Greg Carruth Email & Phone Number

Columbus, Ohio, United States

• Direct simultaneous Governmental and Institutional projects, significantly contributing to the company's growth and profitability through strategic planning and efficient resource allocation.
• Execute strategic objective evaluations utilizing diverse methodologies such as quantifiable surveys, interviews, observations, and data analysis to inform decision-making and drive results.
• Facilitate the seamless integration of business and IT resources across all project stages, fostering alignment and ensuring effective collaboration.
• Cultivate consultative alliances with key stakeholders to conceptualize vision and drive business initiatives, nurturing cultural transformation and bolstering stakeholder engagement.
• Skillfully identified organizational need for ad-hoc/self-service reporting and steered the development of a user-friendly, web-based interface, reducing IT data requests and enhancing competitive positioning in.
• Led successful development and launch of e-delivery for retirement plan financial documents, overcoming past obstacles, engaging cross-functional teams, satisfying client needs, and securing new business while saving.

Columbus, Ohio, United States

• Managed a team of 7 Relationship Consultants, overseeing approximately $27B in assets and 3,500 governmental retirement plans, ensuring optimal portfolio performance and regulatory compliance.
• Served as the essential liaison between Business and IT departments, supervising the authorization process for external communications to Plan Sponsors, and enabling coordinated collaboration.
• Operated as the Business representative for the development of a new participant/plan sponsor website, expertly tackling escalated plan sponsor issues to drive project success.
• Fulfilled the role of subject matter expert in the launch of a new recordkeeping system, adeptly championing the transition's impact on 1.5B participant records for a successful outcome.
• Engaged in proactive outreach with plan sponsors, elevating Customer Enthusiasm scores through focused communication and strategic relationship management.
• Beneficially determined areas needing improvement through diligent review of Client Services team workloads and skills, hiring 3 Relationship Managers, and refined team skill allocation to better serve client needs and.

Columbus, Ohio, United States

• Assisted Program Directors and Retirement Specialists in select states with administrative tasks, sales efforts, and client and participant relations to uphold productive operations and strong connections.
• Provided support and encouraged collaboration as an internal liaison for managed cases, guaranteeing effective case management and enhancing cooperation among team members.
• Carried out quarterly financial statement audits for clients, confirming accuracy, compliance, and timely delivery of results.
• Streamlined operations by managing projects and adeptly resolving case management issues in processing, distributions, sales, and customer service.
• Created an internal "at-risk" process to proactively identify and mitigate potential contract renewal issues, fostering transparency and strategic communication among Leadership and forward-facing associates.
• Strengthened regional client relationships through proactive case enhancements, promoting client satisfaction and stimulating business growth within the assigned territory.