Global Head Of Customer Success, Managed Services And Client Product Support
Lead our talented teams to deliver managed services, client product support and customer success for Data and Analytics software clients.
Sep 2024 - Dec 2024
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Liz Blake Email & Phone Number
Global Head of Customer Success, Managed Services, and Client Product Support | Data and Analytics Solutions at BNY Mellon
1 work email found
@bnymellon.com
3 phones found area 774, 617, and 800
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✓ Verified July 2026
4 data sources
Profile completeness 86%
Role
Global Head of Customer Success, Managed Services, and Client Product Support | Data and Analytics Solutions at BNY Mellon
Location
Greater Boston, United States
Who is Liz Blake? Overview
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Liz Blake is listed as Global Head of Customer Success, Managed Services, and Client Product Support | Data and Analytics Solutions at BNY Mellon based in Greater Boston, United States. AeroLeads shows a work email signal at bnymellon.com, phone signal with area code 774, 617, 800, and a matched LinkedIn profile for Liz Blake.
Liz Blake previously worked as Global Head of Customer Success, Managed Services and Client Product Support at Bny and Global Head of Managed Services| Data and Analytics Solutions at BNY Mellon at Bny. Liz Blake holds Master Of Business Administration (Mba), Masters Of Business Administration - General Management Leadership from D'Amore-Mckim School Of Business At Northeastern University.
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Email format at bnymellon.com
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*@bnymellon.com
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Profile bio
About Liz Blake
Senior Business Executive in the financial services software industry specializing in emerging new business lines, service design for driving scalable business growth, optimization.Experienced business leader with proven success at building and leading organizations, new business development, operations and project management. Particular strength in designing strategies to optimize structure, technology, and talent to achieve profitable business growth and deliver customer value.Successfully led large investment operations for world class asset management and financial services company. Recognized ability in collaborating with business partners and building structure to enable expansion of products and services. Consistently selected to lead and execute complex operational programs to deliver profitable results, enhance service quality and enable rapid growth in the areas of:New business start-ups Large organization management including P&LProduct strategyData & analytics Market positioning / Profitable revenue growthAcquisition integrationClient service managementGlobalization strategies & operationsPricingDedicated and focused on building empowered, high impact teams. Sought after mentor and leader with insight into what motivates others to achieve their best.Selected in elite inaugural accelerated career track program designed to build general management talent to manage large scale business units for Manulife Financial. Core Competencies: Managed Services, Data and Analytics, Financial Software Support, Product Management, P&L Management, Market Positioning and Revenue Growth, Business Transformation, Merger Integration, Client On boarding, Client Reporting, Performance Measurement and Analytics, Sales and Business Development, Process Improvement, Relationship Building and Management.
Listed skills include Financial Services, Asset Management, Investments, Equities, and 22 others.
10 roles · 30 years
Liz Blake work experience
A career timeline built from the work history available for this profile.
Global Head Of Managed Services| Data And Analytics Solutions At Bny Mellon
Dec 2019 - Sep 2024
Global Head Of Managed Services, Data & Analytics
Jan 2016 - Dec 2019
Head Of Front Office Services, Bny Mellon Global Outsourcing
Jan 2016 - Jan 2016
Managing Director, Head Of Investment Operations, Alternative Assets
Built and implemented a new operating platform and managed the global investment operations organization for Manulife's start up business providing investment products for institutions seeking alternative asset class exposure in Real Estate, Commercial Mortgages and Private Placements.* Designed and implemented a global operating platform to service alternative investment products for institutional investors. * Successfully delivered a functional operating model structured to meet a rapid growth scalability target of $20B in five years and to accept new investors during first year. Model leveraged centers of expertise, vendors and global shared services achieving significantly lower up front investment costs for the start up business.* Rapidly recruited and managed highly qualified Investment Operations organization including Middle Office, Client On Boarding, Client Reporting, Fund Administration and Accounting and Performance Measurement teams. * Restructured operational practices to lead industry standards in accounting, controls, valuation and GIPS for private assets.* Designed client reporting and investor due diligence kits for all asset classes.
May 2013 - May 2015
Operational Lead For Manulife Acquisition Team
Led operational integration of Manulife's acquisition of Standard Life of Canada's investment operation including general account, public and private investment assets. Concurrently served as the Head of Private Markets Operations.* Successfully led the operations project team to meet five-month deal close deadline for the Standard Life of Canada merger.* Evaluated and delivered recommended operating model synergies and opportunities, risk controls, staffing and functional site strategy to optimize service delivery. * Rapidly facilitated new product offerings through the combined company and distribution channels to grow asset under management. * Facilitated order management trading system consolidation during close timeframe (4 months) to realize millions in savings.
Sep 2014 - Jan 2015
Head Of U.S Investment Operations, Public Markets
Transformed investment operations organization to scale for major growth in assets under management for retail and institutional investors. Structured organization to enable delivery of new complex products and services and to build capability for regulatory requirements to deliver our products in markets in North America and Asia. Managing Director of U.S. Investment Operations (2010 - 2013)* Achieved efficiency levels and significantly reduced risk though implementation of exception based processing and automation supporting a 100% growth in AUM with corresponding staff growth of 25%.* Fully integrated three portfolio management team lift outs and two major investment management firm acquisitions of $4B.* Built operational capability to launch Bank Collective Investment Trust pooled funds enhancing product offerings for institutional client base.* Rebuilt control environment and provided transparent reporting of operational services. Ranked best in class against industry benchmark standards for unit cost.* Created client on boarding function to support rapid product and client base expansion.Director of Investment Operations, U.S. (2008- 2010)* Implemented new order management trading system to support global products and enabling cross boarder trading.* Key team member building common offshore portfolio accounting platform across Asia and North America. * Created and implemented SLAs, dashboards for monitoring control standards, common accounting methodologies that delivered significantly stronger control environment, same day reconcilations and 24 / 6 operating model.* Implemented trade matching for equities, fixed income and forward currency transactions bringing on time settlement rates to greater than 99%.Role included responsibility for Middle office, performance measurement and attribution, client on-boarding and client reporting teams.
May 2008 - May 2013
Director Of Life New Business Operations
Built efficient and client focused New Business Life Insurance application operations* Reduced insurance application processing time by 25%.* Recognized by senior leaders as significant driver of change by refocusing group to deliver high quality, removing operational barriers delaying processing time and increasing communication to ensure highly rated client experience.
Apr 2006 - May 2008
Director Of Investment & Life Sales
Led Investment and Insurance sales specialist team to significantly grow sales in separate accounts, fee based programs, mutual funds and insurance products to John Hancock Financial Network agency system.* Collaborated with marketing and product teams and financial advisors to develop fee based wrap program growing to $1B in AUM.
1999 - 2006
~7 yrs
Investment Officer
Investment Officer for fully discretionary fee based mutual fund asset allocation service* Key member of program launch delivering training content and sales support to financial advisors* Managed mutual fund model implementation.
1997 - 1999
~2 yrs
2 education records
Liz Blake education
Master Of Business Administration (Mba), Masters Of Business Administration - General Management Leadership
D'Amore-Mckim School Of Business At Northeastern University
Bachelor Of Arts (B.A.), Economics
University Of Vermont
FAQ
Frequently asked questions about Liz Blake
Quick answers generated from the profile data available on this page.
What is Liz Blake's role at their current company?
Liz Blake is listed as Global Head of Customer Success, Managed Services, and Client Product Support | Data and Analytics Solutions at BNY Mellon.
What is Liz Blake's email address?
AeroLeads has found 1 work email signal at @bnymellon.com for Liz Blake.
What is Liz Blake's phone number?
AeroLeads has found 3 phone signal(s) with area code 774, 617, 800 for Liz Blake.
Where is Liz Blake based?
Liz Blake is based in Greater Boston, United States.
What companies has Liz Blake worked for?
Liz Blake has worked for Bny, Bny Mellon | Eagle Investment Systems, Bny Mellon, Manulife Asset Management, Private Assets, and John Hancock Financial Services.
How can I contact Liz Blake?
You can use AeroLeads to view verified contact signals for Liz Blake, including work email, phone, and LinkedIn data when available.
What schools did Liz Blake attend?
Liz Blake holds Master Of Business Administration (Mba), Masters Of Business Administration - General Management Leadership from D'Amore-Mckim School Of Business At Northeastern University.
What skills is Liz Blake known for?
Liz Blake is listed with skills including Financial Services, Asset Management, Investments, Equities, Fixed Income, Portfolio Management, Management, and Risk Management.
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