities, strategically position custom request for proposal responses, and research and recommend key differentiators for finals presentations. Contributed to operations such as headcount, budgeting, and space planning.In this role I: • Spearheaded an Institutional Sales Operations organizational redesign that modernized and streamlined sales operations functions, in part by establishing the change management plan, updating job descriptions, and delivering training for new roles.• Collaborated on the development of a technology resource plan using expected capacity and growth projection metrics.

Malvern, Pennsylvania, United States

Orchestrated a two-year, $1.4M technology project to transition manual, paper-based retirement kits to an online experiential platform. Documented and presented project status updates to senior leadership and the project steering committee.Some of my achievements include:• Created and delivered training curriculum to five business units impacted by new online retirement application process.• Decreased the not-in-good-order paperwork rate from 66% to 8% in 60 days, through initiation of a robust change management plan impacting Participant Services and Defined Benefit Services.

Malvern, Pennsylvania, United States

Supervised team of defined contribution (DC) and defined benefit (DB) Client Relationship Associates. Administered an $11B book of business of clients investing both their DC and DB retirement plan assets with Vanguard. Cooperatively delivered sales presentations.In this role, I: • Converted multiple DB clients to a new recordkeeping system, Vanguard Pension Administration System.• Designed Retirement Plan Administrator position to streamline workflows and serve as Client Relationship Associate talent pool.

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

Bachelor Of Science In Business Management, Business Administration And Management, General

Activities and Societies: Pi Gamma Mu – International Social Science Honor Society Minor in Economics

Associates Of Science In Business Administration, Business Administration And Management, General