Julia Mccarthy Email & Phone Number

Boston, Massachusetts

Boston, Ma

• Initiated Fidelity’s formal incursion into workplace health care. Consolidated existing, disparate initiatives, including health and welfare recordkeeping and health savings account products, under the umbrella of a new organization with an independent P&L. • Developed innovative and strategic solutions to employer challenges in managing and optimizing employee health expenses and outcomes.

Boston, Ma

• Developed and led a high-performing team of 600+ associates responsible for managing employee retirement and healthcare plans. • Improved customer engagement and outcomes for over 25 million plan participants from more than 20,000 Fidelity plan sponsor clients offering defined contribution, defined benefit, health and welfare, non-qualified, and health savings plans. • Accountable for investment strategy and oversight of a $106M investment portfolio. Portfolio included product development, digital strategy, marketing, customer experience, thought leadership, market insights, strategic media (PR), solution delivery, and communications and education. • Instrumental in consecutive record-breaking sales years for Fidelity Workplace. • Executive sponsor of “Leaders in Transition” program and regular speaker at leadership development forums. • Selected to participate in Fidelity’s Top 200 Enterprise Leadership Program and testified on behalf of Fidelity in front of the US Senate HELP committee. Business representative on Fidelity Retirement Plan Board.

Boston, Ma

• Managed a $500M revenue portfolio comprising multi-service clients. With accountability for some of Fidelity’s largest and most complex clients, partnered with Fidelity Operations and other internal groups to leverage best practices and processes with the objective of delivering the highest quality services and results, as well as growing and enriching our client relationships.

Dallas, Tx

(now Conduent, formerly Xerox) (ACS acquired outsourcing business from Mellon)• Developed the national team for $1B HR consulting and outsourcing business after being acquired as part of their purchase of these business lines from Mellon Financial. • Led the integration of the Mellon businesses into the ACS organization; developed the new brand while growing revenue from all business lines across the US. Product offerings included Total Benefits Outsourcing (defined contribution, defined benefit, and health and welfare administration), Learning, Human Resource Outsourcing (payroll and related services), as well as compensation and strategy products sourced through Buck Consultants.

Boston, Ma

(Mellon acquired The Boston Company)Principal, Client Development, Employer Benefits Outsourcing (2003 – 2005)• Managed new business development for the Eastern Region with a focus on creative market distribution to broaden client footprint and brand awareness campaigns.• Developed and managed to strict, measurable standards to ensure effective use of resources.• Developed and implemented sales and incentive compensation programs.• Experienced in Salesforce/CRM automation tools, account tracking, spreadsheet analysis, sales forecasting, and performance measurement.• Skilled in end-to-end sales program planning, as well as competitive analysis and account acquisition.First Vice President, Client Services (1995 – 2003)• Managed approximately $10M in revenue individually and approximately $50M within a team of 25 sales and relationship management executives. • Achieved 100% client retention by establishing clear and consistent expectations and maintaining proactive, open dialogue. • Developed new business opportunities within core client base by leveraging communication, negotiation, and sales skills; successfully negotiated contract renewals, including service updates, fee agreements, and performance standards. • Consistently achieved “exceeding expectations” ratings based on formal third-party client satisfaction surveys conducted annually.Vice President, Executive Management (1993 – 1995)• Reporting to Mellon’s Vice Chairman, designed and implemented employee initiative programs, including compensation and incentive plans, and assisted with the preparation of board presentations.

Boston, Ma

• Managed a team of HR generalists responsible for employee relations, recruiting, strategic planning, and management consulting.