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Elyse Smith Email & Phone Number

Vice President Relationship Manager at Fidelity Investments
Location: Dallas-Fort Worth Metroplex, United States 9 work roles 1 school
1 work email found @schwab.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

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Current company
Fidelity Investments
Role
Vice President Relationship Manager
Location
Dallas-Fort Worth Metroplex, United States
Company size
10 employees

Who is Elyse Smith? Overview

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Quick answer

Elyse Smith is listed as Vice President Relationship Manager at Fidelity Investments, a with 10 employees, based in Dallas-Fort Worth Metroplex, United States. AeroLeads shows a work email signal at schwab.com and a matched LinkedIn profile for Elyse Smith.

Elyse Smith previously worked as VP Relationship Management at Fidelity Investments at Fidelity Investments and Managing Director of Advisor Services and Business Transitions at Sowell Management. Elyse Smith holds Ba, Psychology from Binghamton University.

Company email context

Email format at Fidelity Investments

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{first}.{last}@schwab.com
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AeroLeads found 1 current-domain work email signal for Elyse Smith. Compare company email patterns before reaching out.

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Profile bio

About Elyse Smith

I am a results-driven leader with a comprehensive financial management background for a prominent financial services institution. I have strong expertise in overseeing a full spectrum of teams and leveraging strategies that increase business growth. I also have cross-functional experience in multiple key areas such as business development, product adoption, program development, recruitment, forecasting, strategic planning and problem solving. During my career, I have consistently exhibited leadership abilities in driving daily operations, directing cross-functional teams, and overseeing extensive budgets. I have excelled in leadership roles such as Director of Advisor Relations, Senior Manager, Team Manager, and Senior Relationship Manager. I am also an articulate communicator, with expertise in executing client engagements, conducting workshops, and training personnel. Connect with me today to acquire a better understanding of my skill set and to find out how I can help to bring your objectives into focus!

Listed skills include 401K.

Current workplace

Elyse Smith's current company

Company context helps verify the profile and gives searchers a useful next step.

Fidelity Investments
Fidelity Investments
Vice President Relationship Manager
Website
fidelity.com
Employees
10
AeroLeads page
Company profile
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9 roles

Elyse Smith work experience

A career timeline built from the work history available for this profile.

Vp Relationship Management At Fidelity Investments

Current
Fidelity Investments

Boston, Ma, Us

May 2023 - Present

Managing Director Of Advisor Services And Business Transitions

Sowell Management

North Little Rock, Arkansas, Us

May 2021 - May 2023

Managing Director, Schwab Advisor Services

Charles Schwab

Westlake, Texas, Us

Aug 2020 - May 2021

Director Business Transition Services

Td Ameritrade Institutional

Jersey City, New Jersey, Us

Leverage leadership expertise to direct personnel such as Senior Managers, Data Specialists and Trainers across multiple locations. Oversee all aspects of vendor relationships, including annual business reviews and quarterly audits. Contribute to complex on-boarding for large RIA's , discuss transition offerings, and close deals during prospect meetings. Promptly resolve interdepartmental problems and brainstorm alternative solutions for external clients. Deployed an innovative Bulk DocuSign tool for E-signature transitions. Attained 30% team goal of net new assets (a total of $20B in 2019).

Dec 2018 - Jul 2020

Director-Advisor Relations (Emerging Advisors)

Td Ameritrade Institutional

Jersey City, New Jersey, Us

Supervised two Senior Managers with 160 associates and provided strategic vision for the overall segment. Supported staffing by evaluating the business trends and engaging in forecasting discussions with internal partners. Played an instrumental role in the execution of a key Scottrade Advisor Services integration project.

Nov 2017 - Dec 2018

Senior Manager Advisor Relations

Td Ameritrade

Omaha, Ne, Us

Provided strategic vision to a motivated team and established robust associate relationships. Initiated mentor program to develop bench strength for the business. Led sizeable client/prospect engagements and delivered presentations at workshops for top tier Advisors. Collaboratively launched a program for future leaders and served as a member of problem solving teams. Elevated the Client Service Index scores by 30 points and sustained a 97% delivery on service level agreements.

Feb 2013 - Nov 2017

Business Transition Services On-Boarding

Td Ameritrade Institutional

Jersey City, New Jersey, Us

Played an instrumental role in developing a training program for RIA's during the bulk transition of assets. Conducted on-site workshops to train new RIA's and Break-Away Brokers on the TDA platform. Delivered consulting engagements with taff members on operational and technology efficiencies.

May 2012 - Feb 2013

Sales Representative

Td Ameritrade

Omaha, Ne, Us

Responsible for managing and growing the existing relationship with clients on the TDAI platform. Analyze business structure to offer practice management solutions to achieve their vision. Manage 100 key account relationships with an annual goal of $100 million in net new assets.Act as business consultant to Independent Financial Advisors that manage between $15-200 million in assets..Create, organize and deliver regular training and technology demonstrations via Web conferencing for up to 100 advisors at a time.

Jul 2010 - May 2012

Senior Relationship Mgr

Td Ameritrade

Omaha, Ne, Us

Jun 2007 - Jun 2010
Team & coworkers

Colleagues at Fidelity Investments

Other employees you can reach at fidelity.com. View company contacts for 10 employees →

PB Patrick Brown, Crps®, Eca Patrick Brown, Crps®, Eca Colleague at Fidelity InvestmentsNew York City Metropolitan Area, United States View → AP Alexander Peterson Alexander Peterson Colleague at Fidelity InvestmentsMount Pleasant, South Carolina, United States View → AD Amar Dutta Amar Dutta Colleague at Fidelity InvestmentsDublin, County Dublin, Ireland View → IS Igor Shitarev Igor Shitarev Colleague at Fidelity InvestmentsCary, North Carolina, United States View → VP Vanita Punjabi Vanita Punjabi Colleague at Fidelity InvestmentsBengaluru, Karnataka, India View → CW Chris Wood Chris Wood Colleague at Fidelity InvestmentsGrapevine, Texas, United States View → MM Michael Milano Michael Milano Colleague at Fidelity InvestmentsDenver Metropolitan Area, United States View → RV Ranjith Venkatramani Ranjith Venkatramani Colleague at Fidelity InvestmentsChennai, Tamil Nadu, India View → CF Carl Falvey Carl Falvey Colleague at Fidelity InvestmentsProvidence, Rhode Island, United States View → JL Juan Lopez Juan Lopez Colleague at Fidelity InvestmentsUnited States View →
1 education record

Elyse Smith education

  • Binghamton University
    Binghamton University
    Psychology
FAQ

Frequently asked questions about Elyse Smith

Quick answers generated from the profile data available on this page.

What company does Elyse Smith work for?

Elyse Smith works for Fidelity Investments.

What is Elyse Smith's role at Fidelity Investments?

Elyse Smith is listed as Vice President Relationship Manager at Fidelity Investments.

What is Elyse Smith's email address?

AeroLeads has found 1 work email signal at @schwab.com for Elyse Smith at Fidelity Investments.

Where is Elyse Smith based?

Elyse Smith is based in Dallas-Fort Worth Metroplex, United States while working with Fidelity Investments.

What companies has Elyse Smith worked for?

Elyse Smith has worked for Fidelity Investments, Sowell Management, Charles Schwab, Td Ameritrade Institutional, and Td Ameritrade.

Who are Elyse Smith's colleagues at Fidelity Investments?

Elyse Smith's colleagues at Fidelity Investments include Patrick Brown, Crps®, Eca, Alexander Peterson, Amar Dutta, Igor Shitarev, and Vanita Punjabi.

How can I contact Elyse Smith?

You can use AeroLeads to view verified contact signals for Elyse Smith at Fidelity Investments, including work email, phone, and LinkedIn data when available.

What schools did Elyse Smith attend?

Elyse Smith holds Ba, Psychology from Binghamton University.

What skills is Elyse Smith known for?

Elyse Smith is listed with skills including 401K.

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